Ecommerce in SGEN — Products, Orders, Coupons, and Store Configuration
In short. Ecommerce in SGEN is a full-featured store module — products (simple and variable), attributes and variants, categories, cart and checkout, coupons, orders, and eight configuration tabs for currency, shipping, taxes, and payment gateways. Everything lives under Ecommerce in your admin. The module is included on every plan, including Sandbox. That's the map — read on for the detail.
Overview
What the Ecommerce module is for, where to find it, and the vocabulary you'll use across the rest of this reference.
What is this for?
Ecommerce in SGEN is the feature set that lets you list products, accept orders, apply discounts, and manage fulfillment — all within the same admin you use to manage pages, blog posts, and site settings. It does not require a separate application or a separate login.
The module is included on every plan, including the free Sandbox. If the Store section is missing from your sidebar, check Modules Config to confirm the module is switched on for the site. For plan and pricing details, see the pricing page.
Where to find it
To open it: sign in to your SGEN Dashboard, open Site Manager, find your site, then choose Manage site → Login. In the admin sidebar, go to Ecommerce (also shown as Store in some navigation contexts).
Open the Ecommerce section in your admin sidebar.
Open Products.
Choose Add New to create your first product.
The admin sidebar with the Ecommerce section expanded shows its four entries: Products, Orders, Coupons, and Configuration. The store lives inside the same admin as the rest of your site — no separate login.
The store has four top-level areas, all verified against live surveyed navigation on 2026-06-02:
Reference — the four Ecommerce areas and what each holds
| Area | What's inside |
|---|---|
| Products | Product list, plus Add / Edit products |
| Products → Categories | The category manager |
| Products → Attributes | The attribute manager |
| Orders | Order list and per-order detail view |
| Coupons | Coupon list, plus Add / Edit coupons |
| Configuration | Store-wide settings, split across eight sub-tabs (see Store configuration) |
The eight Configuration sub-tabs are: General (store status, country, currency, login requirements), Purchase Flow (cart and buying behavior), Checkout (checkout fields), Layout & SEO (store layout and SEO defaults), Shipping (methods and rates), Taxes (tax rates), Payment Gateways, and Product Tabs (global product-page tab configuration).
The central concepts are:
- Product — an item for sale, with a price, description, images, and optional inventory tracking.
- Variation — a specific version of a variable product (for example, a shirt in a given size and color), each with its own price and stock.
- Attribute — a named property (such as "Size" or "Color") used to define which axes a variable product has options on.
- Category — a grouping label applied to products to organize the store catalog.
- Cart — the temporary session state that accumulates items a shopper is considering.
- Checkout — the flow where the shopper enters contact, billing, and shipping information and places an order.
- Order — a completed purchase record, including customer details, items, prices, and status.
- Coupon — a discount code a shopper can enter at checkout.
- Store configuration — the eight sub-tabs that govern store-wide behavior: general settings, purchase flow, checkout fields, layout/SEO, shipping, taxes, payment gateways, and product page tabs.
Scope
This reference covers everything inside the Ecommerce module: the two product types and their modifiers, attributes and variations, categories, the cart-to-checkout flow, the order lifecycle, coupons, and all eight Configuration sub-tabs. It also maps the eleven SG-Builder ecommerce components that bind to your live product data. It does not cover plan limits or external payment-provider contracts — for those, see the pricing page or contact Support.
The mock below maps the four top-level store areas as they appear in your admin sidebar, with the kind of count each surface shows once you have a catalog and a few orders in place.
Your live product catalog.
Every completed purchase across the order lifecycle.
Discount codes currently available at checkout.
Store-wide settings across eight sub-tabs.
The product model
A product in SGEN is the foundational catalog record. Every product has a title, a description, a price, and optionally a gallery of images. Beyond the basics, the product model supports a structured set of sub-objects that control how it behaves in the store.
Product types
SGEN supports two primary product types, set on the product's General tab:
| Product type | Description | Has shipping? | Example |
|---|---|---|---|
| Simple product | One item, one price, no variations | Yes (by default) | A printed poster |
| Variable product | Multiple options (size, color, etc.); each combination is a variation with its own price and stock | Varies per variation | A shirt sold in three sizes |
Two product modifiers can be applied to either type:
| Modifier | What it does | Effect on shipping |
|---|---|---|
| Virtual | No physical item to ship — a service, consultation, or access grant | Shipping fields removed from checkout for this product |
| Downloadable | Buyer receives a file after purchase (ebook, audio, software) | Can be combined with Virtual for fully digital delivery |
Ticking Downloadable exposes additional fields on the General tab: a file list, a download limit (how many times the link works), and a download expiry (how many days after purchase the link stays active).
