# Introduction
Welcome to the official guide for Wandace, the modern cloud-based platform designed to help you launch, manage, and grow your business from one centralized place. At the heart of Wandace is your Pop-Up store — a powerful online storefront that allows you to sell, manage inventory, process orders, and connect with customers seamlessly.
With Wandace, you can create your Pop-Up in minutes, manage products and variants, handle both online and in-person sales through our integrated Point of Sale system, and gain real-time insights into your business performance. Everything works together — from inventory and orders to customers and payments — so you can focus on growing your business instead of managing disconnected tools.
This comprehensive guide will walk you through all the core features and functionalities of Wandace, ensuring you make the most of the platform. Whether you’re just getting started or looking to optimize your current operations, you’ll find step-by-step instructions, practical recommendations, and strategic insights to help you succeed.
Dive in and discover how Wandace simplifies selling, centralizes your operations, and empowers you to scale with clarity and confidence.
Welcome to a smarter way to run your business with Wandace.
# How to-guides
Welcome to the How-to Guides section of Wandace! This area is designed to provide you with clear, practical, and user-friendly instructions to help you successfully set up, manage, and grow your business using Wandace.
At the core of Wandace is your **Pop-Up store** — your central hub for selling online, managing inventory, processing orders, and connecting with customers. These guides will walk you step-by-step through everything you need to confidently operate your business from one unified platform.
Here’s what you’ll find in our How-to Guides:
* **Pop-Up Setup and Configuration:** Learn how to create and customize your Pop-Up store, configure payments, enable shipping or in-store pickup, connect WhatsApp, and prepare your business to start selling online quickly and efficiently.
* **Product Management:** Discover how to create and manage products, organize categories, define attributes and variants, and use selectors to offer customizable options. Keep your catalog structured, flexible, and ready to sell.
* **Point of Sale (SalePoint):** Understand how to manage in-person sales using SalePoint. Create carts, edit orders, apply discounts, register payments, and synchronize physical and online sales seamlessly.
* **Orders and Customers:** Learn how to track orders, manage order statuses, register customers, and maintain full visibility over your daily operations.
* **Inventory and Business Operations:** Explore how to manage stock movements, replenishments, suppliers, and store sections to keep your operations organized and running smoothly.
* **Subscriptions and Account Management:** Get guidance on managing your Wandace subscription, configuring locations, assigning user roles, and accessing advanced tools as your business scales.
* **Analytics and Insights:** Understand your statistics dashboard, monitor revenue, track average ticket value, and analyze customer growth to make data-driven decisions.
Each guide is designed to be straightforward and accessible, with clear steps and helpful tips to ensure a smooth and efficient experience with Wandace.
If you have any questions or need further assistance, our support team is always here to help.
We hope these guides empower you to confidently manage, optimize, and grow your business with Wandace.
Explore the guides below to get started!
# Dashboard Overview
The Dashboard is the first page users see after completing the onboarding process and serves as a personalized command center for managing your business with Wandace.
**What Happens During Onboarding?**
* Enter your **business name** to personalize your experience.
* Select your **sales channels**, such as WooCommerce, Google, Mailchimp, or Meta, so Wandace knows where you want to sell.
* Choose the **features you're interested in**, like “Sell on a physical shop,” “Enhance my product listings,” or “Organize product feed.”
This information helps Wandace tailor the Dashboard to match your goals and priorities.
#### What You'll See on the Dashboard
When you first access your account, the Dashboard is designed to guide you step-by-step toward launching your Pop-Up store.
#### 📝 **Setup Checklist**
Before anything else, you’ll see a **Setup Checklist**. This checklist helps you complete the essential steps needed to start selling online.
The checklist will guide you through actions such as:
* Setting up your company details
* Creating product categories
* Adding products and inventory
* Creating your Pop-Up store
* Getting ready to start selling
As you complete each step, your progress bar will update automatically so you can clearly track how close you are to launching.
This ensures that nothing important is missed and that your store is properly configured before going live.
***
#### 📊 **Daily Statistics (After Setup)**
Once you complete the checklist and launch your Pop-Up store, your Dashboard will automatically evolve into your business control center.
You’ll begin to see:
* **Orders** (daily performance)
* **Total Sales**
* **Collected Revenue**
* Date-based filters (e.g., Today)
This section gives you a real-time snapshot of your performance so you can quickly understand how your business is doing.
***
#### ⚡ Quick Links
Below your statistics, you’ll find **Quick Links** — smart shortcuts to the tools you’re most likely to use.
For example:
* Product attributes
* Product categories
* Create products
* Supplier shipments
These shortcuts help you move faster and access key areas of your business without navigating through multiple menus.
Your Dashboard is designed to evolve with you:
1. First, it helps you set up your Pop-Up.
2. Then, it becomes your daily performance hub.
Everything you need to launch, manage, and grow your business starts here.
# Product Catalog
Welcome to your Product Management Hub! Before diving into creating and managing your products, we have a friendly piece of advice to ensure a smooth and efficient experience.
#### Why Create Categories and Attributes First?
Creating products is a breeze when you have a well-organized system in place. By setting up your categories and attributes beforehand, you streamline the product creation process and avoid unnecessary back-and-forth between different sections. This approach not only saves you time but also helps maintain a consistent and organized product catalog.
#### Benefits of Setting Up Categories and Attributes First:
* **Efficiency:** Quickly assign products to categories and attributes without pausing to create new ones.
* **Consistency:** Ensure that all products follow a uniform structure, making it easier for customers to find what they need.
* **Ease of Management:** Simplify the process of updating and managing your product catalog.
#### Getting Started
1. **Create Categories:** Organize your products into a tree format with main categories and subcategories.
