Operator Guides

Step-by-step guides for running your store from the admin dashboard — written for operations, warehouse, and support staff, not developers.

Each guide walks through a real workflow with screenshots and a quick-reference cheat sheet at the end.

New here? Start with Getting Started for a tour of the dashboard, then use the task-specific guides below.

Getting started#

Getting Started — log in, find your way around the dashboard, and understand what your role lets you see.

Order Processing — find orders, read an order's status, add notes, resend confirmation emails, issue refunds, and cancel orders.
Fulfillment Operations — work the daily shipping queue, read an order's fulfillment state, and spot orders stuck in sync.
Sync Reconciliation — monitor Konnektive and QuickBox sync health and spot orders that are stuck or failed.
Support Tickets — work the support queue, reply to customers, and manage ticket status.
Subscriptions — manage subscriptions, plan changes, renewals and approvals, failed-payment (dunning) cases, and subscription refunds.
Customers — look up customers, view their order history, and organize them into groups for targeted pricing and promotions.
Returns, Exchanges & Claims — handle post-purchase changes: return items for a refund, swap items, and resolve damaged or wrong-item claims.

Products & Inventory — manage products, variants, prices, and stock, and fix the common "why isn't this on the storefront?" problem.
Inventory Management — track stock levels and reservations across locations from the standalone Inventory section.
Categories & Collections — organize the catalog into browsable categories and curated collections.
Bundled Products — build product bundles and understand how they fulfill as their component items.
Reviews & Ratings — moderate customer reviews: approve, reject, and manage what appears on the storefront.
Brands — create and manage the brands shown in your store.
Purchase Orders — record purchase orders and suppliers, and track inventory cost.

Promotions & Discounts — create discount codes and automatic promotions, and group them into budgeted campaigns.
Price Lists — run sales and set special or customer-group pricing for a set of products.
Marketing & Paid Acquisition — track ad spend and campaign performance from the admin dashboard.
Partners & Commissions — review affiliate commissions, approve or decline them, and send approved commissions for payout.
Metrics & Reporting — read the revenue dashboard and the COGS and tax reports.
Free Shipping — set the store-wide free-shipping threshold.
Flow Builder — build checkout funnels that run on the live storefront.

Tax & Shipping Setup — configure regions, tax rates, stock locations and shipping options, sales channels, and return reasons.
Sites & Storefronts — view site status, create a site from a template, redeploy, and delete sites.

A guide to the built-in AI assistant is on the way.

Looking for the API instead? See the Admin API reference or the Usage Guide.