Shopping Cart Feature Overview

This overview demonstrates feature concepts and workflows for illustrative purposes.

The installed software provides deeper configuration and operational control than shown here.

Order Workflow

Visualize the order fulfillment process

Order Placement

Payment Processing

Shipping

Completion

Streamlined Workflow

Reduce manual tasks with batch order processing

Secure Payments

Zero-fee processing with PCI-compliant security

Flexible Fulfillment

Edit, split, and merge shipments as needed

Real-time Updates

Automated notifications for order status changes

Integration Highlights

Seamlessly connect with leading platforms

PayPal

Secure payment processing

ShipStation

Shipping & fulfillment

QuickBooks

Accounting sync

AvaTax

Tax on-demand service

Square

Point of Sale inventory sync

Payments

Over 100 payment gateways

UPS Labels

Print shipping labels

Zapier

Connect to 1000's of apps

Order Management Features

Order Processing

Advanced Order Search
Batch Order Updates
No fee Credit Card Processing
Add and Edit Payments
Shipping with tracking

Order Editing

Edit, Split, and Merge Shipments
Edit order items
Recalculate Shipping
Recalculate Taxes
Create new orders for customers

Returns & Support

Process Item Returns
Private or public order notes
Manage Addresses and Payments
Process Subscriptions
Process Electronic Goods

Automation

Custom order statuses
Order status notifications
Drop-ship orders
Automated fulfillment workflows
Inventory synchronization

Catalog System Features

Use the catalog system to create unlimited categories and subcategories. Assign products to any number of categories, or use them to organize your content pages. The structure of your catalog can be simple or complex; use a single category or many thousands.

Unlimited Levels Deep

Create as many category levels as you need without restrictions. Build complex hierarchies to perfectly match your product organization.

Organize Products & Pages

Structure both products and content pages within your catalog. Assign items to multiple categories for flexible organization.

Easy Navigation

Customers can easily browse your catalog with intuitive navigation. Our system automatically generates optimized browsing paths and menus.

Adjust Category Sort Order

Customize how categories are displayed with easy-to-use widget settings. Prioritize important categories for better visibility.

Batch Delete and Move

Efficiently manage large catalogs with batch operations. Delete or move multiple categories and products at once.

Hide Visibility in Catalog

Make categories invisible in the public catalog while keeping them accessible to admins. Great for upcoming products.

Advanced Search Form

Powerful search capabilities with filters and sorting options. Help customers and admins find exactly what they're looking for.

Category Listing Widget

Display categories anywhere on your site with customizable widgets. Highlight featured categories on your homepage.

SEO Support for Meta Tags

Optimize each category for search engines with custom meta tags. Improve your visibility in search results.

Create Custom URLs

Define SEO-friendly URLs for all categories and products. Improve your site's structure and search rankings.

Create Blogs

Use our built-in blog pages and widgets to easily add and integrate new content directly into your store.

Advanced Product Management

Core Features

Advanced Features

Fulfillment Tools

Product Variants

Create flexible product options with variants to offer unique combinations of size, color, etc.

Product Personalization

Offer custom text engraving, color options, and gift messaging for unique products.

Upsell & Related Products

Increase order value with cross-sell opportunities and recommendations.

Discounts & Specials

Create multi-level discounts and time-limited specials with start/end dates.

Search Engine Optimization

Improve visibility in search engines by optimizing titles, descriptions, meta data and keywords.

Catalog Placement

Assign products to one or more categories for easier navigation in the store catalog.

Complete Kitting System

Bundle multiple products into kits with custom pricing and shared kitted components.

Google Shopping Feed

Automated feed for products to display them in Google's Shopping results and ads.

Purchase Requirements

Set up minimum or maximum purchase requirements.

Product Updates

Update products en masse with a batch edit or import/update products and variants with CSV.

Member Pricing

Apply special product pricing to your custom member groups.

Gift Certificates

Turn any product a gift certificate that can be used in your store.

