Last Update: 31/12/2021

Common Settings

# 1.1 Initial Settings

(i) Display Language Settings

In order to assist brands to expand their business into new markets, STOREBERRY now supports 5 display language options for merchants to further serve the needs of individual customers.

Display languages can be set for your online store in STOREBERRY Admin Panel 「Online Store」 「Language」 . More new display languages are coming up!

(ii) Admin Account and Permission Settings

STOREBERRY attaches great importance to the security of your online store, and especially provides unlimited administrator accounts (except for the entry plan) for STOREBERRY users. You can feel free to set the access level to the admin panel for all your employees.

You can go to the STOREBERRY Admin Panel 「Setting」 「Staff Account」 to view and manage all admin rights, or click 「Add Staff」 at the top right to add the new admin account for your employees.

It takes you too much time to set management permissions one by one? STOREBERRY has preset up to 10 administrator permissions for you to complete the permissions setting with just one click! The default administrator permissions include:

Administrator category

Backend management system permissions

Mobile application function permissions

1
Shop Owner
All permissions
All permissions
2
Admin
• Product Classification Management
• Product management
• Inventory management
• Customer relationship management
• Order management
• Online POS sales system
All functions
3
Store Manager
• Product Classification Management
• Product management
• Inventory management
• Customer relationship management
• Order management
• Online POS sales system
All functions
4
Product Manager
• Product Classification Management
• Product management
• Inventory management
/
5
Report Viewer
• View report
/
6
Cashier
• Online POS sales system
Can only log in to allowed shops, and cannot view reports
7
Salesperson
• Online POS sales system
/
8
Cost Manager
• Product cost price
/
9
Inventory Manager
• Inventory management
/
10
Inventory Viewer
• Inventory management(View only)
/

# 1.2 Order Management

STOREBERRY provides a complete real-time order management system. Regardless of whether it is a physical store or an online store, the order records can be updated synchronously and uploaded to the cloud, making operations more efficient.

You can view all order information, including order status, order total, delivery status, etc. at STOREBERRY Admin Panel 「Orders」 , so that you can quickly browse and change order information in batches. Meanwhile, you can also manually add orders for customers who place orders on other platforms (such as Whatsapp, social media, etc.).


(i) Confirm Order

After a customer makes a purchase in your online store, if he / she chooses the payment method that needs to upload a payment receipt, the order status will be displayed as 「Payment Review」 . And the order status will be updated only after the merchant verifies the payment receipt.

You can view and confirm the receipt as follows:

1)Click on the pending order number, and then tap 「Receipt」 at the bottom right to view the payment receipt uploaded by the customer.

2)Click 「Accept」 if you confirm the payment, then the system will pop up a confirmation message. Please click 「OK」 again to update the order status to 「Processing」 . Your customer will receive the confirmation email instantly.

If there is any problem with the receipt, you can also leave a message to the customer through the input box and click 「Reject」 to indicate that the receipt is not accepted.


(ii) Dispatch Order

Dispatch a single order

1)Once the products are ready to be shipped, you can click the order number, and then click 「Delivery」 at the top right to update the order status.

2)Select the date to confirm the delivery time.

3)Confirm the quantity of packaged items. Once you click 「Verify Packed」 and save the setting, you can no longer modify it.

4)You can fill in the logistics tracking number in the remarks for customers to check. Then click 「Send」 to complete the order. Meanwhile, customers will receive an email confirmation instantly.


Bulk Dispatch

A bulk dispatch function can greatly reduce the operational work for you with a large number of orders! Whether you need to process multiple orders for the same customer, or process multiple orders for the same product --- in STOREBERRY, you can simply complete the delivery process with one click!

Process multiple orders for the same customer:

1)You can go to the STOREBERRY Admin Panel 「Orders」 and select orders in the 「Processing」 status at the top left, then enter the customer name/ID in the search bar.

2)Select multiple orders that need to be shipped on the left hand side, then click 「Action」 from the top and pick 「Bulk Dispatch」 from the drop-down list.

