Setting up Deposit Payments

You can set up invoices with the option of having a deposit. This is very handy if: Your business takes a downpayment in advance of any work being done Your client needs to pay for materials in advance (paint, construction, furniture, etc) Any other reason you would need some form of partial payment in advance […]

Managing Product Categories, Tags and Attributes

Product categories Product categories are the primary way to group products with similar features. You can also add subcategories if desired. For example, if you sell coffee products, you might have “coffee,” “gear,” and “blends” as categories. How to add/edit product categories Categories are managed from the Products > Product Categories screen. You can add, delete, and edit product categories. […]

Adding and Managing Products

Before adding your first product, let’s get familiar with how product categories, tags, and attributes work. Product Categories Product categories and tags work in much the same way as normal categories and tags you have when writing posts for your site. They can be created, edited, and selected at any time. This can be done when you first create […]

Configuring Webstore Settings

On this page, we walk through all settings available to you in WebStore. You’ll find information about configuring General WebStore settings as well as Product, Tax, Payments, Shipping, Accounts, Email, Memberships, and Subscriptions. To get started, go to Settings. On the next page, click WebStore. General Settings Store Address Defines your shop’s address country and state, […]

Setting up Taxes in Webstore

One of the initial activities you want to complete when setting up a store is setting up taxes and tax rates. Although taxes are a complicated subject, Red OnX strives to make the Webstore setting up process as simple as possible. We’re not tax professionals, and this documentation is about how to use our software, […]

Create a new order

Input Order Details: Before you start creating an order, you will need to have an existing customer account. Instructions to create a new customer account. To create a new order: From the menu on the left side of your Red OnX Dashboard, click Orders. Click Add New Order at the top right of the screen […]

Add a new customer

If customers order online, they create their own account the first time they checkout. If you are creating a manual invoice for a first-time customer, then they need to be set up as a customer first. From your Red OnX Dashboard click on Customers This will bring up a list of current customers At the […]

Add a new product

From the left side menu of your Red OnX Dashboard, move your mouse to Products, which will show a secondary menu and click on Add New Product. Alternatively, you can click Products from the main menu and then the New Product button at the top right of the Products dashboard. Input Basic Product Details: Product […]

Purchasing on behalf of a client

If for some reason you need to make a purchase and pay on your customer’s behalf, you can do that in Red OnX. Log into the back end of your website. Click the three dots at the far right of the top menu. Click “users” at the bottom of that drop-down menu. Do a search […]

Processing WebStore Refunds

In WebStore itself you can process refunds in two ways: Automatic Refunds change the WebStore order status and also reverse charges so your customer gets their money. Manual Refunds change the WebStore order status, but you need to return the money manually to your customer. Automatic Refunds These are called Automatic refunds because you process […]