diff --git a/docs/integration/xstore/dashboard.md b/docs/integration/xstore/dashboard.md index 7f0e6aab..d5da4b29 100644 --- a/docs/integration/xstore/dashboard.md +++ b/docs/integration/xstore/dashboard.md @@ -1,7 +1,7 @@ --- sidebar_position: 4 title: Dashboard -description: A guide on Dashboard +description: Guide to Dashboard slug: /integration/xstore/dashboard tags: ["e-Commerce", "X-Store", "Dashboard"] --- diff --git a/docs/integration/xstore/getting-started.md b/docs/integration/xstore/getting-started.md index 34c944b6..b6a34fd0 100644 --- a/docs/integration/xstore/getting-started.md +++ b/docs/integration/xstore/getting-started.md @@ -1,17 +1,17 @@ --- sidebar_position: 1 title: Getting Started -description: A guide to getting started +description: Guide to Getting Started slug: /integration/xstore/getting-started tags: ["e-Commerce", "X-Store", "Getting Started"] --- ## Sign In -If you already have an account, you can [sign in](https://x-store-demo.sql.com.my/login) using one of the following methods: +If you already have an account, you can [sign in](https://x-store.sql.com.my/login) using one of the following methods: -- **Sign in with Passkey** - Use your registered passkey for quick and secure access -- **Sign in with Email** - Enter your email address and click the verification link to sign in +- **Sign in with Passkey** - Use your registered passkey for quick and secure access. +- **Sign in with Email** - Enter your email address and click the verification link to sign in. - **Google Single Sign-On (SSO)** - Sign in with your Google account (Gmail only). Click the Google button, select your Gmail account, and you'll be signed in automatically. For detailed instructions, please refer to the [sign up section](#sign-up) below. @@ -20,7 +20,7 @@ For detailed instructions, please refer to the [sign up section](#sign-up) below ## Sign Up -If you don't have an account yet, click [sign up here](https://x-store-demo.sql.com.my/register) to create a new account. +If you don't have an account yet, click [sign up here](https://x-store.sql.com.my/register) to create a new account. ### Sign Up with Passkey @@ -53,7 +53,7 @@ Passkeys provide a secure, passwordless way to access your account. 6. Use your smartphone to scan the QR code displayed :::info - Ensure both **Bluetooth** and **WiFi/Mobile data** are turned on for both your laptop and smartphone. + Ensure both **Bluetooth** and **Wi-Fi/Mobile data** are turned on for both your laptop and smartphone. ::: ![passkey-creation](../../../static/img/xstore/getting-started/passkey-creation.png) @@ -98,12 +98,6 @@ For email-based registration: 8. Once successful, you'll be redirected to the **Company List** page -## Try Demo - -Feel free to explore the available features in X-Store by using **Try Demo** without signing in. - -![demo-overview](../../../static/img/xstore/getting-started/demo-overview.png) - ## Company List Page After successful sign-in or sign-up, you'll land on the **Company List** page. diff --git a/docs/integration/xstore/inventory.md b/docs/integration/xstore/inventory.md deleted file mode 100644 index a97d8308..00000000 --- a/docs/integration/xstore/inventory.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -sidebar_position: 6 -title: Inventory -description: A guide on inventory -slug: /integration/xstore/inventory -tags: ["e-Commerce", "X-Store", "Inventory"] ---- - -## Products - -### Map Products - -1. Go to **Inventory > Products** - - ![product-overview](../../../static/img/xstore/inventory/product-overview.png) - -2. Click the **Map Product Button** to open the **Map Product Dialog** - - ![map-product](../../../static/img/xstore/inventory/map-product.png) - - ![map-dialog-overview](../../../static/img/xstore/inventory/map-dialog-overview.png) - - :::info - Use the **Filter Button** to narrow your **Platform Products View**, or use the **Search Bar** to find specific e-commerce products and stock items. - ::: - -3. Select e-commerce products synced from various platforms and then a stock item synced from SQL Account to map them together - - ![mapping-product-1](../../../static/img/xstore/inventory/mapping-product-1.png) - - :::info - **e-commerce Products** are mapped to **Stock Item UOM**. - ::: - -4. To unmap products, select them and click **Unmap** - - ![unmap-product-1](../../../static/img/xstore/inventory/unmap-product-1.png) - - ![unmap-product-2](../../../static/img/xstore/inventory/unmap-product-2.png) - -## Stocks - -### Map Products to Specific Stock Items - -1. Go to **Inventory > Stocks** - - ![stock-overview](../../../static/img/xstore/inventory/stock-overview.png) - -2. Click the icon to view stock details - - ![view-stock-detail](../../../static/img/xstore/inventory/view-stock-detail.png) - - :::info - - **Map Product** can be performed here as well - - **Location Description** and **Code** are fetched from SQL Account - ::: - -3. Click the **+** icon to open the **Map Product Dialog** - - ![stock-detail](../../../static/img/xstore/inventory/stock-detail.png) - -4. Select the **Platform Product** and click **Map Product** to map it directly to this **Stock Item UOM** - - ![map-selective-uom](../../../static/img/xstore/inventory/map-selective-uom.png) - - :::info - Ensure your store is mapped to the correct stock item location, or mapped items won't appear. - ::: diff --git a/docs/integration/xstore/inventory/_category_.json b/docs/integration/xstore/inventory/_category_.json new file mode 100644 index 00000000..a850d2b1 --- /dev/null +++ b/docs/integration/xstore/inventory/_category_.json @@ -0,0 +1,9 @@ +{ + "label": "Inventory", + "position": 6, + "link": { + "type": "generated-index", + "slug": "/integration/x-store/inventory-category", + "description": "Guide to Inventory" + } +} \ No newline at end of file diff --git a/docs/integration/xstore/inventory/products.md b/docs/integration/xstore/inventory/products.md new file mode 100644 index 00000000..cac4b650 --- /dev/null +++ b/docs/integration/xstore/inventory/products.md @@ -0,0 +1,94 @@ +--- +sidebar_position: 1 +title: Products +description: Guide to managing products in X-Store +slug: /integration/xstore/products +tags: ["e-Commerce", "X-Store", "Inventory", "Products"] +--- + +The **Manage Products** page allows you to view and manage all products across your connected platform stores. X-Store currently supports 5 platforms: **Lazada**, **Shopee**, **TikTok**, **Shopify**, and **WooCommerce**. You can quickly find specific products by searching using **store name**, **product name**, **product id**, **shop sku** or **seller sku**. + +![product-overview](../../../../static/img/xstore/products/product-overview.png) + +## Create Product + +The **Create Product** feature allows you to publish new products to a specific store on your chosen platform. + +![create-overview](../../../../static/img/xstore/products/create-overview.png) + +### Basic Flow + +1. **Select Platform and Store**: Choose the platform and the relevant store where you want to create your product. + + ![create-select](../../../../static/img/xstore/products/create-select.png) + +2. **Fill in Product Information**: Complete all required fields across five form steps: + - Basic Information + - Product Description + - Product Specifications + - Product Variants + - Other Information + + ![create-form](../../../../static/img/xstore/products/create-form.png) + +3. **Save and Publish**: After saving, wait a moment for the product to be created. Your product will be successfully created and activated in the seller center. You will then be redirected to the product list page, where your newly created product will automatically appear. + + ![create-save](../../../../static/img/xstore/products/create-save.png) + +### Specific Information + +1. Product variants may have different configuration options based on the platform. + + - **Pre-Order** allows customers to purchase products that require additional preparation time. When you enable Pre-Order, you need to specify the number of days needed to ship the product after receiving an order. + + - **GTIN Code** (Global Trade Item Number) is a unique identifier used to distinguish products and services in the supply chain. When you enable GTIN Code, you need to enter a specific numerical code for product identification. + + - When your product has more than two variant combinations, **Per-Variant Dimensions** allows each combination to have its own dimensions and weight. When enabled, you'll need to fill in the specific dimensions and weight parameters for each variant combination. + + - If multiple variant combinations share similar information, you can use the **Apply to Selected** feature for convenience as you will just need to input information once and the information will automatically apply to all selected variants. + + ![create-variants](../../../../static/img/xstore/products/create-variants.png) + +2. In the **Other Information** section, you'll find logistics details. + + - If your input weight or dimensions **exceed the logistics item limit**, the specific logistics option will be disabled. + + - You can read the **error hint** and **logistics item limit** in the tooltip. + + - You can adjust your product dimensions or weight according to the limits if you wish to use specific logistics options. + + ![create-logistics](../../../../static/img/xstore/products/create-logistics.png) + +## Copy Listing + +**Copy Listing** allows you to duplicate an existing product to another store. This feature supports one-to-one cross-platform copying, making it faster and easier to create similar products across different stores and platforms. + +- Most common product information will be copied automatically +- **Platform-specific details** need to be filled in manually + +![copy-overview](../../../../static/img/xstore/products/copy-overview.png) + +![copy-details](../../../../static/img/xstore/products/copy-details.png) + +## Edit Product + +The **Edit Product** feature allows you to update product information if you discover any outdated or incorrect information in your product details. + +![edit-overview](../../../../static/img/xstore/products/edit-overview.png) + +![edit-details](../../../../static/img/xstore/products/edit-details.png) + +## Deactivate Product + +You can change your product status between active and inactive: + +- **Deactivate**: Update an active product to inactive status to unlist it from the platform +- **Activate**: Update an inactive product to active status to publish it again on the platform + +![deactivate-overview](../../../../static/img/xstore/products/deactivate-overview.png) + +## Delete Product + +The **Delete Product** feature allows you to permanently remove a product from both X-Store and your platform's seller center. + +![delete-overview](../../../../static/img/xstore/products/delete-overview.png) diff --git a/docs/integration/xstore/inventory/scrape.md b/docs/integration/xstore/inventory/scrape.md new file mode 100644 index 00000000..066e643e --- /dev/null +++ b/docs/integration/xstore/inventory/scrape.md @@ -0,0 +1,75 @@ +--- +sidebar_position: 3 +title: Scrape Product +description: Guide to Scrape Product +slug: /integration/xstore/scrape +tags: ["e-Commerce", "X-Store", "Inventory", "Scrape Product"] +--- + +Scrape Products from E-Commerce Platforms + +1. Click **Scrape Product** in the sidebar + + ![scrape-sidebar](../../../../static/img/xstore/scrape/scrape-sidebar.png) + +2. Click **Scrape Platforms** + + ![scrape-platform](../../../../static/img/xstore/scrape/scrape-platform.png) + +3. Choose a platform from the dropdown to visit its official website for copying product URL + + ![choose-platform](../../../../static/img/xstore/scrape/choose-platform.png) + +4. Paste URL and press **Enter** on keyboard or Click **Download** button for scraping + + ![paste-link](../../../../static/img/xstore/scrape/paste-link.png) + + ![scrape-inProgress](../../../../static/img/xstore/scrape/scrape-inProgress.png) + +5. After successful scraping + + - A success message will appear + + - The product will be added to the data table. + + ![scrape-success](../../../../static/img/xstore/scrape/scrape-success.png) + +6. Can click **Trash** icon to delete the product + + ![delete-scrape](../../../../static/img/xstore/scrape/delete-scrape.png) + +7. Click **Continue** to delete + + ![delete-confirm](../../../../static/img/xstore/scrape/delete-confirm.png) + +8. Can click **Edit** icon to edit the product details + + ![edit-scrape](../../../../static/img/xstore/scrape/edit-scrape.png) + +9. Click any section on the left to scroll automatically to the corresponding section + +10. Click **Update** to update the changes + + ![edit-confirm](../../../../static/img/xstore/scrape/edit-confirm.png) + +11. Can click **Create** icon to create the product in the selected