2. **Set Up Attributes:** Define attributes like size, color, and other specifications, and add relevant terms.
By following these steps, you’ll have a robust foundation that makes product creation seamless and hassle-free.
Happy organizing, and let’s get started with building your perfect product catalog!
# Create categories
Organizing your products into categories helps customers easily navigate your Pop-Up store and find what they’re looking for.
#### Step 1: Navigate to the Categories Section
* Log in to your Wandace account.
* Go to **Product Catalog** in the main menu.
* Click on **Categories**.
#### Step 2: Add a New Category
* Click on the **Create Category** button.
* Fill in the category details:
* **Name:** Enter the category name.
* **Description:** Provide a brief description of the category.
* **Image**: Upload an image for the category.
⚠️ Adding an image is highly recommended. The category image will be displayed in your Pop-Up store, making your storefront more visually appealing and easier to navigate.
#### Step 3: Organize Categories in a Tree Format
To create a tree structure, you can assign parent categories to your new category. This allows you to create subcategories and organize your products more efficiently.
**Parent Category:** (Optional) Select a parent category if creating a subcategory. If you do not select a parent category, the new category will be a top-level category.
* Example of a tree structure:
* **Top-Level Category:** Men's Clothing
* **Subcategory:**
* **Subcategory:** Shirts
* **Subcategory:** Pants
* **Subcategory:** Jerseys
#### Step 4: Control Category Visibility in Your Pop-Up Store
You can choose whether a category is **visible** in your Pop-Up store.
This is especially useful for:
* Seasonal categories (e.g., Valentine’s Day, Christmas)
* Limited-time collections
* Temporary campaigns
If a category is hidden, it will not appear in your Pop-Up store navigation, but it will remain available inside your admin panel.
This gives you flexibility to activate or deactivate categories depending on the season or promotion.
#### Step 5: Save the Category
1. Review the details.
2. Click **Save** to create the category.
#### Step 6: Managing Existing Categories
From the Categories section, you can:
* **View** existing categories
* **Edit** a category by clicking on its name and updating the details
* **Delete** a category by clicking on the trash icon
⚠️ Be cautious when deleting a category. Deleting a category will also remove all its subcategories and may affect associated products.
# Create attributes
#### Step 1: Navigate to the Attributes Section
* Log in to your Wandace account.
* Go to the **Attributes** section in the main menu.
#### Step 2: Add a New Attribute
* Click on the **Create Attribute** button.
* Fill in the attribute details:
* **Name:** Enter the attribute name (e.g., Size, Color, Shoe Size).
* **Description:** Provide a brief description of the attribute.
#### Step 3: Add Attribute Terms
* Once the attribute is created, you need to add terms to it (e.g., S, M, L for Clothing Size).
* Click on the newly created attribute to open its details.
* Click on the **Add Term** button.
* Enter the term details:
* **Term Name:** Enter the term name (e.g., S, M, L, 36, 27, 38).
* **Description:** (Optional) Provide a brief description of the term.
* Click **Save** to add the term.
#### Step 4: Repeat for All Necessary Terms
* Continue adding terms until you have all the necessary options for the attribute.
* Example terms for attributes:
* **Clothing Size:** S, M, L, XL
* **Color:** #ffffff, #000000, #32a852, #a83232
* **Shoe Size:** 36, 37, 38, 39, 40
#### Step 5: Managing Existing Attributes and Terms
* You can view, edit, or delete existing attributes and their terms from the **Attributes** section.
* To edit an attribute or term, click on its name and update the necessary details.
* To delete an attribute or term, click on the trash icon next to its name. Be cautious, as deleting an attribute or term will affect all associated products.
# Create products
Adding products correctly ensures your Pop-Up store is ready to sell and your inventory stays organized.
#### Step 1: Navigate to the Products Section
* Log in to your Wandace account.
* Go to **Product Catalog** in the main menu.
* Click on **Products**.
#### Step 2: Create a New Product
* Click on the **Create Product** button.
* Fill in the product details, that are required, all others are optional:
* **Name:** Enter the product name.
* **SKU:** Assign a unique Stock Keeping Unit.
* **Description:** Provide or let **AI** generate a short description of the product.
* **Price:** Set the price of the product.
* **Sale price:** If applicable, enter the discounted price of the product.
*
```
You will also see two important check options:
```
```
* **This product has variants**:\
Enable this if your product comes in different versions (e.g., size, color, portion, etc.). You will be able to configure these variants later inside the product editor.
* **Show in Pop-Up store**:\
Enable this option if you want the product to be visible in your Pop-Up store.\
If unchecked, the product will remain in your catalog but will not appear online. This is useful for draft products, seasonal items, or products that are temporarily unavailable.
```
#### Step 3: Assign created Brand, Categories and Attributes
* Select the **Brand** for your product.
* Select the relevant **Category** for your product.
* Choose any **Attributes** that apply (color, size, etc.).
#### Step 4: Add Product Images
* Upload high-quality images of your product.
* Ensure that the images are clear and showcase the product from different angles.
#### Step 5: Save the Product
* Review all the details.
* Click **Save** to add the product to your inventory.
# Create product variants
Product variants allow you to sell different versions of the same product (e.g., size, color, portion) without creating separate products.
Variants are created inside the product editor, under the **Variants** tab.
⚠️ Before creating variants, make sure:
* The product has **“This product has variants”** enabled.
* The necessary **Attributes** (e.g., Size, Color) have already been created and assigned.
#### Step 1: Open the Product
* Go to **Product Catalog** in the main menu.
* Click on **Products**.
* Select the product you want to edit.
