Shopistry Guide

Read through our detailed guide to learn everything you need to know about operating your store. Prefer videos?

Welcome to Your Store!

Shopistry Admin is where you'll configure and launch your online store. Products, orders, customers, site design, and more - it's all here and ready for you to easily bring your store to life and start growing your business.

We recommend that you read through this guide to familiarize yourself with the features and capabilities of Shopistry Admin, and refer back when you need a refresher for how to manage your store. We've also created a video library with quick help videos for when you just need to see things in action.

Visit Shopistry Videos to take a look!

We'll constantly update this guide and add new videos for new features and popular requests from the Shopistry Merchant Community.

Dashboard & Navigation

The Dashboard is your home screen, where you'll land after you login to Shopistry Admin, and gives you a quick overview of recent activity in your store. Refresh your browser to update the statistics.

Details are provided based on your sales channels and can also be viewed combined for all channels.

Top Metrics: Daily Revenue, Customers, Orders, Revenue

The top metrics give you a quick view of your performance across key areas of your business.

  • Daily Revenue: The gross amount for sales daily.
  • New Customers: The number of new customer accounts in the past 30 days.
  • Orders: The number of orders from your online store in the past 30 days.
  • Total Revenue: Your total sales revenue in the past 30 days.

Recent Orders

This card gives an overview of the most recent orders, which may need to be fulfilled. Clicking each order will take you to the Order Details page where you can view details of the order including products, payment status, and fulfillment actions.

Top Selling Products

Identify and understand the trends in your product sales through a handy overview of top selling products. Click on individual products to get to the product details page which is useful for managing inventory.

Viewing Details by Channel

Shopistry allows you to setup different sales channels, making it easy to sell products in different countries and currencies. The top navigation bar is where you'll be able to select if you'd like to view dashboard details for each channel and also all combined channels. To switch the channel, click the tab next to your user name in the top right corner of the dashboard page.

If you select a specific channel and then navigate to the Products or Orders areas of Shopistry Admin, you will see products and orders specific to the channel you have selected. If you'd like to see all products and orders then select All in the channel selector.

Accessing Your Profile

View and manage your account information

You can access your profile and change the following information of your staff account:

  • First name
  • Last name
  • E-mail address
  • Phone Number
  • Change your password

Main Menu

The Main Menu, located in the Shopistry Admin side bar, is how you navigate to all areas of Shopistry Admin to manage your store. We'll dive into each of these areas separately based on capabilities.

Log out

To log out, go to your profile page by clicking your name or icon in the top bar. On your profile page you will see the logout button.

Channels & Multi-Currency

This page gives you an overview of Shopistry's multi-channel and multi-currency functionality, bringing ultimate control to businesses of all sizes, expanding your capabilities.

IMPORTANT: One of the first steps to setup your store is to create a channel with a default currency. Every product you create will then be assigned to the channel for customers to shop.

By setting up different sales channels you can:

  • Create sales channels for each customer touchpoint (for example, you may only want certain products available to certain places or countries you sell)
  • Sell products specific to each country (show certain products to visitors from Canada vs. USA for example)
  • Set different prices by currency for each product
  • Set different currency by channel

How to create a channel

You can define and manage your sales channels for your store and create multiple channels with different currencies.

The first step is to click Settings in the Main Menu and then click Channels

On the Channel Listing Page, you can click the Create icon, which is the blue icon next to delete and search, to start creating a new channel or click the edit icon to update and existing channel.

Now you're ready to create (or update) your channel with the following information (all required):

Channel Name

This one is easy, give your channel a description name. Make sure it's something you'll recognize as it will be displayed when you select which products are available by channel when you're creating products.


Online Stores: You need at least one Online Store channel. If you'd like to sell in multiple currencies and support multiple countries, you will setup a channel per country and currency.

If you have a physical store or other places where you're selling products (Google Merchant, Amazon, etc.) then you may want to setup a channel to support publishing product data to these external systems or sales channels.

Here are a few use cases:

  • Physical Store Product Catalog: You might use Shopistry as your main product catalog supporting not only your online store but also your physical store. If that's the case, you can setup a channel to publish the product catalog you've created in Shopistry to your physical store's inventory management system (once it's integrated using Shopistry APIs).
  • Publishing Products to Other Sales Channels (Google Merchant Center, Amazon, etc.): You can create a channel to use when integrating with these external channels and use that channel when connecting to these services. Your product data will then be published where it needs to go.

