PayTabs eStore User Guide

PAYTABS ESTORE USER GUIDE

VERSION 1.1

PAYTABS | www.paytabs.com
CONTENTS
1. Overview .............................................................................................................................................. 1
1.1. Test Merchant Account v/s Live Merchant Account .................................................................... 2
1.2. Target Audience ........................................................................................................................... 2
1.3. Assistance ..................................................................................................................................... 2
1.4. Documentation Feedback ............................................................................................................ 2
2. How to set up your own eStore? ......................................................................................................... 3
2.1. Create Store ................................................................................................................................. 3
2.2. Manage Store ............................................................................................................................... 5
2.2.1. Buy Unique Domain .............................................................................................................. 5
2.2.2. View Store ............................................................................................................................. 5
2.2.3. Integrate to Facebook Page .................................................................................................. 6
2.2.4. Edit Store Info ....................................................................................................................... 7
2.2.5. Shipping Settings ................................................................................................................... 7
2.2.6. Store Status ........................................................................................................................... 9
2.2.7. Tweet Store URL ................................................................................................................... 9
2.3. Product Categories ..................................................................................................................... 10
2.3.1. Add Product Category ......................................................................................................... 10
2.3.2. Edit/ Delete Product Category ............................................................................................ 10
2.4. Products ..................................................................................................................................... 11
2.4.1. Add Product ........................................................................................................................ 11
2.4.2. Product Options .................................................................................................................. 12
2.4.3. Product Status ..................................................................................................................... 14
2.4.4. Edit Product ........................................................................................................................ 15
2.4.5. Delete Product .................................................................................................................... 15
2.4.6. View Product ....................................................................................................................... 15
2.5. Orders ......................................................................................................................................... 16
2.5.1. Order Process ...................................................................................................................... 16

ii | PayTabs eStore User Guide V e r s i o n 1.1

 2.5.2. View Orders ........................................................................................................................ 17
2.5.3. Change Order Status ........................................................................................................... 18
2.5.4. View Order Transactions..................................................................................................... 18
2.5.5. Order Tracking for Customers ............................................................................................ 19
2.6. Store Team Functionality ........................................................................................................... 20
2.6.1. Merchant Roles ................................................................................................................... 20
2.6.2. Store Permissions................................................................................................................ 20
2.6.3. Merchant Users................................................................................................................... 21

iii | PayTabs eStore User Guide V e r s i o n 1.1

Revision History

Version Description of Change Date

1.0 - New Document 29/03/2015

- Added Buy your own domain feature

- Added Team functionality
- Added Store process flow diagram in Overview
1.1 19/04/2015
- Added Orders search and filter
- Added Products search and filter
- Updated shipping info feature

iv | PayTabs eStore User Guide V e r s i o n 1.1

1. OVERVIEW
PayTabs eStore is an ecommerce portal that offers a free, convenient and safe online shopping
experience to your customers with online payments powered by PayTabs. The PayTabs eStore is
specially designed for small businesses that don’t own a website but use social media networks like
Instagram or Facebook to sell their products.

PayTabs eStore is the easiest, readymade free solution that enables you, the merchant, to sell your
products online without the hassle of building your own ecommerce website or purchasing a domain
name and web hosting. You can now have your own store hosted on PayTabs eStore or you can select
the domain you want and buy it through your PayTabs merchant account in a single step and we will
directly add the store to your domain. Moreover you can publish your store directly on the Store’s
Facebook page where all store functionalities will be available through the store’s Facebook page like
browsing products, making orders and purchases, etc.

1 | PayTabs eStore User Guide V e r s i o n 1.1

1.1. Test Merchant Account v/s Live Merchant Account

PayTabs does not offer an explicit Sandbox / Testing environment. But by using a demo account, you
can freely test all the functionalities like creating your eStore, adding products, viewing your store page
and placing orders, without any hassle.

In order to move to LIVE PRODUCTION environment, you will need to activate your LIVE MERCHANT
ACCOUNT by clicking on GO LIVE through your PayTabs Merchant Account. Once your Merchant
Account is activated, all the products that you created for your store will be sent for approval to our
operations team. Once approved, your eStore will be moved to the LIVE PRODUCTION environment,
where actual orders and payments can be made through your eStore.

