CMS Flowchart
This Flowchart shows an overview of creating and managing Tenant from Admin.
timeline
title Register on Retail Xen
section New Tenant Registration
Step 1: Visit Retail Xen Registration link : Register with the Business Name, Phone, and Email
Step 2: If Registered with New Phone Number : Password will be autogenerated for New Tenant
Step 3: If Registered with an Existing Phone Number : OTP sent to Phone Number needs to be confirmed
Step 4: Download Tenant Credentials and save
Step 5: Go to Admin Panel Dashboard%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Setup Website Shop from Admin
section Steps to Setup Shop for the Website
Step 1: Setup Shop Logo, Name, Slogan, and Description
Step 2: Setup Shop Business Name and Shop Type
Step 3: Upload Trade License, TIN, and BIN Number
Step 4: Add Support Email, Phone Number, and Social Media
Step 5: Review Basic Settings, Branches, and Counters
Step 6: Configure Payment and Shipping Gateways
Step 7: Setup Policy Pages on the Website
%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Create New Customer
section Create Regular Customer
Step 1: Create New Customer with Name and Phone Number
section Create Credit Customer
Step 1: Enable and Issue Credit Limit
Step 2: Allow Customer to use Credit Limit
Step 3: Credit Limit will only apply on Orders from Admin Panel
section Create Credit Supplier
Step 1: Use Enable Supplier button to Create Supplier
Step 2: Add Supplier Contact and Bank Account Details%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Create Credit Supplier
section Ways to Create New Credit Supplier
Step 1: Create New Supplier with Name and Phone Number : Or, enable New Credit Supplier from Credit Customer
Step 2: Shop Owner cannot purchase Product until Supplier is created
section Activate Credit Supplier
Step 1: Issue Credit Limit to Supplier and allow using Credit Limit
Step 2: Import Ledger for Supplier if they have previous transaction
Step 3: Add Supplier Contact and Bank Account Details
Step 4: Purchase Product Stock from Supplier as Shop Owner
Step 5: View Invoices and Ledger Breakdown%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Create New Product
section Create New Product from Global Product Templates
Step 1: Select Predefined Product Template from search
Step 2: Set Product Prices and select Product Stock Model
Step 3: Set Product Condition, Stock Count, Order Limit
section Create Custom Product from Scratch
Step 1: Type Product Name on Search Box and click Add New
Step 2: Set Product Details, Attributes, Images
Step 3: Set Product Prices and select Product Stock Model
Step 4: Set Product Condition, Stock Count, Order Limit
Step 5: Create Cart Notice, Button Label, Notes, After Sales Message%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Create New Order
section Create Orders for Customers from the Admin Panel
Step 1: Fill Customer Information
Step 2: Add Products to Cart
Step 3: Select Shipment and Payment Options
Step 4: Check New Order and Print Invoice
Step 5: Verify Pending Orders and Update Order Status
Step 6: Check Order Cost Basis Summary%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Configure Product Settings
section Set Product Settings Modules for Website
Brands: Search Global Brands or Create New Brand
Galleries: Create Product and Branch Gallery
Warranty Plans: Create Custom Warranty Plans
Product Categories: View Predefined Product Categories
Tags: Create Parent and Child Tags
Tags on Website: Use Tags as Website Category%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Use Default Category or Custom Tag
section Use Default Product Categories on the Website
Step 1: View List of Predefined Product Categories from Product Settings
Step 2: Select appropriate Category for each Product during Product creation
Step 3: Categories assigned for Products will show on Website
section Use Custom Tags on the Website instead of Default Categories
Step 1: Create Parent and Child Tags from Product Settings
Step 2: Select Custom Tags for each Product during Product creation
Step 3: Go to Basic Settings on Tenant Config from Config for your Business under General Settings
Step 4: Under Product Category, enable the option - Commerce Category as Tag
Step 5: Tags assigned for Products will show on the Website%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Configure Content Management
section Manage Default Pages for Website
Step 1: Setup Home, EMI, Shipping, Refund, Contact, and Privacy Pages
section Create Custom Pages
Step 1: Create Page Name, Slug, Title, Subtitle
Step 2: Add and Rearrange Widgets on Page
section Add Widgets on Pages
Step 1: Create Text Widget, Image Widget, Banner Widget, Product Widget, Category Widget
Step 2: Activate Call-To-Action Button with Button Link and Button Text
Step 3: Configure Widget Options - Edit Content Box, upload Image, Add Alt Text, Image Link, Choose Layout, Select Tag or Category, and set Max Quantity%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Create Menu within Default Header
section Create Dropdown style Menu from any Main Menu within Website Header
Step 1: Click Add button from Custom Link
Step 2: Set Title and Update to create New Menu
section Create Sub-Menus under Main Menu within Website Header
Step 1: Click Add button from Custom Link to create Sub-Menus
Step 2: Drag them under Main Menu to convert them into Sub-Menus
Step 3: Retrieve Relative Links for all the Sub-Menus
Step 4: Visit Website Shop Page, open target Sub-Menu, and copy its relative link from URL search bar
Step 5: Add Title and Relative Link on each Sub-Menu to activate them%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Configure All Settings
section Setup General Tenant Settings
Basic Settings: Enable Website, PC Builder, Requires Payment, Tags as Product Categories, Phone and Email verification toggles, setup Messenger widget for Website
Theme Settings: Select theme colors, fonts, and preferred layout for Website
Invoice Layout Settings: Select Invoice print layout from Point of Sales (POS), A4, and Letter formats
Branch Settings: Create Branch with Contact details and Address, Add Branch Type, Gallery, and set Schedule
Counter Settings: Create and set Counters under Branches, activate or deactivate Counters as needed%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Payment and Shipping Gateway Settings
section Configure Payment Gateways
Cash on Delivery: Set Minimum and Maximum amount, enable for Website, enable Fee, set Display Instruction
Bank Transfer: Set Minimum and Maximum amount, enable for Website, enable Fee, Add Bank Account, set Display Instruction
Credit Card, Cash, Cheque: Set Minimum and Maximum amount, enable for Website, set Display Instruction
On Credit (Due): Set Minimum and Maximum amount, enable for Website, enable Fee
PortWallet, SSLCommerz: Set Minimum and Maximum amount, enable for Website, enable Fee, add Test API Keys, set Display Instruction
Bkash, Nagad: Set Minimum and Maximum amount, enable for Website, enable Fee, add Test API Keys, set Display Instruction
Bkash (Manual), Nagad (Manual): Set Minimum and Maximum amount, enable for Website, enable Fee, add BKash or Nagad phone number, Upload QR Code, set Display Instruction
section Configure Shipping Gateways
Manual Shipping Gateways, In Store Pickup, Direct: Set Maximum value, enable for Website, enable Fee, set Fee Value, set Display Instruction%%{init: { 'logLevel': 'debug', 'theme': 'forest' } }%%
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title Taxation and Retail Channel Settings
section Configure Tax Groups for Products
Check List of all Predefined Global Tax Groups: Global Tax Groups with predefined Name, Description, HS Code, Tax Rules
Create New Custom Tax Groups: Add description, name, activate or deactivate Tax Group, input HS Code for target Product Category, and create New Tax Rule for Tax Group
Create Tax Rule to Assign for Tax Group: Add description, name, select Tax Variant for Tax Rule, enable Fee, activate or deactivate Tax Rule, add Compound or Priority attributes
section Configure Product Retail Channels
Setup Product Retail Channels: Add New Product Retail Channels with Names and Avenues
Setup Commerce: Enable or disable Commerce to show or hide Products on the Website