This will open the product editor, where you’ll see multiple tabs:
* Product
* Variants
* Selectors
* Inventory
* Connections
#### **Step 2:** Select Attributes
* Click on the **Variants** tab.
* In the **Attributes** section, select the attributes you want to use (e.g., Color, Size).
💡 Tip: Start with one or two attributes. Too many attributes can create a large number of variant combinations.
Changes are saved automatically once attributes are selected.
#### **Step 3:** Add Variants
* Click the **Add Variants** button.
* A modal will appear showing all possible variant combinations based on the selected attributes.
* Select the combinations you want to create (e.g., Black, White).
* Click **Add Variants**.
The selected variants will now appear in the overview table under the Variants tab.
#### **Step 4:** Edit a Variant
To edit a specific variant:
* Click on the variant from the overview table.
* The **Edit Variant** modal will open.
* Inside this modal, you can:
* Modify the **SKU** (required).
* Add a **Barcode** (optional).
* Set **Dimensions** (length, width, height, weight).
* Configure the **Image Gallery**:
* Use the same images as the main product.
* Or upload a unique image for this variant.
* Configure **Pricing**:
* Choose whether to use the same price as the main product.
* Or assign a custom price for this specific variant.
* Review the assigned attribute values (e.g., Color: White).
#### **Step 5:** Save the Variant
After reviewing and updating the information:
* Click **Save** inside the modal.
Your variant is now fully configured and ready to be sold in your Pop-Up store.
***
### Additional Settings: Selectors
Selectors allow you to offer paid extras or customization options without creating additional variants.
They are ideal for upgrades such as:
* Premium finishes
* Gift wrapping
* Engraving
* Add-ons
* Extra ingredients
* Personalization options
Unlike variants (which create different product versions like size or color), selectors add optional or required upgrades to a product.
Selectors are configured inside the product editor under the **Selectors** tab.
#### Step 1: Open the Product and Go to Selectors
* Log in to your Wandace account.
* Go to **Product Catalog** → **Products**.
* Click the product you want to update.
* Open the **Selectors** tab.
#### Step 2: Choose the Selector Type
Under “Configure how customers can select upgrades,” choose the selector type you want:
* Click **Create selector** under **Single choice** if the customer must pick one option (e.g., “Choose your filling”).
* Click **Create selector** under **Multiple choice** if the customer can pick multiple upgrades (e.g., “Add extra toppings”).
* Click **Create selector** under **Optional choice** if the selection is optional (e.g., “Gift wrapping”).
A new selector card will appear below.
#### Step 3: Add Options to the Selector
1. In the selector card, click **+ Add option**.
2. Enter the option details:
* **Option name** (e.g., “Gift wrapping”)
* **Price adjustment** (e.g., +€5.00, or +$0.00 if free)
3. Save the option.
Repeat this step to add as many options as needed.
#### Step 4: Set a Default Option (Optional)
To speed up checkout, you can set a default option:
* Find the option you want as default.
* Use the option controls to **Mark as default** (you’ll see a “Marked as default” label once applied).
💡 Tip: Default options are helpful when most customers choose the same upgrade.
#### Step 5: Edit or Delete Selectors and Options
On the selector card, you can manage everything at any time:
* Use the **edit (pencil)** icon to rename or adjust selector settings.
* Use the **delete (trash)** icon to remove a selector.
* Each option can also be **edited** or **deleted** using its corresponding icons.
⚠️ If you delete a selector, it will no longer appear in the Pop-Up store for that product.
#### Step 6: Confirm How It Appears in Your Pop-Up Store
Once selectors are created:
* Customers will see them on the product page in your Pop-Up store.
* **Required selectors** must be completed before the product can be added to the cart.
* Price adjustments will automatically update the final price.
# Discounts & Events
Welcome to the Discounts & Events section!
Here, you can easily create and manage discount codes, activate or deactivate them as needed, and set up special or seasonal discount events.
Streamline your promotions and boost sales by tailoring offers to your customers, all within a user-friendly interface designed to make the process simple and efficient.
# Create discounts
#### **Step 1: Navigate to the Discounts Section**
* Go to the **Discounts & Events** section in your dashboard.
#### **Step 2: Click on Create Discount Code**
* Click on the **Create** button to start setting up a new discount code.
#### **Step 3: Fill in the Discount Code Details**
* **Code**: Enter the code your customers will use to apply the discount.
* **Description**: (Optional) Add a description to explain what the discount is for.
* **Discount**: Specify the percentage or fixed amount of the discount.
* **Status**: Choose whether the discount code is **Active** or **Inactive**.
#### **Step 4: Save the Discount Code**
* Once all details are filled in, click the **Save** button to create the discount code.
# Create events
#### **Step 1: Navigate to the Discounts & Events Section**
* Go to the **Discounts & Events** section in your dashboard.
#### **Step 2: Create new discount event**
* Click on the **Create** button to set up a new discount event.
#### **Step 3: Fill in the Event Details**
* **Event Name**: Enter a name for your discount event.
* **Event Description**: (Optional) You can describe your event or ask AI to help generate a catchy description ;)
* **Start Date**: Select the date when the event will begin.
* **End Date**: Select the date when the event will end.
#### **Step 4: Select Products**
* Choose the products you want to include in this discount event.
#### **Step 5: Set Discount for Each Product**
* Enter the discount amount or percentage for each product participating in the event.
#### **Step 6: Save the Discount Event**
* Once all the details are entered, click **Save** to finalize the discount event.
Your discount event is now scheduled! You can start it when the time comes or edit it anytime before the start date.
# Store
When you create your Wandace account, a **default store** is automatically created for you. This store represents your main physical location and serves as the foundation for managing in-person sales, inventory organization, and store operations.
The **Stores** section allows you to manage everything related to your store's internal structure and operations.
