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User Guide

User Guide

Foronline store admins and all users of the MyCashflow admin panel.Learn how to use MyCashflow's crucial functionalities and extensionsin no time.

Billing preferences and account info

Your MyCashflow account info and billing preferences can be managed via the Account menu.

Contents

Here you can learn how to manage the contents of your MyCashflow online store.

Customers

In MyCashflow, you can manage your online store's customer register in a highly flexible manner.

Design

The design of MyCashflow online stores is defined in themes. Themes comprise of HTML and CSS files that are located in separate folders in the online store's file directory.

Extensions

Extensions enable you to extend the MyCashflow system in a variety of ways. Some extensions add new features to the online store, whereas some modify those that already exist.

General instructions

In this part, you'll learn about the features and tools that are often used in MyCashflow to serve a wide range of purposes.

Opening a B2B online store

In the next 6 articles, you'll learn about the tasks involved in opening a B2B online store.

Orders

In this section, you'll learn how to perform actions related to managing and viewing orders.

Products

In this section you'll learn how to add new products to your MyCashflow online store, manage the already existing ones, and perform other product-related actions.

Reports

The MyCashflow reporting tools enable you to collect diverse data about your online store's products, orders and sales.

Settings

This part of our user guide discusses the online store settings. In the settings, you can manage the store's contact information as well as the shipping and payment methods.

The MyCashflow Checkout User Guide

With the MyCashflow Checkout service, you gain access to a cloud-based checkout system and a payment terminal – both integrated with your online store, which allows you to receive card and mobile payments at the checkout of your physical store, for instance. Here you can learn about MyCashflow Checkout's crucial functionalities and features.

The online store's admin panel (Flow)

Your MyCashflow online store consists of two parts: 1) the online store's public area, where customers can browse products and place orders and 2) the online store's admin panel Flow, where the store's admin can manage the store's contents (e.g. products and content pages) and settings.

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Archiving orders for bookkeeping purposes

You can archive orders in MyCashflow, which means that their contents will be locked for bookkeeping purposes. Archived orders are the basis of the bookkeeping report, which contains a comprehensive breakdown of sales with regards to taxation and accounting.

Availability notifications

In MyCashflow, customers can subscribe to email notifications to be notified once the product they're interested in is back in stock. In this article, you'll learn how to use availability notifications in your online store.

B2B online store 1/6: reseller customer group and store version

When creating a separate area for resellers in your online store, you must create at least a separate customer group for them. In some cases, you may also want to create a separate store version for resellers (more info is available below on this option).

B2B online store 2/6: registering reseller accounts

A separate reseller version in your online store enables visitors to apply for reseller accounts. Additionally, you can also create reseller accounts in your online store's admin panel.

B2B online store 3/6: reseller-only payment and shipping methods

In your online store, you can offer separate payment and shipping methods for resellers which won't be available to consumers.

B2B online store 4/6: defining prices for resellers

If the product prices for consumers and resellers differ in your online store, you can set separate prices for resellers by creating a discount campaign for them.

B2B online store 5/6: limiting the product catalog to resellers

If not all of your online store's products are available to consumers, and there is a separate product catalog for resellers, you can set your store's products to be visible only to logged-in resellers.

B2B online store 6/6: displaying prices which exclude tax to resellers

In reseller stores, prices are most often displayed so that they exclude tax. Always include tax when defining product prices in your online store's admin panel. Prices which exclude tax can be displayed in the store theme. When necessary, you can also display both prices – including and excluding tax.

Backing up your online store data

To backup your online store data, use the CSV tools provided by MyCashflow.

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