Intro
This guide takes you through all you need to know to get your shop online as quickly and easily as possible. You will also find additional instructions on many of the screens mentioned in this guide, along with the optional Help panel where you will find relevant FAQs and guidance on the particular screen you are on.
Please note: Step-by-step instructions are given in a number of places in this tutorial. These instructions will assume that you have already logged in to your Create account.
1. Categories & Products
Your Shop will consist of categories that contain products. This means that you can divide your products into a number of sections so that it is easier for your customers to find what they are looking for.
For the purpose of this tutorial, lets assume that you are setting up a shop selling clothes. On the first page of your shop you would create your main areas, such as, "Tops”, "Trousers", "Dresses" and "Shoes" etc. Within each of these categories you could divide even further into "Sub-Categories". For example; the "Shoes" category could contain sub- categories for "Trainers", "Boots", "Sandals" etc.
To create your categories, follow the instructions below:
1. Click on "Site Content"
2. Click on the "Edit" icon next to your shop page.
3. Click on "Create Category", enter the name of your category, eg. "Shoes", in the "Title" box and click "Save".
4. The category you have just created will now appear under the heading "Categories" on the main page of your Shop. Click on the new category to go into it.
You could then create further sub-categories or add products to the category that you are currently browsing. The "Current Category" bar will always appear towards the top of the page so that you can see where you are within your Shop category structure.
If you wish to change or alter the name of a category that you have created, go to that category and click the "Edit This Category" button. Alternatively, if you want to remove the category from your shop completely, click the "Delete This Category" button and then confirm the deletion by clicking “yes” or “no”.
You can choose how to display your shop categories using either text or an image, or both.
To choose how you would like your categories to be displayed follow the instructions below:
1. Go to “Edit” your shop.
2. Once you have added a new category go to the main page of your Shop and under the heading “Categories” go to the drop down list for "Display these categories as"
3. Select from "A Text-Only List", "Text & Images" or "Images Only"
4. Click on the option you would like and then "save".
For your category images, you can choose to use certain “effects” such as a “Polaroid” frame or “Glossy Button” effect.
To add this effect to your category or product images, follow the instructions below:
1. Go to “Edit” your shop.
2. Click on the category and then click on “Edit This Category”
3. On the drop down for “Sub Category Image Effect” select the image effect you wish to use
4. Click “Save Changes”.
2. Adding, Editing & Deleting Products
Adding a Product
Once you have divided your shop into categories, as shown above, you can start to add your products to those categories.
To add a product, follow the instructions below:
1. Click on the category you want to add a new product to
2. Click "Add Product"
3. Fill in the forms under the different tabs and then click "Add Product" to save it
4. You will be returned to the category where your new product will now be listed.
Editing a Product
To make changes to an existing product, follow the instructions below:
1. Click the "Edit" icon next to the product that you would like to update
2. Change the details in the form as required. You can also change the category that the product appears in by selecting a different category from the drop-down box at the top of the form
3. Click "Save Changes".
Deleting a Product
If you wish to completely remove a product from your shop then please follow the instructiosn below:
1. Click the delete icon (red cross) next to the product
2. You will be asked to confirm that you do really want to remove the product. Please note: anything you delete cannot be restored. If you are still sure you wish to delete then click the "Yes" button.
3. Adding Product Images
You can add two types of images to each of your products; a full size image and a thumbnail image. The thumbnail image is shown on your category page so that your customers can see your products at a glance without clicking for more details. If they then choose to click on that product for more information they will be shown the full-size image so that they can see it in more detail.
Product images must be within the following limits:
Thumbnail Images: 150 pixels wide by 150 pixels high and a maximum of 8Kb in size.
Full-Size Images: 400 pixels wide by 400 pixels high and a maximum of 40Kb in size.
If you upload an image larger than the above sizes then the image optimiser will appear and you will need to re-size and optimise the image.
To add images to a product, follow the instructions below:
1. Go to the product you wish to add images to
2. Click on the “Product Images” icon
3. Under the heading “Full size image” click on the link to upload your product image
4. Under this you will see the heading for “Thumbnail” where you can choose to either upload a product thumbnail image or create a thumbnail from the “full size image” you have uploaded.
