Shopify Admin Essentials: Navigating Key Features for Seamless Store Management

Shopify Admin’s Home Page

The Home page is the first screen after logging into your Shopify admin. This page provides an overview of your store’s recent activities and daily tasks, and it suggests the next steps to help you grow your business. The core elements available here include:

• Sales summary. The sales data for your store is shown on the right sidebar of your home screen. You can switch between “All channels” and a specific channel. Also, it is possible to select a time range to display the data.
• Activity. The right sidebar shows all recent store activity, including access granted to apps, staff changes, product publishing, etc. Click “View all recent activity” to see more information.
• Notifications. On the Shopify admin’s Home screen, you can also find notifications regarding orders that might need your attention.
  
• Home Cards. Cards introduce regularly updated blocks of information that help you run your business. Shopify displays them according to your store’s recent activity. Cards usually include updates on new features and various recommendations on how to manage your Shopify website.
• Today’s store activity. Your store’s most recent visitor activity is also displayed in the Shopify admin. You can see, for instance, the total number of orders or live visitors.
• Metrics. Here, you can find a sales summary for your overall business and specific data for active sales channels, such as sales and engagement information.

On the left-hand sidebar, you can easily navigate to different sections of the Shopify admin, including:

• Pages related to essential aspects of your business, such as orders and customers;
• An analytics section for reporting;
• Tools for managing promotions and marketing;
• General store settings.

Search in The Shopify Administration

In your Shopify admin, the search box allows you to quickly find sales channels, apps, products, pages, and other data. Located at the top of the admin interface, the search bar can be accessed by clicking on it or using shortcuts – press Ctrl + K on a PC or Command + K on a Mac. To search with the Apps filter enabled, press o+a, or use o+c for the Channels filter. Note that it is possible to perform a search from any page within your Shopify admin.

Additionally, the Shopify admin saves your most recent searches to streamline future queries. You can further refine your search using five clickable buttons: Apps, Customers, Orders, Products, and Sales Channels.

Shopify Orders in The Admin Panel

In the corresponding article on our website (Shopify Orders Guide), you’ll discover all the essential details about managing Shopify orders from the admin perspective. You’ll learn how to fulfill orders, handle Shopify draft orders, and manage those placed by your customers. We also cover Shopify recurring orders, explain the process of setting up pre-orders, and provide guidance on canceling orders. Additionally, the article includes steps for editing customer information, attaching files, and adding internal notes to orders. If you’re looking to import orders into Shopify but aren’t sure how this guide will help.

Products in Your Shopify Backoffice

Inventory Management

Transfers

Collections

Gift Cards

Price Lists

In this article, you’ll learn about wholesale pricing lists in Shopify and how they function. We’ll guide you through the creation and management of Shopify price lists, including how to apply percentage discounts and set up fixed pricing for products.

We also cover how to address any inconsistencies you might encounter. The final section provides detailed instructions on importing and exporting. You’ll discover how to handle bulk data transfers or export individual lists, including a breakdown of the Shopify price list CSV columns and the step-by-step process for importing. This guide aims to equip you with all the knowledge needed to efficiently manage your pricing strategies within Shopify.

Shopify Customers in The Admin Interface

In the Shopify admin, the Customers section is where you manage all your customer information. Here, you can view detailed profiles, track customer activity, and segment your audience for targeted marketing. This section allows you to handle customer interactions, manage contact details, and update customer records to enhance your sales strategy and customer service.

Segments

The Segments screen is available under the Customers section in the Shopify admin. It allows you to create and manage customer groups based on specific criteria. Use segments to categorize your customers by their behavior, purchase history, or other attributes. This segmentation helps in crafting personalized marketing strategies and targeted promotions, optimizing your approach to customer engagement and retention.

Companies

On the Companies screen of the Customer section, you can manage your business partnerships and wholesale accounts. This area of Shopify admin helps you track and organize company details, manage bulk orders, and facilitate B2B transactions. It’s essential for businesses that operate with multiple companies or have wholesale operations, streamlining interactions and managing company-specific details.