Set the currency for your channel. Shopistry currently supports Canadian Dollar and US Dollar but can be expanded based on the currencies supported by your payment provider.


You can setup a channel and leave it disabled for use later or enable a channel to start using it right away.

Save / Update

Once you're done, click the Save Save button and you'll created your channel (or Update if you're updating a channel)!

Your channel will now be used when creating Products.

Remove a channel

You can remove a channel from the channel list view by selecting the box beside the channel you'd like to remove and then clicking the trash icon.

BE CAREFUL: Before deleting a channel, make sure you don't have any products using the channel. If you remove a channel that has products in it you can break your store!


Products are what you're selling and customer can buy through your online store. There are two basic types of products:

Single Product: This is a product that doesn't have options. For example, a hat that only comes in one size.

Product with options: This is a product that has different options the customer can select. For example, a T-shirt that comes in different sizes and colors. To create this type of product you'll first set up Attributes and can then use attributes to create product options and variants.

A product is created by filling in the product details, media, product type, and if needed product attributes, options and variants.

Product Catalog

When you click Products in the main menu, you'll land on your product listing page representing your product catalog. This page contains a list of all your products with a picture for each (if set), the product name and type, inventory remaining for sale, information on its visibility on your site (if it is published or not), and the product's price.

Your product catalog contains your entire online inventory. You can create and view products, assign attributes and options to your products, and assign products to collections to make it easy for customer to discover and find products on your site, promote seasonal products, sales, or other needs.

Sorting by columns

You can also sort your product list by columns. To do that, click on the column header for Name, Type, Inventory, or Status column to sort the product list view.

Deleting products

To delete products, select the checkbox next to the products you would like to delete then click the red trash can icon next to Search. Be careful, once you delete a product it's gone!

Creating Products

To add products to your site, click on the create icon (next to delete and search), and to edit products you've created click the edit icon in the product row. You'll then be on the Product Detail Page and can begin adding details of your product.

Before filling your shop with products, you need to learn about the basic product concepts in Shopistry.

  • Product Type
  • Product Attributes
  • Product Options
  • Product Variants
  • Collections

Let's use an example of an online store that sells coffee and apparel. We'll describe how to setup you products in this order:

  1. Create Product Types
  2. Create Product Attributes
  3. Create a Product that doesn't have options
  4. Create a Product that has different options and product variants
  5. Create Collections and Assign products to collections

REMINDER: You need to have a channel created because every product is assigned to at least one channel.

Step 1: Product Types

Product Types in Shopistry align with tax codes in North America to ensure the appropriate tax is applied during checkout. You'll create product types for your store by clicking Products then Product Types in the main menu.

IMPORTANT: Create product types before you add your products as you will need to assign every product to a product type you've created.

We'll setup two Product Types:

  • Clothing
  • Coffee

For each we click save and the product type is now created and can be used when creating our products.

Step 2: Product Attributes

Think of product attributes as the different basic options that a customer can select for a product.

IMPORTANT: Once you create an attribute it can be used for any product in your store when adding product options and variants.

To create an attribute click on Products then Attributes from the main menu. Then click the create icon to get to the Attribute Details Page. You'll fill in the following details to create your attribute:

  1. Title: What you want to call the attribute
  2. Code: What the system will use to recognize the attribute. Advice: use the same as title but lowercase.
  3. Attribute Values: These are the values displayed to the customer on your site's product pages

In our store we're going to be selling T-shirts and our T-shirts come in different colors and sizes. So we need to create an attribute for color and an attribute for size and give each values:

  • Color: black, white, blue, red
  • Size: S, M, L, XL, XXL
  1. Status: We need to set our attribute Status to "Published" so it can be used when creating products
  2. Save: Click Save to create the attribute

We're done! We're now ready to use our attributes when setting up our products.

Step 3: Adding Products

Click the create icon (next to trash and search) in the Product List view to enter the Product Detail Page.

