Getting started
Admin: Home, the sidebar and the top bar
What Home shows, the rows under Needs you, the colours, the sidebar rows, search with ⌘K, the bell and the avatar menu.
The sidebar and the top bar are on every page of the admin.
Where: Home is the first row in the sidebar. The logo at the top left also leads there.
Home
Home has seven parts, top to bottom:
| Part | Shows | Opens |
|---|---|---|
| The greeting | A greeting and today's date, for example Mon 21 Sep · week 39 | – |
| The tiles | Revenue · 30d, Orders · 30d and Last 7 days, each with a small chart | Reports, Orders, Storefronts. Under the tiles: All reports → |
| Needs you | What is waiting for you, one row per item | The row you press |
| The red line | A divider. Above it is what waits for you, below it the overview | – |
| Recent orders | The five latest orders. Shown when there is an order | All orders → opens Orders |
| Storefronts · 7d | One row per storefront with the week's sales. Shown only with more than one storefront | Sales per storefront → opens Reports on the 7D window |
| The shortcuts | Activity log →, Settings → and Help & reference → | The page the link names |
The tiles
| Tile | Shows | Opens |
|---|---|---|
| Revenue · 30d | Money captured on orders placed in the last 30 days, in the base currency | Reports |
| Orders · 30d | Number of orders in the last 30 days, every status. The line below shows the average per order | Orders |
| Last 7 days | The week's sales summed over the storefronts. With one storefront the line below shows the number of orders | Storefronts |
The line under Revenue · 30d says which currencies are included. Orders without an exchange rate are left out, and the line says how many. Test orders are not counted, see Test orders. A dash (—) means the value could not be loaded. It never means zero.
Needs you
A row is shown only when its number is above zero. The number in the Needs you heading is the number of rows.
| Row | Means | Opens |
|---|---|---|
| 12 orders to ship | Paid orders that are not shipped and not held | Orders, filter To ship |
| 2 orders ready for pickup | Packed orders waiting for the customer to collect them | Orders, filter Ready for pickup |
| 3 abandoned checkouts | Checkouts that did not become an order | Abandoned checkouts |
| 4 variants low or out · 2 out | Variants with the badge OUT or LOW on the Inventory page: the mode Out of stock, or Automatic with 5 or fewer available. 2 out are the ones not sold now | Inventory, tab Low or out |
| 2 reviews waiting | Reviews waiting for moderation | Reviews |
| No storefront is live | No storefront is live. Shown only when the Setup row is done or hidden | Storefronts |
| Setup · 2 of 5 done · Next: Complete your VAT details → | The onboarding checklist, always last. See The onboarding checklist | Next opens the next step |
With no rows the list says Nothing needs you right now.
The colours
Each colour means the same thing everywhere in admin:
| Colour | Means |
|---|---|
| Red | Needs you now, for example a variant that is out of stock. Buttons that remove something, such as Delete and Refund |
| Yellow | Waiting for you |
| Green | Live, paid or done |
| Beige | The Setup row. Not an alarm |
| Black | The page's main button |
The sidebar
| Row | Sub-pages | Count |
|---|---|---|
| Home | – | – |
| Orders | Abandoned checkouts | Orders to ship |
| Products | Inventory, Categories, Add-ons, Attributes, Starters, Import, Search & synonyms | – |
| Customers | Access groups | – |
| Discount codes | – | – |
| Reviews | – | Reviews waiting |
| Reports | – | – |
| Storefronts | One row per storefront. Green dot: live. Yellow dot: private | – |
| Pages | – | – |
The sub-pages show when you are on the parent's page. A count is not shown at zero.
Under More, collapsed: Stack, Module catalogue, Messages and Activity log. The group opens when you are on one of its pages. At the bottom: Settings and Help & reference.
Team is under Settings › Team. API keys, Webhooks and Developer tools are under Settings › Developer.
The top bar
The top bar is on every page. It has the logo and the workspace name, the search button, the bell and your avatar.
Search with ⌘K
- ⌘K (Ctrl-K on Windows) or the Search or command button opens the search. From the first character Go to lists the sidebar rows and every storefront's tabs, for example Example AB · Analytics. From two characters it also searches products, orders and customers. Products match on title and slug, orders on order number and the customer's email, customers on name and email. ↑ and ↓ move, Enter opens and Esc closes.
The search does not list the tabs under Settings.
The bell
The bell shows the 20 latest notifications. A black number on the bell is the number of unread ones. An unread notification is in bold with a black dot. Mark all read marks them all as read. View all opens the full list. If the list cannot be loaded, the error shows in it with Try again. See Notifications.
The avatar menu
The avatar menu has Your account, Settings and Sign out and shows the workspace's plan. If you belong to several workspaces the menu lists them under Switch workspace, see Account, workspace and company profile. At the bottom is the build line, for example build abc1234 · 22 Sep. Support may ask you for it.
Help & reference
Help & reference at the bottom of the sidebar has four cards:
| Card | Content |
|---|---|
| Workflows | Four common tasks, each with a link to the admin and one to the handbook |
| Glossary | The words the admin uses, for example workspace, storefront and access group |
| Keyboard shortcuts | ⌘K / Ctrl-K, Esc and ⌘/Ctrl + Enter to save a customer note |
| Reference links | API documentation, Activity log and, for Owner and Admin, Developer tools |