Before you begin configuring your products in your store, it's important to configure the General Settings to ensure they're all set up correctly.
That's why the WebSelf team has created a 15-step configuration guide. We strongly recommend following it to ensure all important information is accessible when needed.
15-Step Setup Guide
1. Understand the Default Settings in Your Store
2. Manage Your Default Name, Currency, and Region
3. Configure Your Accepted Currencies
4. Configure Your Tax ID Number
5. Configure Your Default Region
6. Configure Taxes by Tax Region
7. Configure Return Reasons
8. Configure Sales Channels
9. Configure Your Product Types
10. Configure Your Location & Shipping
11. Configure Shipping for Your Location
12. Configure Pickup for Your Location
13. Configure Shipping Profiles
14. Configure Payment Integration
15. Manage Your Account and Profile Information
Once you have activated the store on your site, you will be redirected to the Store's Administration panel. This is the nerve center of your store.
You can access General Store Settings in the Settings → General → Store section of the store administration.
1. Undertand the Default Settings in your store
When generating a store, certain settings are configured by default, according to the Country and Currency chosen at the store's creation.
Example: If, when creating your store, you specified Canada as the Country and Canadian dollar as the Currency, the default settings will be:
- Currency (CAD)
- Region (Canada)
- Payment method (via Stripe)
The price including tax is not enabled by default; if needed, you must enable it manually.
- Click the three-dot icon to the right of the currency, then click Enable tax inclusive pricing.
2. Manage the Default Name, Currency, and Region
Example: If, when creating your store, you specified Canada as the Country and Canadian dollar as the Currency, the default settings will be:
In the Store section, you will be able to manage the default Name, Currency, and Region:
- Name: Composed of a series of numbers.
- Currency: Canadian dollar (CAD).
- Region: Canada.
3. Configure your Accepted Currencies
In addition to your default currency (example : CAD), your store allows you to configure other currencies that you accept for receiving payments in your store.
To add a NEW currency to your store:
- From your store's administration, go to Settings → General → Store → Currencies.
- Click the three-dot icon on the right and click Add.
- Configure the settings: Code and Name.
- Check the Currency box and (if applicable), enable the Price includes tax box.
- Click Save.
- The newly configured Currency is added to the table.
- By clicking the three-dot icon to the right of a Currency, you can Enable or Disable the Price includes tax, and Remove it.
4. Configure your Tax Identification Number
Manage the tax identification number or any business identifier you wish to appear on the invoice. This may be mandatory in your country.
To add your tax identification number to your store:
- From your store's administration, go to Settings → General → Store → Identification Number.
- Click Create to add your information.
- In the Tax ID, configure the settings: Name and Code (e.g., SIRET number: 784 611 692 00078).
- Click Create.
- To change the ID number, click Edit on the right.
- Make the necessary changes.
- Click Update.
5. Configure your Default Region
A region is an area in which you sell products. It can cover multiple countries and have different tax rates, suppliers, and currencies.
Note: If when creating your store you specified the Country Canada and the Currency Canadian Dollar the default region in your store is Canada and the only country included is Canada.
-To enable the Prices Incl. Tax box and configure your Payment Providers
- From your store's admin, go to Settings → Regions.
- In the Canada Region, click the three-dot icon on the right, then click Edit.
- In the Edit Region window, if needed, check the Prices include tax box.
- In the Payment providers window, select your payment options among the four available : On-site payment, PayPal, Square, and Stripe.
- Click Save.
-To add a country or countries to your Default Region
If you sell your products in other countries in the default region, other than Canada, you can add other countries.
- From your store's admin, go to Settings → Regions.
- Close down the Edit Region window.
- In the Edit Region window, if needed, select the Prices include tax box.
- In the Payment providers window, select your payment options among the four available : On-site payment, PayPal, Square, and Stripe.
- Click Save.
- The Canada region will appear.
- In the Countries window, click the three-dot icon, then click Add Countries.
- Select the Country or Countries box and click Add.
-
The name of the configured Country will be added.
- To add a NEW additional Region to your store
If, in addition to the default region (Canada), you sell your products in other regions, here's how to configure them:
- From your store's admin, go to Settings → General → Regions.
- Click Create to add a new region to your store.
- In the Create a region section, configure the following settings: Name, Currency, Automatic taxes, Price including taxes, Countries included, and Payment providers.
- Click Save.
- The name of the configured Region will be added.
- To add a Country to an additional Region in your store
- From your store's admin, go to Settings → General → Regions.
- Go to the Countries window and click the three-dot icon, then click Add countries.
- Check the box for the country or countries and click Save.
- The name of the configured country is added to your table.
- To remove a country from an additional region in your store
- From your store's administration, go to Settings → General → Regions.
- Go to the Country.
- Click the three-dot icon on the right, then click Remove.
- To delete an additional region from your store
- From your store's admin, go to Settings → General → Regions.
- Go to the Region.