Inventory Control

Track inventory in real-time with variant-level management and alerts.

Drop-ship Support

Automate supplier notifications and manage direct shipping from vendors.

Shipping Options

Real-time shipping and/or multiple calculation methods with product-level shipping rules.

Fulfillment Tracking

Monitor order fulfillment status with real-time updates and notifications.

Auto-Ship Subscriptions

Set up recurring orders with flexible scheduling and customer preferences.

Digital Goods Delivery

Automate fulfillment of digital products with agreements, license keys and notifications.

Add New Product

Basic Product Information

Product Name *

Price and Unit

Retail and Cost

Base SKU

GTIN, UPC, or ISBN

Brand

Vendor

Product Descriptions

Summary

Description

More Details

Shipping and Tax

Shipping:

Product is shippable

Product is not shippable

Special Condition

Weight - Pounds

Dimensions - Inches

Additional Handling Charge

Warehouse

Ship Groups

Tax Code

Taxable

Gift Wrap

Enable Gift Wrap

TIC Code

This is just a sample of the basic product form. There are many more product features available.

Coupons

Discounts

Marketing

Unlimited Coupons

Create unlimited coupons for orders, products, and shipping with flexible usage rules.

Repeat Coupons

Set up BOGO offers with repeatable coupons that customers can use multiple times.

Member Exclusives

Restrict coupons to members only or specific products for targeted promotions.

Scheduled Promotions

Plan campaigns with start/end dates for coupons to run automatically.

Flexible Discounts

Apply discounts as percentage off or fixed amount reductions for maximum flexibility.

Multi-Level Discounts

Create global, category-specific, or product-specific discount campaigns.

Featured Listings

Highlight special products with featured listings that get premium placement.

Flash Sales

Run time-limited product specials with end dates to create urgency.

Unlimited Mailing Lists

Create unlimited public or private lists for targeted email marketing campaigns.

Google Product Feed

Automatically sync your inventory with Google Shopping for maximum exposure.

Upsell Engine

Increase order value with smart accessory recommendations and related items.

Campaign Analytics

Track performance of all your promotions with detailed conversion analytics.

Add Coupon

Select the type of coupon to add:

Order Coupon

Discount on the entire order, (e.g. 10% off order).

Product Coupon

Discount for specific item(s), (e.g. Buy One Get One).

Shipping Coupon

Discount on shipping charges, (e.g. Free shipping).

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AVAILABLE COUPONS

FREESHIP

Free Shipping

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Studio Quality Mic

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Gaming Headset

Special Offer

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User Groups

User Actions

Reporting

Custom Group Membership

Create your own custom groups for tailored experiences, permissions, and pricing.

Product Specials or Group Pricing

Offer exclusive pricing to custom user groups with priority access to products, specials and discounts.

Payment Methods

Define specific payment options available to different user groups.

Shipping Rules

Set custom shipping methods and rates for different user groups.

Group Discounts

Create exclusive discounts and promotions for specific user segments.

Page Accessibility

Control which pages and content are accessible to different user groups.

Create Orders

Place orders on behalf of users for phone or customer service scenarios.

Edit User Baskets

View and modify items in a user's shopping cart directly from the admin panel.

Manage Subscriptions

Create, modify, and cancel recurring subscriptions on behalf of users.

Payment Profiles

Manage saved payment methods and billing information for users.

Account Status

Disable or re-enable user accounts with one click for security management.

Manage Addresses

Add, edit, and manage multiple shipping and billing addresses for users.

Purchase History

Detailed reports on user purchases, order history, and spending patterns.

Page View Tracking

Monitor which pages users visit and how they navigate your store.

Search History

Analyze user search queries to understand interests and improve offerings.

Login History

Track user login activity, location, and referring pages for security monitoring.

Advanced Search

Powerful user search with multiple filters to find specific user segments.

Affiliate Referrals

Track and manage affiliate referrals and commissions for users.