1.2. Target Audience

This document is intended for merchants that don’t own a website and are interested to find out how
to create their own eStore and add products to it in just a few clicks away using PayTabs account.

1.3. Assistance

If you require assistance, please chat live with our support staff or email us at support@paytabs.com.

1.4. Documentation Feedback

Help us improve the PayTabs Express CheckOut documentation, by sending your feedback to
support@paytabs.com.

2 | PayTabs eStore User Guide V e r s i o n 1.1

2. HOW TO SET UP YOUR OWN ESTORE?

2.1. Create Store

1. It takes a few simple steps to create your own store. First, enter the following REQUIRED
details to create your own store:

Mandatory Fields Description

Enter the name of your store. Since we want your store name to be
Store Name* unique, we will check the availability of this name against our existing store
names.
Provide phone number for all customers dealing with your Store, it will be
Phone* displayed under Contact Information section on your store’s About Us
page

Logo* This image will be displayed on your store’s page as your Store’s Logo

Optional Fields Description

This image will be added to the header of the invoices created for any
Invoice Logo
order via your store.

3 | PayTabs eStore User Guide V e r s i o n 1.1

 2. Once you have filled all the required fields, click Create Store and your Store is launched!

4 | PayTabs eStore User Guide V e r s i o n 1.1

2.2. Manage Store

2.2.1. Buy Unique Domain

After creating the store, the store owner has the option to buy his domain to host the store on
it instead of hosting it on market.paytabs.com , through Manage Store Page, In a few Steps:
1. Enter the required domain to check for availability
2. If the domain is available, you can proceed to buying the domain, enter card credentials and
click Pay.
3. Once, the payment is successful the store is immediately hosted on the new domain

2.2.2. View Store

To view your Store, you can click on the store URL and your store will open in a new tab. Your
store will be empty until you start adding categories and products.

5 | PayTabs eStore User Guide V e r s i o n 1.1

2.2.3. Integrate to Facebook Page

The Integrate to Facebook option allows you to publish your store to your Facebook page,
where all store functionalities will be available through the store’s Facebook page like browsing
products, making orders and purchases, etc.

6 | PayTabs eStore User Guide V e r s i o n 1.1

2.2.4. Edit Store Info

Edit Store Info enables you to edit the existing store details that you entered previously or add
more details like an About Us description in English & Arabic, your store’s Terms & Conditions
in English and Arabic.

2.2.5. Shipping Settings

For products shipping, you can set the shipping costs according to any shipping courier you
would like to use. Here are all the settings you can use to set the shipping costs for your store:
 Ability to set the shipping cost for any of the available countries separately.
 Set shipping cost either by products’ cost, products’ weight or number of items per order or
you can use a combination of all three together.
 For each dependency, you can add multiple shipping costs.
 You can set the shipping cost either as an absolute amount or a percentage of the order’s
amount.

7 | PayTabs eStore User Guide V e r s i o n 1.1

 The customer can calculate the shipping cost, for all products added to shopping cart.

8 | PayTabs eStore User Guide V e r s i o n 1.1

2.2.6. Store Status

By default when you first create a store, it will have an Active status. This means that your store
has been published on the internet and any products that you have added are displayed within
your store. This status is controlled by PayTabs eStore administration and they have the
authority to disable the store in case it didn’t follow the Terms and Conditions PayTabs eStore.
If the store is disabled the URL to the store and all products will be disabled and inaccessible by
customers.

2.2.7. Tweet Store URL

The Tweet button enables you to tweet about your store URL via your twitter account.

9 | PayTabs eStore User Guide V e r s i o n 1.1

2.3. Product Categories

To add the products that you want to sell on your store, first you need to select the Categories
for your products. You must select at least one category and click Save. Only the categories that
you select will be displayed on your store. At any point you can edit the categories you selected
by selecting more categories or unselecting some of the existing categories as long as they
don’t have products linked to them

2.3.1. Add Product Category

If you want to use different categories or sub categories that do not exist in the list, you can add
a new category or sub category and use it.

2.3.2. Edit/ Delete Product Category

Any new categories you add will be available for use by any existing store on PayTabs and you
can only edit them or delete them as long as there are no products from any store linked to
them.

