Documentation

1. Dashboard

The Dashboard gives you a real-time overview of your store's performance after logging into the Admin Panel.

2. Products

Manage your entire product catalog — from adding new items to bulk updating existing ones.

Adding a New Product

1. Go to Catalog > Products and click Add Product.
2. Choose the product type (Simple, Configurable, Grouped, Bundle, Downloadable, Virtual, or Booking).
3. Fill in general information — Name, SKU, URL key, status, channel visibility, tax category.
4. Set pricing — Price, special price, cost price, and tax class.
5. Upload images — Add a base image, gallery images.
6. Configure inventory — Set stock status, quantity per inventory source, backorder settings.
7. Set weight & dimensions — Required for shipping calculations.
8. Save the product to publish it.

Product Actions

Inventory Management

Each product can have stock tracked across multiple inventory sources (warehouses). On the product edit page, go to the Inventory section to:

• Set the stock status (In Stock / Out of Stock)
• Set quantity per inventory source
• Manage backorder settings
• Set a notification threshold for low stock alerts

3. Product Types

MerchXO supports 7 product types to cover virtually any selling scenario.

Booking Sub-Types

4. Categories

Categories organize your products into a browsable tree structure using a nested set model for efficient hierarchical queries.

• Create: Go to Catalog > Categories, click the root or a parent, then "Add Category"
• Edit: Click any category in the tree to edit name, description, image, and SEO fields
• Reorder: Drag and drop categories in the tree view
• Delete: Select and delete (products moved to parent category)

5. Attributes & Attribute Families

Attributes define product properties using an EAV (Entity-Attribute-Value) model. Attribute families group attributes into templates.

Each family contains one or more groups that organize attributes into tabs on the product edit page.

6. Orders

View, manage, and fulfill all customer orders from Sales > Orders.

Order Statuses

7. Invoices

An invoice is a formal record of a sale, created after orders are confirmed.

Creating an Invoice

1. Go to Sales > Orders and open an order
2. Click the Invoice button in the order actions
3. Review the invoice details — items, quantities, totals
4. Click Submit to generate the invoice

Invoice Options: Print as PDF, Email to customer, View details and status.

8. Shipments

Shipments record the physical dispatch of order items. MerchXO supports carrier integration for automatic tracking number generation.

Creating a Shipment

1. Open an invoiced order with items available to ship
2. Click Create Shipment
3. Select the carrier from the dropdown
4. For EasyPost: Click "Get Rates" to fetch live carrier rates, then select the desired rate
5. Select the inventory source (warehouse) to ship from
6. Set quantities for each item
7. Submit — tracking number is auto-generated

Supported Carriers

Editing Shipping Address: You can edit the shipping address on an order if it hasn't been fully shipped yet.

9. Refunds

Refunds return money to customers for returned or canceled items. Partial refunds are supported.

1. Open a completed order from Sales > Orders
2. Click Create Refund
3. Select items to refund and quantities
4. Choose refund method (original payment or offline)
5. Add a refund comment (optional) and submit

10. Bookings

Manage all reservations for booking products.

• View all bookings with status filters
• Approve, reject, reschedule, or cancel bookings

11. Customer Management

Manage all registered customers from Customers > Customers.

Customer profiles include: General Info, Addresses, Orders, Reviews, Notes, and Wishlist.

12. Customer Groups

Segment customers for targeted promotions: Guest, General (default), Wholesale (custom).

13. Product Reviews

Customers can submit product reviews with star ratings. All reviews go through moderation.

Actions: Approve, Disapprove, Edit, Delete, Mass Update. AI translation available with MagicAI.

14. GDPR Compliance

Built-in GDPR features: Data Export, Data Erasure, Cookie Consent, Privacy Policy agreement.

Manage all GDPR requests from Customers > GDPR.

15. Cart Rules & Coupons

Create discounts and promotions applied at checkout, triggered automatically or via coupon codes.

Discount Types

16. Catalog Rules

Automatically adjust product prices on catalog pages. Apply category-wide discounts, customer group pricing, or time-limited sales.

17. Email Campaigns

Event-driven email marketing: Email Templates, Events, Campaigns, and Newsletter Subscribers.

Create a template, link it to a system event (e.g., "New Order"), and the email is automatically sent when the event fires.

18. SEO & Search

• URL Rewrites: Create 301/302 redirects for old product/category URLs
• Search Terms: Track popular customer search queries
• Search Synonyms: Alternative spellings (e.g., "sneakers" = "trainers")
• XML Sitemaps: Auto-generated sitemaps for search engines

19. CMS Pages

Create and manage static content pages with the rich text editor. Set SEO metadata and URL slugs for each page.

20. Blog

Publish articles, guides, and announcements. Features: Blog Posts, Categories, Tags, and AI Blog Generation with MagicAI.

21. RMA (Return Merchandise Authorization)

Manage product returns, exchanges, and cancellations with a full communication thread.

RMA Workflow

Pending → Accepted → Awaiting → Dispatched → Received → Solved

Also: Declined, Item Canceled, Canceled. Manage reasons, rules, custom statuses, and custom fields.

22. Payment Methods

23. Shipping Methods

Available: Flat Rate, Free Shipping, EasyPost, UPS, FedEx, DHL, Canada Post, Aramex.

EasyPost Rate Selection: Select EasyPost, click "Get Rates", pick a rate from the list, and the system auto-purchases it and saves the tracking number.

24. Tax Management

Setup: Create Tax Rates → Create Tax Categories → Map Rates → Assign to Products → Configure Calculation.

Calculation methods: Based on Shipping Origin, Billing Address, or Shipping Address.

25. Reporting

All reports support date range filtering.

Sales Reports

26. Locales & Currencies

Supports 21 locales and multiple currencies with exchange rate management.

27. Inventory Sources

Inventory Sources represent physical warehouses. Each product can have stock tracked independently across multiple sources with priority-based fulfillment.

28. Channels

Channels represent separate storefronts with their own locale, currency, theme, and configuration. Supports maintenance mode.

29. Users & Roles

Role-based access control (ACL) with granular permissions for Dashboard, Sales, Catalog, Customers, Marketing, Reporting, CMS, Blog, Settings, and Configuration.

30. Themes

Pluggable theme system with separate Shop and Admin themes. Customize homepage sections via admin panel. Assets compiled with Vite.

31. Data Import / Export

Bulk import/export using CSV, XLS, XLSX, or XML. Importers: Products, Customers, Tax Rates.

32. AI Features (MagicAI)

Integrates with 8 AI providers: OpenAI, Anthropic, Google Gemini, Groq, Mistral, xAI, DeepSeek, Ollama.

Capabilities

33. Social Login

Supported providers: Google, Facebook, Twitter, GitHub, LinkedIn. Configure under Configuration > Customer Settings > Social Login.

34. DataGrid

Reusable data table component with sorting, filtering, search, pagination, mass actions, export, saved filters, and column visibility.