- Click the three-dot icon on the right, then click Delete
Learn more: Configure taxes →
6. Configure Taxes by Tax Region
Once your Region or Regions are configured, you will be able to configure the taxes you charge your customers when they make purchases in the different countries and regions where you sell your products.
- Configure taxes for your default tax region
- From your store's admin, go to Settings → General → Taxes by region → Tax regions.
- The default tax region is Canada.
- The GST tax at 5% is configured by default.
NOTE: If the tax region has sub-regions, you must also define tax rates for each tax sub-region.
Tax regions for some countries, such as the United States, Canada, etc., have a "States," "Provinces," or "Cantons" section on the tax region details page. You can add sub-regions for the country there.
- In the Provinces section, click Create, on the right.
- Configure the following settings: Province, Name, Tax Rate, and Tax Code.
- Check the Combinable box to indicate whether this tax can be combined with the region's default tax rate.
- Click Save.
Learn more: Configure taxes →
- Configure taxes for a NEW additional tax region
If you have added an additional region to your store, you will be able to configure the taxes you charge your customers when they make purchases in different countries within that region where you sell your products.
To configure taxes for an additional tax region:
- From your store's admin, go to Settings → General → Taxes by Region → Tax Regions.
- Click the Create button on the right.
- In the Create Tax section, configure the following settings: Country, choose whether it's the Default Tax Rate, Tax Name, Tax Rate, and Tax Code.
- Click Save.
Learn more: Configure taxes →
7. Configure Return Reasons
Knowing the reasons for returns not only helps resolve issues at the source, but also improves product quality, customer satisfaction, cost management, and overall business strategy. It's a valuable tool for optimizing all aspects of your business.
Once you know the reasons for returns, your store allows you to create a list to manage them.
To add a return reason to your store:
- From your store's administration, go to Settings → General → Return Reasons.
- Click Create on the right.
- In the Add Return Reason window, configure the following settings: Value, Label, and Description.
- Click Save.
- The Return Reason will be displayed.
- By clicking the three-dot icon on the right, you can Edit or Delete it.
8. Configure Your Sales Channels
This feature is used to connect the inventory location to a sales channel..
NOTE: Currently, the only sales channel is your online store (Webshop); this sales channel is Enabled by default (no additional action is required).
Note:
Even though the Create feature is available, it is not currently possible to associate other sales channels with your store.
9. Configure Your Product Types
Organizing by product type makes navigation smoother, increases sales, facilitates management, and offers better marketing opportunities. It is therefore a key element for the success of a store, whether physical or online.
To create product types in your store:
- From your store's administration, go to Settings → General → Store → Product Types.
- Click Create on the right.
For more information: Product Types →
10. Configure Locations and Shipping
Your store allows you to configure inventory locations and delivery options that will be displayed in your store. An inventory location is a physical location from which products are stored and shipped.
Example: If, when creating your store, you specified Canada as the Country and Canadian dollar as the Currency, the default settings will be:
- Currency (CAD)
- Region (Canada)
To customize the default inventory location information in your store:
- From your store's admin, go to Settings → General → Locations & Shipping.
- In the My Warehouse (Default Name) window, click the three-dot icon on the right, then click Edit.
In the Edit Location tab, enter the information for your store: Address Name (Apartment, Suite, etc.), Zip Code, City, Country, State, Company, Phone..
- Click Save.
- The Name entered for your Location replaces the default one.
To customize the default Shipping information in your store:
- In the Shipping window, click the three-dot icon on the right, then click Edit options.
- In the Edit Sipping Option window, enter the service Name.
- Click Save.
- In the Delivery window, click the three-dot icon on the right and click Manage areas.
- To add more countries to your Canada (by default service area), click the Manage areas.
- Choose the country(ies) you wish to add.
Note that the country names in the list are in English.
- Click Save.
- Pickup is Disabled by default.
- Delivery is Enabled by default.
To enable or disable the Pickup or Delivery option for the location:
- Click the three-dot icon to the right of the Pickup or Delivery option.
- Click Enable or Disable.
NOTE: The configuration shown below is only necessary if you have MORE THAN ONE inventory location from which products are stored and shipped.
To create another inventory location for your store:
- From your store's admin, go to Settings → General → Locations & Shipping.
- Click Create.
- In the Create Inventory Location window, configure the following settings: Location Name, Mailing Address, Company (Optional), and Phone (Optional).
- Click Save.
- The additional Inventory location will be added.
-Pickup is disabled by default.
-Delivery is disabled by default.
- To enable the Pickup or Delivery option, click the three-dot icon on the right, then click Enable.
Note: If you have more than one location, you must configure the features 11 to 13 for each location.
11. Configuring Shipping and Return for Your Location
- Configuring Shipping Options for Your Location
- From your store's admin, go to Settings → General → Locations & Shipping.
- To the right of your Location name, click View Details.
- Delivery is enabled by default.
- Pickup is disabled by default.
- To change the default shipping option name (Standard Shipping - Default (Manual), click the three-dot icon on the right and click Edit option.
