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      How to Create a Shop

      Learn more about different ways to create a new shop.

      On this page:

      Activate commonsku Shops

      Shops permissions

      How to create a shop through the Shops tab

      How to copy an existing form to a new shop

      How to copy an existing shop into a new shop 

      FAQ

      Activate commonsku Shops

      An admin-level user needs to activate commonsku Shops and agree to the 2.5% transaction fee on orders placed.

      To activate commonsku Shops:

      1. Click into the Shops tab
      2. Select Activate Shops Feature

      Shop's 2.5% transaction fee is based on the subtotal of the final invoice(s), including additional product and service changes and excluding any credit card fees.

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      Shops permissions

      An admin-level user needs to grant permission to create/modify/delete shops before other users can start creating shops. 

      Touch base with your admin if you're unable to:

      • create shops
      • make changes to a shop
      • access orders from within a shop
      • delete a shop
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      How to create a shop through the Shops tab

      Learn how to create a:

      To create a Marketing Shop:

      1. In the Shops tab, click Create Shop
      2. Under Marketing Shop, click Create Shop
      3. Enter the shop's name in the "New Shop Name" field (you can re-name the shop afterward)
      4. Click Create

      To create a Pop-Up Shop:

      1. In the Shops tab, click Create Shop
      2. Under Pop-Up Shop, click Create Shop
      3. Enter the shop's name in the "New Shop Name" field (you can re-name the shop afterward)
      4. Select an existing client from the "Select Client" drop-down (you cannot change the client once the shop is created)
      5. Click Create

       

      commonsku Tip: Pop-Up Shops give you the ability to add a special retail price to each product. This means you can charge your shoppers one price and your end client another. Be sure to view/edit each shop item's retail price once the shop is created.

      To create a Company Shop:

      1. In the Shops tab, click Create Shop
      2. Under Company Shop, click Create Shop
      3. Enter the shop's name in the "New Shop Name" field (you can re-name the shop afterward)
      4. Select an existing client from the "Select Client" drop-down (you cannot change the client once the shop is created)
      5. Click Create

      You cannot change the shop type or the client account a shop is associated with. If you're unsure of what shop type to create, click here for additional resources, or follow the instructions below.

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      How to copy an existing form to a new shop

      To copy a presentation/estimate/order/invoice into a shop:

      1. In the presentation/estimate/sales order/invoice, click Actions > Copy
      2. In the "Type" drop-down, select Shop
      3. Click Create Shop under the appropriate shop type and follow the instructions listed above


      Copy Presentation To Shop

      commonsku Tip: If you created a Pop-Up Shop, you have the option to add a special retail price to each product. This means you can charge your shoppers one price and your end client another. Be sure to view/edit each shop item's retail price once the shop is created.

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      How to copy an existing shop to a new shop

      To copy a existing shop into a shop:

      1. In the shop, click Actions > Copy shop
      2. In the "Type" drop-down, select  either Popup, Marketing or Company
      3. If you're creating a Company or Pop-up Shop, select an existing client from the "Select Client" drop-down (you cannot change the client once the shop is created)
      4. Enter the shop's name in the "New Shop Name" field (you can re-name the shop afterward)
      5. Click Copy 

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      Please note that certain elements such as product art, custom checkout questions, coupon codes, and some other fields will not be copied over when you copy a shop. However, all other information including products and shop design will be successfully copied.

      FAQ

      Can I copy a shop?

      Yes you can!  You can refer to the steps here. 

      Can I change the shop type/client?

      There's no way to change the shop type or the client account a shop is associated with. The best practice is to start by creating a presentation, then copy the presentation to a new shop. The presentation acts as a template to go back to if you make the wrong shop type or create a shop under the wrong account.

      How many times can I copy a form to a shop?

      You can copy a form as many times as you need. Using presentations to create templates of shop products can save time for your entire team!

      Can I copy a form to an existing shop?

      The copy feature only works for new shops/projects; you'll need to add products directly to existing shops/projects.

      I copied a form to a Pop-Up Shop. Why are all the products $0?

      Pop-Up Shops add a retail price to each product. This means you can charge your shoppers one price and your end client another. The retail price automatically defaults to $0 since there are no retail values to copy from the presentation. Make sure you update each product's retail price to match the value you need.

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