From here, you can organize how your store functions and control the tools used for sales, inventory, and logistics.
#### Store Settings
Inside the **Store Settings** page, you can review and update your store’s basic information, including:
* **Store name**
* **Location**
* **Contact information**
* **Default market pricing**
These settings help define how your store is identified within the system.
#### Store Management Tools
The store section includes several subsections that help you organize and manage daily operations:
**Store Sections**
Divide your store into specific areas (for example **Warehouse**, **Shop Floor**, or **Storage**) to better organize inventory and stock movement.
**Cash Registers**
Set up and manage cash registers used for in-person sales. Cash registers allow you to track transactions and manage payments made at your physical store.
**Point of Sale**
Access the **SalePoint** system to process in-store orders, create carts, and register customer payments.
**Replenishments**
Manage internal stock movements within your store, such as transferring items between sections or updating available inventory.
**Supplier Shipments**
Track incoming shipments from suppliers and update your stock when new products arrive.
***
By organizing your store through these tools, you can keep your inventory structured, ensure smooth in-store operations, and maintain full visibility over your retail activities.
# Cash register
Once you create a store, you will be able to create a cash register.
Welcome to the Cash Register Management section. This area provides you with the tools to manage your store's cash registers efficiently.
**Key Features:**
1. **Create Cash Registers:**
* Set up new cash registers for different sections or locations within your store.
* Customize cash register settings to meet your store’s specific needs.
2. **Open and Close Cash Registers:**
* Open cash registers at the start of a shift, allowing sales staff to begin processing transactions.
* Close cash registers at the end of the shift, ensuring all transactions are accounted for and secure.
3. **Overview of Cash Register Flows, Shifts, and Status:**
* Monitor the cash flow through each register, tracking all transactions and cash movements.
* View detailed reports on shifts, including start and end times, and total sales.
* Check the current status of each register to ensure smooth operations.
This section seamlessly connects to the point of sale system. When a cash register is opened, the salesperson receives a link to the point of sale app, where they can create carts and process payments effortlessly. This integration ensures a streamlined sales process, enhancing the efficiency of your store’s operations.
# Create cash register
Follow these steps to create and set up a new cash register in your store:
**Step 1: Navigate to the Cash Register Section**
* From your current store’s dashboard, go to the **Cash Register** section.
**Step 2: Click the Create Button**
* Locate and click the **Create** button to begin setting up a new cash register.
**Step 3: Enter the Cash Register Name**
* A prompt will appear asking for the name of the new cash register.
* Enter a descriptive name that will help you identify this cash register (e.g., “Main Register,” “Cash Register 1”).
**Step 4: Save the Cash Register**
* After entering the name, click the **Save** button to create the cash register.
**Step 5: Open the Cash Register**
* Once the cash register is created, you will need to open it to start processing transactions.
* Select the newly created cash register from the list and click the **Open** button.
**Step 6: Enter the Cash Fund**
* When opening the cash register, you will be prompted to enter the initial cash fund amount.
* Enter the amount of cash that will be in the register at the start of the shift.
* Confirm by clicking the **Save** button.
**Step 7: View Cash Register Overview and Access Sale Point**
* After opening the cash register, you will receive a prompt displaying the cash register overview.
* This overview includes information on shifts and the status of funds.
In the **Cash Registers** section there is a button that takes you directly to the **Point of Sale** **App**, where sales staff can create carts and process payments.
Your cash register is now set up and ready to use. You can now proceed with processing transactions and managing cash flows through this register.
# Create sections
Each store comes with **one section created by default** when your account is set up. Sections help you organize your inventory inside your store, for example separating products between areas like a **warehouse**, **storage**, or **shop floor**.
You can create additional sections at any time to better organize how products are stored and managed within your store.
#### **Step 1:** **Navigate to Store - Sections**
* Go to the *Store* menu in your dashboard and select the *Sections* option.
#### **Step 2: Create a New Section**
* Click on the **Create** button to add a new section.
#### **Step 3: Enter Section Details**
* Fill in the section's name and description. This will help define the purpose of the section, whether it's for storage (e.g., warehouse) or sales (e.g., shop).
#### **Step 4: Confirm the Section**
* Once you’ve added the name and description, click *Save* to finalize the new section. It will now appear under the list of available sections in the store.
#### **Step 5: Assign Products**
* Once the section is created, you can assign specific products to it by accessing the inventory management screen by clicking on the eye symbol.
* Once inside you can update the inventory within that section by choosing the products you want and adding the quantities.
#### **Step 6: Save Section**
* Once this is done you can save the update with the **Save** button.
# Transfers
A transfer in our system refers to the process of moving products from one location to another within your company's network of stores and warehouses. This feature is essential for efficiently managing inventory levels, ensuring that products are available where they are needed most, and optimizing stock distribution across various locations.
Transfers can be used for various purposes, such as:
**Replenishing Stock:**
* Moving products from a central warehouse to individual stores to keep shelves stocked and meet customer demand.
**Balancing Inventory:**
* Shifting excess inventory from one store to another where the demand is higher, thereby preventing overstocking and understocking.
**Supporting Sales and Promotions:**
* Distributing products to specific locations in preparation for sales events or promotional campaigns.
**Managing Returns:**
* Returning unsold or defective products from stores back to the warehouse for inspection, repair, or restocking.
**Key Features of Transfers:**
**Initiate Transfer Requests:**
* Store managers or warehouse staff can create transfer requests specifying the products and quantities to be moved, as well as the source and destination locations.
**Tracking and Reporting:**
* All transfer activities are tracked in the system, providing a comprehensive history of product movements. This helps in auditing and inventory reconciliation.
