Login to Payex’s portal #
- Log on to our portal at https://portal.payex.io/Home, and key-in your credentials.
Create products #
- Click “Products”
Add new products #
- Click “+ New product”
Fill out product info #
A – fill out “Product Info”
B – check the box if product requires shipping or pick up, please refer to Step 6 for more information
C – toggle right the button to “Active”
The system does not allow you to remove created product, so that you can toggle left the button if you do not want your product to be displayed in shopping cart
Add option (if any) #
A – click “Add Option”
B – toggle right the button to “Active”
C – check the “Default Option” if you would like to display this option as the default option
Configure your shipping / pick up #
- Click “Configure now“
- Will navigate you to Delivery & Pickup Configuration
- Toggle the relevant button if you would like to arrange deliver / pickup (you can enable both as well)
- A – please choose either Automated Delivery or Own Delivery
Fill out relevant information #
Save your configurations #
- Click “Save“
Add product into shopping cart #
- Add your product into shopping cart by selecting the relevant category
- Click “Save Product”
Add new / edit shopping cart #
- You can add new / edit your shopping cart whenever you want
- Click “Valentine” to view your product
Share shopping cart URL to your customer #
- Copy the URL and share it to your customer
- Your customer clicks “Add to Cart”, fill out the delivery information, choose delivery / pick up (if applicable) and proceed to checkout
Check your order #
- Click “Order” to view your order status made from shopping cart
- You can click to view your order / update order / delivery details
