In business, it's essential to keep your store's information, such as the logo, contact details, and invoice texts, up to date. This tutorial will guide you through the process of updating store details like the logo, company contact information, header and footer text on sales invoices in Shoply. By following these steps, your changes will reflect automatically on the sales invoices.
Accessing the Store or Warehouse to Edit Information
To update your store’s information for sales invoices in Shoply, follow these steps:
Steps to Update Store Information
1. Log in to the Shoply system.
2. From the main menu, navigate to Settings > Stores.
3. In the stores list, locate the store or warehouse you wish to edit.
4. Click the Edit icon in the "Actions" column next to the store you want to modify.
Updating Store Information for Invoices
Once you have accessed the store’s edit page, you can modify the necessary fields:
Fields to Update
1. Store Name: Update the name of the store or warehouse as it will appear on the invoice.
2. Logo: Click Choose file to upload a new store logo that will display on the sales invoices.
3. Contact Details: Update the store's email, phone number, and address. These details will be included on the invoice.
4. Invoice Header Text: Add or update the text that appears at the top of your sales invoice, such as special instructions or company slogan.
5. Invoice Footer Text: Add or update the text at the bottom of your sales invoice, which can include legal terms, return policy, or promotional messages.
Saving Your Changes
Finalizing the Update
1. After you have updated all the necessary fields, click on Update Store to save the changes.
2. The changes will take effect immediately, and the updated information will be displayed on all future sales invoices.
Keeping your store information up to date is critical for maintaining a professional image and ensuring accurate communication with customers. By following the steps outlined in this guide, you can easily update your store’s information in Shoply and have it automatically reflected on sales invoices.
