Spillover eCommerce Store Guide

Spillover eCommerce Store Guide

Access Your Store

Command Center Dashboard 

After logging into the Spillover Command Center, your homepage dashboard displays an eCommerce Sales widget with:

  • Year-to-date sales total
  • Number of unprocessed orders

An order is considered Unprocessed until its Shipping Status is updated from Unshipped. This status is also used to track pickup orders.


*Note: Dashboard totals in the widget are not updated in real time and may be slightly delayed.

Open the eCommerce Dashboard

From the left navigation, select eCommerce Store to access your store dashboard.


Managing Orders

View Incoming Orders

Navigate to: Command Center → eCommerce Store → Orders
The Orders screen displays every order placed through your store, including:

  • Order number
  • Customer email
  • Order total
  • Payment status
  • Shipment status
  • Order date and time

Select an Order Number or click the Edit (Pencil) icon to open the complete order details.


Export Detailed Order Report

Export your orders to CSV to access complete order details, customer information, item history, shipping and pickup details, gift information, payment and fulfillment statuses, and more. Once exported, you can sort, filter, and analyze the data in Excel or your preferred spreadsheet application. 


Merchant Order Process

After a customer completes checkout:

  1. The customer receives an order confirmation email.
  2. Your business receives a matching order confirmation email.
  3. Prepare the order for pickup or shipment.

Order Confirmation Emails

Sent to merchant and customer, includes order details: 


Shipping an Order

Merchant should create a shipping label using your preferred shipping carrier. You can:

  • Purchase and print a shipping label through your carrier account (recommended), or
  • Prepare the shipment and purchase postage directly with the carrier.
In either case, the shipping cost collected at checkout should closely match your expense. 

*Note, Shipping Rates

The shipping amount collected during checkout is calculated in real time using the integrated carrier's shipping calculator, based on the total package weight, dimensions, destination, and shipping method. If the shipping charges shown during checkout are consistently different than expected, verify that your product weights and package dimensions are accurate in your eCommerce settings.

Gift Orders

Customers can mark eligible purchases as a Gift during checkout.


Gift orders may include:

  • Gift message
  • Requested shipping date
  • Gift sender information

Gift details appear on:

  • Merchant order confirmation emails
  • Order exports
  • Individual order details


*Note, Gift Orders

If you offer gift orders, consider establishing an internal fulfillment process to distinguish from standard orders. For example, you may choose to include the gift message, sender information, or a personalized note inside the package before shipping.

Manage Ship Status 

Open the order and select the Shipments tab. From here you can review complete order details and complete these actions: 

  • Update the shipment status
  • Add tracking information (optional)
  • Export order details or print/save an order summary
Marking an order as Shipped completes the fulfillment process in the dashboard view and removes this order from your list of unprocessed orders.


*Note, Ship Statuses

Order shipment statuses in the dashboard are for internal order management only and do not trigger any shipping or fulfillment actions. Shipping must be completed separately using your preferred carrier and process. Updating an order to Shipped is optional and simply helps you track fulfillment progress, especially when managing a high volume of orders.

Refund or Void a Payment

Open the order and select the Payments tab.

Available actions include:

  • Void a payment (X)
  • Issue a partial or full refund (>)

When processing a refund:

  1. Enter the refund amount.
  2. Select a refund reason.
  3. Submit the refund.

A refund reason is required before the transaction can be completed.



State Changes

This overviews the order "State" history with different statuses: 
  1. cart - One or more products have been added to the shopping cart.
  2. address - The store is ready to receive the billing and shipping address information for the order.
  3. delivery - The store is ready to receive the shipping method for the order.
  4. payment - The store is ready to receive the payment information for the order.
  5. confirm - The order is ready for a final review by the customer before being processed.
  6. complete - The order has successfully completed all of the previous states and is now being processed

Product Management

Products

The Products page lets you create and maintain items available in your online store. From this screen you can:

  • Add new products
  • Edit existing products
  • Clone products
  • Delete products

Products remain listed here whether they are currently available on your storefront or not.

Product Details

To edit a product, select its name or click the Edit (Pencil) icon.
To create a new product, click + New Product.


  • Name, The product title displayed to customers.
  • Description, Details about the product, including features, ingredients, or other important information.
  • Price, The customer-facing purchase price for the product.
  • Product image, The primary image displayed for the product in the online store. +additional views
  • Available On, Controls when the product is available for purchase.*
  • Discontinue dates, Controls a final date for availability.
  • Display date field, Used if the product needs a date selection on the item page.
  • Inventory and stock settings, Manage stock levels, availability tracking, and inventory limits.
  • Maximum purchase quantity, Sets the maximum number of units a customer can purchase per order.
  • Shipping weight and dimensions, Defines package details used to calculate accurate shipping rates.
  • Shipping Category, Typically assigned as default unless "Digital" used for gift cards. 
  • Product variants, Create options such as size, flavor, color, or other selectable product choices.
  • Categories, Organize products into groups to improve browsing and store navigation.
  • Tax category, Assign the appropriate tax rules or category for the product.
  • Shipping category, Define shipping settings or rates that apply to the product.
  • Metadata, Customize the search engine title, keywords, descriptions for the product page.
*Once a product's Available On Date has passed, it will be marked as discontinued. To view discontinued products, go to the Products page, click Filter, and select Show Discontinued.


Product Images

Within a product, open the Images tab to:

  • Replace an existing image
  • Upload additional images


Categories

Use Categories to organize products on your storefront. You can create:

  • Categories
  • Subcategories

These determine how products are grouped for customers while browsing your store.



Digital Gift Cards

Digital Gift Cards automatically generate a unique gift card code when purchased.


After purchase:

  • The customer receives an email containing the gift card code.
  • Your business receives an order confirmation with the gift card code and purchase amount.

Gift cards can be redeemed on supported Spillover Online Ordering and Spillover eCommerce stores.



Store Settings


Highlight products on your storefront homepage by managing the Featured Products section.



Email Customization

Customize customer email templates using the built-in editor.

You can edit the messaging included in store emails and save your changes at any time.



Checkout Customization Options

Customize your checkout experience by enabling optional fields, including:

  • Order Notes, Allow the user to type notes about an order as they checkout.
  • Terms & Conditions, Create a custom Terms & Conditions statement that users must agree to before purchasing products, i.e., Age Verification for purchasing alcohol.
  • Birthday collection,  Can require a customer to input Birthday information to purchase products. This may be helpful when trying to verify age or to create custom email marketing based on birthdays. These settings can be used for customer instructions, age verification, or marketing purposes.
  • Order Pickup Date, Allows merchants to create a checkout date selection for pickup items.

Pickup Date

Allows merchant to configure customer pickup date and time selections during checkout for eligible pickup items.

Add Schedule
Create a new pickup schedule by configuring:

  • Start and End Dates: Define the timeframe when pickup scheduling is available.
  • Pickup Time Slots: Set available pickup intervals (for example, every 15 minutes).
  • Lead Time: Specify the minimum preparation time required before an order can be scheduled (for example, 1 hour or 24 hours in advance).
  • Availability Days and Times: Set the days of the week and hours when pickup is available.

Edit Schedule
Update existing pickup availability, including open days, hours, and time slot settings.

Add Blocked Range
Temporarily remove availability by setting a start and end date/time range when pickup orders cannot be scheduled.