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Store

How the Store/Shop module in MyCo works


Introduction

Rather than using a different application/software for selling products and managing orders, MyCo provides you with an integrated Store module through which you can create branded storefronts, sell products with multi-currency support, deliver digital resources, and manage orders from one dashboard.

You can access the Store menu via Menu > Store (Beta).

Creating Your Store

To get started, navigate to Store > My Stores and click "Create Store". You'll need to provide:

Store Handle: Your unique web address (e.g., "coaching-with-john"). This can only contain lowercase letters, numbers, and hyphens.

Store Description: A brief description that appears at the top of your store page.

Order Notification Email: Optional. Enter an email address to receive notifications whenever a customer places an order.

Once created, your store will be accessible at app.mycentreoffice.com/shop/your-store-handle.

Adding Products to Your Store

Before your store can display products, you need to create products and link them to your store.

Step 1: Create Products
Navigate to Settings > Products & Services to create your product catalogue. For each product, you can configure:
- Product title and description
- Base price (in your account's main currency)
- Additional prices in other currencies (optional)
- VAT/tax settings
- Stock levels and availability
- Fulfillment email (sent automatically when orders are completed)
- Digital resources (PDFs that customers can access after purchase)

Step 2: Link Products to Your Store
Go to Store > My Stores, click "Manage Products" on your store, and select which products should appear in this store. This allows you to have multiple stores selling different product catalogues.

Digital Products & Resources

MyCo allows you to attach digital files (such as eBooks, guides, templates, or course materials) to any product. When customers purchase products with digital resources, they receive secure access links automatically.

Adding Digital Resources to Products

1. Navigate to Settings > Products & Services
2. Click on a product to edit it
3. Click the "Digital Resources" tab
4. Click "Upload" to add a PDF file (max 10MB per file)
5. Configure each document:
   - Document Title: What customers will see (e.g., "Ultimate Marketing Guide")
   - Access Type:
      • View Only: Customers can view the PDF online but cannot download it
      • Download Allowed: Customers can both view and download the PDF
6. You can upload multiple digital resources per product

How Customers Access Digital Resources

When a customer purchases a product with digital resources:

1. Order is placed: Customer completes checkout and pays for the order
2. Order is completed: You (or the system) marks the order as completed
3. Automatic delivery: Customer receives a fulfillment email containing:
   - Your custom fulfillment message (if configured)
   - Secure access links to all digital resources
   - Clear instructions on how to view or download each resource
4. Instant access: Customer clicks the link and can immediately view or download their purchased materials
5. Permanent access: The access links never expire - customers can return anytime to access their purchases

Security & Protection

- Each customer receives a unique, non-guessable access link for their purchases
- Digital files are stored securely and cannot be accessed directly via URL
- Access links are tied to the specific customer and order
- All digital resources include a legal disclaimer prohibiting unauthorized sharing or distribution
- You can track how many times each customer has accessed their digital resources

Managing Digital Resources

From the Digital Resources tab on any product, you can:

- Preview: Click the eye icon to view the PDF yourself before customers see it
- Edit: Change the document title or access type (view-only vs. downloadable)
- Replace: Upload a new version of the file - existing customer access links will automatically show the updated file
- Delete: Remove digital resources that are no longer needed

Storage Limits for Digital Resources

Your account has storage limits for digital resources:

- Standard accounts: 1GB total storage for all digital files
- Enterprise Pro accounts: 20GB total storage for all digital files
- Individual file limit: 10MB per PDF file

If you reach your limit, you'll need to delete unused files or upgrade your account to continue adding digital resources.

Multi-Currency Support

Your store can sell products in multiple currencies. Here's how it works:

Main Currency: Set in your account settings (e.g., GBP, USD, EUR). All products have a base price in this currency.

Additional Currencies: You can add prices for the same product in different currencies via Settings > Products & Services > Edit Product > Other Prices.

When customers visit your store, they'll see a currency selector at the top. When they switch currencies, the store will only display products that have prices configured for that currency.

Customer Checkout Experience

When a customer visits your store, they can:

1. Browse products and add items to their cart
2. Switch between available currencies
3. View their cart with automatic VAT/tax calculations
4. Proceed to checkout and enter their details
5. Complete payment (if you have payment providers configured)

After checkout, customers automatically receive an invoice email with payment instructions or a "Pay Now" button (if payment integration is configured).

For products with digital resources, customers receive a second email once the order is completed, containing their secure access links.