10 | PayTabs eStore User Guide V e r s i o n 1.1

2.4. Products

2.4.1. Add Product

To add a new product, you must fill in the required fields:

Mandatory Fields Description

Product Name-
Product’s display name
English*
Select the product category under which you wish to display your
Category*
product. You can assign one of the enabled categories.
The product price that you enter here will have the same
currency as your dashboard currency. The display currency on
Price*
your store can be changed to a selection of available currencies,
according to customer preference
Quantity* The number of units available for this product
Determine the visibility of your product on the store. This is
Status*
explained in more details in section 2.3.3 Product status
Main Image* Main Display Image of the Product.

To add more details to your products you can fill in the optional fields:

Optional Fields Description

Add weight for your products in Kilograms unit, to calculate the
Weight (Kg)
shipping cost in case your using weight defendant shipping
This options marks product for free shipping, accordingly shipping
Free Shipping
settings will not apply to this product
If this is left blank, the Arabic page will have the Product Name in
Product Name-Arabic
English by default
Product Description-
Add any description details for your product
English
Product Description- If this is left blank, the Arabic page will have the Product
Arabic Description in English by default
Additional Images Add multiple additional Images for product

11 | PayTabs eStore User Guide V e r s i o n 1.1

 This feature enables you to add more specific details or selections
Options
for the product (i.e.: Size, Color, etc.)

2.4.2. Product Options

To add product options to your products, like size, color, and dimensions, you can select Add
New Option. Here you can add a list of options as radio buttons or Check boxes for your
customers to choose from. You can edit/delete these options from Add product page or Edit
Product.

Mandatory Fields Description

Name-English* The title for your new product option (e.g.: Color)
Type* Select either Radio Button or Check Box, to display your options
Add Value* This Option is required when you select a Radio Group. It adds a name
for every Radio button that you want to add. For example, if you want
to add the colors, White and Blue, you add the values. The Display Order
field is used to sort the order of radio buttons on the list starting from 0,
1, 2, etc. If you don’t add the display order, the order will default to the
order in which you added the values.

Optional Fields Description

The title for your new product option in Arabic, if left blank it will take
Name-Arabic
the English name by default (e.g.: Color)
When you add multiple options, you can sort the display of the options
Display Order
by adding sorting numbers starting 0, 1, 2, etc.
Description-
English Help Text Description for the option you added. It appears when you
Description- hover on the tool-tip (?) for the option.
Arabic

12 | PayTabs eStore User Guide V e r s i o n 1.1

13 | PayTabs eStore User Guide V e r s i o n 1.1
2.4.3. Product Status

For each product there are two statuses that determine the visibility of your products on store,
the first type is controlled by the merchant and the second type is controlled by PayTabs eStore
administration.
For your product to be visible on the store the status has to be ACTIVE-APPROVED.

Product Status Controlled By Merchant:

You can select the products status from Add / Edit products. There will be a Status drop down
list where you can select any of the following status:

Status Description
Product is searchable, visible, shows in category sections and it URL can be
Active
directly access
Product is only available via a link or direct access to the page. It is not
Hidden searchable or shown in any pages and therefore does not generate a 404 –
Page Not Found error.
Not accessible from anywhere other than products page on PayTabs
Disabled Merchant’s dashboard. If the page is accessed via a link, a 404 error is
generated.

Product Status Controlled by PayTabs eStore administration:

- For Test /Demo Merchants: When your PayTabs account is in demo/Test stage, all products
are approved by default to enable you to test and experience all functionalities of the store
before you Go live.

- For Newly Approved Merchants: When your Go-Live request is approved, all the products
that you added during your Testing will be sent to the eStore Administrators for approval
and their status will be set to Pending Approval.

- For Live Merchants: By default, all new products that you add, or any edit to any of the
existing products, will set the product’s status to pending approval until they are reviewed
by PayTabs eStore administrators. This step is to ensure that all product listings follow
PayTabs policies and terms. Once approved, your products will be visible on the store.

14 | PayTabs eStore User Guide V e r s i o n 1.1

 Status Description
Pending Approval Product is pending approval by PayTabs eStore administration.
Approved Product is approved and visible on your store.
Declined Product is not approved and is not visible on your store.

2.4.4. Edit Product

You can edit any of the product details, product options or change product status. For live
merchants any edit for the product will set the product status to pending approval.

2.4.5. Delete Product

The Delete Product option deletes the product from your store. However, you will still find all
purchase history for this product, under orders.

