One of the top ecommerce website builders is Shopify. It’s not surprising that it’s so widespread since it gives customers the opportunity to create a store from the ground up with significant customization and ecommerce options. Like everything technological, the website builder is designed to be user-friendly for people of various skill levels, but getting acclimated to the dashboard and Shopify admin can take some time. Therefore, in this article, we will guide you how to use Shopify admin in your Shopify store.
Overview about Shopify admin
The Home page is the first item you see when you log into your Shopify admin.
Shopify Home displays details about your daily activities, the most recent activity in your store, and the next steps you can take to expand your enterprise.
In addition, using the sidebar, you may navigate to the various Shopify admin sections. The following sections of the Shopify admin:
- – The fundamental elements of your Shopify business, such as orders, products, and clients
- – A reporting section for analytics
- – Promotions and marketing
- – Settings for discounts have been added to your Shopify store.
Complete guide to use Shopify admin
Supported browser to use Shopify admin
You must use an up to date web browser in order to use Shopify. You might not be able to access your Shopify admin or utilize all of its features if you don’t use the most recent version of your browser. Use the most recent version of Google Chrome to access Shopify for the best experience. Otherwise, these are some examples of browsers that are regularly used to access Shopify:
- – Google Chrome
- – Apple’s MacOS browser
- – Windows Edge
- – Opera
- – iOS Safari from Apple
- – Android-compatible Google Chrome
Shopify admin search dashboard
In addition to searching for applications and sales channels, you can also search for orders, goods, or customers using the search bar at the top of the Shopify admin. Gift cards, coupon codes, features, or other resources like blogs or instructional videos could potentially appear in search results.
By narrowing your search results using a search query, you may search more quickly and effectively. Additionally, to increase the amount of relevant results, Shopify applies a number of behaviors to search queries.
Duplication and backups
To backup the data for your store, you can export CSV files from your Shopify admin. These CSV files can be used to backup or replicate your store together with other information (such a duplicate of your theme).
To backup the following types of store data such as products, customer profiles, orders, discount codes, etc, you can export CSV files
The theme for your online store can also be backed up by downloading it from your Shopify admin.
Some store information can be transferred when you replicate a store using CSV files, but other information must be manually supplied in your Shopify admin.
However, the transfer of store information has various restrictions:
- The fact that you are currently tracking a “new.myshopify.com” domain prevents you from importing your visitor traffic data.
- Through the Shopify admin, orders cannot be imported into a store, but they can be imported using the Shopify API. Shopify does not support this. To assist you with importing orders into the new store, you can engage a Shopify specialist.
- – Codes for discounts cannot be transferred.
- – Gift cards issued cannot be transferred. (gift card products are transferred by using the product CSV file).
- – You cannot transfer any saved custom reports.
- – Data about visitor traffic cannot be transmitted.
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Tools for efficiency for your Shopify admin
Numerous routine Shopify admin activities can be accelerated with the aid of productivity tools. Moreover, you can manage your store, develop your brand, and keep tabs on your orders and stock with the use of these tools.
Access or modify a CSV file
CSV files can be imported into Google Sheets.
A CSV file is opened as a.csv file in your computer’s default text editor when you export it from your Shopify admin. Although you can view and edit CSV files using another text editor, it’s advised that you use a spreadsheet program.
- – Sign in to your Google account.
- – Click Blank in the Start a new spreadsheet area of the Google Sheets website.
- – Go to File > Import… from the Untitled Spreadsheet page.
- – Locate and choose the CSV file that needs editing.
- – Choose your chosen options in the Import action, Separator character, and Convert text to numbers and dates areas of the Import file window.
- – Click Import
Utilizing Google Sheets to export CSV files
You can save your CSV file as a.csv file to your PC after viewing or changing it in Google Sheets.
– Click File > Download > Comma-separated values on the CSV spreadsheet page. (.csv, current sheet).
Your downloaded CSV file is exported to that location.
Editing your CSV file by a text editor
You can edit CSV files in a text editor if you don’t have a spreadsheet program.
CSV files can be opened in text editors on the majority of machines. To edit and debug your CSV file, you can alternatively use an application like Visual Studio Code or Sublime Text.
Imports of CSV products with taxable and shipping-required versions
You may wish to perform a mass update if you need to change the parameters for a lot of goods. For this, create a.csv file from the products that need to be changed and edit it
For variant requires shipping
If the variation is a physical object, set to TRUE. Otherwise, leave blank or set to FALSE.
For taxable variant
If the variant is taxable, it should be set to TRUE. If not, set to FALSE or leave empty.
For variant grams
If the variant requires shipping is set to TRUE, put a non-zero value.
If the variant requires shipping is set to FALSE or is blank, leave it blank or set it to zero.
Import your edited.csv file into your store when you’re done.
Organizing files and uploading them
In your Shopify admin, go to the Files page where you may upload, manage, and delete files.
The following types of files can be found on the Files page:
- – Your theme, blog articles, and pages’ use of photos and videos
- – Images and videos used in your product and collection descriptions
- – Images and files associated to metafields that you want to make available for clients to download
Simply select Content > Files to get to the Files page.
With future publishing, you can conceal some of your online store’s content until a particular day and time. Products, collections, blog entries, and pages can all have future publishing scheduled. The material in your online store is published at the hours and dates you set.
Product’s publish date setting
- – Navigate to Products in your Shopify admin.
- – Click a product name
- – Follow these steps in the Product Status section:
- – Check to make sure the status is set to Active.
- – Click Schedule availability under Online Store.
- The product will be published to your online store at the time and date you specify.
- – Select Save.
Collection’s publish date setting
- – Go to Products > Collections in your Shopify admin.
- – Please select a collection name.
- – Click the Set publication date icon next to Online Store in the Collection availability section.
- – Select the day and hour you want the collection to go live in your online shop.
- – Press Save.
Blog post or page publish date setting
- – Navigate to SALES CHANNELS > Online Store in your Shopify admin.
- – Select either Pages or Blog entries.
- – Click Set visibility date under the Visibility section.
- – Decide on the day and hour you want the product to go live in your online store.
- – Press Save.
You may manage your Shopify store with Shopify admin from a desktop or a mobile device. Furthermore, after quickly and easily logging in, you may carry out actions essential to maintaining and managing your Shopify store. If you want to hire web developer helping you with your Shopify store, Scuti is here.