3)Choose 「All Items」 for bulk dispatch, and enter the delivery date. You can also enter the logistics tracking ID or other info in the remark for customers to view. Next, click 「Start Dispatch」 , and the order status will be changed to 「Complete」 after the update procedure is completed.

Process multiple orders for the same product:

1)You can go to the STOREBERRY Admin Panel 「Orders」 and select orders in the 「Processing」 status at the top left, then enter the product name in the search bar.

2)Select multiple orders that need to be shipped on the left hand side, make sure the relevant products have been packaged and the “Packed” button of each product has been turned on. Then click 「Action」 from the top and pick 「Bulk Dispatch」 from the drop-down list.

3)Choose 「Packed Items Only」 for bulk dispatch, and enter the delivery date. You can also enter the logistics tracking ID or other info in the remark for customers to view. Next, click 「Start Dispatch」 , and the order status will be changed to 「Complete」 after the update procedure is completed.

(iii) Filter and Search Order

Need to find a specific order from a large number of orders? STOREBERRY's built-in search function allows you to search by order number, customer ID or name, product name and other information to help you easily find the order information you need!

# 1.3 Product Management

(i) Product Categorization

A smooth online shop browsing experience can greatly improve customer satisfaction! STOREBERRY provides the two-tier product classification function (Parent category + Sub-category), which is convenient for you to easily manage your products and maintain the cleanliness of the product display on the website. You can manage and classify products under STOREBERRY Admin Panel 「Categories」

How to Add New Category:

1)Click 「Add Category」 in the upper right corner of the 「Categories」 page, and then fill in the details of the new product category.

2.1)Create “Parent Category” : Please leave the 「Parent Category」 box blank, and then continue to enter the remaining info and click 「Save」 to complete the setting.

2.2)Create a “Sub-category”: First you can create a “Parent Category” of the product. Then when creating a “Sub-category” , select its parent category from the drop-down list of the 「Parent Category」 box. Continue to enter the remaining details and click 「Save」 .

(ii) Add Product

Fascinating product photos and compelling product descriptions are definitely the key to winning customers! Go to the STOREBERRY Admin Panel 「Products」 and click 「Add product」 , you can simply add the products to your online store by entering the following details:

1)Details:

Upload the product images and fill in the “Name”, “Short Description”, “Description” and “Keywords”, etc. Want to adjust image color and tone? STOREBERRY provides a built-in image editing tool to make it more simple & user-friendly.

2)Categories:

Select the product category from the drop-down menu on the 「Category」 column, then continue to enter the product details (E.g. Tag, Weight, Original Price, Final Price, SKU No., etc.) and set the free shipping and discount conditions.

If you want to add a new category, you can click 「Manage Categories」 in the upper right corner of the 「Category」 column, and enter the information of the new category on the pop-up page.

3)Option:

Click 「+ Edit option」 to set the product-related options, (E.g. Color, Size, Material, etc.), and enter the product options details, including: SKU No., Barcode No., Weight, Original price, Special price, Cost, etc.

4)Inventory options:

Enter the inventory details if needed, such as the stock quantity, expiry date, etc.

5)Cart Item Expire Time (Hours):

Here you can set the time limit that the product stays in the customer's shopping cart. If you enter “10” hours, the products stored in the shopping cart by the customer will be removed 10 hours after being added to the shopping cart.


6)Platform:

Through the 「Status」 , 「Online」 and 「Retail」 buttons, you can decide to launch or hide the product, and whether the product can be purchased on the online store or physical store with just one click. Tap 「Save」 to launch the product at once.


(iii) Product Import (CSV)

Want to bulk import products into your online store? STORBERRY provides CSV import function, which allows users to import up to 500 items from a spreadsheet at one time. You can go to the STOREBERRY Admin Panel 「Products」 and click 「Import」 in the top right corner to import your products and set up the online store in a more efficient way.


