A Store Manager handles the orders that come from your website. They see website orders (every one, or only those given to them while order distribution is on), confirm them, change their status, send them to the courier and print them. They can also look up customers and answer website live chat. Products, settings and money stay closed.
Where to find it
Give the role in Admin › Administration › Users & access › Users & logins. Open the person (or press Add user), pick Store Manager and press Save.
The Store Manager then works in Admin › Online store › Website orders (ওয়েবসাইটের অর্ডার).
Who can use it
| Task | Store Manager |
|---|---|
| See website orders by status, search and filter | Yes |
| Create and edit an order, change its status, one or many | Yes |
| Send an order to Steadfast, Pathao or RedX | Yes |
| Print invoices, export orders | Yes |
| Incomplete orders and Fake orders | Yes |
| Website customer accounts | Yes |
| CRM Customers, CRM overview, Follow-up tasks (to look) | Yes |
| Answer website live chats given to them | Yes |
| Delete and restore orders | Only if ticked |
| Products, offers, store design, settings | No |
| Seller orders, courier parcels, money | No |
Good to know
- The role ticks four boxes: Website orders, Website customer accounts, CRM — see customers and Live chat — answer website visitors.
- Can be given: CRM notes and tasks, reviews, order and product reports, delete and restore orders, and, for seller orders, Every order: see and print and Send orders to the courier.
- Courier & parcels stays closed. The courier panel follows the role, and a Store Manager does not get it, even with the Courier tick. Sending a website order to the courier works from the order itself.
- One person for website and courier work? Use the Courier Manager role and tick Website orders instead.
- Order distribution. When the office switches it on, each Store Manager gets their share of new orders and sees only their own, plus the incomplete orders. Their dashboard then shows My orders today. See What does a Store Manager see when order distribution is on?
- Contact messages can be given too, so they can answer what customers send with the Contact us page.
Example: at "Rangdhanu Fashion" a store manager starts the morning on Pending, calls each customer, sets confirmed orders to Processing, then sends them to the courier and prints the invoices.
Common problems
- They cannot find Products. That is how the role is set up. Tick Products & stock only if they also add products.
- They cannot delete a wrong order. Tick Delete & restore orders for them, or ask the owner.