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📦 EziSeller User Guide

Complete documentation for managing your e-commerce operations

🚀 Getting Started

Sign Up Process

Welcome to EziSeller! Getting started is quick and easy. Follow these steps to create your account and begin selling.

1Visit the signup page

Navigate to the EziSeller registration page to begin your journey.

Signup/Registration Page
2Fill in your details
  • Enter your email address
  • Create a secure password
  • Provide your business name (if applicable)
  • Accept terms and conditions
3Verify your email

Check your inbox for a verification email and click the confirmation link.

💡 Tip: Use a business email address for better organization and professionalism.

🎯 Onboarding

After signing up, you'll be guided through a quick onboarding process to set up your store and familiarize yourself with EziSeller's features.

Onboarding/Welcome Screen

What to Expect

Store Setup

Configure your basic store information and preferences

Feature Tour

Quick walkthrough of key EziSeller features

Quick Start Guide

Learn the essentials to start processing orders immediately

📦 Product Management

Creating Products

Add and manage your product catalog efficiently. EziSeller makes it easy to organize your inventory.

Product Creation Page/Form

Product Information Fields

  • Product Name: Clear, descriptive name for your product
  • SKU: Stock Keeping Unit for inventory tracking
  • Price: Product pricing information
  • Description: Detailed product description
  • Images: Product photos (multiple images supported)
  • Category: Organize products by category
  • Stock Quantity: Available inventory count
  • Variants: Size, color, or other variations (if applicable)
1Navigate to Products

Click on the Products section from your dashboard menu.

2Click "Add New Product"

Start the product creation process.

3Fill in product details

Complete all required fields with accurate information.

4Save your product

Click Save to add the product to your catalog.

📌 Note: Make sure to add high-quality product images and detailed descriptions to improve customer experience.

📋 Order Management

EziSeller provides multiple ways to create and manage orders efficiently, whether you're processing bulk orders or individual transactions.

Order Creation Methods

1. Paste Method (Bulk Order Creation)

Quickly create multiple orders by pasting order data from spreadsheets or other sources.

Order Creation - Paste Method
1Navigate to Orders > Create Order
2Select "Paste Method"
3Paste your order data

Copy order information from your spreadsheet and paste it into the designated field.

4Validate and import

Review the parsed data and confirm to create orders in bulk.

💡 Tip: Ensure your data follows the correct format for smooth import. Check the format guide in the paste interface.

2. Manual Order Creation

Create individual orders one at a time with full control over every detail.

Order Creation - Manual Method
1Select "Manual Creation"
2Enter customer information
  • Customer name
  • Contact details
  • Shipping address
3Add products to order

Select products from your catalog and specify quantities.

4Review and create

Verify all details and click "Create Order".

3. Customer Prefill Option

Save time by auto-filling customer details for returning customers.

Customer Prefill Interface

When creating a new order, start typing a customer's name or phone number, and EziSeller will suggest existing customers. Select one to automatically populate their information.

✅ Faster Order Entry

No need to re-enter customer details for repeat buyers

✅ Reduced Errors

Consistent information from your customer database

✅ Better Experience

Quick processing for returning customers

Order Processing

Once orders are created, manage them through their complete lifecycle.

Order Processing View

Order Statuses

  • Pending: New orders awaiting processing
  • Processing: Orders being prepared for shipment
  • Shipped: Orders dispatched to customers
  • Delivered: Orders successfully delivered
  • Cancelled: Orders that were cancelled

Invoice Generation

Generate professional invoices for your orders automatically.

Invoice Generation Interface
1Select an order

Click on the order you want to generate an invoice for.

2Click "Generate Invoice"

EziSeller will create a formatted invoice with all order details.

3Download or email

Save the invoice as PDF or send it directly to your customer.

Label Generation

Create shipping labels for your orders quickly and efficiently.

1Select orders for shipping

Choose one or multiple orders that need shipping labels.

2Click "Generate Labels"

System creates shipping labels with customer address and order details.

3Print labels

Download and print labels for package attachment.

⚠️ Important: Always verify shipping addresses before generating labels to avoid delivery issues.

👥 Customer Management

Manage all your customer information in one centralized location.

Customers Table/List View

Customer Table Features

📊 Complete Overview

View all customer details at a glance

🔍 Search & Filter

Quickly find specific customers

📈 Order History

Track customer purchase patterns

✏️ Easy Editing

Update customer information as needed

Customer Information Displayed

  • Customer name
  • Contact information (email, phone)
  • Shipping addresses
  • Total orders placed
  • Total amount spent
  • Last order date
  • Customer status (active/inactive)

Managing Customers

Adding a New Customer

1Click "Add New Customer"
2Fill in customer details

Enter all relevant customer information.

3Save customer

Customer is now available for use in orders.

Editing Customer Information

Click on any customer row to view detailed information and make edits. Changes are saved automatically or with a Save button.

💡 Tip: Keep customer information up to date to ensure smooth order processing and delivery.

⚙️ Settings

Customize EziSeller to match your business needs through comprehensive settings.

1. Profile Settings

Manage your personal account information and preferences.

What You Can Update

  • Personal Information: Name, email, phone number
  • Password: Change your account password
  • Profile Picture: Upload your photo or logo
  • Notifications: Email and SMS notification preferences
  • Language & Timezone: Set your preferred language and timezone
  • Two-Factor Authentication: Enable 2FA for enhanced security
⚠️ Security Tip: Enable two-factor authentication to keep your account secure.

2. Store Settings

Configure your store's operational parameters.

