Alumnly’s Shop module allows institutions to sell memorabilia, books, and other merchandise to alumni. The Shop module provides institutions with enhanced e-commerce capabilities, including inventory tracking, product attributes (size, colour), and order management.
Step 1: Accessing the Shop Module
- Log in as an Admin on your Alumnly site.
- Navigate to Shop from the main menu.
Shop Module Overview:
The Shop module consists of two main sections:
- Products Page – Allows you to set up, add, and manage products.
- Orders Page – View and manage orders placed by alumni.
The Products Page allows you to:
- Set up notification & payment settings
- Add new products
- Manage product inventory (stock levels)
- Edit, delete, archive, or clone products
The Orders Page allows you to:
- View all alumni orders
- Manage order statuses (pending, shipped, delivered, etc.)
Step 2: Setting Up the Shop Module
Before adding products, configure the Shop settings:
- Navigate to Shop > Products and click “Setup”.
- Enter the following details:
- Purchase Notification Email – The email address that receives purchase notifications when alumni buy products.
- Payment Invoice Email – The email address where order invoices are sent (e.g., your institution’s finance team).
- Stripe Payment Gateway – Click “Connect” to link your Stripe account. This ensures that all payments go directly into your linked bank account. Set your currency from Site Settings > Payment Gateway page.
- Click “Save” to apply changes.
Step 3: Adding a New Product
- Navigate to Shop > Products.
- Click “Add New Product” to open the product creation page.
- Fill in the product details:
- Product Name – Enter the item’s name.
- Main Description – Add a detailed description of the product.
- Product Attributes –
- Select “Yes” to add attributes (e.g., Colour, Size, Stock levels).
- Select “No” if the product doesn’t require variations but still needs stock tracking. Enter stock level for this product.
- Product Image – Upload up to 4 images to showcase the product.
- Featured Product – Tick this option to highlight the product at the top of the store.
- Enable/Disable Product –
- Enabled – The product is live and available for purchase.
- Disabled – The product remains in Draft Mode until activated.
- Price – Click the pencil icon to edit and enter the item price.
- Shipping Cost – Click the pencil icon to set domestic & international shipping fees.
- Click “Save” to save and continue editing or “Save + Exit” to return to the Products page.
Step 4: Managing Products in the Shop
Step 4.1 Viewing a Product
- Navigate to Shop > Products.
- Click the View (eye) icon under the Action column to preview the product.
Step 4.2 Editing a Product
- Navigate to Shop > Products.
- Click the Edit (pencil) icon under the Action column.
- Make necessary changes.
- Click “Update” to save changes or “Update + Exit” to return to the Products page.
Step 4.3 Deleting a Product
- Navigate to Shop > Products.
- Click the Delete (trash) icon under the Action column.
- Confirm deletion to permanently remove the product.
Step 4.4 Archiving a Product
- Navigate to Shop > Products.
- Select the checkbox for the product(s) you want to archive.
- Click “Archive” – This moves the product(s) to the Archive section, making them unavailable for purchase.
Step 4.5 Cloning a Product
- Navigate to Shop > Products.
- Select the checkbox for the product you want to clone.
- Click “Clone” – This creates a duplicate product listing, which is useful for selling similar items like ties, pins, or clothing in different sizes.
Step 5: Managing Orders in the Shop
When alumni make a purchase, an email notification is sent to the Purchase Notification Email and Payment Invoice Email (configured in the Setup section).
To view and manage orders:
- Navigate to Shop > Orders.
- The Orders Page displays:
- Order ID – Unique identifier for tracking.
- Order By – Name of the alumni who placed the order.
- Order Date – The date and time when the order was placed.
- Status – Displays order status (Pending, Placed, Shipped, Delivered, Cancelled, or Abandoned).
- Amount – Total purchase amount.
Step 5.1 Managing Order Status
- Click on an Order ID to open the Order Details page.
- View key details, including:
- Number of items ordered
- Item cost & shipping charges
- Shipping address
- Current status
- Click on “Status” to update the order:
- Pending → Order placed and still awaiting payment
- Order Placed → Order has successfully been placed
- Shipped → Order has been dispatched
- Delivered → Order has reached the alumni
- Cancelled → Order was cancelled
- Abandoned → Order was not completed
Updating the order status as you progress helps you track the purchases and ensures smooth order fulfillment.