User Guide

Welcome to Shopery’ Backoffice User Guide!

This guide is designed to help you navigate and make the most of the features available on our platform. Whether you're a first-time user or more experienced, this guide will provide you with step-by-step instructions, best practices, and helpful tips to ensure you have a smooth and efficient experience.

Our platform is user-friendliness in mind, offering a wide range of tools and functionalities tailored to meet your needs. From managing your account to utilizing main features, we have you covered.

What You’ll Find in This Guide:

  • Getting Ready: Setting up your account, logging in, and familiarizing yourself with the interface.
  • Main Features: Detailed instructions on how to use the platform's main functions, such as, orders, catalog, sourcing, user, roles and permissions.
  • Troubleshooting: Solutions to common issues and how to get support when needed.

Our goal is to make sure you feel confident using the platform, allowing you to focus on what truly matters. Let’s get started!

Getting Started

The article explains how to set up companies and users on the platform, emphasizing the importance of user states for managing access and compliance. It outlines three registration methods: storefront onboarding, backoffice admin creation for existing companies, and API management, with links to additional resources for each.

October 11, 2024
Getting Started via Backoffice

Step-by-step guide for new users to log into the platform via backoffice after being created by an administrator. It covers checking for welcome emails, setting a new password, logging in, accessing personal account information, and verifying roles and permissions to ensure a smooth experience on the platform.

October 9, 2024
Getting Started via Storefront

How to register as a user and create a company via a storefront, guiding through three mandatory steps: providing user, company, and address details, followed by an optional custom field step. After validating the email address, users can log in with temporary roles, edit company and personal information, and, once fully enabled, access all platform functionalities based on assigned roles and permissions.

October 9, 2024
Troubleshooting: Frequent Questions

Here you can find common troubleshooting questions and answers for using a platform

October 17, 2024
My Account

This article will walk you through how to manage your account on the Shopery platform effectively. We'll cover everything from updating your personal information to managing your password and language, ensuring that you have complete control over your account and profile.

October 17, 2024
Creating RFQ Events

This article is a guide for all the users who want to create a RFQ Event. It will guide you through all the steps and concepts involved you need to understand to create a successful Request for Quotation event

October 31, 2024
Managing Administrative Live Console

Once your RFQ event is live, this article will guide all the administrators of RFQ event through the managing of the live console. You will find step-by-step instructions and the main concepts involved to successfully monitoring your event.

October 17, 2024
Submitting a Quote in a RFQ Event

This article will guide suppliers through the process of submitting a quote. You will find step by step instructions and concepts involved when submitting a quote.

October 31, 2024