Product Name

Give your product a name, displayed on your site. Make sure that each product has a unique name so site users can find them easily and your administrators can easily manage your store. If you have five t-shirts, do not call them all ‘t-shirt’. Use more engaging and searchable names like black men’s t-shirt, sparkly unicorn girls’ t-shirt, red ladies t-shirt, sports t-shirt, etc.

Product Description

This is what describes your product to customers. Use text formatting to make your product descriptions clear and engaging. The eight basic functions are: bold type, italic type, sub-header, second sub-header, quote, bullet point list, numbered list, new text line, and add hyperlink.

Your product descriptions can be cool and fun, or just based on the facts. They represent the tone of your store. Be creative if you like, but be clear and make sure that you have all the information that a buyer needs.


To add images for your product, click to open the Media library. You'll see all the images you've previously uploaded to your library and also the ability to add new images.

Click to select an image and then click the Select button.

The image you selected will now be added to your product.

Product Organization

Product Organization is where you assign the product type for your product, add the product to collections, and can add product tags. Every product needs to be assigned a product type. Collections and product tags are optional.

In our example, we'll use the Apparel product type and set the collections to Clothing and Best Sellers.

Product Options

If a product has different options for the customer to select, you can indicate this here. We'll first create a product without options and then a product with options and associated variants.

We'll leave the Product Options unchecked and revist this in the Product Variants section below.


Every product needs to be assign at least one of the sales channels you previously created. When you assign a channel to a product the channel will inherit the currency and you can define separate pricing and sale pricing per channel, extending your store to support custom pricing per country!

  1. Select the channel(s) that the product will be published and available for customers
  2. Set the price for the product in this channel
  3. Set the sale price per channel (Optional)

Your product will now have a custom price depending on the country they're visiting from!


Inventory must be set for your product to ensure your customers can buy available products and you can manage stock levels.

Search Engine Optimization

Increase traffic to your store by adding SEO-friendly descriptions for search engines. Write interesting, short content about each product, using keywords that people will use in web searches. Create a unique description for each product so search engines do not think it is duplicated content.

Step 4: Publishing Products

Once you have set up all your product details, you need to Save and then Publish you product to make it available.

Save Your product

Once you have input your minimum required product information, click the Save button at the bottom of the page to add it to your catalog.

Publish your product (Publish and Draft mode)

By default you product is not published. Set the status to Published if you'd like it live on your site. You can also set it to Draft if you would not like it available yet.

  • A product page will be automatically created on your site
  • Your product will be displayed on your site catalog page
  • Customers can buy your products!

We've completed setup of a simple product that doesn't have options or variants.

Next, we'll configure product options and variants.

Products with Options & Variants

When creating a new product, you can create a simple product without options or a product that has options. Once you select options you can manage the different product option combinations. These are called product variants.

Adding Product Options

You assign product options by first clicking the Product Options checkbox and then selecting the option values.

  1. Under Options select the Attribute from the previously set up Attributes
  2. Then select the values for the attribute that you would like to be available for the product

Once you make your choices, Shopistry automatically cross-matches selected values of attributes and creates appropriate product variants.

Managing Product Variants

Click the blue icon and you will be able to manage the details for each variant and add new variants. By default the first variant is selected. You can manage the details for each variant in your variants list:

  • Variant Selection Attributes: This is the product option combination for the variant
  • Details: Channel availability and the associated pricing per channel for the variant
  • Inventory: Total amount of inventory for the product
  • Media: You can upload specific images per product variant. This is useful for when you would like the product image on site's product detail page to change based on the options customers select. For example, you can upload a red t-shirt image that will display when customers select red as their product option.

Remember to click the Update button for any changes you make to take affect.

Adding Product Variants

You can add new product variants to your existing variants by clicking the blue icon in the variants list on the variant management page.

The attributes assigned to your product will now display and you can assign values and enter all details for your new product variant. Click the Save button when you're done to publish your variant.

Once saved, your new variant will now be listed in your product page variant table and you can edit if needed through the same steps as described above and then save changes. You can also delete variants from the Variants list on your product page.


If you sell a range of products they can be conveniently sorted by category. Assigning products to categories helps you to organize your shop and your customers to interact with a clear product structure navigation.

Unlike collections, which are optional, so you can either use them or not, the categories are required. Every product should belong to a category.