Alex Johnson

VIP Customer

Account Overview

Member Since:

March 12, 2021

Last Login:

Today, 10:24 AM

Email:

alex.j@example.com

Lifetime Value:

$4,872.50

Group Memberships:

VIP Customers

Early Access

Wholesale

Creation

Publishing

SEO & Themes

Unlimited Pages

Create as many content pages as you need with no restrictions. Perfect for essential information.

Page Listings

Organize pages with featured images and descriptions. Create beautiful catalogs or blogs with your content.

WYSIWYG Editor

Built-in editor makes content creation simple. Format text, add images, and embed media.

Smart Search

Advanced search functionality helps users find content quickly with intelligent filtering.

Scheduled Publishing

Create content in advance and set future publish dates. Perfect for planning campaigns or weekly blogs.

Author Management

Assign authors to content, display author bios, and manage contributor permissions.

Access Control

Set content visibility options - public, private, or restricted to specific user groups.

Blog System

Preconfigured blog templates make publishing articles and news updates effortless.

SEO Optimization

Built-in SEO tools with meta tag management, sitemaps, and analytics integration.

Design Templates

Create your own layouts and page templates and assign them to any page in the catalog.

Color Customization

Easily customize colors for buttons, text, and backgrounds to match your brand.

Responsive Design

All content automatically adapts to mobile devices for optimal viewing experience.

Button Colors

Primary Button

Secondary Button

Button Text

Text Colors

Primary Text

Secondary Text

Link Color

Backgrounds

Page Background

Header Background

Sidebar Background

Edit Page

Published

Discover our new summer collection featuring lightweight fabrics and vibrant colors perfect for the season. Our new line combines comfort with style for all your summer adventures.

Key features:

Lightweight, breathable fabrics
UV protection technology
Quick-dry material
Eco-friendly production

Available in sizes XS to XXL with multiple color options. Limited edition items available while supplies last.

Last saved: Today at 2:45 PM

Carrier Integrations

Shipping Features

Advanced Rules

Popular

Multi-Carrier Support

Integrate UPS, USPS, FedEx, Australia Post, and Canada Post with real-time rate calculations.

ShipStation Integration

Seamlessly connect with ShipStation for automated label creation and tracking updates.

New

UPS Oauth 2.0 with Label Printing

Advanced UPS integration with direct label printing and tracking number generation.

International Shipping

Global shipping support with shipping methods defined for any foreign destination.

Shipping Zones

Create zones by country, state, or zip code with custom shipping rules for each.

Package Dimensions

Set package dimensions for accurate shipping cost calculations and carrier compliance.

Popular

Custom Shipping Groups

Combine any number of shipping methods into groups and apply to specific types of products that can only ship certain ways.

Multi-Location Shipping

Ship from multiple warehouses with location-specific rates and inventory for drop-shipping.

Multi-Destination Support

Customers can ship to multiple addresses in a single order with split shipments.

Product-Specific Rules

Apply unique shipping rules and rates to individual products such as free shipping.

Shipping Method Rules

Define shipping methods and apply different rules to products based on their shipping group.

Time-Based Shipping

Using built-in carriers, offer different shipping methods based on delivery times available.

Flexible and Accurate Calculations

Set rates by flat fee, weight, price, or a combination of these factors. Include taxes and handling fees.

Handling Fees

Apply fixed or percentage-based handling fees to shipments. Include handling fees in rates or show them separately.

Purchase Requirements

Set minimum/maximum purchase amounts to qualify for specific shipping methods.

Weight-Based Rules

Define shipping costs based on product weight with tiered pricing structures.

Free Shipping Rules

Set conditions for free shipping based on order value, customer groups, or products.

Popular

Shipping Zones

Show customers available shipping methods based on their location.

