How the dashboard works in Shopify

It's a place where your entrepreneurial dreams meet digital reality. That's Shopify . It is an e-commerce platform that allows you to create and manage your own online store in a simple and efficient way. From the first business idea to the moment your products reach the hands of satisfied customers, Shopify supports you throughout the process.

I will also tell you about the wonders of a control panel that has everything, from the start to the preferences. Yes, that's right, Shopify is not just an e-commerce platform; It is the perfect ally to grow your online business.

Some of the key functions that can be performed from the control panel include:

Where it all begins

Shopify Home isn't just one place, here you'll find a quick overview of trends, important alerts, and shortcuts to key areas of your store.

Efficient order management is crucial to the success of any business. Shopify offers a robust platform that makes this process easy, from order placement to fulfillment.

These are the essential steps to maximize efficiency and boost the growth of your business.

1.Placing Orders

After a customer places an order through your sales channels in Shopify, it is automatically registered in the Orders area of ​​your store. Additionally, the flexibility of creating draft orders manually allows you to easily manage transactions made outside the platform.

Tip: Use Shopify Shipping to streamline the process of purchasing and printing shipping labels right from your dashboard, saving time and operational costs.

2. Order Fulfillment

It is a crucial process of preparing and delivering the products requested by your customers. It includes steps such as picking and packing products, labeling the order for shipping, and finally shipping the package with a courier service.

Tip: Set up order fulfillment for your store using the steps provided by Shopify, and customize to fit your business's specific needs.

3. Compliance Methods

When adding products to your store, select the appropriate fulfillment method. You can choose to fulfill your own orders, use third-party fulfillment services, or combine both methods depending on the origin of the products ordered.

Fulfill your own orders: Ideal for new or small businesses looking for a cost-effective method and want to maintain control over packaging.

Fulfillment Services: Efficient for large businesses, these services store, package, and ship products for you, saving you time and potentially being more profitable.

Tip: Integrate fulfillment services through apps that sync with your Shopify admin, allowing you to make changes and updates from one place.

4. Automatic Compliance vs. Manual

After setting up your fulfillment methods, choose between automatic and manual fulfillment. The choice will depend on the nature of your business and the products you offer.

Manual Fulfillment: Perfect for businesses that handle custom products, pre-orders, or want to offer partial fulfillments without immediate refunds.

Automatic Fulfillment: Ideal if you sell digital downloads or use fulfillment services for all your products.

Tip: Adjust your order processing settings to your needs, making sure you maintain control over orders that require physical packaging and shipping.

5. Assignment of Compliance Methods

When adding or editing products, assign the corresponding fulfillment method. This allocation may vary depending on the storage locations and fulfillment applications you use. With everything set up, you can now start fulfilling your orders.

Tip: Manage inventory efficiently, considering multiple locations and fulfillment applications for detailed control.

1. Creating Collections: The Key to Efficient Organization

Collections allow you to group products in a logical and attractive way. Here are some examples of collections you can consider:

• Clothing for men, women or children.

• Items of a specific type, such as lamps, cushions or rugs.

• Items for sale.

• Items of a particular size or color.

• Seasonal products, such as Christmas cards and decorations.

Tip: Increase Sales with Product Recommendations.

Do you want to boost your sales even more?

Consider adding a recommended products section to your online store theme. This not only provides personalized suggestions to your customers, but also improves the visibility of specific products.

2. Presenting Your Collections: Design and Navigation

An effective way to highlight your collections is to add a “recommended products” section to your online store design. This not only provides customers with personalized suggestions but also promotes additional products, thus increasing cross-selling opportunities.

3. Presentation of Collections in your Online Store

Once you've created a collection, you can display it in your online store as a dedicated web page with a visually appealing gallery of the included products. Make browsing easier through strategically placed links in your store navigation.

The exact layout of these pages will depend on the theme of your store, making sure the presentation is consistent with the overall aesthetic of your brand.

4. Types of Collections: Automated vs. Manuals

A. Automated Collections:

This type of collection uses selection conditions to automatically include products that meet certain criteria. This is particularly beneficial if you have a wide variety of products or if you handle seasonal inventory. Automation saves time as future products that meet the conditions are automatically added to the collection.