Subcategories break large groups down into smaller subsets that make it easier to manage stores and help customers find the right products.

How to add a product category

Adding a new product category is a two-step process:

Step 1: Click Create Category to set up a new product category

Enter the category name, description, and SEO-optimized information the same way as you would with an individual product.

When finished, click Save in the bottom right corner.


In the description tab, click the + button to open the CMS editor. You can edit your description by adding a heading, text, list and quote.

When you click the button with four dots on the right side of the description tab, you will be able to edit, move up, move down or delete a tuned part of the description.

Adding category

Step 2: Add a category photo and a subcategory

At this stage your new category is already created. You can go back or click Cancel if you do not want to continue with additional setup at this point. You can always come back and finish it later.

Or you can continue and add a widescreen banner photo that will appear at the top of the screen when customers view the category.

At this stage, you can also add Subcategories and Products to your Category. This can be done in the bottom card which consist of two tabs of Subcategories and Products. Click on each tab to either add a subcategory or assign products.

When finished, click Save.

Edit categories

Once you have your categories set up, you can edit them at any time by clicking on a category from the list and changing information. When viewing a category, you have a card at the bottom of the page with tabs for viewing and editing products and subcategories.

Delete categories

To remove a category, select the category from the main list and click Delete in the footer of the category page.

Products are mandatorily assigned to categories. Deleting a category will also remove all products it contains. Only remove a category if you are sure that you also want to permanently delete all its products from your catalog.

How to add a subcategory

Click Create Subcategory in the top right corner of the Subcategories card.

Manage metadata in the category setup page

You can add private and public metadata for each category in the category setup page. Use the button Add Field to add a new metadata field.


Collections are a great way to increase sales and give your customers better experiences. Group products together to take advantage of seasonal events or link products that are regularly bought in pairs or groups.

Unlike the categories, creating collections is not required.

  • Collections can be easily published and unpublished by clicking on the switch in the Visibility card when viewing a specific collection
  • Featuring a collection will make it appear on the front page of your website
  • You can only feature one collection at a time. Turning the Feature on Homepage option on for one collection will automatically turn it off for all others

Create and edit a collection

You can add and edit collections in the same way as categories, with a cover photo and SEO content tailored to your collection.

To delete individual products, click on the trash can icon next to the product and confirm removal from the collection.


In the description tab, click the + button to open the rich text editor. You can edit your description by adding a heading, text, list and quote.

When you click the button with four dots on the right side of the description tab, you will be able to edit, move up, move down or delete a tuned part of the description.

Creating a collection

How to manage availability

Click the MANAGE button in the right top corner of the availability card, and then assign a channel. You can select multiple channels.

Once the channel has been assigned, the next step is to choose if the collection appears or remains hidden in your store. You can set a publication date. It allows you to hold some of your collections unavailable to your customers until the publication date. They are not listed in your storefront.

Collection availability

Add products to existing collection

Once you have created a collection, you can easily add more products by choosing the Assign Products option from the collection overview and selecting products from the list. To find other products, type the name, attribute or product type into the search bar and the list will automatically refresh.

Assign product to collection

Add optional search engine preview content

Click Edit Website SEO to add a SEO title, slug and description. If you do not add unique SEO content, details will be taken from the General Information card.

Collection SEO

Delete a collection

There are two ways to delete a collection:

  • Click the checkbox next to the collection name on the main list. Options to Publish, Unpublish, and Delete will appear above the list
  • Click on the collection name and enter the detailed information, then use the red Delete button in the footer

Removing a collection will not delete all products from the site; it only disables the grouping of selected products and deletes information about the collection.

Manage metadata in the collection setup page

You can add private and public metadata for each collection in the collection setup page. Use the button Add Field to add a new metadata field.


The Orders section shows you all orders placed through the system by customers. An order is created once a customer completes the checkout process.

Order List Page

The main page shows a list of all orders in the system, regardless of their status.

Sorting by columns

You can also sort your order list by columns. To do that, click on the column header for Order#, Payment Status, Order Status to sort by each column.

Deleting orders

To delete orders, select the checkbox next to the order you would like to delete then click the red trash can icon next to Search. Be careful, once you delete an order it's gone!