(iv) Deal and Promotion Settings

Want to increase sales quickly? Organizing a Sales Promotion Campaign is definitely one of the most effective strategies. STOREBERRY has prepared different types of discounts and free gifts promotion setting functions, allowing you to more flexibly arrange and match your strategy to boost sales.

You can go to STOREBERRY Admin Panel 「Promotions」 to view all ongoing and expired promotion campaigns, or click “Add Promotion” at the top right to set up your promotion campaign!


Want to provide discounts to designated customer groups? You can click 「Trigger by promotion code」 under the settings and set the promotional code after selecting the promotional activity, so that only those who have the promotional code can use this exclusive offer. And you can also limit the number of times each member can use the discount!


List of promotional activities:

Discount Promotions For Specific Products General Discount Promotions Free Gifts
Flat-off Selected Products:
Purchase X items or above of selected products and get $Y off
Flat-off Purchase Over:
Get $Y off upon net spending over $X
Free Gift Gift-with-purchase:
Get free gift(s) upon net spending over $X
Selected Products:
Purchase X items or above of selected products and get $Y off per item
Every Spent:
Get $Y off for every $X spent
Selected Products:
Get $Y off for each selected product
% Discounts Purchase Over:
Get Y% off upon net spending over $X
Product Bundle:
Purchase 1 set of product bundle for $Y
Membership Benefit:
Enjoy Y% off with membership X
% Discounts Selected Products:
Purchase X items or above of selected products and get Y% off
Promo Code Promo Code:
Get $Y off with discount code X
Selected Products:
Get Y% off for each selected product
Promo Code:
Get Y% off with discount code X
Conditional Promotions Buy X Get Y free: Purchase X items of selected products and get Y items (with lower price) for free Promo Code: Get Y% off upon spending over $X with discount code
Bundle Group Bundle Group A+B:
Get $Y off over 1 set of Product Bundle A + Product Bundle B
Bundle Group A+B:
Get Y% off over 1 set of Product Bundle A + Product Bundle B
Bundle Group A+B:
Purchase X items from Product Bundle A and Y items from Product Bundle B at a bundle price $Z

(v) VAT (Value-added Tax) Settings

If you intend to expand overseas markets or need to deliver products to other countries, you may need to collect taxes for the products you sell, and also declare and pay taxes to the government.

STOREBERRY provides users with the “VAT (Value-added Tax) Settings” function, which can effectively handle the most common sales tax and shipping tax calculation methods for you. Whether you want to add tax directly to the product price, or calculate it independently at checkout, you can complete the setting easily with just one click!

Tax Rate Settings

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and enter the tax name and tax rate in the “Tax Rate Settings” column, and then click 「Save」 to complete the setting.

After saving, the system will automatically replace the basic tax rate with the newly added tax rate when calculating the tax on related products.


2) If you want to calculate the prices on an after-tax basis and include the tax directly in the total amount of the product, you can turn the 「Tax Inclusive」 button from OFF to ON, and then click 「Save」 to complete the setting.

After saving, the system will automatically include the tax amount in the price of purchase when the customer checks out.


Charge Taxes on Shipping Rates

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and turn on the button of 「Taxable Delivery Charges / Shipping Fee」 , then enter the tax rate below, and click 「Save」 to complete the setting.

After saving, the system will automatically calculate the tax on shipping rate when the customer checks out and selects the shipping method. And the tax will be displayed on the bill independently.


Tax Overrides & Exemptions

1) You can go to STOREBERRY Admin Panel 「Setting」 「VAT(Value-added Tax)Settings」 and turn on the button of 「Tax Overrides and Exemptions」 then click 「Add」 to enter the tax name and special tax rate (For tax exemption, please enter “0” in the tax rate column). Next, click the “+” button to select the applicable products, and click 「Save」 to complete the setting.

After saving, the system will automatically calculate the tax on shipping rate when the customer checks out and selects the shipping method. And the tax will be displayed on the bill independently.


