Admin handbook

The dashboard brings together orders, revenue and tasks. Use the sidebar to open any of the 33 included screens. Figures in this demonstration are fictional.

Open Setup to review required brand, encryption, email, shipping, payment and catalogue steps. Optional steps may be skipped and restored.

Review payment state before moving an order into fulfilment. Open the order to review its items, customer and delivery details.

Awaiting payment, confirmed, processing, shipped and delivered describe the order lifecycle. Cancelled orders remain available for audit.

Use Products to manage Peptides, Blends, Kits and Supplies. Each available size has its own price and stock.

Assign the client-supplied certificate to the correct lot in COA Library. Missing documentation needs review before that lot is offered.

Open a customer to review orders, contact details and notes. Customer import accepts an authorized CSV and shows row issues before the import.

Email is required. Common billing headers are recognized automatically. Review the mapping and the first five records; duplicate or invalid emails are skipped.

Set points per dollar in Earning rules and credit value in Settings. Save changes after editing. Checkout uses the point value; the reward catalogue is separately configurable.

Use the customer ID, a positive or negative whole number and a reason. The ledger records the adjustment and running balance. The referral-first-order bonus is not connected.

Use Integrations for client-owned email, payment and shipping accounts. Keep credentials in the secure settings supplied with the client build.

Paste order numbers and run a dry run first. Review would re-push, skipped and error rows. Re-push sends corrected order data to ShipStation in a configured client store.

Review the order and shipping address, request carrier rates and select the appropriate service. A live label purchase requires the client shipping account.

Tracking is saved on the order. Review the shipping integration when an order is missing tracking information.

Connect Resend and verify the sender domain in Integrations. Check the configured order and shipping templates before launch.

Funnel lists abandoned checkouts. Its Recover control requests a checkout reminder when the client email service is configured.

Review the provider record and webhook configuration before changing fulfilment state. Never assume a payment succeeded from the customer message alone.

Review the warehouse, address and item information. Correct the record and use ShipStation re-push to preview the affected orders.

Operate contains orders, fraud, funnel, customers and rewards. Catalog contains products, lots and promotions. System contains integrations, setup, settings and this handbook.

Confirm payment before fulfilment. Processing means an order is being prepared. Shipped records carry tracking; delivered records complete the fulfilment journey.

Use COA Library to connect a supplied document to its product and lot. Check the lot reference, document and publication state before making it available.

Open Promo to enter a code, discount type, value, start date and end date. Review first-order eligibility and the active state before saving.

Open Affiliates to review assigned referral codes, orders and commissions. The fraud screen can flag a customer using their own affiliate code.

Connect an approved client-owned payment account in Integrations. Review payment state and provider records before fulfilling an order.

Customers browse products and sizes, review lot documentation, add items to a cart and continue to checkout. Account pages show orders, addresses and available points.

Review line items, quantities, any eligible discounts, shipping, tax and points credit. The saved order total and payment record are the references for fulfilment.