**Real-Time Updates:**
* The system provides real-time updates on the status of transfers, from request initiation to completion, ensuring transparency and accountability.
**Benefits of Using Transfers:**
**Optimized Inventory Management:**
* By efficiently moving products where they are needed, you can maintain optimal inventory levels, reduce carrying costs, and improve customer satisfaction.
**Enhanced Operational Efficiency:**
* Streamlined transfer processes reduce manual efforts, minimize errors, and ensure timely product availability.
**Improved Stock Visibility:**
* Real-time tracking of transfers provides better visibility into inventory levels across all locations, aiding in informed decision-making.
In conclusion, transfers are a vital tool for maintaining a well-balanced and responsive inventory system. By leveraging the transfer functionality, your business can achieve greater efficiency, better stock management, and improved overall performance.
# Product transfers
Creating a transfer in our system is a straightforward process designed to help you efficiently move products between different sections of your company, such as from a warehouse to a store, between stores or between warehouses. Follow these steps to create a transfer:
**Step 1: Navigate to the Transfers Section**
* Log in to your account and navigate to the **Transfers** section within the Current Store Section.
**Step 2: Initiate a New Transfer**
* Click on the **Create** button to start a new transfer request.
**Step 3: Select Source and Destination**
* Choose the source location from which the products will be transferred (e.g., a specific warehouse or store).
* Select the destination location where the products will be moved to (e.g., another store or warehouse).
**Step 4: Add Products**
* Select the products you want to transfer by checking the boxes.
* For each product, enter the quantity you wish to transfer.
**Step 5: Review Transfer Details**
* Check the details of the transfer, including the source and destination locations, and the selected products with their quantities.
* Make any necessary adjustments before proceeding.
**Step 6: Submit the Transfer Request**
* Once all details are confirmed, click the **Save** button to finalize the request.
* The transfer request will be saved and submitted for processing.
**Step 7: Track Transfer Status**
* After submission, you can track the status of your transfer request in the "Transfers" section.
* Real-time updates will show the progress of the transfer, from initiation to completion.
**Key Points to Remember:**
* Ensure that the source location has sufficient stock of the selected products before initiating a transfer.
* Double-check the destination location to confirm that it is the correct target for the transferred products.
* If your transfer request requires approval, wait for the necessary authorizations before proceeding with the actual transfer.
By following these steps, you can effectively manage your inventory and ensure that products are available where they are needed, enhancing your overall operational efficiency and customer satisfaction.
# Replenishments
A replenishment is a process used to restock products in your inventory, ensuring that items are available in sufficient quantities to meet customer demand. This process is essential for maintaining optimal stock levels and preventing out-of-stock situations.
**Key Aspects of Replenishments:**
* **Purpose:**
* To restock products that have been sold or used, ensuring that inventory levels are maintained at optimal levels.
* **Source of Replenishment:**
* Replenishments can be done from various sources, such as suppliers, warehouses, or internal transfers between locations.
* **Frequency:**
* Replenishment schedules can be periodic or triggered by specific inventory thresholds.
**Benefits:**
* **Prevents Stockouts:**
* Ensures that products are always available for customers, improving sales opportunities.
* **Optimizes Inventory Levels:**
* Helps in maintaining balanced stock levels, reducing excess inventory and associated carrying costs.
* **Enhances Customer Satisfaction:**
* Minimizes the risk of missing sales due to unavailable products.
# Product replenishments
Creating a replenishment ensures that your inventory is adequately stocked and ready to meet demand. Follow these steps to create a replenishment:
**Step 1: Access the Replenishments Section**
* Log in to your account and navigate to the **Replenishments** section within the Current Store Section.
**Step 2: Initiate a New Replenishment**
* Click on the **Create** button to start a new replenishment request.
**Step 3: Select Source and Destination**
* Choose the source of replenishment (e.g., a warehouse or supplier).
* Select the destination location where the replenished products will be added (e.g., a store or warehouse).
**Step 4: Add Products to Replenish**
* Select the products you want to replenish by checking the boxes.
* For each product, enter the quantity you wish to replenish.
**Step 5: Review Replenishment Details**
* Verify the details of the replenishment, including the source and destination locations, and the selected products with their quantities.
* Make any necessary adjustments before proceeding.
**Step 6: Submit the Replenishment Request**
* Once all details are confirmed, click the **Save** button to finalize the request.
* The replenishment request will be saved and submitted for processing.
**Step 7: Track Replenishment Status**
* After submission, you can track the status of your replenishment request in the **Replenishments** section.
* Real-time updates will show the progress of the replenishment, from initiation to completion.
**Key Points to Remember:**
* Ensure that the source location has the required stock levels to fulfill the replenishment request.
* Confirm the destination location to ensure that the replenished products are directed to the correct place.
* If your replenishment request requires approval, await the necessary authorizations before proceeding.
# Supplier Shipments
A supplier shipment refers to the process of receiving and managing products or goods sent by suppliers to your company. This process is crucial for maintaining stock levels, ensuring that your inventory is replenished with the necessary items, and keeping your operations running smoothly.
**Key Aspects of Supplier Shipments:**
* **Purpose:**
* To receive goods from suppliers, which will be added to your inventory for sale or use.
* **Components:**
* Includes the delivery of products, checking the received items against purchase orders, and updating inventory records.
* **Frequency:**
* Can occur regularly based on supplier agreements, purchase orders, or as needed to restock inventory.
**Benefits:**
* **Ensures Inventory Availability:**
* Keeps your stock levels updated with new products, preventing stockouts and maintaining supply chain efficiency.
* **Streamlines Receiving Process:**
* Facilitates a smooth and organized process for receiving and recording supplier shipments.