# 1.4 Inventory Management

Save time and money by avoiding common inventory mistakes! STOREBERRY’s built-in inventory management system allows you to manage online and physical store inventory more efficiently!

You can go to STOREBERRY Admin Panel 「Inventory」 to track and update the product information and inventory quantity of each warehouse in real time, keeping up to date with the latest data at all times.


(i) Edit Inventory

You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 to select the item that needs to update the inventory, then choose the warehouse in the pop-up window 「Stock Details」 , and click the “Edit” icon in the "Action" column on the right hand side (“+” = Add Stock Quantity; “-” = Deduct Stock Quantity; “pencil” = Edit Stock Quantity) to update the inventory.


(ii) Bulk Inventory Update (CSV)

STOREBERRY supports CSV import function, which allows users to update the stock quantity of plenty of products from a spreadsheet, so that you can quickly update the inventory at one time!

You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 and click the 「Import csv」 button at the top right, then follow the instructions to export the current inventory file and upload it after updating the stock quantity.


(iii) Inventory Transfer

Want to transfer the inventory among warehouses? You can go to STOREBERRY Admin Panel 「Inventory」 「Inventory」 to select the products that need to be transferred, then select the warehouse to transfer the inventory in the pop-up window “Stock Details”, and click the “Transfer” icons in the "Action" column on the right hand side.

Here you can enter the warehouse that you want to transfer the inventory to, the transfer quantity and remarks to arrange the transfer.


(iv) Warehouse Management

STOREBERRY Integrated Inventory Management System included warehouse management functions. You only need to go to the STOREBERRY Admin Panel 「Inventory」 「Warehouses」 to add warehouse information. No matter how many warehouses you have in different locations, you can manage them directly on a single platform.



(v) Advanced Inventory Management (*Exclusive Features For Omni Channel Plan ONLY)

STOREBERRY understands the importance of cost-effectiveness control. Therefore, a series of advanced inventory management functions have been added for merchants in need to help you more accurately calculate the sales profit of all items!

Product Average Cost Tracking

STOREBERRY’s advanced inventory management system can automatically track the price cost changes and update the moving average cost of products in real time, so that you can calculate the sales profit of the product more accurately!

To check the product average cost, you can simply choose the product in STOREBERRY Admin Panel 「Inventory」 「Inventory」 , and then check the total cost and average cost price of the product in the pop-up window “Stock Details”.


Product Batch and Expiration Date Management

In order to avoid waste due to expired products, you can change the 「Will the product expire?」 column to 「Yes」 when adding a product, and enter the 「Expiry date」 in the initial inventory column. The system will automatically update the inventory quantity according to the expiration date to help you accurately master the product batch and effective date of each product.


Transfer Order and Store Replenishment

Want to easily manage the transfer arrangements between warehouses? STOREBERRY also provides the transfer orders function, which is convenient for you to handle the arrangement of transferring and arranging items between warehouses.

You can go to STOREBERRY Admin Panel 「Inventory」 「Transfer Orders」 to view all transfer status and records, and click 「Add Transfer Order」 at the top right to choose the product to be transferred, product quantity, and delivery/receiving warehouse. Then click 「Submit」 to confirm the transfer request.


In addition, STOREBERRY has also added a replenishment application function on both the admin panel and the front-end, so that the staff in physical stores can apply for replenishment at the front-end directly.

You can go to STOREBERRY Admin Panel 「Inventory」 「Replenish Request」 ,and click 「Add Replenish Request」 in the top right corner, select the products that need to be replenished, product quantity, and delivery/receiving warehouse. Then click 「Submit」 to send the replenishment request. Store staff can click 「Awaiting」 at the top left of the page to check the approval status of the replenishment application.


When you receive the transfer request from the staff, you can feel free to modify the request info. Tap that replenishment request No. and click 「Edit Replenish Request」 at the top right of the page, you can edit the request info based on the amount of inventory (E.g. The product to be transferred, quantity, etc.) here.