store + + ![create-scrape](../../../../static/img/xstore/scrape/create-scrape.png) + +12. Select **Platform** and **Store**, then click **Select Store** + + ![select-create](../../../../static/img/xstore/scrape/select-create.png) + +📌 For detailed instructions on creating product, navigate to **Integration > XStore > [Products](./products.md)** + +13. To clear all scrape products, can click **Clear All** button + + ![clear-scrape](../../../../static/img/xstore/scrape/clear-scrape.png) + +14. Click **Continue** to delete + + ![delete-all](../../../../static/img/xstore/scrape/delete-all.png) + +📌 The maximum scrape limit is 5 products. Please delete some products before continuing + + ![scrape-limit](../../../../static/img/xstore/scrape/scrape-limit.png) \ No newline at end of file diff --git a/docs/integration/xstore/inventory/stocks.md b/docs/integration/xstore/inventory/stocks.md new file mode 100644 index 00000000..4cb98711 --- /dev/null +++ b/docs/integration/xstore/inventory/stocks.md @@ -0,0 +1,78 @@ +--- +sidebar_position: 2 +title: Stocks +description: Guide to Stocks +slug: /integration/xstore/stocks +tags: ["e-Commerce", "X-Store", "Inventory", "Stocks"] +--- + +## Overview + +The **Stocks** module allows you to view and manage stock items synced from SQL Account. + +:::info +For more information regarding **Sync Stock Item**, please refer to **[Setup](../setup.md#step-5-sync-stock-items-from-sql-account)** +::: + +![stock-overview](../../../../static/img/xstore/stocks/stock-overview.png) + +## Map Products + +Mapping platform products to stock items allows you to manage stock and quantity using the main stock item, improving stock quantity accuracy. There are two ways to map products: + +### Map Multiple Stock Items + +1. Go to **Inventory > Stocks** + +2. Click the **Map Product** button + + ![multi-stock-item-map](../../../../static/img/xstore/stocks/multi-stock-item-map.png) + +3. Select the **Platform Products** and then a **Stock Item** to map them together + + ![multi-stock-item-dialog](../../../../static/img/xstore/stocks/multi-stock-item-dialog.png) + + :::info + Use the **Filter Button** to narrow your **Platform Products** view, or use the **Search Bar** to find specific e-commerce products and stock items. + ::: + +### Map Single Stock Item + +1. Go to **Inventory > Stocks** + +2. Click the icon to view stock details + + ![single-stock-item-map](../../../../static/img/xstore/stocks/single-stock-item-map.png) + + :::info + **Location Description** and **Code** are fetched from SQL Account + ::: + +3. Click the **Map Product** button + + ![stock-details](../../../../static/img/xstore/stocks/stock-details.png) + +4. Select the **Platform Products** and click **Map Product** to map them directly to this **Stock Item UOM** + + ![single-stock-item-dialog](../../../../static/img/xstore/stocks/single-stock-item-dialog.png) + + :::info + Ensure your store is mapped to the correct stock item location, or mapped items won't appear. + To map the location code, please refer to **[Setup](../setup.md#step-4-code-mapping)** + ::: + +## Update Quantity + +1. Go to **Inventory > Stocks** + +2. Click the icon to view stock details + + ![single-stock-item-map](../../../../static/img/xstore/stocks/single-stock-item-map.png) + +3. Click the **+/-** icon + + ![update-quantity](../../../../static/img/xstore/stocks/update-quantity.png) + +4. Click the **Update** button to update the mapped products' quantity with the stock item's quantity + + ![update-quantity-dialog](../../../../static/img/xstore/stocks/update-quantity-dialog.png) \ No newline at end of file diff --git a/docs/integration/xstore/orders/_category_.json b/docs/integration/xstore/orders/_category_.json index 49c2e6d0..7aef212c 100644 --- a/docs/integration/xstore/orders/_category_.json +++ b/docs/integration/xstore/orders/_category_.json @@ -4,6 +4,6 @@ "link": { "type": "generated-index", "slug": "/integration/x-store/orders-category", - "description": "A guide on Order module" + "description": "Guide to Order" } } \ No newline at end of file diff --git a/docs/integration/xstore/orders/order-details.md b/docs/integration/xstore/orders/order-details.md index e77f8407..fc9261ac 100644 --- a/docs/integration/xstore/orders/order-details.md +++ b/docs/integration/xstore/orders/order-details.md @@ -8,44 +8,32 @@ tags: ["e-Commerce", "X-Store", "Order Detail"] ## Overview -The **Order Detail** module allows you to view individual order information and perform actions such as cancellations, returns, and refunds. - -To access this page, click the **document icon** on any order row. +**Order Detail** allows you to view individual order information and perform actions such as cancellations, returns, and refunds. To access this page, click the **Document** icon on any order row. ![order-detail-enter](../../../../static/img/xstore/order-details/order-detail-enter.png) +![order-detail-overview](../../../../static/img/xstore/order-details/order-detail-overview.png) + The Order Details interface allows you to: - View order information - Perform order actions (cancel, return, refund) - Map order items to stock items -![order-detail-overview](../../../../static/img/xstore/order-details/order-detail-overview.png) - > **Quick Feature:** Use the mapping button to quickly link order items to your stock items directly from this page. -## Platform-Specific Guides - -Each e-commerce platform has unique order detail layouts and available actions. Select your platform below: - -- [Lazada](#lazada) -- [Shopee](#shopee) -- [TikTok](#tiktok) - ## Lazada ### Order Detail Page ![lazada-order-detail](../../../../static/img/xstore/order-details/lazada/order-detail.png) -The order information section displays: - | Section | Details | | -------------------- | ------------------------------------------- | | **Order Details** | Order ID, Shop ID, Payment Method | | **Payment Details** | Currency, Payment Time | -| **Shipment Details** | Provider type, Shipping type, address, etc. | -| **Voucher Details** | Applied discounts and promotions on an item | +| **Shipment Details** | Provider Type, Shipping Type, Address, etc. | +| **Voucher Details** | Applied Discounts and Promotions on an Item | Order items are grouped by package and tracking ID. @@ -144,8 +132,8 @@ The order information section displays: | Section | Details | | -------------------- | ----------------------------------------- | -| **Buyer