eCom (E-Series) includes a vast array of features and functions to help manage your online business.

Adding new tasks

To add new tasks to your to-do list:

1. At the top of the main menu on the left, click your username.
2. Select Tasks.
3. Click Add task at the top of the page.

Searching with hotkeys

1. To the left of the main menu in the Back Office, click the magnifying glass icon in the vertical toolbar.
2. Enter a product, an article code/EAN/SKU, customer or any other search parameter.
3. Use the arrow keys to move up or down through the search results.
4. Use the Enter key to select a result.

You can also search for a product using its article code/EAN/SKU from Products > enter the article code/EAN/SKU in the search bar at the top of the page.

Editing products

1. In eCom (E-Series), navigate to Products.
2. Click the product you want to edit.
3. Scroll down to Inventory & Variants and click the product variant you want to edit, or click Default.
4. Adjust the price, weight and size, identifiers, etc.
5. Click Save.

Learn more about editing and managing products.

Bulk editing multiple product variants

1. In eCom (E-Series), navigate to Products.
2. Click the product you want to edit.
3. Scroll down to Inventory & Variants and select each of the variants you want to edit.
4. Click the bulk action menu at the top of the grid (X item(s) selected) > Edit.
5. On the next page, select the fields to edit and make your changes. eCom applies the changes to all the variants you selected.

You can also perform the same action from Products > Inventory by selecting multiple product variants in the grid > clicking the bulk action menu at the top of the grid (X item(s) selected) > Edit Selected Variants.

Sorting products

1. In eCom (E-Series), navigate to Categories.
2. Click the category you want to edit.
3. Scroll down to Products.
4. From the Sorting type dropdown, select Sort manually.
5. Click Manage Products and arrange your products according to your preference.
6. Click Save.

Learn more about sorting products.

Rearranging categories

1. In eCom (E-Series), navigate to Products > Categories.
2. Click Rearrange Categories at the top of the page.

Viewing customer reviews of products

1. Navigate to Products > Reviews.

Copying an order

1. In eCom (E-Series), navigate to Orders.
2. Click the order you want to copy.
3. From the More dropdown at the top of the page, select Duplicate.

Adding tasks to an order

1. In eCom (E-Series), navigate to Orders.
2. Click the order that you want to add tasks to.
3. From the More dropdown at the top of the page, select Add task.

Creating a custom order status

1. In eCom (E-Series), navigate to Settings > Store Settings > Workflow.
2. Scroll down to Order Status.
3. Click Add New Status.

Assigning a custom status

1. In eCom (E-Series), navigate to Orders.
2. Click the corresponding order.
3. From the More dropdown at the top of the page, select Edit status.
4. Select a custom status that you previously created or select Default status.

Exporting orders

1. In eCom (E-Series), navigate to Orders.
2. Click Export Orders at the top. This exports all your orders to a CSV file.

If you only want to export a specific set of orders, select the corresponding orders in the grid, click the bulk action menu at the top of the grid (X item(s) selected) > Export to .CSV.

Learn more about exporting orders.

Bulk editing multiple orders

1. In eCom (E-Series), navigate to Orders.
2. Select the corresponding orders in the grid.
3. Click the bulk action menu at the top of the grid (X item(s) selected) and select the relevant bulk action.

Processing an order return

To process an order return, including issuing a refund through Lightspeed Payments and updating your inventory:

If a customer wants to return an order, you'll need to update both the order and your inventory.

• To refund the customer (store credit or refund) using Lightspeed Payments: Navigate to Orders > select the relevant order > Add a Credit Invoice (at the bottom of the Payment method section).
• To add returned items back to inventory: Navigate to Orders > select the relevant order > Create Return (top-right corner of the Products section). Then, Add the returned items and the reason(s) for the return.

Creating a partial invoice

1. Update your store settings so that eCom automatically creates an invoice when an order has been paid:
   1. Navigate to Settings > General Settings > Administration.
   2. Scroll down to Invoices.
   3. From the Create dropdown, select Paid.
2. Create a partial invoice:
   1. Navigate to Orders.
   2. Select the corresponding order in the grid.
   3. Click the Create Invoice button in the Payment method section.
   4. Specify the items that you want to include in the partial invoice.

Creating a payment reminder

1. In eCom (E-Series), navigate to Orders.
2. Select the corresponding unpaid order in the grid.
3. From the More dropdown at the top of the page, select Send Payment Reminder.

Adding a manual discount to a quote

1. In eCom (E-Series), navigate to Quotes.
2. Select the corresponding quote in the grid.
3. In the Products section, click Edit next to the product that you want to discount.
4. Specify the amount or percentage of the discount.
5. Click Save.

Learn more about discounts.

Filtering orders

The following steps also apply to filtering products, shipments, returns, etc.

1. In eCom (E-Series), navigate to Orders.
2. Click Filter Orders at the top-right on the grid.
3. Select and configure the filter that you want to apply.
4. Click Apply filter or select a saved search/filter option.

The filter you selected will appear to the right of the search bar in a small box. You can remove it or add more filters to further streamline your search parameters.

Creating partial shipments

1. Update your store settings so that eCom automatically creates an invoice when an order has been paid:
   1. Navigate to Settings > General Settings > Administration.
   2. Scroll down to Invoices.
   3. From the Create dropdown, select Paid.
2. Create a partial shipment:
   1. Navigate to Orders.
   2. Select the corresponding order in the grid.
   3. In the Shipment method section, click Create Shipment.
   4. Specify the items that you want to include in the partial shipment.

Learn more about partial shipments.

Updating your store's design

Adding a new headline to your store's web pages

1. In eCom (E-Series), navigate to Design > Headlines.
2. Click Add Headline at the top of the page.

Adding featured products or categories to your store's homepage

1. In eCom (E-Series), navigate to Design > Featured Products or Featured Categories.
2. Click Add Product or Add Category at the top of the page.

Updating your store's design

To update your store's design, like the background color, home page settings, image settings, social media connections, etc:

1. In eCom (E-Series), navigate to Design > Theme Editor.
2. Click the Theme Settings button (on the center of the page).
3. On the next page, configure your theme according to your preferences.

Learn more about updating your design and theme.

Viewing a customer’s company information

1. In eCom (E-Series), navigate to Customers.
2. Select the corresponding customer in the grid.
3. Click Edit.
4. You'll find the VAT number and other information in the Company Information section.

Adding a VAT number to an existing business customer

Before adding a VAT number, you need to make sure the corresponding customer’s account type is set to Business.

1. In eCom (E-Series), navigate to Customers.
2. Select the customer in the grid.
3. Click Edit.
4. Select Business as the customer type.
5. Enter the VAT number in the Company Information section.
6. Click Save.