After saving the changes, you can go back to the replenishment application page and click 「Approve and Create Transfer Order」 to complete the approval. The approved application will then be automatically converted into a transfer order.


Supplier Management

Do you think your supplier list and purchase orders are too messy and difficult to manage? STOREBERRY Advanced Inventory Management System provides supplier and order management functions for you to easily manage all the suppliers and POs in one single platform.

You can go to the STOREBERRY Admin Panel 「Inventory」 「Suppliers」 and click 「Add Supplier」 to save all supplier related information and view your supplier list at any time you want in the Admin Panel .


Purchase Order Management

You can also check the past purchase order records and add new purchase orders in the STOREBERRY Admin Panel 「Inventory」 「Purchase Orders」 . Go to the top right of the page and click 「Add Purchase Order」 , then follow the instructions to select the supplier, warehouse and the items to be purchased, and click 「Submit」 to create a new purchase order.


After the purchase order is successfully created, you can click 「Processing」 in the top left corner and select the purchase order to manage, such as printing the purchase order form or confirming the receipt. The system will automatically update the inventory quantity after the receipt is confirmed, which will help you greatly save the operating time!


# 1.5 Customer Management

Want to integrate all online and offline member information at once? STOREBERRY helps you integrate the customer management system, regardless of members from online or offline, you can easily manage on a single platform.

(i) Customer Registration Settings

You can go to the STOREBERRY Admin Panel 「Setting」 「Customer Registration」 to select the required information that customers need to fill in when registering, including email address, mobile phone number, birthday, and age group, etc.


(ii) Add / Edit Customer Details

In STOREBERRY, you can view all customer activities in different channels at one single platform. Whether customers shop online or offline, all transaction records can be updated in real time, so that you can keep abreast of the latest updates anytime, anywhere. You can go to STOREBERRY Admin Panel 「Customers」 「Customers」 to add, review and export all customer details and transaction records.

Need to transfer customer data one by one from the old platform? STOREBERRY supports CSV import function, which allows users to import up to 500 items from a spreadsheet at a time, to help you upload third-party customer data to STOREBERRY platform at once.


(iii) Membership Tier Settings

Through the STOREBERRY member management system, you can create up to 6 levels of membership levels, and the advanced member management module even supports up to 10 levels of membership levels! You can go to STOREBERRY Admin Panel 「Setting」 「Member Level」 to set the membership level, and can also modify or update the membership system content at any time as needed.


(iv) *Value-added Service: Loyalty Module
5.1 Loyalty Module

# 1.6 ​​Booking Module (*Exclusive Features For O2O Booking System Plan ONLY)

In response to the needs of the retail service industry, STOREBERRY has set up an online booking system to provide you with diversified sales channels and a more convenient and smooth reservation experience for customers.

(i) Add Service

You can go to the STOREBERRY Admin Panel 「Booking」 「Service」 and click 「Add Service」 in the top right corner to add a new service. Here you can fill in the details of the service, such as scope of service, pricing, appointment rules, application form, etc.



(ii) Opening Hour Settings

After successfully adding a service, you can go to the STOREBERRY Admin Panel 「Booking」 「Timetable」 and click the pencil icon on the upper right to update the company timetable and set store opening dates.



Then you can return to the main page of 「Timetable」 and click 「Add Timetable」 or click the 「Details」 button on the right side of the service item you want to edit to start editing. Here you can set the open appointment date and time period of the service item, the number of people per time slot, etc.


(iii) Online Booking Management

After completing all the settings, you can check the reservation status on a yearly or daily basis at STOREBERRY Admin Panel 「Booking」 「Booking」



Meanwhile, you can also go to the STOREBERRY Admin Panel 「Booking」 「Booking List」 to manage appointments. All bookings will be displayed on the 「Booking List」 page. You can click the 「Details」 button on the right of the booking you want to review, then you will be able to check the booking details, such as who made the booking, what kind of service he/ she booked, and whether the member has attended the booking, etc.



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