Run your store from the Commerce tab
Run your organization's store in the dashboard, from orders and products to stock, shipping, email marketing, payouts, disputes, taxes and settings.
The Commerce tab is where your organization runs its store for goods. Coritan is the store's merchant of record: a Coritan company sells each order, takes the payment and accounts for the tax, and your balance records your part of each sale. The one exception is an order paid on a payment page your business hosts: your business sells that order and takes its money. The tab shows the orders coming in, what the store sells, the money it is owed and how it is set up.
Before you begin
Section titled Before you begin- Your organization needs a store. Ask support to turn commerce on. Staff create the store in test mode, with one sales channel called
Web store. - Every member of the organization can open the tab. Your role decides which sections you see and what you can change, as Who can do what shows.
- The store takes real orders only after Coritan approves its merchant profile. Take your store live explains the review.
What the Commerce tab holds
Section titled What the Commerce tab holdsCommerce is the organization's tab just before Hosting, and opens on Overview. Its sections come in seven groups, in the row under the tabs: Overview, Sales, Products, Marketing, Email, Money and Setup. Select a group, then one of its sections in the row under it. A group opens the section you last used in it in this browser tab, or else its first section. On a phone, the button under the organization's name lists every group and section.
A new store starts with Take your store live: the merchant profile Coritan reviews before the store takes real orders, under Setup.
Overview, the store's first page, shows what needs its attention, as Read the Overview explains.
Sales, for Tier 1 support and above:
- Orders: ship, refund and cancel what the storefront sold.
- Unpaid checkouts: the checkouts whose payment failed or was not finished in time, and the email each shopper got.
- Returns: answer returns, exchanges and claims.
- Customers: look up shoppers and their orders, and keep notes on them.
Products:
- Products: the catalogue, with variants, prices and images.
- Inventory: stock counts and the places stock is kept.
- Media: the store's images and PDFs, and imports of a WordPress media library.
- Imports: bring products, customers, promotions and past orders over from another platform.
Marketing:
- Discounts: promotions, discount codes and gift cards.
- Flows: the emails the store sends on its own when a shopper leaves a cart, a checkout goes unpaid or an order has shipped, and the addresses that get none.
- Leads: the addresses shoppers leave on sign-up forms, and how each popup design converts.
- Affiliates: shoppers who share the store and earn a commission on the orders they bring, their payouts and the rewards they claim.
- Integrations: send orders to Meta, TikTok, OpenAI Ads, GA4 and Google Ads from the server, list them in a file Microsoft Ads imports, and add leads to an EmailOctopus list.
Email, for Tier 1 support and above (Set up email marketing for your store):
- Overview: how the audience and the emails are doing, in Set up email marketing for your store.
- Contacts and Lists: Manage your email contacts, lists and segments covers contacts, their segments and imports, lists, custom fields and tags.
- Signup forms: Collect signups with forms makes the forms that put an address on a list.
- Campaigns: Write, test and send email campaigns writes and sends one email to your audience, and reads its report.
- Automations: Send emails automatically with automations starts a series of emails when a contact does something.
- Sending, for Tier 3 support and above: Set up your sending domain and warm-up sets the domain marketing email comes from, its DNS records and its limits.
Money, for Billing and above:
- Payments: the payment pages your business hosts for the store, and how carts are routed between ways to pay.
- Checkout pages: optional payment pages for one amount, served on your own domain in your own style.
- Payouts: the balance, the payouts and the ledger.
- Disputes: answer chargebacks before their deadline.
- Taxes: the tax Coritan charged on your sales.
Setup:
- Settings: the store's details, checkout, returns and policies, low stock alerts and the payout schedule.
- Shipping: regions, shipping zones, options and profiles.
- Fulfilment: send orders to a warehouse that packs and ships them, and choose when they go.
- Fees: optional charges a shopper chooses at checkout.
- Emails: write the emails the store sends its shoppers, and turn the shipping email on or off.
- Storefront: the publishable keys and sales channels a storefront sells through, and the settings it reads.
- Merchant profile: who is selling, for Coritan to review, and the terms it set.
The store's status
Section titled The store's statusEvery Commerce page opens with the store's line: its name, its status and the currencies it sells in, with a link to its storefront when the store's address is not the one the organization's header already links. Until the merchant profile is approved, the line also shows the profile's status, which opens the Merchant profile.
| Status | What you see | What it means |
|---|---|---|
| Test mode | The Test mode badge | Orders are test orders, paid with test cards. No money moves and nothing is paid out. |
| Live | A Live badge | The storefront takes real orders, and your balance is paid out. |
| Suspended | An alert that staff suspended the store, with Open a ticket | The storefront takes no orders, and payouts are held until staff lift the suspension. Open a ticket to find out why. |
| Disabled | An alert that commerce is turned off for the store | Staff turned the store off. The storefront takes no orders, and Commerce shows only the store's line until staff turn it back on. |
Read the Overview
Section titled Read the OverviewOverview shows what needs the store's attention. While the store is in test mode, an alert at the top says so. It offers Open the merchant profile until the profile is approved, and Open a ticket once it is, so that staff can take the store live.
