Introduction to Open2b
The Open2b Admin is where you manage the store in all its business and presentation aspects. The Admin is divided into several sections, each dedicated to a specific management area.
The sections and features available in your store admin depend on the Open2b edition you use. The following are all the sections the admin is divided into:
- Dashboard gives you an overview of what is happening in the store.
- Catalog is dedicated to managing catalog products, as well as departments, manufacturers, and variants.
- Inventory is dedicated to managing stock, where you can monitor on-hand quantities and get reorder suggestions from suppliers.
- Marketing is dedicated to marketing tasks such as statistics, promotions, and newsletter lists to send to customers.
- Sales is dedicated to managing orders, invoices and credit notes, receipts, delivery notes, quotes, and returns.
- Customers is dedicated to managing customer records.
- Website lets you choose the site template, edit its source, manage pages, menus, banners, texts in different languages, the site logo, and the blog.
- Apps is dedicated to installing and managing additional apps.
- Settings is dedicated to everything related to store status, configuration of payment and shipping methods, managing languages and currencies, and controlling staff access.
Access to the Admin
To access the Open2b Admin, use a browser and navigate to
- If in the cloud: https://your-store.open2b.com/admin/
- If installed on-premise: https://www.your-store.com/open2b/admin/
The first screen you see when accessing the Admin is the login. Since access is reserved to store staff only, you must enter your email and password.
To continue, enter your email and password in the appropriate fields and select Login. If the credentials are correct, the welcome page appears.
Your first access
If this is your first time accessing the Open2b Admin and the store is new, you will need to complete some setup tasks to prepare the store for launch. The tasks below should be completed to put the store into operation.
- Set up shipping methods, including method names and rate tables for shipping costs.
- Set the catalog base currency.
- Set up payment methods, both offline ones like cash on delivery and bank transfer, and the ones you use such as PayPal.
- Customize the emails that are automatically sent to customers when they perform certain actions, such as placing an order or registering on the site.
- Customize the home page and other site pages with a title, an image, and text.
- Create the departments in which products are organized.
- Create the manufacturers for catalog products.
- Add products to the catalog.
- Choose the site template.
- Open the store.
The tasks can be completed in any order, though some require initial planning, such as deciding how to divide the product catalog into departments.
The personal menu
The personal menu appears at the top right of the admin and, in addition to useful information, lets each staff member manage aspects tied to their own account. Open it by clicking your profile image. It includes:
Go to the store: Opens the customer-facing side of the online store in a new window.
Profile image: Each store staff member, admin or collaborator, can set a custom image that will always appear at the top right of the admin. The profile image is managed with Gravatar. To set it, visit www.gravatar.com and sign up with your email. The profile image is public and may appear in other software and online sites associated with your email address.
Background: Open2b lets each staff member choose or change, at any time, a different background from the 30+ available options.
Change password: Lets you change your password. The password must be at least 6 characters, including at least one number and at least one character that is not a letter from A to Z.
About Open2b: Shows the version, edition, assignee, and license ID number of the Open2b installation.
Log out: Logs you out of the Open2b Admin. To re-enter, you will need to log in again.