How to Configure Order Settings
Introduction
Configuring order settings is one of the most important steps in managing your online store on MyStore AI. This guide will walk you through all the settings you need to effectively manage your orders.
Through proper configuration of order settings, you can:
Step One: Accessing Order Settings
To access order settings in your MyStore AI store, follow these steps:
- Log in to your account on the merchant platform
- Go to the main dashboard
- Click on 'Settings' from the side menu
- Select 'Orders' from the list of options
You will now see the main order settings page with all available options.
Step Two: General Order Settings
This section includes basic settings that affect all orders in your store:
Order Number Settings
You can customize how order numbers appear:
- Choose order numbering format (sequential, random, date-based)
- Add a custom prefix for order numbers
- Set starting number for sequential numbering
Example: If you choose the prefix 'ORD' and starting number 1000, the first order will be ORD-1001
Order Status Settings
You can customize order statuses according to your workflow:
Default statuses include:
- New
- Confirmed
- Processing
- Shipped
- Delivered
- Cancelled
You can add custom statuses or modify existing ones to suit your business.
Step Three: Notifications Settings
Configure how you and your customers receive order notifications:
Merchant Notifications
You can choose how to receive notifications about new orders:
- WhatsApp notifications (recommended)
- Email notifications
- SMS notifications
- In-app notifications
Tip: It's recommended to enable WhatsApp notifications for instant alerts about new orders.
Customer Notifications
Configure notifications that customers receive:
- Order confirmation notification
- Order status update notification
- Shipment notification with tracking number
- Delivery confirmation notification
You can customize notification text for each status to match your brand voice.
Step Four: Payment Settings
Configure accepted payment methods in your store:
Cash on Delivery
- Enable/disable cash on delivery
- Set fee for this payment method (if applicable)
- Set minimum order amount for cash on delivery
Bank Transfer
- Add your bank account details
- Upload QR code for easy transfer
- Set verification time for transfers
Online Payment
- Connect payment gateway (like Tap Payments, Moyasar)
- Choose supported credit cards
- Set transaction fees
Step Five: Shipping Settings
Configure shipping options for your orders:
Shipping Methods
You can add multiple shipping methods:
- Standard delivery (3-5 business days)
- Express delivery (1-2 business days)
- Same-day delivery (in major cities)
- In-store pickup
For each method, you can set:
Shipping Zones
Define shipping zones and costs for each:
- Add cities and regions covered
- Set shipping cost for each zone
- Set delivery timeframe for each zone
- Offer free shipping for certain areas or order amounts
Step Six: WhatsApp Integration Settings
MyStore AI excels in WhatsApp integration. Here's how to configure it:
Auto-Responses
Set up automatic messages for different scenarios:
- Welcome message when customer starts conversation
- Order confirmation message with all details
- Response to frequently asked questions
- Business hours message (outside working hours)
Order Templates
Customize how order information appears in WhatsApp messages:
- Choose what information to include (items, prices, delivery address)
- Add your logo or store image
- Customize text and emojis
- Add direct links to payment or order tracking
Step Seven: Advanced Settings
These settings give you more control over order management:
Inventory Settings
- Enable/disable automatic inventory updates
- Set low stock alerts
- Decide what happens when item is out of stock (hide product or show 'Out of Stock')
Returns & Exchanges Policy
- Set return period (e.g., 7 days)
- Define returnable item conditions
- Set how to handle return shipping costs
- Enable customer-initiated returns
Reports & Analytics
- Enable detailed order reports
- Choose key metrics to track
- Set report frequency (daily, weekly, monthly)
- Export reports in different formats (PDF, Excel)
Step Eight: Testing Settings
Before going live, it's important to test all settings:
Create Test Order
- Place a test order through your store
- Check that all notifications are sent correctly
- Verify order appears in your dashboard
- Test payment and shipping settings
Verify All Steps
Make sure to check:
- Order numbers are displayed correctly
- Notifications are sent on time
- Payment methods are working
- Shipping calculations are accurate
- WhatsApp messages are formatted correctly
Important Tips
- Save settings regularly to avoid losing changes
- Test any new changes in test mode before applying to live store
- Keep backup of your settings in case you need to revert
- Review settings periodically to ensure they still meet your needs
- Use analytics to understand which settings are most effective
Conclusion
Properly configuring order settings is the foundation of a successful online store. By following these steps, you'll be able to manage your orders efficiently and provide an excellent experience for your customers.
If you encounter any issues or have questions, don't hesitate to contact our support team via WhatsApp or email. We're always here to help!