* **Enhances Accuracy:**
* Ensures that the correct items and quantities are received and recorded accurately in your inventory system.
By using these features, you ensure that your receiving process is accurate and efficient, allowing you to maintain optimal inventory levels and support smooth operations.
# Create a supplier shipment
Creating a supplier shipment involves receiving and recording products delivered by suppliers. Follow these steps to create a supplier shipment:
**Step 1: Access the Supplier Shipments Section**
* Log in to your account and navigate to the **Supplier Shipments** section within the Current Store Section.
**Step 2: Initiate a New Supplier Shipment**
* Click on the **Create** button to start a new shipment record.
**Step 3: Select Supplier and Shipment Details**
* Enter the packing list number, select the supplier and the status of your shipment; you can choose between Confirmed, Ordered, Incoming or Received.
* Select the products you want to receive from this supplier. Add the quantities and click on the **Save** button.
**Step 7: Track Shipment Status**
* After submission, you can track the status of the shipment in the **Supplier Shipments** section.
* Real-time updates will show the progress of the shipment, including any processing or receiving statuses.
**Key Points to Remember:**
* Ensure that the shipment details match the purchase orders to verify accuracy.
* Check that the received quantities and items align with what was ordered.
* Update inventory records promptly to reflect the new stock levels.
# Your Customers
The **Customers** section allows you to manually add, edit, or delete customer profiles, as well as upload them in bulk for easier management. Here’s how to get started:
**Step 1: Navigate to Customers Section**
* Go to the **Customers** section in the main menu to access the customer list and management tools.
**Step 2: Create a New Customer**
* Click on the **Create** button to manually add a new customer by filling out the form.
* At the bottom of the form, you’ll find an optional section where you can enter the customer's **invoice details**.
* Alternatively, you can **upload an Excel file** to create multiple customers at once.
**Step 3: Edit Customer**
* To update a customer’s information, select them from the table and click the **Edit** button.
* Make any necessary changes in the form that appears and click **Save**.
**Step 4: Delete Customers**
You can delete customers individually or in bulk:
* To delete a customer, click on the customer in the table and select **Delete**.
* To delete multiple customers, use the checkboxes in the table’s head row to select them, then click the **Delete Selected Customers** button.
# Your Users
User roles help define what different users can and cannot do within the system. Here's how to set up and manage user roles:
**Step 1: Navigate to User Roles**
* Go to the **Company** menu in your dashboard and select the **User** section.
**Step 2: Create a New User**
* Click on the **Invite user** button.
* Enter the email address of the user you want to invite (first it will automatically check if the user already exists).
**Step 3: Define Permissions**
* Assign specific roles by selecting check boxes for various actions such as admin, employee or owner and the role of the user within each store.
**Step 4: Save the User**
* Once you've configured the roles, click **Send invitation** to create the new user.
# Your Suppliers
Welcome to the Supplier Site! Here, you can manage your suppliers efficiently by creating new supplier records and overseeing all existing suppliers. This functionality helps streamline your procurement process and keep track of your suppliers in one central location.
Once you’ve added suppliers, you can view and manage them from the Supplier Site. Here’s how to access and use the supplier overview:
**View Supplier List:**
* Inside the **Company** section, navigate to **Suppliers** to view a complete list of all suppliers currently registered in the system.
**Search and Filter Suppliers:**
* Use the search bar to find specific suppliers by name or other criteria.
* Apply filters to narrow down the list based on different attributes, such as contact details or business status.
**View Supplier Details:**
* Click on any supplier in the list to view detailed information, including contact details, business information, and transaction history.
**Manage Supplier Records:**
* From the overview, you can:
* **Edit:** Update supplier information as needed.
* **Delete:** Remove a supplier from the system (ensure this action is confirmed as it will permanently delete the record).
**Benefits of the Supplier Site:**
* **Centralized Management:**
* Keep all your supplier information organized and accessible from one place.
* **Efficient Supplier Tracking:**
* Easily track and manage your suppliers, ensuring smooth procurement processes.
* **Enhanced Data Access:**
* Quickly view and update supplier records, improving your ability to make informed decisions.
By utilizing the Supplier Site, you’ll streamline your supplier management and ensure that your procurement operations are efficient and well-organized.
# Create a supplier
To add a new supplier to your system, follow these simple steps:
#### **Step 1: Access the Supplier Site**
* Log in to your account and navigate to the **Supplier** section from the main menu.
#### **Step 2: Initiate New Supplier Creation**
* Click on the **Create** button to start adding a new supplier.
#### **Step 3: Enter Supplier Information**
* Fill in the required details about the supplier, including:
* **Supplier Name:** The name of the company or individual supplier.
* **Contact Information:** Phone number, email address, and physical address.
* **Business Details:** Any additional information such as business registration number or tax ID.
#### **Step 4: Save the Supplier Record**
* After entering all necessary information, click the **Save** button to create the new supplier record.
#### **Step 5: Verify and Edit Supplier Details**
* Review the newly created supplier entry for accuracy.
* If needed, click on the **Edit** button to make any changes or updates to the supplier information.
# Connections
Manage and configure your sales and marketing channels by connecting them to your Wandace workspace. Follow these steps to set up and sync your connections:
#### **Step 1: Navigate to the Connections Section**
* Go to the **Connections** section from the main menu to view and manage your active and available connections.
#### **Step 2: Add New Connection**
In the Connections section, you’ll find two blocks:
* **Selected Connections**: This block shows the connections you previously selected during the onboarding process. These are added automatically.
* **Free Connections**: This block displays all other available free connections you can add at any time.
#### **Step 3: Sync Wandace with a Connection**
To configure a connection:
* Click on the **three dots** (•••) next to the connection.