Order Details Page

Click on any order record from the list to get the full details. The order page contains cards indicating Order Details, Payment Summary, and Customer information.

Order Details & Information

The Order Details card displays the following information:

  • Products within the order
  • Payment method used during checkout
  • Payment status that validates payment was successful
  • Order Type: Delivery or Pick Up for fulfillment purposes

At the top of the Order Details card is the order status:

  • Unfulfilled: New orders are unfulfilled by default
  • Fulfilled: When all of the products in the order are fulfilled
  • Partial: When some of the products in an order have been fulfilled but not all products in the order
  • Refunded: When you have refunded an order

Payment Summary

The Payment Summary card displays the subtotal, taxes, shipping, and total of the order. Based on your tax settings and type of order, an order may not include tax and shipping.

Customer Details

The Customer Details card displays the information of the customer that has placed the order. This is useful for customer support.

Order Fulfillment

To fulfill an order click the Fulfill Item button and you will get to the Order Fulfillment page where you can fulfill all items or certain items in an order.

You can also add the tracking number and select the shipping carrier used for shipped orders. These details are useful for customers to track their order shipment.

If you have partially fulfilled an order, the order status will now display as Partial and the product that has been fulfilled has the status Fulfilled.

When you have fulfilled all items in an order, the total order status will be Fulfilled.


Order can be refunded by clicking the Refund button if there is an issue with the goods or customer service. You will be promoted to confirm the refund. The refunded transaction amount will be refunded in your payment processor account and the order will be marked as refunded.


The Customers area shows you all customers and users of your store. You can manage user here including viewing and editing details, useful for customer service and staff management.

Customer Listing page

On this page, you can view the details of all users who have provided you with their information when setting up an account or placing an order.

Click on an individual customer to get an overview of the general information, address, customer activity, and recent orders.

Customer Profile

A brief summary of the user details with the ability to edit if required.

Default Address

The default address of the customer. You can click to Manage user addresses and change the default address.

Order History

A list of orders the user has placed through your online store. Click on an order to view the Order Detail page.

Managing Customers

Customer Addresses

Click Manage in the Default Address card to view, add, edit, or delete a customer address.

Use the Add New Address button if a customer asks the administrator to manually add an address.

Adding Customers

Click the blue icon on the Customer Listing page to add a new customer.

Click the Save button. Your new customer is now set up in the system and you are redirected to this customer’s overview page.

Deleting Customers

To delete a customer, select the checkbox next to the customer you would like to delete on the Customer Listing page then click the red trash can icon next to Search.

Users are also able to request their account to be deleted, from the storefront level, on their user profile settings. In such cases, a confirmation email is sent to the email address associated with the account.

GDPR Compliance

In compliance with GDPR laws in Europe, when deleting a customer the customer's profile, in other words, the customer's account instance.

All data used for the checkout process are left untouched. This is to keep track of financial transactions.

This solution satisfies the GDPR requirements. However, Shopistry does not bear responsibility for your compliance with legal protocols. Check the law in your local area and make sure that you comply with all data processing legislation.

Online Store (Themes and Pages)

The Online Store area of Shopistry is where you select and manage your store theme and pages, making your site unique!

  • Themes: Shopistry themes make it easy to quickly get your store up and running! You can edit themes for your own products, colors, and branding without hassles.
  • Pages: Themes come with a set of pages but you can add more pages using Pages functionality.


Themes are pre-made pages with sections you can modify to fit your images, content and products.

Shopistry themes have been named based on suggested online experience but it doesn't mean they must be used for this type of store.

For example, if you sell shoes but like the way the Coffee theme is organized then you can use it as your starting point and change content to fit your online shoe store.

You can select a theme by clicking Online Store and then Themes from the main menu. Next to each theme are the Edit and Publish icons, and when you publish a theme you will see the Live tag next to your published theme.

  • Edit: When you click the Edit icon you will go to the Site Builder
  • Publish: When you click on the Publish icon, the selected theme will be published as your online store

IMPORTANT: The content within a theme doesn't change when you switch between themes, only the organization of the content you have added.


Your site has content pages you can change and automatic pages that are required for your store to function and customers to place orders.