Details** | Customer username, user ID and address | -| **Payment Details** | Payment method, Currency and Payment time | +| **Buyer Details** | Customer Username, User ID, and Address | +| **Payment Details** | Payment Method, Currency, and Payment Time | | **Shipment Details** | Carrier information | | **Extra Details** | Additional order notes and info | @@ -222,9 +210,9 @@ The order information section displays: | Section | Details | | -------------------- | ----------------------------------------- | -| **Order Details** | Order ID, Order status, Payment method | -| **Buyer Details** | Customer name and shipping address | -| **Payment Details** | Payment method, Currency and Payment time | +| **Order Details** | Order ID, Order Status, Payment Method | +| **Buyer Details** | Customer Name and Shipping Address | +| **Payment Details** | Payment Method, Currency, and Payment Time | | **Shipping Details** | Carrier information | ### Cancel Order Info @@ -263,16 +251,141 @@ When a buyer requests cancellation, choose your response: ![tiktok-reject-cancellation](../../../../static/img/xstore/order-details/tiktok/buyer-cancel-order-reject.png) -### Return Order (Buyer-Initiated) +### Return or Refund Order (Buyer-Initiated) + +The buttons will be shown according to the **Return Type** and **Return Status** + +![tiktok-return-or-refund-request](../../../../static/img/xstore/order-details/tiktok/buyer-return-order.png) -![tiktok-return-request](../../../../static/img/xstore/order-details/tiktok/buyer-return-order.png) +**Reject Return or Refund:** -When a buyer initiates a return, review the request and respond: +![tiktok-reject-return-or-refund](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-reject.png) **Approve Return:** -![tiktok-approve-return](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-approve.png) +![tiktok-approve-return](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-approve-return.png) + +**Full Refund:** + +![tiktok-approve-refund](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-approve-refund.png) + +**Partial Refund:** + +![tiktok-approve-partial-refund](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-approve-partial-refund.png) + +## Shopify + +### Order Detail Page + +![shopify-order-detail](../../../../static/img/xstore/order-details/shopify/order-detail.png) + +The order information section includes: + +| Section | Details | +| -------------------- | -------------------------- | +| **Buyer Details** | Customer Name and Email | +| **Payment Details** | Payment Method | +| **Shipping Details** | Delivery Address | + +### Order Actions + +![shopify-actions](../../../../static/img/xstore/order-details/shopify/order-actions.png) + +| Action | Description | Availability | +| ------------------- | -------------------------------------------------- | --------------------------------------------------- | +| **Mark As Paid** | Manually record an order as paid. | Only for orders awaiting payment. | +| **Update Tracking** | Update carrier, tracking number, and tracking URL. | Available for all orders. | +| **Create Return** | Initiate a return and refund for the buyer. | Only for fulfilled orders. | +| **Cancel Order** | Cancel the order. | Only for orders that have not been fulfilled. | + +#### Update Tracking + +![shopify-update-tracking](../../../../static/img/xstore/order-details/shopify/seller-update-tracking.png) + +Update the carrier name, tracking number, and shipment URL to keep the buyer informed. + +#### Create Return + +![shopify-create-return](../../../../static/img/xstore/order-details/shopify/seller-create-return.png) + +Sellers can create a return and refund for specific items in an order. + +* **Reason:** A return reason is required and can be selected from the dropdown menu. +* **Quantity:** Adjust the number of items being returned. + +![shopify-create-return-reason](../../../../static/img/xstore/order-details/shopify/seller-create-return-reason.png) + +**Refund Options:** +You can choose from three refund methods: +1. **No Refund:** Mark the return without issuing a refund. +2. **Refund Selected Item:** Refund only the cost of the items. +3. **Refund Selected Item with Shipping Cost:** Refund both the items and the shipping fee. + +![shopify-create-return-refund-options](../../../../static/img/xstore/order-details/shopify/seller-create-return-refund.png) + +> Sellers can manually adjust the final refund amount. You can also choose whether to **restock** the items during this process. + +#### Cancel Order + +![shopify-cancel-order](../../../../static/img/xstore/order-details/shopify/seller-cancel-order.png) + +This action is only available for orders that are **not yet fulfilled**. + +* **Reason:** Selecting a cancellation reason is mandatory. +* **Refund:** For paid orders, you can choose whether to process a refund immediately. +* **Notification:** You can choose to notify the customer about the cancellation. + +#### Return/Refund (Buyer-Initiated) + +This section is available when a buyer requests a return or refund. + +![shopify-return-request](../../../../static/img/xstore/order-details/shopify/buyer-request-return-refund.png) + +Sellers can choose from the following actions: + +* **Accept and Refund**: Approve the request and issue a full refund to the buyer. +* **Decline Return**: Reject the request. This does not close the case, and the request may be resubmitted. +* **Close Return**: Stop the return and refund process. No further action will be taken. +* **Restock items**: Return the product quantities to your inventory. + +![shopify-decline-return](../../../../static/img/xstore/order-details/shopify/buyer-request-return-refund-decline.png) + +> For buyer-initiated requests, the refund amount cannot be manually adjusted. + + + +## WooCommerce + +### Order Detail Page + +![woo-order-detail](../../../../static/img/xstore/order-details/woocommerce/order-detail.png) + +The order information section displays: + +| Section | Details | +| -------------------- | ------------------------------------------------------------------ | +| **Payment Details** | Currency, Payment Method, Method Title, Tax Included, Payment Time | +| **Shipping Details** | Shipping Address and Billing Address | + +### Order Notes + +![woo-order-note](../../../../static/img/xstore/order-details/woocommerce/order-notes.png) + +Allows the seller to add Private or Customer Notes + +### Order Actions + +![woo-order-action](../../../../static/img/xstore/order-details/woocommerce/order-actions.png) + +| Actions | Details | +| ------------------ | ----------------------------------------------------------------------------------------- | +| **Cancel Order** | Cancel a created order, available for **Pending**, **On Hold**, and **Processing** orders | +| **Process Refund** | Refund an order | + +**Cancel Order:** + +![woo-seller-cancel-order](../../../../static/img/xstore/order-details/woocommerce/seller-cancel-order.png) -**Reject Return:** +**Process Refund:** -![tiktok-reject-return](../../../../static/img/xstore/order-details/tiktok/buyer-return-order-reject.png) +![woo-seller-create-refund](../../../../static/img/xstore/order-details/woocommerce/seller-create-refund.png) \ No newline at end of file diff --git a/docs/integration/xstore/orders/orders.md b/docs/integration/xstore/orders/orders.md index 375607c4..f42e46e3 100644 --- a/docs/integration/xstore/orders/orders.md +++ b/docs/integration/xstore/orders/orders.md @@ -54,26 +54,23 @@ The order processing flow moves through several stages. Different actions are av ### Step 2: Process Orders for Shipping -![to-process-tab](../../../../static/img/xstore/orders/order-to-process.png) +![to-process-tab](../../../../static/img/xstore/orders/to-process.png) -1. Select the orders you want to process by checking the boxes - -2. **Print Picking Documents:** - - ![picking-list-options](../../../../static/img/xstore/orders/pickinglist-doc.png) - - Use the **Action** dropdown to print: - - - **Picking List Summary** – A consolidated list of all order items for batch picking - - **Picking List** – Individual picking lists per order +1. Select orders by clicking the checkbox next to each order +2. Click the **To Ship** button +3. Orders will move to the **To Ship** tab +4. (Optional) Click the **Scan** icon to use the **Scan To Ship** feature for faster processing -3. Click **To Ship** to update order status on the marketplace and move orders to the "To Ship" tab +#### Print Picking Document -4. _(Optional)_ Click the **Scan** icon for the Scan to Ship interface +![picking-list-options](../../../../static/img/xstore/orders/pickinglist-doc.png) -### Step 3: Scan to Ship (Optional) +1. Click the **Print Picking List** button to generate the following: + - **Picking List Summary:** A consolidated list of all order items for batch picking + - **Picking List:** Individual picking lists generated per order, including barcodes +2. The printed picking list can be used together with the **Scan To Ship** feature to speed up order fulfillment -Use this feature to quickly verify and ship orders by scanning. +### Step 3: Scan To Ship (Optional) ![scan-to-ship-interface](../../../../static/img/xstore/orders/scan-to-ship-empty.png) @@ -82,54 +79,44 @@ Use this feature to quickly verify and ship orders by scanning. ![scanned-orders](../../../../static/img/xstore/orders/scan-to-ship.png) -**Available Actions:** - -- **Print AWB** – Print Air Waybills for selected orders -- **Print Courier Manifest** – Generate a manifest for courier pickup +| Action | Description | +| -------------------------- | -------------------------------------- | +| **Print AWB** | Print Air Waybills for selected orders | +| **Print Courier Manifest** | Generate a manifest for courier pickup | -### Step 4: Ship Orders & Print Documentation +### Step 4: To Ship ![to-ship-tab](../../../../static/img/xstore/orders/to-ship.png) -![action-menu](../../../../static/img/xstore/orders/to-ship-action.png) - -**Available Actions:** - | Action | Description | | -------------------------- | -------------------------------------- | | **Print AWB** | Print Air Waybills for selected orders | | **Print Courier Manifest** | Generate a manifest for courier pickup | -**Seller Own Fulfillment (SOF):** - -![mark-as-delivered](../../../../static/img/xstore/orders/mark-as-delivered.png) +### Step 5: Self Deliver -If you handle delivery yourself: +![self-deliver-tab](../../../../static/img/xstore/orders/self-deliver.png) -1. Toggle the **SOF** switch to enable self-fulfillment mode -2. Select the delivered orders -3. Click **Mark as Delivered** +| Action | Description | +| -------------------------- | -------------------------------------- | +| **Mark as Delivered** | Mark the order as delivered | -### Step 5: Post Completed Orders to SQL Account +### Step 6: Post Orders to SQL Account ![completed-orders](../../../../static/img/xstore/orders/completed.png) Once orders reach **Shipped**, **Delivered**, or **Completed** status: -1. **Post Order** – Click to post orders to **SQL Account** - +1. **Post Order:** Click to post orders to **SQL Account** > The orders posted will match the current tab's status. For example, clicking **Post Order** on the Shipped tab posts only shipped orders. -2. **Status** – Click the **icon next to the Post Order button** to view order posting history and status - - | Icon Colour | Status | - | ----------- | ---------- | - | 🔵 Blue | Processing | - | 🟢 Green | Success | - | 🔴 Red | Failed | +2. **Status:** Click the **icon next to the Post Order button** to view order posting history and status + - **🔵 Blue:** Posting in progress + - **🟢 Green:** Posting completed and available to check post order status + - **🔴 Red:** Posting failed -3. **Archived Orders** – Turn on the switch to view orders that have been posted to SQL Account. - Note\*: If orders are updated after posting, they will be moved back to the **non-archived** page. +3. **Archived Orders:** Turn on the switch to view orders that have been posted to SQL Account + > Note: If orders are updated after posting, they will be moved back to the **non-archived** page. ## General Features diff --git a/docs/integration/xstore/payments.md b/docs/integration/xstore/payments.md index dbbb665c..51ea887c 100644 --- a/docs/integration/xstore/payments.md +++ b/docs/integration/xstore/payments.md @@ -1,7 +1,7 @@ --- sidebar_position: 8 title: Payments -description: A guide on Payments +description: Guide to Payments slug: /integration/xstore/payments tags: ["e-Commerce", "X-Store", "Payments"] --- diff --git a/docs/integration/xstore/settings.md b/docs/integration/xstore/settings.md index c11d4b94..be93320b 100644 --- a/docs/integration/xstore/settings.md +++ b/docs/integration/xstore/settings.md @@ -1,7 +1,7 @@ --- sidebar_position: 9 title: Settings -description: A guide on Settings +description: Guide to Settings slug: /integration/estore/settings tags: ["e-Commerce", "X-Store", "Settings"] --- @@ -18,7 +18,7 @@ The Settings module consists of three main sections to help you manage your orga View and update your company's information, including business details and API configurations. :::info -Check out our [setup-guide](../xstore/setup#step-1-create-company) for detailed instructions on creating your company profile. +Check out our [Setup Guide](../xstore/setup#step-1-create-company) for detailed instructions on creating your company profile. ::: ![company-overview](../../../static/img/xstore/settings/company-overview.png) @@ -93,27 +93,26 @@ Manage your team members, including viewing, editing, inviting, and removing use ### Active Users Table -The users table displays all team members with their name, ID (with copy function), email, phone number, assigned role, status, and removal action. Use the search bar to filter users by name, ID, email, or phone number. Your account always appears in the first row. +The users table displays all team members with their name, ID (with copy function), email, phone number, assigned role, status, and actions. Use the search bar to filter users by name, ID, email, or phone number. Your account always appears in the first row. + +![user-management-table](../../../static/img/xstore/settings/user-management-table.png) | Column | Description | | -------------- | --------------------------- | | User Name & ID | Full name with copyable ID | | Email | Contact email address | | Phone Number | Contact phone number | -| Role | Assigned role in the system | -| Status | Active/Inactive status | -| Actions | Remove user button | - -![user-management-table](../../../static/img/xstore/settings/user-management-table.png) +| Role | User role in company | +| Status | User status in company | +| Actions | Edit and Remove user | ### Editing User Details You can modify a user's role and status directly in the table. -1. Update the desired fields -2. Click the **Save** button -3. Confirm your changes in the dialog -4. Click **Continue** to apply (or **Cancel** to discard any unsaved modifications) +1. Click the **Edit** icon in the user's row +2. Update the desired fields. +3. Click the **Save** button. ![user-management-update](../../../static/img/xstore/settings/user-management-update.png) @@ -200,6 +199,10 @@ Register a new account, log in automatically, and redirect to the Company List p ## Permissions Settings +:::info +Currently, adding, editing, and deleting roles are not available. +::: + ### Overview Define and manage roles with specific permissions to control what users can do in the system. diff --git a/docs/integration/xstore/setup.md b/docs/integration/xstore/setup.md index 9c015f3b..8de7bf67 100644 --- a/docs/integration/xstore/setup.md +++ b/docs/integration/xstore/setup.md @@ -1,7 +1,7 @@ --- sidebar_position: 2 title: Setup -description: A guide to set up SQL X-Store App +description: Guide to setting up the SQL X-Store App slug: /integration/xstore/setup tags: ["e-Commerce", "X-Store", "Setup"] --- @@ -12,7 +12,7 @@ This guide walks you through the complete setup of the **SQL X-Store** App — f ### Step 1: Create Company -1. Click **Create Company** in Company List page +1. Click **Create Company** on the Company List page ![create-company](../../../static/img/xstore/setup/create-company.png) @@ -42,7 +42,7 @@ Connect E-commerce stores to sync **store**, **product**, **order**, and **payme ![link-store](../../../static/img/xstore/setup/link-store.png) -> 📌 For detailed instructions on linking store, navigate to **Integration > XStore > [Stores](./stores.md)** +> 📌 For detailed instructions on linking a store, navigate to **Integration > XStore > [Stores](./stores.md)** **Auto-Sync Behavior** @@ -94,6 +94,10 @@ Sync **Stock**, **Customer**, **Location**, and **Payment** codes from SQL Accou Sync stock items from SQL Account for **product mapping** and **quantity control**. +:::warning + Ensure your store is mapped to the correct stock item location, or mapped items won't appear. +::: + 1. Click **Inventory > Stocks** in the sidebar ![stock-sidebar](../../../static/img/xstore/setup/stock-sidebar.png) @@ -116,7 +120,7 @@ Sync stock items from SQL Account for **product mapping** and **quantity control ## Manual Sync -If platform data failed to sync during store linking, you can sync manually +If platform data failed to sync during store linking, you can sync manually. ### Sync Product Data @@ -158,11 +162,9 @@ If platform data failed to sync during store linking, you can sync manually 3. Click **Sync Selected** - 4. To change the selected date, click **Change** - - ![change-sync-date](../../../static/img/xstore/setup/change-syncDate.png) + ![sync-selected](../../../static/img/xstore/setup/sync-selected.png) - 2. Sync without **Date Filter** (will only sync past 3 days data) + 2. Sync without **Date Filter** (will only sync data from the past 3 days) 1. Tick checkboxes to select stores @@ -192,11 +194,9 @@ If platform data failed to sync during store linking, you can sync manually 3. Click **Sync Selected** - 4. To change the selected date, click **Change** - - ![change-sync-date](../../../static/img/xstore/setup/change-syncDate.png) + ![sync-selected](../../../static/img/xstore/setup/sync-selected.png) - 2. Sync without **Date Filter** (will only sync past 3 days data) + 2. Sync without **Date Filter** (will only sync data from the past 3 days) 1. Tick checkboxes to select stores diff --git a/docs/integration/xstore/side-menu.md b/docs/integration/xstore/side-menu.md index 2a1a4125..bb9bce3b 100644 --- a/docs/integration/xstore/side-menu.md +++ b/docs/integration/xstore/side-menu.md @@ -1,100 +1,91 @@ --- sidebar_position: 3 title: Side Menu -description: A guide on Side Menu +description: Guide to the Side Menu slug: /integration/xstore/side-menu tags: ["e-Commerce", "X-Store", "Side Menu"] --- -The side menu is the secondary navigation component for the e-Commerce integration system. +## Overview -![side-menu](../../../static/img/xstore/sidemenu/sidemenu.png) +The Side Menu is the secondary navigation component for the e-Commerce integration system. -## Profile Actions +![side-menu](../../../static/img/xstore/sidemenu/sidemenu.png) -1. **User Profile** 👤 - - **Register Passkey** & **Manage Session** - - **View** and **Edit** personal