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  • Configure
    • Overview
    • Configure Shipping Products
    • Configure Shipping Zones
    • Configure a Store's Checkout Settings
    • Override a Store's Order Emails
    • Storefront Presentation: Publishing, Selling Dates, Featured, and Sort Order
    • Tax Classes
    • Tax Products
    • Tax Zones and Rates
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Configure

Taxes, shipping, warehouses, the merchandise catalog, coupons, stores, and settings.

31 articles

All Articles

31 articles shown

  • Configure Shipping Products

    Create the products your shipping charges post to, choose the account-wide default, and control which products stay available to choose.

  • Configure Shipping Zones

    Divide the places you ship to into zones by state, country, or postal code, set the address your packages ship from, and manage the zone list.

  • Configure a Store's Checkout Settings

    Set which accounts a store's sales belong to, which payment options buyers see at checkout, and how the store's orders are invoiced.

  • Override a Store's Order Emails

    Replace the order and shipment confirmation emails a store sends with your own wording, or turn one of them off for that store.

  • Storefront Presentation: Publishing, Selling Dates, Featured, and Sort Order

    Control whether and when a merchandise item appears in your store, feature it, mark it as new, and preview it before you publish.

  • Tax Classes

    Create the categories of goods you tax at different rates, and understand what happens to your tax setup when you deactivate, rename, or delete one.

  • Tax Products

    Set up the products your tax charges post to, choose the account-wide default, and understand why a tax product still in use can't be removed.

  • Tax Zones and Rates

    Define where you charge tax, by state, country, or postal code, and give each zone one or more rates with a percentage for every tax class.

  • Set Up a Custom Orders & Inventory Dashboard

    Build your own analytics dashboard to replace the standard Orders & Inventory overview every staff member sees when they open the Console.

  • Variant Options and Variants

    Let buyers choose among versions of an item, such as size or colour, generate every combination as a variant, and give a variant its own price, weight, or image.

  • Cancellation and Return Confirmation Emails

    Rhythm can email a customer automatically when their order is cancelled or a return is processed; here is who receives it, when it is skipped, and its store-override limits.

  • Code Generation Processes

    Build the template and confirmation email Rhythm uses to hand out coupon codes automatically when a product is bought, and preview the email before customers see it.

  • Inventory Tracking Settings for Merchandise

    Turn on stock tracking for a merchandise item, choose whether stock is counted for the whole item or by SKU, set a reorder point, and allow or refuse back orders.

  • Sell Membership, Certification, and Event Products in Your Store

    Turn on the sale of membership packages, certification courses and exams, and event registration packages inside a store, alongside its merchandise, and restrict each to chosen types or items.

  • Merchandise Categories and Shared Options

    Set up the categories your stores use to organize their catalogs, and define version or personalization questions once so many items can reuse them.

  • Orders & Inventory Settings

    Set your account's default store, whether checkout must show your policy links, who besides your own staff can manage organizations' coupon codes, and other account-wide Orders & Inventory choices.

  • Coupons

    Define what a coupon's discount does, how much it gives, what it applies to, and the restrictions that limit it, then generate the codes customers use to redeem it.

  • Discount Products

    Create the product a whole-order coupon posts its discount to, so the discount has somewhere to land in your financial records.

  • Entitlement Types

    Define the kinds of rights your products can grant and other applications can check, rename or retire a type, and turn on the entitlement screens for your account.

  • Merchandise Items: Create, Edit, and Find

    Add a merchandise item to your catalog, keep its name, prices, images, description, shipping, and categories current, and find, copy, or delete an item you already have.

  • Preview an Order Confirmation Email

    Send yourself a test copy of an order confirmation email, built from a real order, before customers start receiving it.

  • Personalization: Modifier Options and Price or Weight Rules

    Collect engraving text, a gift-wrap choice, or another answer from buyers when they choose an item, and set rules that change the price or weight when they pick certain values.

  • Add Orders & Inventory Pages to Your Portal

    Switch on the Online Store, Coupon Codes, and Order Management Portal features to add Orders & Inventory pages to your account's Portal.

  • Portal Member Rules

    Let Portal members apply a coupon to an order they already placed, and decide which contact roles of an organization may manage that organization's coupon codes on the Portal.

  • Product Confirmation Emails

    Create, edit, and preview the product-specific emails buyers receive after purchasing particular products, and see what happens to a product that still uses one you remove.

  • Control Who Can Run, Download, and Schedule Each Query Type

    Set separate permissions for running, downloading, and scheduling each Orders & Inventory query type, so different roles can see different levels of your order and inventory data.

  • Set Up an Online Store

    Create a store, choose which merchandise categories it shows, its default sort order and image, and set your account's default store; list, edit, and safely delete stores.

  • Set Up Warehouses and Bins

    Create, rename, and retire the warehouses your stock is held in, turn on bins for a warehouse, and set the order shipments draw stock from.

  • Orders & Inventory Setup Overview and Navigation

    Find every Orders & Inventory setup screen from one checklist page or from the setup side menu, and see which permission each one needs.

  • Preview the Shipment Confirmation Email

    Send yourself a test copy of the shipment confirmation email, filled in with a real shipment's data, before customers see it.

  • Configure Shipping Methods and Their Pricing

    Add free, flat-rate, weight or total-based, live UPS, and in-store pickup shipping methods to a shipping zone, price each one, and choose which shipping product its charges post to.

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