Labeling is key here. For example, in a clothing store, labeling products with seasonal terms such as "summer" or "fall" will allow them to be automatically integrated into the corresponding collections.

However, a disadvantage is the difficulty in removing specific products without adjusting the collection conditions.

B. Manual Collections:

These collections include only the products that you manually select. Although they require more work to maintain, they are ideal for small collections or specific sales events. If you are planning a flash sale on a few products, a manual collection allows for personalized selection and the application of exclusive discounts.

Importantly, after creating a collection, you cannot change its type, so the choice between automated and manual should be based on your needs and long-term strategies.

5. Strategies for Business Growth

If creating and managing collections seems overwhelming, considering hiring a Shopify Partner can be a valuable option. These experts can guide you through the process, ensuring your collections are set up effectively to drive the growth of your business.

Collections are a powerful tool to organize and highlight your products effectively. Harnessing your potential can make all the difference in the customer experience and, ultimately, the success of your online store.

Inventory Management with Shopify

In the world of commerce, having effective inventory control is crucial to the success of your business. At Shopify, we offer you advanced tools to manage your inventory efficiently and keep your business on top.

Here we highlight the key points to make the most of these features:

A purchase order is a document that details the products, prices and quantities that a business requests from a supplier. In addition to facilitating the transaction, purchase orders help you keep detailed track of inventory, costs, payment terms, and arrival times.

Purchase Order Creation Process

It involves selecting suppliers, products and variants, as well as providing additional information such as estimated arrival dates and tracking numbers. The order can be saved as a draft before being marked as shipped, which updates the incoming inventory.

Supplier Management

Includes the option to add, edit and delete supplier details. Purchase orders can be edited at any time, and can be exported as PDF files to send to suppliers.

After receiving physical products, inventory can be marked as received, and quantities received can be adjusted. It details how to manage purchase orders in different states, such as closing an order after marking it as shipped or deleting a preliminary order.

It gives you information about inventory calculation, highlighting the importance of understanding how items are counted and tracked when receiving a purchase order.

Unlock the heart of your online business through the Reports and Statistics page in Shopify, where key data about sales, orders and visitors is presented clearly and accessible. With a single glance, evaluate your store's performance across multiple channels and time periods.

What can you do on the Reports and Statistics page?

1. Check recent sales and compare them with previous periods.

2. Evaluate the performance of your sales channels.

3. Track average order value.

4. Discover where your visitors come from by region or social media source.

5. Monitor trends over time.

The dashboard offers valuable metrics in numerical and graphical formats, with the ability to display percentage changes relative to previous date ranges.

How to Use the Reports and Statistics Page

• From the Shopify admin, navigate to Reports & Insights.

• By default, data from the current day is presented compared to the previous day.

• Customize the date range to your needs, choosing from preset options or setting custom dates.

• For comparisons, turn on the "Compare to previous dates" option and select a comparison value.

• Edit the metrics displayed in your dashboard according to your preferences.

• Click "Apply" to save the changes.

• Keep in mind that some metrics may require a plan that supports detailed Shopify reporting.

• Explore the Reports and Statistics page to get more detailed information about your store's performance and customer behavior.

Important notes:

• The data is updated in approximately one minute when you open the page.

• Sessions and visitors are cookie-based, with a session ending after 30 minutes of no activity.

• Data comparisons may vary slightly between the dashboard and other analytical tools.

• Adjust and filter reports according to your needs, exporting them for deeper analysis.
  

Boost your business strategy with Reports and Statistics in Shopify, giving you the essential information to make informed decisions and boost the growth of your online store.

Measure and Master your Marketing

Do you want to take your business to the next level?

With Shopify, you can evaluate and boost your marketing efforts effectively. From your control panel, the Marketing section offers key data to drive your strategy:

• 📈 Marketing Summary: Track key indicators over time to evaluate your performance

• 🌐 Marketing Channels: Analyze sales results, sessions and more, categorized by specific channels.