Checkout Preview

1

Cart

2

Shipping

3

Payment

Order Summary

ProBook X1 Laptop

$1,299.99

x1

Wireless Headphones

$89.99

x2

Subtotal: $1,479.97

Tax: $118.40

Shipping Address

Change

John Smith
123 Main Street
New York, NY 10001
United States
+1 (555) 123-4567

Shipping Method

UPS Ground

$12.99

FedEx 2-Day

$24.99

USPS Priority Mail

$8.99

Shipping: $12.99

Handling Fee: $3.00

Total: $1,614.36

Tax Compliance with AvaTax Service

Explore the tax automation features built-in to Avatax

1

Nexus Determination

Automatically identifies tax obligations based on billing/shipping addresses and business presence.

2

Real-Time Calculation

Calculates complex taxes including compounding taxes, VAT, and special rules with precision.

3

Tax Application

Applies correct taxes based on product type, customer exemptions, and jurisdictional rules.

4

Comprehensive Reporting

Generates detailed tax reports by country, state, or zone with collection summaries.

Time Savings

Reduce manual tax calculations by up to 90% with automated workflows.

Audit Protection

Maintain detailed tax records and compliance documentation.

Real-time Updates

Automatic tax rate updates as regulations change.

Multi-jurisdiction

Handle complex tax requirements across states and countries.

Integrated Tax Solutions

Connect with leading tax compliance platforms

AvaTax

Automated tax compliance

TaxCloud

Sales tax management

WA Dept of Revenue

State tax compliance

Setup your own Tax Rules

Create tax rules for tariffs
Apply taxes to members of a group
Compounding taxes (tax on tax)
Address nexus: billing or shipping
Rounding rules: common, up, even
Per unit calculation (VAT)
Create tax zones by country, state, or zip
Tax settings for display options
Create unlimited tax rules and codes

Tax Reporting

Detailed tax collection reports
Jurisdiction-specific reporting
Exportable CSV/Excel formats
Tax filing period summaries
Report on tax and order amounts

Advanced Features

Tax recalculation on order changes
Tax exemption management
Multi-currency support
Product tax assignment in batch updates
Real-time tax calculations on checkout
Colorado special delivery fee

Important Tax Law Update

Recent tax laws now affect all online retailers. Stay compliant with AvaTax to automate all tax calculations and reporting. For states with simplified taxes, use our custom tax feature.

Sales Reports

Product Reports

System Reports

Monthly Sales Popular

Track revenue, orders, and growth month-over-month with visual comparisons.

Annual Sales

Yearly performance overview with growth metrics that you can use for forecasting.

Sales Over Time

Visualize sales trends with customizable date ranges and filters.

Daily Sales

Daily transaction analysis and peak hour identification.

Sales by Referrer Hot

Determine which referring URLs are resulting in orders. Critical for ROI.

Sales by Customer

Identify top customers and their purchasing behavior.

Coupon Usage

Track discount effectiveness and redemption rates.

New & Existing Users

Analyze customer acquisition and retention metrics.

Sales by Product

Revenue and units sold for each product with performance indicators.

Popular Products Hot

Best-selling items based on revenue, units sold, and customer views.

Popular Categories

Performance by product category and subcategory with views over time.

Low InventoryPopular

Product reports based low inventory values with restock features and notifications.

Abandoned Baskets

Recover potential sales by utilizing the abandoned basket report and automated notification system.

Page Views Popular

Traffic analysis for product and category pages with engagement metrics.

Browser Popularity

Customer browser usage statistics for compatibility optimization.

Search History

Customer entered search terms that can be used to improve results for product searches.

Who is Online? Live

Real-time visitor tracking and activity monitoring.

Audit Log

Administrative changes and system events for security tracking.

Database

System information regarding the active connections to your database.

Monthly Sales Report

Daily

Weekly

Monthly

21406

Total Sales

3058

Avg. Order

4327

Peak Sales

1984

Low Sales

Page	Views	Unique Visitors	Avg. Duration
Home Page	2,450	1,890	00:01:15
Product Listings	1,920	1,520	00:02:45
Product Details	1,750	1,380	00:03:20
Cart	850	720	00:01:45
Checkout	520	490	00:02:10
About Us	420	380	00:01:30
Contact	380	350	00:01:45

Features above are illustrative and differ from the actual report.

