Setting up the shop

Start hereShopSetting up the shopHow to sell things on your site: turning a catalogue into your products, setting prices, options and stock, building the shop page, and what your customers see from the basket to the payment.Before you startThe shop is a module. Whoever set up your site switches it on, and it only works alongside the catalogue. When it is on you will see a Shop group in the sidebar with Orders, Stocktake and Shipping, and a Shop tab in Settings.Payments are taken by Stripe. The Stripe account is connected on the server by whoever set up your site, not by you. You can check it in Settings → Shop → Payments & shipping: the Stripe panel says Live — taking real payments, Test mode or Not ready, and lists what is missing.If the panel says Not ready, or you want to connect a different Stripe account, ask whoever set up your site.Making a catalogue your productsThere is no separate product list. Your products are the items in a catalogue that you mark as for sale, so their pictures, categories and pages are the shop.

Go to Catalogue and pick the catalogue that holds your products (or make one with New catalogue).

Open the Structure tab, then Settings.

Tick Items in this catalogue are for sale.

If the law says only adults may buy these things, also tick Only sold to people aged 18 or over. Each item's page then says so, and the buyer must confirm their age at checkout.

Save.

Every item in that catalogue now has a Selling card in its editor. An item only goes on sale once you press Put on sale on that card and the item is published.The Selling card: price, options and stockOpen an item and scroll to Selling. For a simple product, fill in Price, and if you like Was (an old price, shown crossed out as a sale), SKU and Weight (g). The weight is only needed if you charge postage by weight (see Shipping).If you sell it in sizes or pack sizes, tick Sold in more than one option (sizes, pack sizes…). Type what the options are called in What the options are called (for example "Size"), then press Add option for each one. Every option has its own price, was-price, SKU, weight and stock.Stock works two ways, per option. Choose In stock or Sold out to flip it by hand without counting. Choose Count stock… to type an exact number: it then sells out by itself at 0 and goes down with every sale. Settings → Shop → New products’ stock decides which of the two a new option starts with.

When it's sold out: say "Sold out" and offer "Email me when it's back", say "Sold out" only, hide it from the shop until it's back, or keep selling it as made to order.

Sold-out message: a short line shown when it is sold out, such as "Back in the spring".

Collection only: for things you cannot post. A basket holding one is always collected, never delivered.

Delivery: only appears when delivery is charged by product. See Shipping.

Changes on the card are saved with the rest of the item. Take off sale removes the price and options when you next save.The Selling card on an item with options.Building the shop pageYour shop is an ordinary page with a Catalogue grid block on it, pointed at your products catalogue. Add the block in the page editor and pick the catalogue. Tiles show the price, "from" when options cost different amounts, and badges such as Sold out or Sale.If Catalogue grid is missing from the block list, turn it on in Settings → CMS → Optional blocks.In the block's settings, Visitor toolbar adds tools for shoppers. All are off until you tick them:

Search box

Sort menu: Featured, Name, Price low to high or high to low, Newest.

Filters — price, in stock, on sale

Category buttons: the sub-categories of the category you picked, or the top level.

Only items for sale (hide ones with no price): useful when the same catalogue also lists things you no longer sell.

Each product has its own page, reached by clicking its tile. It shows the pictures, the option picker, how many are available if you count stock, and an Add to basket button.Put only one Catalogue grid with a toolbar on a page. Two would share the same search and filters.Putting the basket in your headerShoppers need a way back to their basket. The usual way is the Basket block in your header: a bag icon with a count that links to the basket. Its settings let you change the Label, show it on phones too, and show Sign in / Account beside it when customer accounts are on.If you would rather the basket appears as an item in your menu, turn on Basket link (shop) in the Nav block's settings instead. Use one or the other, not both. See Logo, icons, header and footer for editing the header.What your customer sees at checkoutThe basket lists each item with a quantity stepper and a Remove link. Shipping shows as "At checkout", and if a zone makes delivery free over an amount it says how much more to spend. Checkout takes them on:

Your details: full name, email and an optional phone number.

Delivery: their address. The postage is worked out as soon as they enter a postcode. If you offer collection they can pick Collect from us — free instead.

Nearly there: only when it is needed. They tick to confirm their age for age-restricted goods, or choose to create an account.

Continue to payment, then Payment: they enter their card in Stripe's form and press Pay now.

A thank-you page confirms the payment. It is also their order page, and it shows the order's progress as you pack and send it.

When checkout starts, the stock is held for a short time (Basket hold (minutes) in Settings, 15 by default), so two people can never both pay for the last one. If something sells out while it sits in a basket, it is taken out and the shopper is told.Settings → ShopThe Shop tab in Settings has five cards. Save with Save settings at the bottom, as with the rest of Settings.

Store: the Special-order message for made-to-order products, Offer collection at checkout, and the Collection instructions shown when someone chooses it.

Orders & notifications: the Order notification email that hears about new orders, the Order number prefix (ORD gives ORD-1001), and Low-stock warning at.

Payments & shipping: the Stripe panel, and Delivery is charged by weight or by product.

Stock & rules: New products’ stock, Minimum age and Basket hold (minutes).

Wording: every fixed message a shopper reads, grouped by where it appears (Product page, Back in stock, Product tiles, Basket, Checkout, Order page). Open a group and type your own words. A blank box keeps the original.

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