The mock below shows the General tab of a simple product as you would fill it in — a physical item with a regular price, a sale price, and stock tracking switched on.
A simple physical product with a sale price and stock tracking. The General tab collects:
| Field | Example | Notes |
|---|---|---|
| Product name | Canvas Tote Bag | Required. |
| Product type | Simple product | Switch to Variable when the item has size or color options. |
| Regular price | 30.00 | Shown in your store currency, set under Configuration / General. |
| Sale price | Leave blank for no sale | When set, the regular price shows with a strike-through. |
| Virtual | Off | Tick for a service or access grant — removes shipping fields. |
| Downloadable | Off | Tick to attach a file the buyer downloads after purchase. |
Sidebar tips on this screen: turn on Manage stock on the Inventory tab to count units automatically, and assign categories from the right sidebar so shoppers can browse by group. Publish and Save Draft actions are shown for preview only.
Product tabs (on the product editor)
The product editor is divided into functional tabs. The table below covers the tabs that hold the most commonly needed fields:
| Tab | Key fields |
|---|---|
| General | Product type, regular price, sale price, Virtual checkbox, Downloadable checkbox, download files |
| Inventory | Manage stock toggle, stock quantity, stock status (In stock / Out of stock / On backorder), SKU, allow backorders |
| Shipping | Weight, dimensions, shipping class |
| Linked Products | Upsells (shown on the product page), cross-sells (shown in the cart) |
| Attributes | Attribute definitions used to generate variations |
| Variations | Individual variation records — each with its own price, stock, SKU, and image |
| Advanced | Purchase note, custom ordering, reviews toggle |
| SEO | Per-product meta title and description overrides |
Inventory fields
Three inventory concepts appear on the Inventory tab:
- SKU (Stock Keeping Unit) — your own reference code for the product. Not customer-facing by default. Used for internal inventory tracking.
- Manage stock? — a toggle. When on, SGEN tracks the exact quantity and decrements it on purchase. When off, you set stock status manually.
- Stock status — the store-visible state: In stock, Out of stock, or On backorder. If Manage stock is on, SGEN derives this from the quantity; if it is off, you set it directly.
Upsells and cross-sells
| Relationship type | Where it appears | Purpose |
|---|---|---|
| Upsell | On the product page | Suggests a better or pricier alternative ("You might also like...") |
| Cross-sell | In the cart | Suggests companion items that go well with the current cart contents |
Both are set on the product's Linked Products tab by searching for and adding other products.
Attributes and variations
Attributes are the named options that make a variable product possible. The workflow has three steps.
In your admin, go to Products → Attributes. Create a global attribute (for example, "Size") with its terms (S, M, L, XL). Global attributes can be reused across products.
On the product's Attributes tab, add the attribute and tick Used for variations.
On the product's Variations tab, click Generate Variations. SGEN creates one variation record per combination of attribute terms. Set price, stock, SKU, and image individually on each variation.
A variation is one specific, purchasable version of a variable product. For example, a shirt that comes in three sizes and two colors has up to six variations. Each variation can have:
- Its own regular price and sale price
- Its own stock quantity or stock status
- Its own SKU
- Its own image
The shopper selects their combination on the product page using dropdown menus generated from the attribute terms.
Categories
Product categories are organizational labels you create separately from products and then assign to products. They are hierarchical — a category can have a parent category.
Categories serve two purposes:
- Navigation — product archive pages can be filtered or browsed by category in the storefront.
- Assignment — each product carries one or more category labels.
The category manager lives in your admin under Products → Categories. Fields on a category: name, slug, parent, description, thumbnail image.
After creating categories, assign them on the product editor's Categories panel (right sidebar). A product can belong to multiple categories.
Cart and checkout
The cart and checkout area covers the buyer journey from "add to cart" through order confirmation. SGEN controls several aspects of this flow through configuration.
Purchase flow
The Purchase Flow sub-tab (Configuration → Purchase Flow) sets how the cart and buying process behave globally.
Checkout fields
Checkout fields are the inputs a customer fills at checkout: name, email address, billing address, phone, and so on. SGEN lets you control which fields appear and which are required, on the Configuration → Checkout sub-tab.
