Become familiar with the customer account dashboard, and configure customer accounts according to your preference.
Create customer groups that can be referenced in promotions and tax classes.
To help you get the most from the material, take a moment to become familiar with this guide. You’ll learn how the content is organized, explore the navigationThe primary group of web page links that a customer uses to navigate around the website; the navigation links to the most important categories or pages on an online store., and be introduced to a few tools and resources.
Use the main menu at the top of the page to explore other sections of the user guide. The topmost option of each section provides an overview with quick links and a table of contents. When you choose a topic, any additional topics in the section appear in a mini table of contents to the right. Use the breadcrumbA navigation aid that helps the user to keep track of their location within your store. trail or the Back button of the browser to return to previous topics. The Contents page provides a different view of the same topics.
This guide has a responsive layoutThe visual and structural composition of a page. with three different display modes. When the window is resized, the format adjusts to the dimensions of a desktop, tablet, and smart phone. On a desktop, the full menu appears across the top of the page.
On a tablet or mobile device, the menu is hidden. Tap the Slide Out “hamburger” button in the header to display the menu. Then, tap it again to return to the current topic.
Click any standard screenshot to zoom in for a closer view. Then, click the image again to close the popup.
The main menu is organized into sections that cover every aspect of running your store. You can explore the topics through the menu, breadcrumb trail, and mini table of contents that appears to the right whenever there are additional topics on the subject. See the Contents page for a complete list of all topics in the guide. Click the Next link in the upper-right corner to page through the guide.
Use the Search box in the header to list topics that contain specific words. If there is a glossary definition of the search term, it appears at the top of the search results.
When you open a topic from the search results list, every instance of the search term is highlighted. For multiple words, each word appears in a different color. To restore the normal display, tap the Remove Highlights button.
Drop-down sections are used primarily for topics with multiple sets of instructions, multiple reference sections, and workflows. To expand all drop-downs sections on the page, or return them to a collapsed state, tap the Expand All / Collapse All button.
To print the current topic, tap the Expand All button to include any content in drop-down sections. Then, tap the Print button.
For the best results, print from the PDF guide. To open a PDF, click the download link to the guide. To view the guide in Adobe Reader, click the Adobe icon in the upper-right corner. Then, click Open in Adobe Reader. If the “Plugin Blocked” message appears, click the message and select the Allow Plugins option.
Click the Feedback link in the lower-right corner to send us your suggestions and comments. Make sure to include your email address if you want a reply. We read every message, and do our best to respond. We share some of the feedback we receive in the Q & A section of the Change Log. The message below is a nice comment that we received recently. We welcome your suggestions and comments, and appreciate your participation in the process!