Hey, great that you're new at PromoCat!
We're here to help you take the right steps toward the perfect webshop. Below, we have prepared some information for you to get started in the right direction.
Help Portal
PromoCat has an extensive help portal where you can find answers to frequently asked questions, explanations about various subjects such as margins, categories, products, and settings. This portal is designed to help you independently navigate our systems. Moreover, you can submit tickets for questions through the portal, keeping you updated on the status of your requests.
Start with your own help account: Activate your support account
Tip!
Create an account to always check the status of the tickets you submit. This way, you'll stay informed!
Getting Started with the PromoCat CMS
The back-end, also known as the CMS (Content Management System), is where you manage your entire webshop. This includes adjusting categories, products, quotes, and orders. In short, everything you need to keep your webshop running smoothly.
A CMS may seem complicated, but with our explanations, you will quickly find your way. Make sure you are logged in. Usually, the URL is something like 'cms.yourdomain.nl'.
No access to your CMS?
No problem, we'll help you quickly. Click here and create a ticket for our support team.
Main menu overview:
- Orders: Overview of orders, order statuses, and customers.
- Quotes: Management of quote requests and customer information.
- Webshop: Setting up products, categories, and suppliers.
- Page management: Managing the layout of your webshop, such as menus and banners.
- My Suppliers: Overview of suppliers and pricing types.
- Settings: General settings, margins, and discount codes.
Getting Started with Basic Settings
Now that your webshop is live, it’s important to configure and check the basic settings correctly. To do this effectively, we have the following step-by-step guide:
- Setting margins and minimum purchase on product prices: Ensure you make a profit by setting margins.
- Setting margins on printing costs and setup costs: Take additional costs for printing and setup into consideration.
- Check PDF settings: Ensure your quotes and order confirmations look good.
- Setting shipping costs: Set shipping costs so customers know what to expect.
Working Independently with the CMS
At PromoCat, we believe it's important for you to work independently with our CMS. Here are some basics:
Orders
Here you manage your orders and customers. Important functions:
Quotes
Manage your quote requests and customers. Important functions:
Webshop
Everything about products, categories, and suppliers. Important functions:
- Search and manage products
- Create and modify categories
- Move or copy products
- Adjust product order
- Link margin table
Page Management
Manage the layout of your webshop. Important functions:
My Suppliers
Insight into suppliers and pricing types. Important functions:
Settings
Manage all general settings of your webshop. Important functions:
Ready, Set, Go!
Now that you have an overview of our CMS, you're ready to get started.
Do you have questions? No problem, we're happy to help!