Common checkout field concepts:
| Concept | Description |
|---|---|
| Billing fields | Contact and payment-address inputs (name, email, address line 1/2, city, state/province, postcode, country, phone) |
| Shipping fields | Delivery address if different from billing |
| Order notes | Optional free-text field for the customer |
| Custom fields | Additional fields your store requires |
Guest orders
A guest order is a purchase by a customer who did not create an account. SGEN records it like any order, using the email and shipping details the customer entered at checkout. You can optionally disable guest checkout by turning on Require Login To Checkout in the General configuration sub-tab.
Orders
Every completed purchase creates an order record under Ecommerce → Orders in your admin. The order list shows all orders; clicking an order opens its detail view.
The mock below shows a populated order list — eleven orders across the lifecycle, with the status filter pills at the top reading the count for each state. The list is filtered by status: All (11), Completed (7), Processing (2), On hold (1), and Refunded (1). Bulk actions let you mark orders Completed or Processing, or export. Customer names and totals shown are illustrative.
| Order | Customer | Total | Status | Date |
|---|---|---|---|---|
| #1042 | Site owner | $54.00 | Completed | 2 hours ago |
| #1041 | Editor | $30.00 | Processing | yesterday |
| #1040 | Author | $9.00 | Completed | yesterday |
| #1039 | Contributor | $24.99 | On hold | 3 days ago |
| #1038 | Designer | $5.99 | Refunded | 4 days ago |
Order status
Orders move through a status lifecycle. The order detail view shows the current status and gives you a control to update it. Common status concepts in store platforms (pending, processing, on hold, completed, cancelled, refunded) apply, but verify the exact labels in the admin.
Refunds
A refund returns all or part of a customer's payment. In SGEN, refunds are processed from the order's detail view. The refund routes back via the original payment method. Partial refunds — returning less than the full order total — are supported through the refund interface.
The order detail view is the single surface for:
- Viewing customer details, items purchased, and totals
- Updating order status
- Processing full or partial refunds
- Adding order notes (visible only to the admin, or optionally sent to the customer)
The mock below shows a single order's detail view — customer details, the items purchased, the totals, and the status control you use to move the order through its lifecycle or issue a refund.
Customer
| Field | Value |
|---|---|
| Name | Site owner |
| hello@yoursite.com | |
| Account | Guest order |
Items
| Line | Value |
|---|---|
| Canvas Tote Bag | 1 × $30.00 |
| Sticker Pack (sale) | 4 × $3.99 |
| Subtotal | $45.96 |
| Shipping | $8.04 |
| Total | $54.00 |
The top actions are Update Status and Refund (preview only). Sidebar widgets cover: Status — Completed; use Update Status to move it to Processing, On hold, or Refunded. Refunds — issue a full or partial refund from this view; the refund routes back via the original payment method. Order notes — add a private admin note, or send the customer an update.
Coupons
Coupons are discount codes shoppers enter at checkout. The coupon manager lives in your admin under Ecommerce → Coupons.
Creating a coupon
Go to Coupons → Add New to create a code. Key fields when creating a coupon:
| Field | Description |
|---|---|
| Coupon code | The string the customer types at checkout (for example, SUMMER20) |
| Discount type | How the discount is calculated — percentage or fixed amount |
| Coupon amount | The value of the discount (for example, 20 for 20% off) |
| Expiry date | Optional date after which the code no longer works |
| Usage limit per coupon | Maximum total uses across all shoppers |
| Usage limit per user | Maximum times a single customer can use the code |
| Minimum spend | Cart subtotal required to apply the coupon |
| Maximum spend | Cart subtotal above which the coupon is rejected |
| Individual use only | Prevents this coupon from stacking with other codes |
| Exclude sale items | Prevents the discount from applying to items already on sale |
The mock below shows a coupon set up for 15% off orders over $50 — a percentage discount with a minimum spend, the shape used in the worked example further down.
A percentage discount that applies above a minimum cart subtotal. The fields:
| Field | Example | Notes |
|---|---|---|
| Coupon code | SAVE15 | The string the shopper types at checkout. Required. |
| Discount type | Percentage | Percentage takes a share of the cart; fixed takes a set amount. |
| Coupon amount | 15 | For percentage, 15 means 15% off. |
| Minimum spend | 50.00 | Cart subtotal required before the code applies. |
| Expiry date | Optional | Leave blank for a code that never expires. |
| Individual use only | Off | Prevents stacking with other codes. |
Sidebar tips on this screen: set minimum and maximum spend in the same currency as Configuration / General, and cap total uses (or uses per shopper) to control how far a code spreads. Publish and Save Draft actions are shown for preview only.
