Quick Start Guide

Sign up your Shop

1. Navigate to Create a Shop

Start off by visiting the main Opllo site. On the top right cornor, you will notice a heading called Create a Shop. Upon clicking you will be redirected to a form where there will be a brief questionare about you and your company. Please ensure to fill out as many details as possible as it helps with the review process and eases the approval on the Opllo end.

2. Check boxes if applicable

If your business happens to be a Minority-Owned Business or Woman-Owned Business, please specify so.

3. Agree to Terms and Conditions

Conclude by accepting the terms and conditions and validating the bot check. Then click submit.

Account Verification

1. Email Notification from Opllo Team

Upon submission of a vendor account, the vendor information will be verified and an account will be granted for the user. Users are required to activate their newly created account via a confirmation link sent to the email address entered in the submission form. Verification of email address helps to reduce spam and also make sure that the registered email belongs to that member.

2. Check Spam Mail

If in the case that you have not receieved an email notification from Opllo, ensure you have checked Spam emails as there are times when emails end up in the Spam folder.

Passowrd

Congrats on being approved with Opllo! Our goal with Operation Local is to assist your business in generating a new stream of revenue during this pandemic. There are a few additional steps to get your account set up before listing products.

NEW PASSWORD (optional)

First, let’s change your password to something more memorable. (If you’re seeing this email before you received a password, check your spam for the email with password information.)

  • Navigate to the profile icon in the upper right corner of the screen and select Edit Profile. Once there, you may change your password and complete any missing information in the Contact Information and Shipping Address.
  • When completed, click the Save button in the upper right corner.
  • Connect Account to Stripe

    CONNECT STRIPE ACCOUNT

    If you do not have a stripe account, refer to https://dashboard.stripe.com/register to register for your Stripe account or continue to follow the steps below.

    *Note: Stripe transaction fees are separate from Opllo and are currently 2.9% + .30 cents per transaction)

  • In your dashboard, navigate to the main menu bar and select Shop Account > Shops
  • Next, on the shops page, select the name of your shop.
  • Once selected, scroll down to the bottom of the page under the General tab, and select the button “Connect with Stripe”.
  • If you do not have a stripe account, you may complete the requested information during this section or if you have a stripe account, you may simply log in with your stripe account in the upper right hand corner.
  • After the stripe account is connected, you should see your account number along with a “Disconnect account” button at the bottom of the general tab.
  • Set Shipping Methods

    1. What is a Shipping Method?

    A shipping method is a set of rules and parameters to calculate the cost of shipping orders to buyers depending on.

    2. The Administration → Shipping & taxes → Shipping methods

    The Administration → Shipping & taxes → Shipping methods page contains an editable list of shipping methods present in the store. The following are parameters used to calculate the cost of shipping orders:

  • Shipping address.
  • Order total.
  • The weight of items in the order.
  • The number of items in the order.
  • Settings of specific products.
  •  

    Create a Product

    1. Adding One Product

    Go to Products → Products in the administration panel of your store, then click the + button in the upper right part of the page. The product creation page will open. Configure the required properties of the product. You’ll be able to edit the product properties later at any time. Click the Create button.

    2. Adding Multiple Products

    Go to Products → Products in the administration panel of your store. Add products and fill in the empty fields. Click Create.

    3. Cloning a Product

    If you plan to have several products with identical properties, you don’t need to create each of them manually. Instead of specifying the product properties each time that you add a new product, you can: Set up one sample product with the common properties. Clone the sample product. Change the names and individual properties of the clone products.

    4. Editing Multiple Products at Once

    You can edit the properties of a group of products. Go to Products → Products in the administration panel of your store. Select the the products that you’d like to edit by clicking on them. Click Edit selected above the list of products. A pop-up window will open. Tick the checkboxes of the product properties you’d like to edit, then click Modify selected. The selected products and their properties will appear on one page. Edit them, then click the Save button in the top right corner.

    Location

    3. LOCATION DATA & Other Tabs

  • In the General tab, complete all other fields that are missing. In particular, complete the Location field. The Location field corrolates to Google Maps and allows your store to be listed as a shop in local searches.
  • After location data is added, click save in the upper right corner.
  • From here, you may follow the remaining tabs in order to add a description of your store, your logo, terms & conditions, (and in the future, change your vendor plan. For now, all vendor plans are set to Beta Limited).
  • Once we receive notification this data is complete, we will activate your shop and you’ll be able to publish shipping methods and products! Congratulations and thank you for joining Operation Local. For any questions regarding setup or in general, email us at opllo@cvky.org.

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