In the Edit shipping option window, enter a New name.
Note:
It is very important to enter the name of the carrier you use, such as La Poste, Colissimo, UPS, etc., as this information will appear in the email alerts your customer receives regarding the delivery status of their order.
-
To configure or to change the shipping option Price, click the three-dot icon on the right and click Edit prices.
- In the window that appears, enter or edit the price.
- To delete the Shipping option, click Delete.
- To create a NEW Shipping option, click Create option on the right.
- In the Create Shipping option for Canada window, configure the following settings: Price Type, Name, Delivery Profile, and Activate in Store.
- Choose the Default Shipping profile.
- Click Continue.
- In the window that appears, enter the Price.
- Click Save.
- Your new Shipping option will display.
- Configure Return Options for Shipping
- From your store's admin, go to Settings → General → Locations & Shipping.
- At the bottom of the Shipping options list, it is located Return options.
- Click View Details, on the right.
- Click Create Option.
- In the Create a Return Option for "Canada" window, configure the settings: Name, choose the Shipping Profile, and whether or not to Enable it in-store.
Note:
It is very important to indicate the name of the carrier you use, such as La Poste, Colissimo, UPS, etc., as this information will appear in the email alerts your customer will receive regarding the delivery status of their return.
- Choose the Default Shipping profile.
- Click Continue.
- In the window that appears, enter the Price.
- Click Save.
- The Return option will be added.
Learn more: Refund paid and delivered orders →
Learn more: Create a return →
Learn more: Create an exchange →
12. Configure Pickup for your location
- Configure Pickup Delivery Options
- From your store's admin, go to Settings → General → Locations & Shipping.
- To the right of the Location's Name, click View Details.
- Pickup is disabled by default; to enable it, click the three-dot icon and select Enable.
- Pickup will be Enabled.
- Click the three-dot icon to the right and click Create service zone.
- In the Create a Service none for Pickup from AMBIANCE window, enter the Name and click Manage areas.
- Select the name of the country or countries included in this service area and click Save.
- The selected country or countries will appear in the window; click Save.
- The name of your Pickup service area will be added.
- On the right side of the Sipping options window, click Create option.
- In the Create Shipping Option for "Capital National" window, configure the settings: Name, choose the Delivery Profile, and whether or not to enable it in-store.
- Choose the Default Shipping profile.
- Click Continue.
- In the window that appears, enter the Price.
- Click Save.
- The In-store pickup option will be added.
- Configure In-store return Options for Pickup
- From your store's admin, go to Settings → General → Locations & Delivery.
- Go to the Pickup section.
- At the bottom of the Delivery Options list is Return Options.
- Click Create Option on the right.
- In the Create a Return Option for "Capitale National" window, configure the settings: Name, choose the Delivery Profile, and whether or not to Enable it in-store.
- Choose the Default Shipping profile.
- Click Continue.
- In the window that appears, enter the Price (make sure to inform your customers that they are responsible for return shipping fees).
- Click Save.
- The In-store return option will be added.
Learn more : Refund a return product →
13. Configure Shipping Profiles
In this subsection, you can group products with similar delivery needs into profiles. For example: Heavyweight, Oversized, Exclusive Delivery, etc.
- From your store's admin, go to Settings → General → Locations & Delivery → Shipping Profiles
- To the right of Shipping Profiles, click the downward-pointing arrow.
- In the Shipping Profiles window, click Create.
In the Create Shipping Profile window, enter a Name and Type for your profile (for example: Heavyweight, Oversized, Exclusive Delivery, etc.).
- Click Save.
- The new Delivery Profile will be added.
14. Configure the payment integration
Online Payment:
Payment via Stripe:
To accept online payments in your store, you must create a merchant account with Stripe and link this payment provider to your store.
Payment via PayPal:
To accept online payments in your store, you must create a PayPal Business account and link this payment provider to your store.
Payment via Square:
To accept online payments in your store, you must create a Square account and link this payment provider to your store.
To enable online payment methods in your store:
- From your store's admin, go to Settings → Payment Integration.
- To the right of the online payment option you wish to configure, click Link.
Learn more: Stripe Payment →
Learn more: PayPal Payment →
Learn more: Square Payment →
Offline Payment:
Your store offers the option to activate manual payment methods, such as on-site payment, ideal for customers who prefer to pick up their orders in person or avoid paying online. These alternatives provide more flexibility to better meet their needs.
Learn more: On-site Payment →
15. Manage Your Account and Profile Information
Your store allows you to manage your Profile details (Name and Language) associated with your store. Note that the email address associated with your store is the one associated with your WebSelf account.
NOTE: If the existing information is correct, no action is required.
To modify your default profile information in your store:
- From your store's admin, go to Settings → General → My Account → Profile.
- Click the three-dot icon on the right and click Edit.
-
Make the necessary changes.
- Click Save.
NOTE: It is not possible to change the email address for receiving notifications (the email address associated with your store). If you need to change it, please contact our support team at assistance@webself.net.