2.4.6. View Product

All the products that you add to your store are displayed in Products Listing. You have two
viewing options:
- View Product: Enables you to view all the product details that you entered while adding
product.
- View in Store: Enables you to view how your product is displayed in your store.

15 | PayTabs eStore User Guide V e r s i o n 1.1

2.5. Orders

2.5.1. Order Process

When a customer creates an order and proceeds to checkout, he is redirected to PayTabs

where he can submit the payment through PayTabs paypage. A payPage and an Invoice for the
order are created and stored on the Merchant’s account under Paypage tab and For each order
submitted a customer receives an email containing the Invoice including all order details and
payment status whether it was successful or not.

16 | PayTabs eStore User Guide V e r s i o n 1.1

2.5.2. View Orders

All orders placed via your store are listed at orders page. Here you can view the complete order
details, like order Date, Products, Amount, Order status and Customer information by clicking
the view option.
You can also search for any order, by date, customer name, email or status

17 | PayTabs eStore User Guide V e r s i o n 1.1

2.5.3. Change Order Status

You can change the order status by clicking view order, change order status and click save. You
would need to manually raise a refund request on your PayTabs Merchant Dashboard for
cancelled or declined orders.

2.5.4. View Order Transactions

Merchant can also view in his dashboard all successful and rejected transactions coming from
the store. You can find all transactions under Reports -> Transaction.
To find specific transactions, you can search using Invoice Details search option and search
using order Id, customer email, specific dates or payment status.

18 | PayTabs eStore User Guide V e r s i o n 1.1

2.5.5. Order Tracking for Customers

Customers can track their orders, From My Contacts tab, either by entering order ID or email
used in order, they will receive an email with a link to view the order status
If the customer already created an account at the store, they can log in and view all orders they
made on orders page.

19 | PayTabs eStore User Guide V e r s i o n 1.1

 2.6. Store Team Functionality

Team functionality is a feature that allows the merchant to create multiple users to access the
merchant account. Moreover, merchant can create roles containing a set of permissions to
determine exactly what each user is allowed to view and what actions can the user perform using
the account. For every existing feature in the merchant dashboard there is a permission that
controls the user access to that feature.

Accordingly. Merchant can create multiple users and give those permissions to handle the store
administration only, or adding/ editing products or processing orders or a group of permissions
from multiple areas.

The behavior of merchant team member depends totally on the granted role; this is why the
merchant must create roles first before adding new team members.

2.6.1. Merchant Roles

Merchant can create any number of roles and grant them to his team members at Team >
Roles, each role consists of English name, Arabic name and a list of permissions, the name of
the role must be unique on the merchant level.
Role name and permissions can be edited at any point of time, role also can be deleted if it is
not assigned to any user.

2.6.2. Store Permissions

Permissions are categorized into categories according to their functionality, a list of the current
permissions under store category is displayed in the below table:

Store Permission Description

Change E-Store Order Status Allows the user to change the status of his E-Store orders

Create E-Store Allows the user to create E-Store

Create E-Store Categories Allows the user to create new categories to use them in his E-Store

20 | PayTabs eStore User Guide V e r s i o n 1.1

Create E-Store Products Allows the user to add products to his E-Store

Delete E-Store Categories Allows the user to delete his E-Store product categories

Delete E-Store Products Allows the user to delete his E-Store products

Edit E-Store Categories Allows the user to edit the titles of his E-Store product categories

Edit E-Store Info Allows the user to edit the information of the E-Store

Edit E-Store Products Allows the user to edit his E-Store products

Edit E-Store Shipping Info Allows the user to edit the shipping information of the E-Store

Set E-Store Categories Allows the user to set the E-Store product categories

View E-Store Orders Allows the user to edit his E-Store products

View E-Store Products Allows the user to view the details of his E-Store products

2.6.3. Merchant Users

Merchant can add up to 10 users under his account, the merchant will enter the name, email and
password for the new user, he also must assign him role(s) and can add him in groups (if needed) and
select other users that will be supervised by that user (if needed), the following points are valid for
each user.
 The user will receive an email to the email account used in creating his account in PayTabs, the
email contains the login url and the password set for him.
 The user will be automatically forced to change his password after he logs in for the first time.

21 | PayTabs eStore User Guide V e r s i o n 1.1

22 | PayTabs eStore User Guide V e r s i o n 1.1