nubeso

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POS & Retail

Setup for Ecommerce and Online Stores

Manage online sales, inventory, shipping, and integrations with Shopify or WooCommerce.

Intermediate14 min9 Steps

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Prerequisites

  • Online store created (Shopify/WooCommerce)
  • Products ready to list
  • Shipping strategy defined

Connect Your Online Store

Integrate Nubeso with your ecommerce platform: For Shopify: Install Nubeso app from Shopify App Store, For WooCommerce: Install Nubeso plugin from WordPress, For custom stores: Use Nubeso API integration. Authorize the connection and configure sync settings. Orders and inventory sync automatically.

Pro Tips

  • Test with a few products initially
  • Map product categories correctly

Sync Product Catalog

Import your online products into Nubeso: Products sync with names, descriptions, prices, Images and product variants, SKUs and barcodes, Categories and tags, Stock levels. Nubeso becomes your central inventory management system across all sales channels.

Pro Tips

  • Use consistent SKUs across platforms
  • High-quality images improve conversions
  • Optimize product descriptions for SEO

Configure Inventory Sync

Enable real-time inventory updates across channels: Stock levels update when sales occur online, POS sales reduce online inventory, Set low-stock thresholds and alerts, Prevent overselling with inventory reservations, Manage inventory across multiple warehouses or locations. Unified inventory prevents stock issues.

Important Warnings

  • Test inventory sync thoroughly
  • Set buffer stock for popular items
  • Monitor for sync errors

Set Up Order Management

Process orders efficiently from all channels: New online orders automatically create invoices in Nubeso, View order details (items, customer, shipping address), Print packing slips and shipping labels, Update order status (processing, shipped, delivered), Send shipping notifications to customers. Centralized order management saves time.

Pro Tips

  • Process orders same-day when possible
  • Update tracking numbers promptly
  • Monitor order fulfillment metrics

Configure Shipping Settings

Set up shipping methods and rates: Connect shipping carriers (USPS, UPS, FedEx), Set up shipping zones and rates, Offer free shipping thresholds, Calculate real-time shipping rates at checkout, Print shipping labels directly from Nubeso, Track shipments and update customers. Automated shipping speeds fulfillment.

Pro Tips

  • Offer multiple shipping options
  • Include tracking on all shipments
  • Set realistic delivery timeframes

Manage Returns and Exchanges

Handle product returns professionally: Create return requests from customer portal, Approve or deny return requests, Generate return shipping labels, Process refunds or exchanges, Restock returned inventory, Track return reasons and rates. Good return policies build customer trust.

Pro Tips

  • Make return policy clear
  • Process returns quickly
  • Analyze return reasons to improve products

Track Customer Behavior

Understand your online customers: View customer purchase history, Track customer lifetime value, Identify frequent buyers and VIP customers, Analyze shopping cart abandonment, Monitor product views and conversion rates, Segment customers for marketing. Data insights drive growth.

Pro Tips

  • Recover abandoned carts with email reminders
  • Reward loyal customers
  • Personalize recommendations

Integrate Payment Gateways

Accept online payments securely: Connect Stripe for credit card processing, Enable PayPal and other payment methods, Support Buy Now Pay Later options (Affirm, Klarna), Accept cryptocurrency (if enabled), Process payments automatically, Handle refunds and chargebacks. Multiple payment options increase conversions.

Pro Tips

  • Test all payment methods
  • Display security badges
  • Optimize checkout for mobile

Analyze Ecommerce Metrics

Monitor key performance indicators: Total online revenue and growth, Conversion rate (visitors to buyers), Average order value, Customer acquisition cost, Cart abandonment rate, Top-selling products, Revenue by traffic source. Use insights to optimize your store.

Pro Tips

  • Set monthly revenue goals
  • Test and improve conversion rate
  • Invest in top-performing channels

Related Tutorials

Managing Inventory and Stock Levels

Learn how to track products, manage stock, and set up low-stock alerts.

Setting Up Stripe Payment Integration

Connect Stripe to accept online payments, view balances, and manage transactions.

Third-Party Integrations and API

Connect Nubeso with your favorite tools like QuickBooks, Shopify, and more.