Content pages are pages on your site where you can add sections that provide information, images, sales, and showcase products to customers. Every theme includes a home page by default. You can add more pages from the main menu under Online Store.

Adding a Page

  1. Click the blue create icon to add a new page
  2. Give the page a name
  3. Add SEO information (optional but recommended to help search engines)
  4. Click Save

By default you page is in Draft status. After you are done building your page in the Site Builder you will set the page to Published to make it live on your site.

Editing a Page

If you would like to later Edit your page name, SEO information, or change the status then click the Edit icon on the Pages Listing page.

Deleting Pages

To delete a page, select the checkbox next to the page you would like to delete then click the red trash can icon next to Search. Be careful, once you delete a page it's gone!

Automatic Functional Pages

Functional pages are the pages on your site that are automatically included and required for your store to function properly and support customers: You don't need to add these pages and they are not designed in the Site Builder.

  • Product Catalog Page: Where all your products are listed for sale
  • Product Detail Pages: Every product has an automatically generated product page that displays details of your product
  • Cart: The Cart where customers view their purchases
  • Checkout: The ability for customers to enter details and place their order
  • Order Confirmation Page: A summary of the customer's order after they have placed their purchase
  • Customer Authentication Pages: Login page, customer registration pages, password recovery page
  • Customer Account Pages: The customer profile after a customer logs into your site. This is where they can see their account details and past orders.

Site Builder

Managing and editing you theme and content pages happens in the Site Builder, a visual page builder that makes it easy to craft the customer experience you need to make it easy for customer to discover, learn, and shop!

Managing Themes and Pages

  1. Click on Online Store and then Themes from the main menu
  2. Click on the Edit icon for the theme you would like to manage
  3. You'll now be in the Site Builder


The Site Builder opens with the Settings panel by default. In the Setting panel you can manage the overall branding of your site:

  • Logo: Upload your site logo to be displayed in your menu and footer
  • Fav Icon: Upload your site icon to be displayed in the browser tab
  • Colors: Manage different colors used in functional pages on your site
  • Typography: Manage your site font, heading, and text sizes

Header & Footer

In the Header & Footer panel you can select and configure your site main menu and footer

  • Header Menu: This is where you configure the main menu of your site. You can select different included Menu Styles, manage main menu color, and create your menu items that customers can click to navigate your site.
  • Footer Menu: This is where you configure the footer of your site. Select different included main Menu Styles, manage your footer color, and create your footer links.


Sections is where the magic happens! Sections make up the content of your site pages. Themes come with pre-built pages and sections, and if you add a new page (using Pages) you can then add sections and content to pages here.

Managing & Adding Sections

In the Sections panel you will see the sections already on the page. You can then mange the details of the section to design what you need.

Sections provide information, feature products, and an easy way to bring your pages to life and sell promote your products and services.

You can add new sections to your pages using the Add Section button. This will open the Sections Library.

  1. Click Add Section
  2. Select the section you would like to add to your page. The section will be added as the last section on the page
  3. Expand the drop down for the newly added section in the Sections panel
  4. Configure the details of the section (images, text, etc.)
  5. Click the Update button in the top right corner of the Page Builder

Section Order

To sort the sections on a page the way you would like them to appear, simply drag the sections to the order you would like in the Sections panel using the drag icon next to the trash can icon.

Deleting sections

To delete a section on a page, click the trash can icon next to the section. Be careful, once you delete a section and click Update it will no longer be on your page.


The Integrations area displays the integrated services included with Shopistry that extend your store and operations to drive sales and support.

Integrations listing page

Click on Integrations in the main menu to get to the Integrations listing page. Available integrations are listed including Name, Type, State and the Edit icon to go to the integration's page.

Integration detail page

Clicking on the Edit icon will bring you to the Integration details page where you can view details of the provider and the data required to connect your account for the service.

Connecting an integration

  1. Enter the details required for the service as provided by the service provider
  2. Click Connect
  3. Upon successful connection, you integration status will change to Enabled


The Settings area is where you will find store-wide settings and capabilities including your business information, staff, roles and permissions, setting shipping options customers will select at checkout, defining where you collect taxes, the channels and currencies your store will support, and connecting your custom domain.

Click Settings in the main menu to view all areas and then jump in to where you'd like to manage.