• 🚀 Marketing Activities: Filter and examine your most recent campaigns to optimize your strategy.

To enter this data, go to the Marketing page in your Shopify dashboard. Please note that it may take up to 24 hours for metrics to update.

Traffic and Conversion Reports

You want to know more about your store traffic. Shopify offers you detailed reports:

• 📊 Main Traffic Sources: Discover the main traffic sources by sessions, orders and more
• 🗺️ Locations with the Most Traffic: Know the geographical areas highlighted by sessions, orders and conversion rate.
• 🛍️ Online Store Conversion: Visualize the customer's journey, from arrival on the site to conversion.

Optimize your strategy by sorting and filtering data according to your needs.

Sales and Order Attribution: Understand the Impact of your Marketing

In the Marketing Summary, find out how many sales and sessions are attributed to your activities. Access detailed reports to better understand:

• 📊 Main Channel Performance: Analyze the five main channels and their details.
• 📈 Channel Performance: Explore conversion results over time.
• 📅 Marketing Activities Report: Review recent activities to adjust your strategy.

Use attribution models to understand the customer journey and make informed decisions.

Create marketing automations in Shopify

These innovative automations, powered by Shopify Flow, give you the freedom to customize your approach in two key ways: through pre-built templates offered by Shopify Email or external apps, or by creating your own custom automations. This functionality is available for stores on the Basic Shopify plan or higher.

Tip: When deploying multiple automations, consider how they will interact with each other. Avoid saturation of your audience. For example, by activating two welcome emails, make sure you don't inundate your customers with twice as many messages.

How to Create Your Own Automation

From the time of an abandoned cart email to the specific interval after a customer leaves their cart, the options are yours to adjust. After setting up your masterpiece, you can activate it immediately or save it as a draft. Don't forget that to edit the workflow, you must use a desktop device.

Make every click count, discover more in the Marketing section, and take your strategy to the next level with Shopify.

In e-commerce, discounts are not only a strategy, they are a powerful weapon. Wondering how to increase your sales on your Shopify store? The answer is to offer irresistible discounts. And at Shopify, versatility is key.

Variety of Discounts

Whether it's creating discount codes, setting up automatic discounts, or setting sales prices for specific products, you're in control. You can design codes for dollar discounts, percentage discounts, buy X get Y, even free shipping! And best of all, your customers can easily redeem them at checkout online or in person using Shopify POS.

Simplified Management:
From the Discounts page in your Shopify admin, you'll be able to update and manage all of your existing discounts. But attention! Before making changes, check to see if another team member is making adjustments to the same discount.

Simplified Management

From the Discounts page in your Shopify admin, you'll be able to update and manage all of your existing discounts. But attention! Before making changes, check to see if another team member is making adjustments to the same discount.

Types of Discounts at your disposal

Do you want to promote sales, offer special offers or reward your customers' loyalty?

You can create discounts for orders, products or shipments. From buy X get Y codes, to automatic discounts and free shipping, the flexibility is yours to explore.

Effective Discount Code Management

Whether for products, collections or variants, you can offer discounts adapted to your strategy. Configure details such as validity dates, usage limits, minimum order amounts, and applicability to specific products.

Discount Sales Report

Once your discount codes are active, use the Sales by Discount report to track their performance. Gain key insights into usage and adjust your strategy as needed.

Important considerations:

Before you dive into creating discount codes, keep in mind things like usage limits, maximum number of codes, and special characters in code names to ensure a smooth experience.

Automatic Discounts for a Sophisticated Touch

If you're looking for a smoother shopping experience, automatic discounts are your solution. Automatically applied at checkout and in the cart, they offer a touch of elegance and comfort to your customers.

Combining Discounts for Greater Impact

Don't limit yourself to a single discount, on Shopify, you can combine discounts to maximize their effectiveness. Whether it's one amount, free shipping, or the classic buy X get Y promotion, the options are limitless.

At Shopify, discounts aren't just numbers, they're opportunities to elevate your marketing strategy.

Connect your store to various online sales channels to centrally track products, orders and customers. The platform simplifies the incorporation of new channels, and when you add them, your products automatically become available. Eligibility may require adjustments to your store settings. Review the terms of use for each channel, some have certain requirements.

