When running an e-commerce business, three things must be established: the payment methods available to your customers, the delivery methods, and the business information required for invoices. Follow the steps below to configure them all in Swepio:
To a add payment method:
- Navigate to 'Settings', then 'Payment Methods'
- Click the 'Create' button
- Enter the payment method name and description
- If applicable, enable the 'Default payment' and/or 'Contract payment' options
- Click the 'Save' button
To create a delivery method:
- Go to Settings' and then 'Delivery methods'
- Click the 'Create' button
- Enter the name, description, price, and value from which delivery should be free of charge
- If applicable, enable the 'Default delivery' and/or 'Local pickup' options
- Click the 'Save' button
After you've created the delivery or payment method, you can always edit, add more information or delete it:
- Go to 'Payment methods' or 'Delivery methods'
- Click on the record you want to edit
- Edit the information, add or remove additional details, and then click the 'Save' or 'Delete' button to completely remove the method
To enter/edit your business/company information, follow these steps:
- Go to 'Settings' and then 'E-commerce information'
- Enter all of your company's pertinent information
- Include your invoice prefix
- Click the 'Save' button
Next: Warehouse management