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Create Workflows
12 articles in this collection
Create Workflows
Create your first order
To create your first order navigate to Orders -> Sale Orders and click on Add…
Written by: eswap_gh
Last Update: October 24, 2024
Fulfill your first order
You’ve 2 options to mark orders as Fulfilled in eSwap. Mark as Fulfilled manually…
Written by: eswap_gh
Last Update: August 11, 2022
Cancel your first order
To cancel an order you need to navigate to the Orders page and click on…
Written by: eswap_gh
Last Update: August 11, 2022
Refund your first order
Once an order has been paid or fulfilled you can easily Refund it. Go…
Written by: eswap_gh
Last Update: August 11, 2022
Getting Started
Choose or Change Base Currency
After creating a new account in eSwap, we’ll suggest you confirm your base currency which…
Written by: eswap_gh
Last Update: September 19, 2022
How to Add Your First Store
To add a new store you need to go to Available Apps. Here you can…
Written by: eswap_gh
Last Update: September 19, 2022
Setting tax types
You can add tax types from Settings ->General -> Tax Types. Here you can see…
Written by: eswap_gh
Last Update: September 19, 2022
Choose Payment Methods
You can add Payment methods from Settings -> General -> Payment Methods. Here you can…
Written by: eswap_gh
Last Update: September 19, 2022
Configure your General Payment Terms
You can add Payment Terms from Settings -> General – > Payment Terms. Here you…
Written by: eswap_gh
Last Update: September 19, 2022
Select your master inventory shop
When you have more than one sales channel integrated you need to select one that…
Written by: eswap_gh
Last Update: September 19, 2022
How to Clear Demo Data
After creating your eSwap account we’ll create demo data for you. To clear a demo…
Written by: eswap_gh
Last Update: September 19, 2022
Configure SMTP or Gmail API
To give SMTP configurations you need to navigate to Settings -> General -> SMTP configs….
Written by: eswap_gh
Last Update: September 19, 2022