Managing Orders

All orders from your store appear in Store > My Orders. You can:

Filter by Status:
- Pending - New orders awaiting processing
- Processing - Orders currently being fulfilled
- Completed - All items fulfilled
- Cancelled - Orders that were cancelled

Track Payment Status:
Each order shows whether it's Paid, Partially Paid, or Unpaid, making it easy to see which orders need payment follow-up.

Fulfill Orders:
Click on any order to view details and mark individual items as completed. When you complete an item:
- If the product has a custom fulfillment email configured, customers receive that email
- If the product has digital resources attached, customers receive access links automatically
- If the product has both, customers receive one combined email with your message plus the digital access links
- If the product has digital resources but no custom email, customers receive a default email with just the access links

You can re-send fulfillment emails by unmarking and re-marking items as completed.

Order Notifications

If you've configured an Order Notification Email for your store, you'll receive an email notification whenever a customer places an order. The notification includes:

- Order number and total amount
- Customer details (name, email, phone)
- List of items ordered

The email subject shows key information at a glance: "New Order #INV0001 - J Bloggs - £150.00" so you can quickly see who ordered and how much without opening the email.

Automated Fulfillment Emails

For digital products or services that can be delivered immediately upon payment, MyCo supports automated fulfillment:

1. Configure the Fulfillment Email: In your product settings, add a fulfillment confirmation subject and email body. This might include thank you messages, usage instructions, or next steps.

2. Set Default Order Status: Choose whether orders for this product should start as "Pending" (manual fulfillment) or "Completed" (automatic upon payment).

3. Enable Auto-Send: Toggle "Auto-send fulfillment email when invoice is paid" to automatically email customers when payment is received.

This means customers can purchase digital products and receive instant access without any manual intervention from you.

Important: Even if you don't configure a custom fulfillment email, customers will still receive digital resource access links automatically when orders are completed - MyCo sends a default email in this case.

Payment Integration

MyCo supports multiple payment providers.

Configure your payment provider in Settings > Payment Settings. Once configured, customers will see a "Pay Now" button in their invoice emails and can complete payment directly.

If no payment provider is configured, customers will receive invoices with payment instructions for manual payment (bank transfer, etc.).

Customer Records

Every customer who purchases from your store is automatically added to your MyCo contacts with:

- A unique customer number (e.g., CN00000001)
- Complete contact details from their checkout
- Purchase history and order tracking
- Digital resource access history
- Tags showing their store purchases

This means you can easily follow up with customers, send marketing emails, or track repeat purchases - all within MyCo.

Best Practices for Digital Products

Security
- Use "View Only" for highly sensitive materials you don't want redistributed
- Use "Download Allowed" for resources customers may need offline (workbooks, templates)
- The legal disclaimer in emails helps protect your intellectual property

File Organization
- Use clear, descriptive titles for digital resources (e.g., "Week 1 Workbook" not "document.pdf")
- Upload final, reviewed versions before attaching to products
- Use the preview feature to verify PDFs display correctly before selling
- Keep file sizes reasonable - customers appreciate faster downloads

Customer Experience
- If selling multiple digital resources, consider bundling related items into one product
- Include clear instructions in your fulfillment email about how to access resources
- Test the complete customer journey yourself by placing a test order
- Respond promptly if customers report access issues

Beta Release Notice

The Store module is currently in beta release. This means:

- Core functionality is stable and ready to use
- We're actively gathering feedback to improve the feature
- You may encounter some rough edges or minor issues
- Your feedback helps us prioritize improvements

If you experience any issues or have suggestions, please let us know via the feedback option in your account.

Getting Started Checklist

? Create your first store in Store > My Stores
? Add products in Settings > Products & Services
? Upload digital resources to products (if selling digital products)
? Link products to your store via "Manage Products"
? Configure payment provider in Settings > Payment Settings (optional)
? Set up order notification email in your store settings (optional)
? Configure fulfillment emails for products (optional but recommended)
? Share your store link with customers: app.mycentreoffice.com/shop/your-store-handle
? Test the complete customer journey by placing a test order

Your store is now ready to start generating sales!

Quick Reference: Digital Products Workflow

1. Create product → Settings > Products & Services
2. Upload digital files → Digital Resources tab → Add PDFs (max 10MB each)
3. Set access type → Choose "View Only" or "Download Allowed" for each file
4. Link to store → Store > My Stores > Manage Products
5. Customer purchases → Order is created automatically
6. Mark as completed → Store > My Orders > Click order > Mark items complete
7. Customer receives email → Automatic email with secure access links
8. Customer accesses files → Clicks link, views or downloads their resources
9. Track access → See how many times customers have accessed their files