Help guide · 7 min read

Set up your online store

In BizPlusX the online store and the website are one feature, called Web Presence.

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What you are setting up

In BizPlusX the online store and the website are one feature, called Web Presence. Its screen is called Website. Your store is the public set of product pages, a cart and a checkout. Orders that arrive become real invoices, so they sit beside your till sales.

You work in four places.

  • Features and add-ons, to turn the feature on.

  • Website, to choose products and publish the store.

  • Website, Commerce, to set up payment and checkout.

  • Edit your website, the Studio, to change pages, words and pictures.

You do all of this on the web in Backoffice.

1. Turn it on

  1. Open Features and add-ons and turn on Web Presence. Your site is created for you.

  2. If you opened Website first, you see "Turn on your public website". Follow the link to Features and add-ons.

  3. Wait while it says "We are creating your homepage and site workspace." If it says "Setup failed", choose Retry setup.

  4. Turn on web checkout as well. It needs Web Presence first, so turn that on before this.

2. Pick your products and publish

Open Website and find the card called Your online store.

  1. Enter your Store name. It can be up to 80 characters.

  2. Tick the products you want to show. Only active products that have a price can be shown. A product without a price says "No price yet. Add one so customers can order it." Before your first publish, every active product that has a price is ticked for you.

  3. Check the Preview, which shows up to six items.

  4. Choose Publish store.

If you have no products you see "Add products to start your store" with an Add a product button. If Publish store is grey, either no product is ticked or your store address is not ready yet. The card then says "Your store address is being set up. Check back in a moment."

Your store stays closed until you publish. Nothing is public before that.

After publishing the badge reads Published. You get a store link with Copy link and Share on WhatsApp buttons. Use Save changes after later edits and Unpublish to close the store. View live site is at the top of the page.

3. Set up payment and checkout

Open Website, Commerce.

  • Payment gateways takes you to the gateway settings, where you switch on how you take payment and keep the credentials. If none are set up, choose Initialize payment gateways. A pill on the page shows Connected or Not connected.

  • Guest checkout lets shoppers check out with an email only. It creates a web order.

  • Abandoned checkout recovery reminds shoppers who leave a checkout unfinished.

Choose Save commerce settings. You see "Commerce settings saved."

You do not need a payment gateway to start. Without one, customers can still place unpaid web orders, and you collect payment yourself. Connect a gateway to collect online. At checkout the shopper sees the gateways you have connected and chooses one, and a method that needs a phone number asks for it. See guide 02 for how gateways are set up.

4. Delivery or pickup

There is nothing to configure for delivery. At checkout the shopper chooses Pick up in store, which says "Collect when ready, no delivery fee", or Delivery, which says "We will confirm delivery with you". For delivery they type their address and a delivery fee if they know it. You confirm the final fee with them yourself.

5. Look and feel

  • Brand. Open Website, Brand to set the page background, header background and style, and footer background and tone.

  • Guided setup. Open Website, Guided setup. It asks "What should your website do?", shows a plan with Preview plan, and builds the site with Build my website.

  • AI site builder. In the Studio, the wizard is called Build a website with AI. It asks you to pick a look, tell it about your business, and then builds and checks the site. The business questions are the business name, what it does, where you are, who your customers are, how the words should sound, language, phone or WhatsApp number, email and an optional address.

  • Domain. Open Website, Domain. The page says "Use your own web address, like yourbusiness.com, for your website." Choose Use your own domain, or Buy a new domain, then search, buy and pay to register. Use Check now after you connect it, and Make this my main address when it works. If your domain's settings are managed at Cloudflare, choose Connect Cloudflare. Create a token in Cloudflare limited to that one domain, with the two permissions the page names (Zone: DNS: Edit and Zone: Zone: Read), and paste it in. BizPlusX then adds the right settings for you. Otherwise the page shows the settings to add at your domain provider.

  • Logo. Your logo and company name come from Business identity. The Brand page links to it.

6. Edit your pages in the Studio

Choose Edit your website on the Website page. It opens the editor in a new tab and keeps you signed in. If editing is paused you see "Website editing is paused for this workspace."

The left rail has Pages, Add section, Layers, Media, Library, Layouts, Redirects and Theme. The top bar has device sizes (Desktop, Tablet, Phone), Undo, Redo, History, Preview, Save draft and Publish.

To add a page, open Pages, choose New page, enter a Title and an Address, and choose Create page. In Theme you can change the main colour, accent colour, spacing, button style and look and feel.

When you choose Publish, a box lists what will go live. It says a published release never changes and that you can restore an earlier one from History. Choose Publish now to go live.

7. Add photos

In the Studio, open Media to add photos. Every photo has a field called "Description (alt text)". Fill it in. It helps people who use screen readers and helps search.

8. See and handle orders

Open Website, Web orders. Filter by All, Unpaid or Paid. Each row shows the order, customer (Guest if no name), time, total, payment and delivery. A paid order has View. An unpaid order has Collect, which opens the invoice so you can record the payment. See guide 07 for recording payments.

When there are none you see "No web orders yet. Share your store link and orders will show up here."

Recover abandoned checkouts sends reminders to shoppers who left. The Website overview shows Web orders for the last 7 days and Abandoned checkouts.

Orders are invoices, and the shopper gets a confirmation page that says "Order confirmed". If they paid they also see "Payment received". Contact the shopper yourself when their order is ready or on its way.

9. Table QR codes

For restaurants, customers can scan and order without staff.

  1. In the app, open Settings, Business capabilities, Guest orders and switch on Allow guest orders, then Save. On the web it is under Settings, Commerce, Guest ordering. This setting does not make a code.

  2. Open Website, QR codes, and choose New QR code. The QR codes link only appears when PlusQR is on.

  3. Enter a Name and, under Where should a scan go, choose Guest order. Choose Create QR code.

  4. Choose Download to save the image and print it yourself.

If something goes wrong

  • You see: Why: What to do

  • "Online checkout is not turned on. Turn on Online store and checkout": Web checkout is off.: Turn it on in Features and add-ons.

  • "Online checkout is not available yet. Contact the store to place an order.": A shopper sees this when checkout is off.: Turn on web checkout and publish.

  • "Setup failed" on Website: The site was not created.: Choose Retry setup.

  • "Your cart is empty": The shopper's cart is gone.: They add items again. A new cart is started for them.

  • "We could not load payment options. Your order is placed and the business will contact you.": Payment options did not load.: Check the order in Web orders and collect payment yourself.

  • "Payment failed.": The shopper's payment did not go through.: They try again, or you collect payment yourself.

  • A card on your dashboard says Checkout paused, Payment unavailable or Stock unavailable: A condition is stopping checkout.: Open Website, Commerce and fix what it names.

  • QR codes link is missing: PlusQR is not on.: Turn on PlusQR in Features and add-ons.

Earlier versions lost an order at checkout and broke the cart on newer workspaces. Both are fixed, so if you see either, write to [email protected].

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