If you wish to add further product images you can do this by going to “Edit” the product and add them to the product description using the “Insert Image” icon on the editor toolbar.
4. Product Options
Product Options enable you to set specific options/ choices for a particular product. For example, if you were selling a jumper that came in Red, Blue and Green and in sizes Small, Medium and Large you could add one product to your Shop and give these different options for the customer to select.
To set up "Product Options" go to "Edit" your Shop and then click on "Product Options" on the left hand menu.
5. Configuring Your Shop
There are a number of options you will need to configure for your Shop within the “General Shop Configuration” area. To get to this screen got to “Edit” your Shop, click on “Shop Settings” on the left hand menu and then “General Shop Configuration”.
On this screen you can choose your product layout, how many products you want to display per page, turn your shopping basket off, stock control settings, choose your own buttons, change the currency and much more. Descriptions of each of the options are displayed so you can make a quick decision about how you want your options set up.
6. Setting Up A Sale
You can run a sale in your shop by using our "Shop Sale" feature.
To use this, first log into your account, then click on 'Shop' in the top menu. Once viewing the shop screen, in the left-hand menu you will see 'Shop Sale', click this, then click 'Add New Sale' and off we go!
In order to add products to a sale, you will need to first create the sale. Please refer back to our 'Can I have a sale in my shop?' FAQ if you are unsure on how to do this.
Once you have completed the steps to create your Sale, you should click the "Add Products" tab and set up your "Rules", these "Rules" will then be applied to any products you select.
Rule Types:
•Set Fixed Price - This rule will allow you to set a fixed price that you want to apply to your selected products. You will need to enter the price you want all your products in this rule to be in the "Amount" field.
•Percentage Reduction - This rule will allow you to reduce the price of your product by a percentage, so if you would like all your products in this rule to be reduced by 20% you will need to enter "20" in the "Amount" field.
•Price Reduction - This rule allows you to deduct a set amount off your selected products for example you could use this rule to reduce all products by £5.00 you would do this by entering "5.00" In the "Amount" field.
Price Display:
•Strike Through
•Was X, Now Y
•X off! Now only Y!
•X percent off! Now Y!
Amount:
Set the amount that you want to be taken off, this will be a fixed amount or a percentage, depending on your Rule "Type".
Don’t forget you can set up multiple rules for your sale; this means the bulk of your sale products could be 20% off while a couple of selected product prices are set using the "Fixed price" Or "Price reduction" rules.
7. Payment Gateways: Accepting Credit Card Payments
To accept payments in your Shop you will need to choose a payment gateway that you would like to use and set this up on the “Payment Gateway Configuration” screen, which can be found by going to “Edit” your Shop, click on “Shop Settings” from the left hand menu and then “Payment Gateway Configuration”.
The Create Shop system currently supports the following payment gateways:
PayPal
Google Checkout
WorldPay
NOCHEX
Sage Pay
PayPoint
PayOffline
The following payment gateways are currently in “BETA Testing” and can also be used on request:
PayPal Express
Barclays ePDQ
HSBC Secure Payments
Secure Trading
If you would like to allow your customers to pay by post then this can also be configured here. Just tick the "Allow Payment By Post" button to enable this. You will need to enter the instructions that you want your customers to see, should they choose to pay this way.
You may also wish to change the text that appears on the "Send Payment By Post!" button that your customers will have to click if they want to do this.
8. Postage & Tax Configuration
Your "Postage & Tax Configuration" settings give you complete control over how your customers are charged for delivery of their orders and any applicable taxes.
There are a number of options you will need to configure for your Shop within the “Postage & Tax” area. To get to this screen go to “Edit” your Shop, click on “Shop Settings” from the left hand menu and then click “Postage & Tax”.
We provide a help guide for using product options in your Shop, to view this please click on the link below:
Postage and Tax Configuration
http://www.etsy.com/listing/95595703/pink-and-white-pearl-crystal-bridal