* Select **Settings** to open the configuration options.
* Click **Connect with \[connection name]** and follow the setup steps shown.
For detailed, step-by-step instructions on each integration, refer to the connection-specific guides:
* [WooCommerce](/how-to-guides/addons/woocommerce-add-on)
* [Google Merchant Center](/how-to-guides/addons/google-merchant-center-add-on)
* Meta
* Mailchimp
#### **Step 4:** Add a Section to the Connection
You can connect one or more **sections** of your store (e.g., a warehouse or physical shop) to a specific connection:
* Click the **three dots** (•••) next to the connection and select **Update Connection**.
* Choose the section(s) you want to link (e.g., "Main Warehouse").
* Review your selections and click **Save** to finalize the synchronization.
# WooCommerce
**Step 1: Access the Connections Section**
* Go to the **Connections** section in your dashboard and select **WooCommerce** from the menu.
* Click the **ADD CONNECTION** button.
* Once added, click the three dots (•••) beside WooCommerce and select **Settings.** This will open the page to manage this connection.
#### **Step 2: Connect Connect Wandace to Woocommerce**
* Click the **Manage** button next to the WooCommerce connection.
* You will be prompted to connect Wandace to your WordPress site. Enter the required login credentials and other details, then click **Save**.
#### **Step 3: Update the Connections Settings**
* Once the connection is established, click on the three dots (•••) on the right side of the Connection. Select the Update option from the dropdown menu.
#### **Step 4: Choose Store Sections**
* A modal will appear displaying all available store sections. Select the section you want to connect to this Add-on.
#### **Step 5: Save Your Changes**
* After selecting the desired section, click Save. Your section's stock will now be **automatically** **synchronized** with the connection, ensuring seamless inventory management.
* **Note:** The initial synchronization may take a few minutes. After that, updates will occur instantly.
If you need to manually sync with the connection—for instance, if you notice discrepancies or have made direct changes within the add-on—simply click the **Synchronize with WooCommerce** button.
# Google Merchant Center
**Step 1: Access the Connections Section**
* Go to the **Connections** section in your dashboard and select **Google Merchant Center** from the menu.
* Click the **ADD CONNECTION** button.
* Once added, click the three dots (•••) beside Google Merchant Center and select **Settings.** This will open the page to manage this connection.
**Step 2: Connect Wandace to Google Merchant Center**
* Click the **Connect with Google Merchant Center** button.
* Follow the prompts to connect Wandace to your Google Merchant Center account. You will need to provide the required credentials (such as your Google account login) and authorize the connection.
> 💡 *Note: P*lease keep in mind that Google only provides the refresh token once. If you need to log in with another account, you will need to remove Wandace from your Google Merchant Center account to reset the connection before logging in again ;) .
**Step 3: Configure the Connection**
* Once the connection is established, click on the three dots (•••) on the right side of the Connection. Select the Update option from the dropdown menu.
**Step 4: Choose Store Sections**
* A modal will appear displaying all available store sections. Select the section you want to connect to with Google Merchant Center.
**Step 5: Save Your Changes**
* After making your selections, click **Save**. This action ensures that your selected products and inventory data are synced with Google Merchant Center.
**Step 6: Verify Sync Status**
The initial synchronization might take a few minutes. After this, updates will occur automatically. To manually sync—such as after making significant updates to your inventory—click the **Synchronize with Google Merchant Center** button.
By following these steps, you’ll ensure your products are accurately listed in Google Merchant Center, improving visibility and driving sales.
# Mailchimp
#### Step 1: Access the Connections Section
* Go to the **Connections** section in your dashboard and select **Mailchimp** from the menu.
#### Step 2: Connect Wandace to Mailchimp
* Click the **ADD CONNECTION** button.
* Once added, click the three dots (•••) beside Mailchimp and select **Settings.** This will open the page to manage this connection.
* Follow the on-screen prompts to log in with your Mailchimp account and authorize the connection with Wandace.
> 💡 *Note: Make sure you’re logged into the correct Mailchimp account before starting the connection process.*
#### Step 3: Configure the Connection
* Once connected, click on the three dots (•••) next to Mailchimp and select **Update** from the dropdown menu.
* There you can give a name to the new E-commerce connection.
#### Step 4: Choose an Audience
* A modal will open displaying all available audiences. Select the audience you'd like to sync with Mailchimp (e.g., Wandace audience).
#### Step 5: Verify Sync Status
The sync may take a few moments to complete. Once done, your store data (like customer emails and order activity) will be available in Mailchimp for targeted campaigns and automations.
# Meta
#### Step 1: Access the Connections Section
* Go to the **Connections** section in your dashboard and select **Meta** from the menu.
#### Step 2: Connect Wandace to Meta
* Click the **ADD CONNECTION** button.
* Once added, click the three dots (•••) beside Meta and select **Settings.** This will open the page to manage this connection.
* Click on **CONNECT WITH FACEBOOK** button and log in with your Facebook credentials. Make sure that you have followed all steps on Meta Business Manager:
* Created a **Business Asset**
* Connected to **Commerce Manager**
* Created a **blank catalog**
> ⚠️ *Make sure you have admin access to the Meta Business Manager you're connecting to.*
#### Step 3: Configure the Connection
* Once connected, click the three dots (•••) inside the Meta manager and select **Update**.
**Step 4: Choose Store Sections**
* A modal will appear listing all available store sections. Select the section(s) you wish to sync with Meta for catalog and sales channel purposes.
#### Step 5: Save Your Changes
* Click **Save** to finish setting up your Meta connection. This syncs the selected store sections with Meta's platforms.