Individual dashboards for each channel provide detailed sales and traffic summaries. Shopify empowers you to thrive in the era of omnichannel sales, allowing you to grow and excel in diverse online markets.

Online store

Your online store on Shopify is not just a platform, it is the virtual home of your business. By opting for the Shopify Basic plan or higher, you can make the most of this versatile tool to create websites, launch blogs, and, of course, sell your products. The flexibility of your store allows you to customize it according to your needs:

• Create custom menus and store filters for a seamless browsing experience.

• Add a personal touch with a custom domain.

• Set up dynamic payment buttons for your product pages.

• Design your online store with responsive themes.

The online store setup guide will help you get your platform up and running quickly, but if you need more, the developer tools are at your disposal to create a fully customized storefront.

Once you've set up Shopify, the platform automatically takes care of the heavy lifting: processing payments, fulfilling orders, and displaying your products in your online store. Your store is assigned a unique domain name, based on the information you provided when registering. You can change this domain name once, so choose wisely. Before launching, be sure to follow a few key steps to ensure your store is ready to wow your customers.

Topics

Themes are the key to shaping the organization, features and distinctive style of your online store. Each theme, designed specifically for various niches, offers unique experiences to customers.

Shopify themes go further by providing additional features:

• Sections on Every Page: Customize content on most pages, creating unique layouts by adding, rearranging, or removing sections and blocks.

• Improved app support: Install or change apps without code, integrating app functionality anywhere in the theme using blocks and embeds.

• Richer content with dynamic sources: Enrich the information in your theme by connecting it to dynamic sources, whether it's a resource attribute or a metafield value.

• Collection Filtering: Allows customers to filter collections by availability, price, and more.

Boost your business by exploring free and paid themes in the Shopify Theme Store. Customization is easy through the theme editor in your Shopify admin, you can even edit the code if the theme requires it. All available themes are optimized for performance and usability, and are mobile device compatible.

Blog Posts

Enrich your online store with Shopify's built-in blogging engine, a powerful tool to boost search engine optimization (SEO), engage audiences, and generate traffic and sales. The blog setup becomes a link to build a community around your products and brand.

Adding a blog to your online store is simple and effective. Publish articles that not only improve SEO but also tell compelling stories to convert visitors into customers and encourage engagement. Discover how blogging can be a key tool in growing your business by exploring more on the Shopify blog for inspiration.

pages

In your online store, pages are a key resource to provide lasting and essential information. From “About Us” to “Contact Us,” these pages play a crucial role in connecting with customers. Learn how to create, customize and boost your visibility with an intuitive approach. From content enrichment to auto-generation magic, Shopify offers tools to stand out. Discover how to add links, Google maps, and optimize for SEO. Editing or deleting is simple, allowing you to keep your online presence vibrant and up-to-date.

Navigation

Make it easier for your customers to explore your online store through effective navigation. Add strategic menus organize and display links to products, collections, blogs and more. From the Shopify admin, easily customize and manage your menus and links. Define where they will be displayed in your store based on the theme settings. When setting up your store, think about how you want customers to find your products and key information. Discover default menus, such as main and footer, and adjust elements according to your needs. Drop-down menus in the main menu allow for efficient organization. Understand how navigation looks in different themes before choosing the right one for your store.

Discover a world of possibilities in the Shopify App Store, with a variety of apps to boost your business. When selecting an app, ask key questions:

What would complement Shopify's essential features in your store?

How can you improve sales and simplify administration, such as mass printing shipping labels?

1. Evaluate your needs and define a budget for applications.

2. Reviews from other merchants in the store offer valuable insights, supporting informed decisions.

3. Choose apps that align with your goals, highlighting aspects like SEO, marketing, and scheduled sales.

Also, consider ease of administration for a hassle-free experience.

Take advantage of free apps or trial periods before deciding. Remember to uninstall apps before pausing or deactivating the store to avoid unwanted charges. Understand app compatibility with your store settings and tailor your selection to optimize functionality.

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