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Complete Setup Guide

Once you’ve completed the steps in the Quick Start Guide, you can customize the way you run your business and set up additional features.

Table of Contents

Store Settings

Policies & Receipt Signature

The app comes preloaded with default messaging. Please review and update it with your own store’s shipping and return policies.

These policies will be visible to your customers on invoices and receipts, as well as your Online Store.

Inventory Settings

Inventory Visibility for your Online Store: Set your default product visibility for new inventory items. This feature applies to all new items added through your app or Online Portal via wholesale receiving and inventory uploads. While you can still individually adjust the visibility of each item, this default setting will save you a significant amount of time.

💡 Tip: Keeping this toggled OFF allows you to first showcase items to your customers when you go live on Facebook with Reply to Buy, and then you can decide when you want to make them visible on your Online Store.

Invoice Settings

Due Dates: Setting invoice due dates gives your customers an incentive to pay for their invoice before it expires. Expired invoices will be automatically canceled, eliminating the need for you to manually do so. This ensures a tidy ‘Invoiced’ Orders screen and allows your inventory to be available to sell to other customers.

You may set the number of days your customers have to pay an invoice OR schedule all invoice due dates for the same day each week.

By default, invoices are due by 11:59 PM in your store’s time zone.

Reminder Emails: Set up automatic email reminders for customers with unpaid invoices before their due date. This eliminates the manual task of resending invoices and saves you time in the long run.

Shipping

Free Shipping Setting: Enabling this setting will allow you to set the minimum dollar amount that qualifies an order for free shipping.

Shipping By Weight: Easily configure your shipping costs based on the total weight of items in pounds and ounces. This feature ensures accurate shipping charges for orders that do not qualify for free shipping.

Shipping Cost Presets: Streamline your shipping process by defining two of your most common shipping costs. These presets enable faster and more efficient manual entry, saving you time on orders and ensures consistent shipping cost calculations.

Order Pick Up: Save on shipping costs and provide your customers with flexibility by enabling the Order Pickup option. When activated, online store customers can conveniently choose to pick up their order in person instead of having it shipped.

Ship Order Default: 

When enabled, this feature ensures that shipping is automatically applied to all in-app orders, eliminating the task of manually adding shipping to each order. While you can still edit shipping for individual orders, this default setting will save you a significant amount of time.

💡 Tip: Quickly turn off default shipping when selling at in-person events, allowing for seamless transition between invoicing and in-person sales.

Your Online Store

Cart Timer:

Choose how long Online Store customers have to check out once they place an item in their cart. This setting also applies to carts created from Reply to Buy™ claims.

Enable your Online Store: 

Your Premiere Online Store allows your customers to browse your inventory and place their own orders – all while updating your inventory in real time.

* Your merchant account must be approved before you can enable your Online Store.

Note: Your customers will not be able to check out in your Online Store until you turn it on in Settings.

From the main menu, go to Settings. Under ‘Your Online Store’, toggle ON the ‘Online Store’ option.

Learn about customizing your Online Store >

Payment Processing & Banking

Request your ProPay Prepaid Mastercard®

Open Settings > ProPay Card > Request Card.

  • Instant access to your funds.
  • Direct Spending: Use funds directly from your ProPay Merchant Account without the need for bank transfers.
  • Simplified Expense Management: Keep your business expenses organized and separate from personal finances.

Add Ons

Live selling with Reply to Buy™: 

This built-in comment catching feature that will allow you to create and host live events on Facebook and convert comments into sales with online checkout – all while updating your inventory in real time. 

Connect the app to your Facebook Business Account: Reply to Buy Setup >

ShippingEasy: 

Take advantage of the app’s integrated shipping partner with the lowest USPS shipping rates in the industry! Saving you time and money, ShippingEasy allows you to manage your orders, automatically create shipping labels, and market to your customers.

ShippingEasy Setup >

Import your inventory

Note: Importing your inventory is NOT required to start selling (see how you can add items to inventory as you add them to an order)

Having some inventory imported is useful when using features such as your Online Store and Reply to Buy™.

Ways to add inventory >