profile information +| Actions | Description | +|---------------------------|--------------------------------------------| +| **User Profile** 👤 | Manage user profile, passkeys and sessions | +| **Switch Company** 🔄 | Switch between multiple company accounts | +| **Language Selection** 🌐 | Change language | +| **Theme Toggle** 🌙 | Change light or dark theme | -2. **Switch Company** 🔄 - - Switch between multiple company accounts - - Back to **Company List Page** +## User Profile -3. **Language Selection** 🌐 - - Change language of X-Store +The User Profile page displays your account information. -4. **Theme Toggle** 🌙 - - Toggle between light and dark themes - - Persists user preference +![user-profile](../../../static/img/xstore/sidemenu/user-profile.png) ---- +| Field | Description | +|------------------|------------------------------------| +| **Name** | Your display name | +| **Email** | Your registered email address | +| **User ID** | Unique identifier for your account | +| **Phone Number** | Contact phone number | -## User Profile +### Update User Profile -The User Profile page displays your account information and security settings. +1. Click the **Edit Profile** button. -![user-profile](../../../static/img/xstore/sidemenu/sidemenu-1.png) + ![update-user-profile](../../../static/img/xstore/sidemenu/edit-profile-button.png) -### Profile Information +2. Update the fields and click **Save**. -| Field | Description | -|-------|-------------| -| **Name** | Your display name | -| **Email** | Your registered email address | -| **User ID** | Unique identifier for your account | -| **Phone Number** | Contact phone number | + ![update-user-profile-2](../../../static/img/xstore/sidemenu/edit-profile-page.png) -### Passkeys +## Passkeys Manage your registered passkeys for secure authentication. -![passkeys](../../../static/img/xstore/sidemenu/sidemenu-2.png) - -- Click **+ Create Passkey** to register a new passkey -- View existing passkeys with actions menu +![passkeys](../../../static/img/xstore/sidemenu/passkey.png) -### Sessions +### Register New Passkey -View your active login sessions across different devices and browsers. - -![sessions](../../../static/img/xstore/sidemenu/sidemenu-8.png) +1. Click **Create Passkey** button. -![sessions-2](../../../static/img/xstore/sidemenu/sidemenu-3.png) + ![register-new-passkey](../../../static/img/xstore/sidemenu/register-passkey-button.png) ---- +2. Enter a **Passkey Name** to help you identify this device later. -## Update User Profile + ![authentication-prompt](../../../static/img/xstore/sidemenu/register-passkey-dialog.png) -Edit your profile information from the User Profile page. +3. Click **Register**, then complete the authentication prompt on your device. -![update-user-profile](../../../static/img/xstore/sidemenu/sidemenu-4.png) + ![authentication-prompt-2](../../../static/img/xstore/sidemenu/register-passkey-device.png) -### Editable Fields +### Rename Passkey -![update-user-profile-2](../../../static/img/xstore/sidemenu/sidemenu-7.png) +1. Click the **More** icon and select **Rename**. -Click **Save** to apply changes or **Cancel** to discard. +2. Rename your passkey and click **Save**. ---- + ![rename-passkey](../../../static/img/xstore/sidemenu/rename-passkey.png) -## Register New Passkey +### Revoke Passkey -Create a new passkey for passwordless authentication. +1. Click the **More** icon and select **Revoke** to remove the passkey immediately. -![register-new-passkey](../../../static/img/xstore/sidemenu/sidemenu-5.png) +## Sessions -### Steps to Register +View your active login sessions across different devices and browsers. -1. Click **+ Create Passkey** from the User Profile page -2. Enter a **Passkey Name** (required, max 50 characters) +![sessions](../../../static/img/xstore/sidemenu/sessions.png) -![authentication-prompt](../../../static/img/xstore/sidemenu/sidemenu-9.png) +### Logout Sessions -3. Click **Register** to complete the process +1. Click on the session. -![authentication-prompt-2](../../../static/img/xstore/sidemenu/sidemenu-6.png) + ![sessions-2](../../../static/img/xstore/sidemenu/revoke-sessions.png) -4. Choose where to save the passkey -5. Follow your device's authentication prompt +2. Click **Confirm** to revoke. ---- + ![sessions-2](../../../static/img/xstore/sidemenu/revoke-sessions-dialog.png) diff --git a/docs/integration/xstore/stores.md b/docs/integration/xstore/stores.md index 38b7f11c..f03ffe04 100644 --- a/docs/integration/xstore/stores.md +++ b/docs/integration/xstore/stores.md @@ -1,7 +1,7 @@ --- sidebar_position: 5 title: Stores -description: Complete guide to link e-commerce stores and perform code mapping for product mapping and order posting +description: Guide to Stores slug: /integration/xstore/stores tags: ["e-Commerce", "X-Store", "Stores"] --- @@ -18,27 +18,25 @@ tags: ["e-Commerce", "X-Store", "Stores"] ### Lazada -1. Select Lazada - -2. Click the Link Store button +1. Select **Lazada** from dropdown ![select-lazada](../../../static/img/xstore/stores/select-lazada.png) -3. Select Region +2. Select Region -4. Click Use Seller Login +3. Click **Use Seller Login**. ![lazada-login](../../../static/img/xstore/stores/lazada-login.png) -5. Login using Lazada credentials +4. Log in using your Lazada credentials ![input-lazada-credentials](../../../static/img/xstore/stores/lazada-credentials.png) -6. Click authorize +5. Click **Authorize** ![lazada-authorize](../../../static/img/xstore/stores/lazada-authorize.png) -7. After successful linking +6. After successful linking - A success message will appear @@ -48,33 +46,35 @@ tags: ["e-Commerce", "X-Store", "Stores"] ### Shopee -1. Select Shopee +1. Select **Shopee** from dropdown + + ![select-shopee](../../../static/img/xstore/stores/select-shopee.png) 2. Select Region -3. Click the Link Store button +3. Click the **Link Store** button - ![select-shopee](../../../static/img/xstore/stores/select-shopee.png) + ![select-shopee-region](../../../static/img/xstore/stores/select-shopee-region.png) -4. If Linking a **Shop Account** +4. If Linking a **Shop Account**: 1. Enter shop account credentials ![shopee-shop-acc](../../../static/img/xstore/stores/shopee-shopAcc.png) - 2. Click Confirm Authorization + 2. Click **Confirm Authorization** ![shopee-shopAuth](../../../static/img/xstore/stores/shopee-shopAuth.png) 3. Select the Authorization Period - 4. Click Confirm Authorization + 