Data Exchange Workflow

How your data flows between systems with our advanced exchange platform

Data Import

Bulk product and variant import
Add new products or update existing
Compressed CSV file supported
Over 75 product data fields available

Data Sync

Publish orders to ShipStation
Square POS Inventory synchronization
Order status updates
ShipStation sync shipping tracking

Data Export

Product and variant export
Order export with purchase information
User export with advanced search
All report data can be exported to CSV

Integrations

Custom API access and plugin architecture
Export orders to Quickbooks desktop
Connect to 1000's of apps through Zapier
Designed to integrate with third-party platforms

Shopify

Migrate from Shopify

Magento

Migrate from Magento

CSV

Import/export CSV files

ShipStation

Automated shipping sync

Quickbooks

Quickbooks integration

Zapier

Connect and automate

Import Tools

Export Tools

Integrations

Bulk Product Import

Import hundreds of products with variants in minutes using our intuitive CSV templates and guided wizard.

Inventory Management

Update inventory stock levels in bulk and notify customers when out-of-stock items become available.

Compressed CSV Support

Upload large datasets in compressed formats for faster processing and reduced bandwidth usage.

Options & Variants

Import complex product options and variants with support for over 75 product attributes.

Product Catalog Export

Export your entire product catalog with variants, options, and inventory data for analysis or backup.

Order History Export

Generate comprehensive order reports with customer details, products, and financial information.

Customer Data Export

Export customer databases with contact information, order history, and preferences for CRM integration.

Order Management

Export orders to ShipStation for easy shipping and label creation and Quickbooks for accounting.

ShipStation Integration

Publish orders directly to ShipStation and sync shipping statuses back to your store automatically.

Two-Way Sync

Keep inventory levels accurate between your physical store and online store with real-time synchronization using Square's POS.

Custom API Access

Build custom integrations with our comprehensive API for specialized business needs. The source code is available for deeper customizations.

Migration Assistance

Get expert help when moving from another ecommerce solution for a seamless transition.

Store Settings

Locale Settings

Order Settings

Inventory Control

Checkout Settings

Other Settings

Store Settings

These settings are used to generate email links and content. You can also setup a members only store by enabling access restrictions.

Store Information

Store Name

Store URL

Access Restriction

Control who can access your store

Authentication

Compliance

Protection

Multi-Factor Authentication

Secure all logins with Google's 2FA service. Configurable enforcement for different user roles.

Enhanced Security

Password Policies

Separate password requirements for merchants and users with complexity rules, expiration, and history tracking.

Access Control

Anonymous User Management

Control guest sessions with configurable expiration policies and automated cleanup of inactive sessions.

Session Security

Advanced CAPTCHA

Choose between Google reCaptcha v2, v3 or traditional image CAPTCHA to prevent automated attacks and bot submissions.

Bot Protection

Intelligent bot detection and prevention, using a proven honeypot security technique to quietly identify and block automated attacks.

Bot Protection

SQL Injection Protection

Every input field across the platform is fully secured with advanced protection against SQL injection attacks.

Bot Protection

PA-DSS Certified

Maintain PCI compliance with our certified platform that has met rigorous security standards since 2009.

Certified

Audit Logging

Comprehensive page tracking with detailed archive and deletion logs for compliance reporting and forensic analysis.

Audit Trail

Secure Email

Secure SMTP with built-in email account authentication ensures a protected, reliable connection to your email server for all outgoing messages.

Encrypted

Encryption

Secure key management with backup and restoration capabilities using Advanced Encryption Standard (AES) cryptography.

Key Management

Credit Card Storage

Automated removal of encrypted cardholder information based on the configurable time to save and purge.

Automated

SSL Enforcement

Enable SSL encryption for specific pages or your entire store with a secure cookie option.

Encryption

Firewall Controls

Basic protection with IP blocking and account restrictions to protect against malicious users.

