Getting Started on Visualsoft

Welcome to the Kickstarter guide on Visualsoft where you can access all the information needed to import your products to understand the main features of the platform.

First here is a video showing you how the Visualsoft Admin looks and the basic functionality of the different areas.

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Our knowldgebase holds all the guides/articles you need to make a start or understand the basic functionality or features we offer on Visualsoft but here is a list of the guides you may find useful straight away.

Adding & Editing Brands -

This guide will show you how you can add brands directly into the Visualsoft Admin.

Adding & Editing Departments -

This guide will show you how you can add and edit departments also known as categories directly into the Visualsoft Admin.

How to add a product -

This guide will show you how you can add a product directly into the Visualsoft Admin, but we would recommend you add the products via the import spreadsheet.

Importing your initial data into Visualsoft -

This guide will help you get your data from your previous provider into the Visualsoft platform or if you don't have a previous provider, how to create your products in the import sheets.

Setting up your shipping -

This guide will help you understand how you can set your shipping up within the Visualsoft Admin and the different ways you can do this.

Sales & Discounts -

This guide will help you understand what different sales & discounts we can set up within the Visualsoft Admin and how you can set each of these different options up.

CMS & Static Pages -

There are pages you can create that aren’t directly selling your products, but can hold additional information like “About Us” or “Contact Us”, but you can expand these into how your loyalty scheme works or how to use your products.

This guide will show you how to create basic and advanced versions of these pages.

Order Management -

There are two guides to this section, but your order management is looking at the processing and completing of your orders as they come through onto the Visualsoft Admin, the other guide is how to refund an order and that can be found here.

Product Sashes -

This guide will explain what a product sash is and how you can create and apply them to your products.

Upselling -

Upselling is where you can add and start pushing other products you chose on your products, this guide will help you understand how they work and how you can start to add them against your products.

Promo Units & Banners -

This guide will teach you what a Promo Unit is and how you can either add more if you wish or link your newly added Promo Units against the relevant departments or tags.

Abandoned Basket -

This guide will explain how our abandoned order process works and how you can set up the connected emails and understand the report available once your site goes live.

Useful URLs -

This guide will show you how to quickly access certain departments/brands/tag and access specific sale products