Store Settings Page

Store Configuration Options

  • Store Name: Your business or store name
  • Store Logo: Upload your brand logo
  • Business Address: Physical store/warehouse location
  • Contact Information: Customer support email and phone
  • Currency: Default currency for pricing
  • Tax Settings: Configure tax rates and rules
  • Shipping Settings: Default shipping options and rates
  • Return Policy: Set your return and refund policies
  • Invoice Customization: Customize invoice templates
  • Order Prefix: Set custom order number prefixes
1Navigate to Settings > Store Settings
2Update your store information

Fill in all relevant fields for your business.

3Save changes

Click Save to apply your store settings.

3. Billing & Pricing

Manage your subscription, billing information, and view pricing plans.

Billings Tab

Billing Management

  • Current Plan: View your active subscription plan
  • Payment Method: Add or update credit card information
  • Billing History: View past invoices and payments
  • Usage Statistics: Track your monthly usage
  • Auto-Renewal: Enable/disable automatic subscription renewal

Pricing Plans

Pricing Plans Page
⭐ Featured in Growth & Professional Plans: The Catalog feature gives you a unique store URL (similar to WhatsApp Business Catalog) where you can showcase all your products. Share this link with customers on social platforms for easy browsing and ordering!

Upgrading Your Plan

1Go to Settings > Billing
2Click "Upgrade Plan"
3Select your desired plan

Compare features and choose the plan that fits your needs.

4Complete payment

Enter payment details and confirm upgrade.

💡 Tip: You can upgrade or downgrade your plan at any time. Changes take effect immediately, and billing is prorated.

✨ Catalog Feature (Growth Plan & Above)

The Catalog feature is your personal product showcase on the web - similar to WhatsApp Business Catalog but with more power and flexibility!

Catalog Feature Interface

What is the Catalog Feature?

Every store on the Growth or Professional plan gets a unique public URL that displays all your products in a beautiful, mobile-friendly catalog. Think of it as your own mini-website that you can share anywhere!

Key Benefits

🔗 Unique Store URL

Get your own branded link like eziseller.com/yourstore

📱 Mobile Optimized

Perfect viewing experience on all devices

🎨 Professional Design

Showcase products with beautiful layouts

📤 Easy Sharing

Share one link across all social platforms

🛒 Direct Ordering

Customers can browse and inquire directly

🔄 Auto-Updated

Changes to products reflect instantly

How to Use the Catalog Feature

1Activate the Catalog

Available automatically on Growth and Professional plans.

2Customize your store URL

Choose your unique store name in Settings.

3Add products to catalog

All products in your inventory automatically appear in the catalog.

4Share your catalog link

Post on Instagram, Facebook, WhatsApp, or any social platform!

Perfect for Social Sellers

As a social media seller, the Catalog feature is a game-changer:

  • Instagram Bio Link: Put your catalog link in your bio
  • WhatsApp Status: Share catalog updates in your status
  • Facebook Posts: Include catalog link in product posts
  • Direct Messages: Send one link instead of multiple product images
  • Story Swipe-Ups: Direct followers to your full catalog
📌 Availability: The Catalog feature is available exclusively on the Growth Plan (₹699/month) and Professional Plan (₹1,499/month). Upgrade your plan to unlock this powerful feature!

💡 Tips & Best Practices

For Order Management

  • Use the paste method for bulk orders during peak seasons
  • Always use customer prefill for returning customers to save time
  • Generate invoices and labels immediately after confirming orders
  • Keep order statuses updated for better tracking
  • Review parsed data carefully before bulk import

For Product Management

  • Use high-quality product images (recommended: 1000x1000px minimum)
  • Write detailed, SEO-friendly product descriptions
  • Keep your inventory counts accurate
  • Use consistent naming conventions for easy searching
  • Organize products into categories from the start

For Customer Management

  • Keep customer information up-to-date
  • Add notes to customer profiles for personalized service
  • Segment customers based on purchase history
  • Verify shipping addresses before order processing

For Catalog Success (Growth+ Plans)

  • Keep your catalog updated with latest products
  • Remove out-of-stock items promptly
  • Use compelling product descriptions
  • Add your catalog link to all social media bios
  • Promote your catalog link in posts and stories
  • Monitor which products get the most views

❓ Frequently Asked Questions

Q: Can I import orders from Excel or CSV?

A: Yes! Use the paste method to import orders. Simply copy your data and paste it into the order creation interface.

Q: How do I get the Catalog feature?

A: The Catalog feature is available on Growth (₹699/month) and Professional (₹1,499/month) plans. Upgrade from Settings > Billing to unlock it.

Q: Can I customize my invoices?

A: Yes! Go to Settings > Store Settings to customize your invoice template with your logo and branding.

Q: What happens if I downgrade my plan?

A: If you downgrade from Growth/Professional to Starter, you'll lose access to premium features like the Catalog. Your data remains safe.

Q: Is there a limit on the number of products I can add?

A: Limits depend on your plan. Check the pricing page for specific limits on each tier.

Q: Can I have multiple users accessing my store?

A: Team member access depends on your plan. Professional plan offers unlimited team members.

Q: How do I contact support?

A: Use the in-app chat support, or email us. Professional plan users get 24/7 priority support.

🆘 Getting Help

Support Channels

💬 Live Chat

Available in the app - click the chat icon

📧 Email Support

Reach out to our support team

📚 Help Center

Browse articles and guides

📹 Video Tutorials

Watch step-by-step video guides

💡 Quick Tip: Before contacting support, check the FAQ section and help center - you might find your answer instantly!
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