4. Click **Confirm Authorization** ![shopee-storeAuthPeriod](../../../static/img/xstore/stores/shopee-storeAuthPeriod.png) -5. If Linking a **Main Account** +5. If Linking a **Main Account**: - 1. Click Switch to Main Account + 1. Click **Switch to Main Account** ![switch-main-acc](../../../static/img/xstore/stores/switch-mainAcc.png) @@ -84,13 +84,13 @@ tags: ["e-Commerce", "X-Store", "Stores"] 3. Select the Shop and Merchant authorized for your App - 4. Click Confirm Authorization + 4. Click **Confirm Authorization** ![shopee-mainAccAuth](../../../static/img/xstore/stores/shopee-mainAccAuth.png) 5. Select the Authorization Period - 6. Click Confirm Authorization + 6. Click **Confirm Authorization** ![shopee-mainAuthPeriod](../../../static/img/xstore/stores/shopee-mainAuthPeriod.png) @@ -104,33 +104,31 @@ tags: ["e-Commerce", "X-Store", "Stores"] ### Tiktok -1. Select Tiktok - -2. Click the Link Store button +1. Select **TikTok** from dropdown ![select-tiktok](../../../static/img/xstore/stores/select-tiktok.png) -3. Select your account type to start the authorization process +2. Select your account type to start the authorization process ![tiktok-selectAcc](../../../static/img/xstore/stores/tiktok-selectAcc.png) -4. Select and input tiktok account credentials +3. Select and input your TikTok account credentials -5. Click Confirm to Install +4. Click **Confirm to Install**. ![tiktok-login](../../../static/img/xstore/stores/tiktok-login.png) -6. Review the data-sharing permissions and tick the checkbox to acknowledge +5. Review the data-sharing permissions and tick the checkbox to acknowledge. -7. Click Authorize +6. Click **Authorize**. ![input-tiktok-credentials](../../../static/img/xstore/stores/tiktok-credentials.png) -8. Click Done to complete the setup +7. Click **Done** to complete the setup. ![tiktok-auth](../../../static/img/xstore/stores/tiktok-auth.png) -9. After successful linking +8. After successful linking - A success message will appear @@ -138,6 +136,144 @@ tags: ["e-Commerce", "X-Store", "Stores"] ![link-tiktok](../../../static/img/xstore/stores/link-tiktok.png) +### Shopify + +1. Select **Shopify** from dropdown + + ![select-shopify](../../../static/img/xstore/stores/select-shopify.png) + +2. A dialog will open, allowing you to enter store credentials. + +3. Enter **Shop Domain** and click **Link Store** + + ![shopify-shopname](../../../static/img/xstore/stores/shopify-shopname.png) + +4. You can obtain the domain via the store dashboard + + ![shopify-domain](../../../static/img/xstore/stores/shopify-domain.png) + +5. The Shopify authorization page will open, where you can enter your account credentials or select an existing account to log in + + ![shopify-selectAcc](../../../static/img/xstore/stores/shopify-selectAcc.png) + +6. After successful linking + + - A success message will appear + + - The linked store will be added to the data table. + + ![shopify-link](../../../static/img/xstore/stores/shopify-link.png) + +### WooCommerce + +1. Select **WooCommerce** from dropdown + + ![select-woo](../../../static/img/xstore/stores/select-woo.png) + +2. A dialog will open, allowing you to enter store credentials. + + ![woo-details](../../../static/img/xstore/stores/woo-details.png) + +3. There are two ways to link a store: + + 1. Link via Authorization Page + + - Enter the **shop name** + + ![woo-shopName](../../../static/img/xstore/stores/woo-shopName.png) + + - Obtain the **shop domain**: + + a. If you are on the admin site, copy the site URL and remove /wp-admin or any additional path. + + ![woo-domainAdmin](../../../static/img/xstore/stores/woo-domainAdmin.png) + + b. If you are on the shop front page, simply copy the URL directly. + + ![woo-domainShop](../../../static/img/xstore/stores/woo-domainShop.png) + + - Paste the domain into the Domain field + + - Click **Link Store** + + ![woo-link1](../../../static/img/xstore/stores/woo-link1.png) + + - The app will redirect you to the WooCommerce authorization page + + - Click **Approve** to grant access + + ![woo-approve](../../../static/img/xstore/stores/woo-approve.png) + + - After successful linking + + a. A success message will appear + + ![woo-success](../../../static/img/xstore/stores/woo-success.png) + + 2. Link via Manual API Key Entry + + - Enter the **shop name** and **shop domain** (use the same method described above). + + - Access the admin site + + - In the sidebar, click **WooCommerce → Settings** + + ![woo-settings](../../../static/img/xstore/stores/woo-settings.png) + + - Go to **Advanced**, then select **REST API** + + ![woo-advanced](../../../static/img/xstore/stores/woo-advanced.png) + + - Click **Add Key** + + ![woo-addKey](../../../static/img/xstore/stores/woo-addKey.png) + + - Enter a meaningful **description** and select **Read/Write** as the permission + + - Click **Generate API Key** + + ![woo-keyDetails](../../../static/img/xstore/stores/woo-keyDetails.png) + + - After the API key is generated, copy **Consumer Key** and **Consumer Secret** + + ![woo-keyCopy](../../../static/img/xstore/stores/woo-keyCopy.png) + + - Paste them into the dialog and click **Link Store** + + ![woo-link2](../../../static/img/xstore/stores/woo-link2.png) + + - After successful linking + + a. A success message will appear + + b. The linked store will be added to the data table. + + ![woo-linkSuccess](../../../static/img/xstore/stores/woo-linkSuccess.png) + +4. If you want to **upload images** when creating products later, you must also provide a **Username** and **Application Password**: + + - Access the admin site + + - Click **Users** in the sidebar + + - Copy the username and paste it into the Username field + + - Click the username to open the user profile + + ![woo-username](../../../static/img/xstore/stores/woo-username.png) + + - Enter a **name** for the application password and click **Add Application Password** + + ![woo-appPass](../../../static/img/xstore/stores/woo-appPass.png) + + - **Copy** the newly generated application password and paste it into the Application Password field + + ![woo-passCopy](../../../static/img/xstore/stores/woo-passCopy.png) + + - Once all fields are completed, click **Link Store** + + ![woo-completeInfo](../../../static/img/xstore/stores/woo-completeInfo.png) + > 📌**If store authorization expires, click the link icon (🔗) to re-link the store or click Link Store** 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