Storefront contains information and brand images that are used throughout your online store. This is also where you can connect your custom domain.

Store Details

Store Details is where you define the email address your customers use to contact you and also the email address that is used when sending automated emails to customers.

Logo and Favicon are used for online store pages, your header, footer and also on pages where customers sign up or log into their account (Sign Up, Login, Reset Password).

Domain Details describes your auto-generated base domain and provides details on connecting your custom domain.

Domain Details

Your base domain is auto-generated when your store is created. You can also easily connect a custom domain that you own. For further details visit the Domains tab in this documentation.

Staff, Roles, Shipping, Taxes, Domains

Explore the remaining areas in Settings using the tabs above for each section; Staff, Roles, Shipping, Taxes, Domains.


Shipping is where merchants can create shipping charges that are displayed during checkout. Merchants can set how much they would like to charge based on shipping locations, cart value, and provide customers and easy to understand list of options to select from when placing their order.

For example, you may want to provide Standard Shipping for $15, or Same Day Shipping for $25 or offer customers Free Shipping if they spend over $100! You have ultimate control and can ensure your costs are covered.

IMPORTANT Base your shipping rates on what your shipping carrier is charging you so you don't lose money. If you are being charged $8 to ship a package, then you might want to set your shipping rate to $10 to cover your costs and even make some money.

How to set Shipping Rates

You can define and manage your shipping rates based on channels, order value and location.

The first step is to click Settings in the Main Menu and then click Shipping

On the Shipping Listing Page, you can click the Create icon, which is the blue icon next to delete and search, to start creating a new channel or click the edit icon to update and existing channel.

Now you're ready to create (or update) your shipping rate with the following information (all required):


This is what your customer will see during checkout so make sure it is easy to understand.

Price Min / Price Max

This is the order value that defines if this shipping rate will be displayed to the customer during checkout. For example you can:

  • Regular Shipping: Create a shipping rate for orders below $100 (so $0-99.99)
  • Free Shipping: Create another shipping rate for orders above $100


This is the charge to customers and will be added to their order during checkout.


Country is important as it relates to your customer's shipping address. Make sure you have defined a shipping rate for all places where you will ship orders. You can have United States and then your Region set to All or you can define per state.


As a merchant, you might need to charge taxes on your sales, and then report and remit those taxes to your government. Although tax laws and regulations are complex and can change often, you can set up Shopistry to automatically handle most common sales tax calculations.

Shopistry uses many default sales tax rates, which are updated regularly. If you use the default rates, then you need to confirm that they are current and correct for your particular circumstances.

Shopistry doesn’t file or remit your sales taxes for you. You might need to register your business with your local or federal tax authority to handle your sales tax and when it’s time to file and pay your taxes.

You should always check with a local tax authority or a tax accountant to make sure that you charge your customers the correct sales tax rates, and to make sure you file and remit the taxes correctly.

Shopistry will automatically calculate taxes on online orders and display the tax charge to customers during checkout. Tax calculation is based on two values:

  • Customer's Address
  • Customer's order value

How to set Taxes

The first step is to click Settings in the Main Menu and then click Taxes

On the Taxes Listing Page, you can click the Create icon, which is the blue icon next to delete to start creating a new tax need or click the edit icon to update and existing setting.

You can now select the Country and regions where you would like to calculate taxes at checkout based on the customer's address.

Once you're done click 'Save' and you've set your all set to calculate tax during online checkout!


Your online store has a default domain automatically created using your store name, this is called your base domain and you can find it in Settings > Storefront in the Domain Details section.

Your store is auto-created at your base domain and includes secure SSL (https). You can use this domain to run your online business however, typically you would like to use a custom domain.

For example:

  • Base Domain:
  • Custom Domain:

Connect a Custom Domain

Connecting your custom domain is simple. Simply follow the steps within the Domain Settings section. Shopistry will connect to your domain registrar and verify your connection, and once complete your store will be live at you custom domain.

  1. Enter your custom domain and click 'Save'
  2. Follow the steps to connect your domain
  3. Click 'Connect' and your domain will be connected

That's it! Your store is now live at your custom domain.

This guide is subject to change and update as we continue to advance Shopistry applications and features.