#### Step 6: Verify Sync Status
* Allow a few minutes for the first sync to process. Afterward, any product or inventory updates will be reflected automatically. You can also manually sync using the **Synchronize with Meta** button.
> 📢 *This integration helps you display your products directly on Facebook, Instagram and WhatsApp, enabling smoother social selling and dynamic ads.*
# Settings
Welcome to our subscription options for Wandace! Choose the plan that best fits your needs and unlock powerful features to enhance your business operations:
1. **Wandace Warehouse**\
Get the essentials for managing your inventory with features including:
* Custom user roles
* Access to plugins
* Custom store sections
* AI-generated product descriptions
2. **Wandace Shop**\
Everything in Warehouse, plus the added functionality of our point of sale app to streamline your retail operations.
3. **Founders Pack**\
Enjoy all the benefits of Warehouse or Shop, with the added bonus of the WooCommerce addon to integrate seamlessly with your online store.
Choose the plan that suits your business needs and get started with Wandace today!
# Create new company
Creating a new company in Wandace is simple and follows the same intuitive steps as the initial onboarding process. This allows you to define each company’s preferences individually for a more personalized setup.
**Step 1: Access the Subscriptions Section**
* From your main menu, navigate to **Settings**.
**Step 2: Open the Company Options**
* Find the **Company** block and click on the three dots (•••) in the top-right corner of that block.
**Step 3: Select “Create Company”**
* Click on the **Create Company** option from the dropdown.
**Step 4: Complete the Onboarding**
You will be redirected to the onboarding flow, where you can:
* Enter the **company name**
* Choose your **sales channels**
* Select the **features and preferences** that best match your business
Once completed, a new company will be created with its own tailored setup, and you’ll be able to manage it independently from your other companies.
# Manage your taxes
The **Taxes** section helps you define and control the tax rates that apply to your products. You can create, edit, or delete multiple tax configurations to suit your business needs.
**Step 1: Go to the Settings Page**
* From the main menu, navigate to **Settings** and locate the **Taxes** block.
**Step 2: Create a New Tax**
* Click on the three dots (•••) in the top-right corner of the Taxes block and select **Create Tax**.
* You can create as many tax rates as needed (e.g., 19%, 20%, 16%).
**Step 3: Edit a Tax**
* To make changes to an existing tax, click on the **Edit** button next to the tax you want to update.
* You’ll be able to modify the rate or any other necessary information.
**Step 4: Delete a Tax**
* If you want to remove a tax rate, open the **Edit Tax** modal, click on the three dots (•••) in the top-right corner, and select **Delete**.
* This section allows full flexibility to manage taxes according to your business and regional requirements.
# Market pricings
The **Market Pricing** section allows you to manage the pricing of your product variants across different channels or regions. You can create, edit, and delete market pricing rules to provide your products with tailored prices for various sales platforms or markets.
**Step 1: Navigate to the Market Pricing Section**
* Go to the **Settings** menu from the main dashboard.
* The third block on this page contains the **Market Pricing** section.
**Step 2: View Default Market Pricing**
In the **Market Pricing** block, you will see a default market pricing already created. This serves as the baseline pricing for all your products, but you can customize it and create additional pricing rules as needed.
**Step 3: Create a New Market Pricing Rule**
* Click on the three dots (**•••**) on the right side of the **Market Pricing** block and select **Create Market Pricing**.
* Fill in the following details for your new market pricing:
* **Name**: Assign a name to your market pricing (e.g., “WooCommerce,” “Europe,” “Black Friday Sale,” etc.).
* **Currency**: Define the specific currency for this market.
* Click **Create** to create your market pricing rule.
**Step 4: Edit an Existing Market Pricing**
* In the market pricing table, click on the market pricing you want to edit. This will automatically open an edit modal for you to update the market pricing.
* Update the pricing details as needed and click **Save** to finalize the changes.
**Step 5: Delete a Market Pricing**
To delete a market pricing:
* Click the three dots (**•••**) within the **Edit Market Pricing** modal and select **Delete Market Pricing**.
* Select **Delete**.
* Confirm the deletion when prompted.
**Step 6: Assign Market Pricing to Product Variants**
Go to the **Products** section and select the product for which you want to set market pricing.
* In the product details page, click on the three dots (**•••**) and select **Edit Product**.
* In the **Pricing** tab, you'll see the list of market pricing rules you've created. Select the appropriate market pricing (e.g., "WooCommerce" or "Europe") and assign different prices to this product based on the pricing rule.
* Click **Save** to apply the changes.
# Printers
Wandace supports all thermal printers, ensuring you have the flexibility to choose the right printing solution for your business needs ;).
**Step 1: Download PrintNode App**
* Go to the [PrintNode installation page](https://www.printnode.com/en/docs/installation) and download the PrintNode App on your main computer.
* Follow the installation instructions provided on the website.
**Step 2: Sign Up for a PrintNode Account**
* After installing the app, sign up for a free PrintNode account. No payment information is required.
* Once signed up, enter your email address and password on the PrintNode Client login screen to access your account.
**Step 3: Navigate to the Printers Section in Wandace**
* In the Wandace main menu, go to the **Current Store** section.
* Click on the **Printers** option to access the printer management settings.
**Step 4: Create Printer Manager Client**
* Click the **Create Printer Manager Client** button.
* A modal will appear where you need to enter the same email address and password you used to sign up for the PrintNode app.
**Step 5: View Connected Printers**
* Once your credentials are verified, you will see a list of all printers connected to your main computer or laptop.
**Step 6: Access Printers in Wandace Sale Point App**
* In the Wandace Sale Point App, you will also see the same printers listed, allowing you to easily print invoices or sales receipts when needed.
This guide will help you integrate your printers with Wandace for efficient printing.