Network Security

Upload Restrictions

Granular control over allowed file types for digital goods, images, and themes.

Content Security

Upgrade Manager

Secure download management with version control, integrity verification, and upgrade history.

Secure Delivery

Credit Card Protection

Too many attempts of failed transactions will shut down the payment form and start a time delay.

Payment Security

Ecommerce Security Features

Real-time monitoring and threat control

Security Level

Maximum

All features active

AES Encryption

100%

All data secure

Compliance

100%

PA-DSS Certified

Audit Logging

Active

Logins monitored

System Security Status

Maximum Protection

All security systems operational

Manage Inventory Levels

Total Products

842

All stock levels

Low Stock

38

Notifications sent

Out of Stock

12

Restock warning

Warehouses

7

All active

Core Inventory

Advanced Tools

Notifications

Unlimited Warehouse Locations

Manage inventory across multiple warehouses and fulfillment centers with unlimited locations.

Product & Variant Tracking

Track inventory at both product and variant levels for precise stock control and management.

Stock Availability Dates

Set expected availability dates for out-of-stock items to inform customers about restocking.

Batch Stock Adjustments

Update inventory levels across multiple products simultaneously with bulk editing tools.

Low Stock Reports

Generate detailed low stock reports with advanced filtering and export capabilities.

Google Feed Integration

Automatically sync variant-level inventory data with Google Shopping feeds.

Custom Inventory Messages

Display tailored messages for different stock statuses to keep customers informed.

Restock Notifications

Allow customers to sign up for notifications when out-of-stock items become available.

Low Stock Email Alerts

Receive automated notifications when inventory levels fall below your specified thresholds.

Product Inventory Display

Customer-facing stock information

ProBook X1 Laptop

SKU: PBX1-15-2023

$1,299.99

Back-Ordered

Expected: Aug 15, 2023

Notify Me When Available

We'll email you when this product is back in stock

Inventory Summary

Total Products

842

Low Stock

38

Out of Stock

12

Inventory Updates

Spreadsheet Import

Use a spreadsheet to import your product and variant inventory levels.

Square POS Sync

Use Square POS to keep inventory in-sync between your online and physical stores.

Zapier Automation

Use Zapier to automatically keep your inventory levels updated.

Advanced Order Management

Order Workflow

Streamlined Workflow

Secure Payments

Flexible Fulfillment

Real-time Updates

Integration Highlights

PayPal

ShipStation

QuickBooks

AvaTax

Square

Payments

UPS Labels

Zapier

Order Management Features

Order Processing

Order Editing

Returns & Support

Automation

Advanced Catalog System

Catalog System Features

Unlimited Levels Deep

Organize Products & Pages

Easy Navigation

Adjust Category Sort Order

Batch Delete and Move

Hide Visibility in Catalog

Advanced Search Form

Category Listing Widget

SEO Support for Meta Tags

Create Custom URLs

Create Blogs

(Sample) Edit Category: Toys

Advanced Product Manager

Product Variants

Product Personalization

Upsell & Related Products

Discounts & Specials

Search Engine Optimization

Catalog Placement

Complete Kitting System

Google Shopping Feed

Purchase Requirements

Product Updates

Member Pricing

Gift Certificates

Inventory Control

Drop-ship Support

Shipping Options

Fulfillment Tracking

Auto-Ship Subscriptions

Digital Goods Delivery

Basic Product Information

Product Descriptions

Shipping and Tax

Advanced Sales Generation

Unlimited Coupons

Repeat Coupons

Member Exclusives

Scheduled Promotions

Flexible Discounts

Multi-Level Discounts

Featured Listings

Flash Sales

Unlimited Mailing Lists

Google Product Feed

Upsell Engine

Campaign Analytics

Add Coupon

Order Coupon

Product Coupon

Shipping Coupon

Premium Wireless Headphones

Recommended For You

Wireless Earbuds Pro

Fast Charging Adapter

Studio Quality Mic

Gaming Headset

Advanced User Management