Each tile counts a queue and opens its list already filtered:
| Tile | What it counts |
|---|---|
| To fulfil | Paid orders with nothing sent yet. |
| On hold | Orders held because their payment looked risky. Release or cancel each one. |
| Returns to answer | Returns that shoppers asked for. The tile also links the returns that came back and are waiting for a refund. |
| Disputes to answer | Disputes waiting for your response, with the next deadline. |
The two order tiles count test orders while the store is in test mode, and live orders once it is live. Under the tiles:
- Recent orders lists the five newest orders, live and test. Open Orders opens the full list.
- Balance shows what is payable now in each currency. It counts live sales only.
- Store shows the settings the store's line does not: the languages, the sales channels, guest checkout, the return window, the payout schedule and the support email.
Who can do what
Section titled Who can do whatEach role can do everything the roles below it can, as Organization roles and permissions explains. Admin and Owner have the same rights here. The table gives the lowest role for each section.
| Section | To open it | To change things |
|---|---|---|
| Overview | Read only. The order tiles and recent orders need Tier 1 support; the balance and the disputes tile need Billing. | — |
| Orders | Tier 1 support | Tier 2 support for notes, contact details and holds. Tier 3 support for parcels. Billing for refunds and cancellations. |
| Unpaid checkouts | Tier 1 support | — |
| Returns | Tier 1 support | Tier 2 support to start, approve, reject, receive and cancel. Billing to refund or settle. |
| Customers | Tier 1 support | Tier 3 support |
| Products | Read only | Admin |
| Inventory | Read only | Tier 3 support for stock counts. Admin for stock locations. |
| Media | Read only | Admin |
| Imports | Read only | Admin |
| Discounts | Tier 1 support. Promotions show only to admins and the owner. | Admin |
| Flows | Read only. The message log and the suppression list need Tier 1 support. | Admin for the flows. Tier 3 support for the suppression list. |
| Leads | Tier 1 support | Tier 3 support, to delete a lead |
| Affiliates | Read only, for the program. Affiliates, referrals, payouts and claims need Tier 1 support. | Tier 3 support. Admin for the program and to link a coupon. |
| Integrations | Read only | Admin |
| Email: Overview, Contacts, Lists, Signup forms, Campaigns, Automations | Tier 1 support | Tier 3 support. Owners and admins to schedule, send, pause, resume, cancel and resend a campaign. |
| Email: Sending | Tier 3 support | Admin |
| Payments | Billing | Admin |
| Checkout pages | Billing | Admin |
| Payouts | Billing | Admin, to ask for a payout |
| Disputes | Billing | Billing |
| Taxes | Billing | — |
| Settings | Read only | Admin |
| Shipping | Read only | Admin |
| Fulfilment | Read only. The providers need Tier 1 support. | Admin |
| Fees | Admin | Admin |
| Emails | Read only | Admin |
| Storefront | Read only | Admin |
| Merchant profile | Read only, for where review stands. The profile's details need Admin. | Admin |
A group or section your role cannot open is left out of the rows: Sales and Email need Tier 1 support, and Money needs Billing. A link to one opens the organization's Overview instead, with a notice that names the role it needs. A section you can open but not change says that its tables are read-only for you.
Work in the tab
Section titled Work in the tab- Each list keeps its filters in the page address. A reload or a shared link opens the list as it was, and a record's back link returns to the list you left.
- Each record opens on a page of its own, so you can bookmark or share an order, a return or a payout.
- An action that moves money or cannot be undone asks you to type a word to continue: the amount, the order number or the record's name.
- Records made in test mode carry a Test badge wherever they are listed.
How it is billed
Section titled How it is billedCoritan keeps a platform cut on the money each sale brings in: 3.5% of a month's sales under $2,000, 2% under $10,000 and 1% from $10,000. Tax, discounts, gift card payments and test orders are left out, and a refund gives the cut on it back. What Stripe or PayPal charges for a payment is passed on at cost. An order paid on your own payment page carries no cut and does not count toward the month's sales, because its money goes to your business and never through Coritan. Coritan can also hold back a reserve for a time, set when it reviews your merchant profile. Both appear under Terms in the profile. Track your store's balance and payouts explains how the rest reaches you.
Troubleshooting
Section titled Troubleshooting- The Commerce tab is missing
- The organization has no store, or the dashboard could not reach it. Reload the page. If the tab is still missing, ask support to turn commerce on. A link to the tab in an organization without a store opens its Overview tab instead.
- A section says it is not available
- Its part of the dashboard did not load. Select Try again, or reload the page after an update.
- Sales, Email or Money is missing
- Your role does not open it. Sales and Email need Tier 1 support or higher, and Money needs Billing or higher. Ask an owner or admin to change your role.
- The publishable keys, the fulfilment providers or the merchant profile are not in Settings
- Each has a section of its own under Setup: Storefront holds the publishable keys and sales channels, Fulfilment the providers, and Merchant profile the profile. The store's flows are in Flows, under Marketing.