Content: Customize Your Website from Within

The Content section in Shopify admin is where you manage all the custom content related to your online store. You can create, edit, and organize metaobjects and files to enhance the user experience and keep your store’s information up-to-date and engaging for visitors.

Metaobjects

Shopify metaobjects allow you to add custom data fields to your products and other store elements. This feature is crucial for businesses needing to track additional product details or create custom attributes. You can manage and organize this extra data to improve your store’s functionality and product management. In Shopify admin, metaobjects are associated with these two key components:

1. Definition which is a group of fields that defines the object’s structure. Note that it is managed in Settings > Custom data.
2. Entry is data for the metaobject created and managed under Content > Metaobjects.

Files

The Files section in Shopify admin provides a centralized location to upload and manage files such as images, documents, and other assets. This area helps you keep your store’s media organized and easily accessible. You can upload new files, manage existing ones, and use them across various parts of your store to enhance your content and visual appeal.

Discover Shopify Admin Analytics & Reveal Your Store’s Performance

In the Analytics section of the Shopify admin, you gain insights into your store’s performance through various metrics and data visualizations. This includes tracking sales, customer behavior, and other key performance indicators. Analytics helps you make data-driven decisions by providing a comprehensive view of your store’s performance and trends.

Reports

The Reports subsection of the Analytics section offers access to all reports that you can add to the Analytics screen. Here, you can get detailed insights into various aspects of your store’s operations to display. Use reports to analyze trends, measure performance, and make informed decisions to optimize your business strategy. The reporting tools provide actionable data to help you understand and improve your store’s efficiency. Note that you can create custom reports under Shopify admin > Analytics > Reports.

Live View

The Live View feature in the Shopify admin provides a real-time overview of your store’s activity. You can monitor current sales, track visitors, and observe real-time interactions with your store. This feature is valuable for understanding live traffic patterns and sales trends, allowing you to respond quickly to changes in customer behavior.

Marketing: Tools Built Into Your Admin

In the Marketing section of Shopify admin, you can manage and create marketing campaigns to promote your store. This includes setting up email campaigns, social media promotions, and other marketing initiatives. The default marketing screen displays core store stats along with two marketing reports – sales and orders attributed to marketing, top marketing channels, installed marketing app activities, and proposed marketing apps. The Marketing page also includes recommendations for improving your marketing strategy.

Campaigns

The Campaigns screen of Shopify’s Marketing section displays marketing campaigns for a specific period. You track and manage various marketing efforts here to drive customer engagement and sales.

Automations

The Automations section enables you to streamline repetitive tasks and workflows associated with your marketing workflow.  You can use templates to automate such tasks as sending cart abandonment, back-in-stock, or post-purchase emails. Automations helps you save time and increase efficiency by handling routine operations without manual intervention.

Shopify Discounts: Attract More Buyers from The Admin

The Discounts section of your Shopify admin lets you create and manage promotional discounts for your store. This includes setting up discount codes, automatic discounts, and special offers to attract customers and boost sales. The discount tools allow you to customize promotions to enhance your store’s marketing efforts.

Apps and Sales Channels Related to Your Shopify Website

In your Shopify admin, the sidebar on the left provides easy access to your applications and sales channels. This section includes:

• Sales channels like your online store or POS system.
• All installed applications for your account.
• The Shop sales channel.

If you manage multiple Shopify stores, you can use the dropdown menu to switch between your accounts seamlessly.

Sales Channels

The Sales Channels section in Shopify admin allows you to manage where and how your products are sold, both online and offline. This section includes your online store, point of sale (POS) systems, inbox, etc. You can add, configure, and monitor various sales channels to expand your reach, track performance, and ensure a consistent shopping experience across all platforms.

Online Store

Shopify Store Settings in The Admin

Shopify’s Default Import & Export

The platform’s hidden import capabilities are revealed in this Shopify import guide, along with tips on how to make it more user-friendly and effective. We first look at the system’s built-in features before moving on to the most potent third-party solution that can handle any data transfer issues and support any customizations for Shopify imports – Import & Export Tool for Shopify.

Conclusions: Shopify Admin — All E-Commerce Tools In One Place