Store configuration
Store configuration lives under Ecommerce → Configuration in your admin and is divided into eight sub-tabs. Each sub-tab saves independently.
| Sub-tab | What it owns |
|---|---|
| General | Store status (Online / Maintenance / Disabled), country, measurement units, currency, Require Login To Checkout toggle, terms agreement |
| Purchase Flow | Cart and buying process behavior |
| Checkout Fields | Fields shown at checkout; required vs. optional |
| Layout & SEO | Store layout options; SEO defaults for product archive pages |
| Shipping | Shipping methods, rates, and shipping classes |
| Taxes | Tax rate definitions |
| Payment Gateways | Payment gateway configuration |
| Product Tabs | Global tab configuration for product pages (for example, Description, Reviews tabs) |
General
The General sub-tab holds the store's operational state and base settings. Key fields:
- Store Status — three options: Online (accepting orders), Maintenance (store visible but shows a holding message), Disabled (store hidden).
- Country — your store's base country, used as the default for tax and shipping calculations.
- Currency — the currency shown on prices and in checkout.
- Require Login To Checkout — when enabled, shoppers must have an account and be signed in before they can complete a purchase. Guest orders are disabled.
- Terms agreement — optional requirement for shoppers to accept terms and conditions before completing an order.
Shipping
The Shipping sub-tab is where you define how physical products are delivered. It supports:
- Shipping methods — the delivery options presented to buyers at checkout (for example, standard shipping, express shipping, local pickup).
- Shipping classes — groups for products that share the same shipping rules. For example, a "Heavy items" class and a "Fragile items" class can each have different rate calculations. Assign a shipping class on the product's Shipping tab.
Taxes
The Taxes sub-tab holds your tax rate definitions. You add rates here; SGEN applies them at checkout based on the customer's location.
Payment Gateways
A payment gateway is the service that securely processes card payments at checkout. You connect and configure gateways here.
Product Tabs
Product tabs are the tabs shown on the product page in the storefront — typically a Description tab, a Reviews tab, and optionally others. The Product Tabs sub-tab sets which tabs appear globally. Individual products can also enable custom tabs through their own settings.
SG-Builder and ecommerce
The SG-Builder visual editor exposes a dedicated Ecommerce category of 11 components that bind to live product data. These components let you embed product information in any SG-Builder page — not only the default store archive.
Reference — the 11 SG-Builder ecommerce components
| Component | What it renders | Key trait |
|---|---|---|
| Product Title | The selected product's title | Product picker, heading tag, link option |
| Product Price | Regular and sale price | Product picker |
| Product Description | Product description body | Product picker |
| Product Gallery | Product image gallery | Product picker |
| Add to Cart | Add to Cart button | Product picker |
| Product Badges | Sale / New / Category badges | Product picker, show/hide per badge type |
| Product Card | Full product card (image, title, price, button) | Product picker, card style (Default, 1, 2, 3) |
| Products Archive | Products archive (grid or list) | Layout/sort/filter config, archive query builder |
| Related Products | Related products grid | Same as Products Archive |
| Cart Button | Cart icon / button | (no functional traits) |
| Mini-cart | Mini-cart drawer | (no functional traits) |
Source: the SG-Builder component catalog, verified from the catalog (11 components).
The product-picker trait selects which product's data the component binds to. The Products Archive and Related Products components use an archive query builder to pull sets of products dynamically.
These components rely on the Ecommerce module, which is included on every plan. On a site where the module has not been switched on in Modules Config, the components will not have data to render.
Examples
Use the table below to pick the right product type before you start, then follow the worked setups underneath.
| What you sell | Product type to choose |
|---|---|
| One item, one price, ships to the buyer (a tote bag, a poster) | Simple product |
| Same item in several sizes or colors, each with its own price or stock | Variable product with attributes and variations |
| A service, consultation, or access grant with nothing to ship | Simple product, ticked Virtual |
| A file the buyer downloads after purchase (a guide, audio, software) | Simple product, ticked Downloadable |
| A digital item with no shipping and a file to deliver | Ticked Virtual and Downloadable together |
New store setup order — a safe configuration sequence before going live
Set Store Status to Maintenance, then set country and currency.
Add at least one shipping method.
Add applicable tax rates.
Connect at least one gateway.
Create global attributes (Size, Color...) if you will sell variable products.
Set type, price, inventory, and categories.
Create a launch discount code.
Confirm the required fields are present.
Set Store Status to Online.
Each sub-tab saves independently. Changes take effect on the next page request.
Variable product (shirt in three sizes)
Set the type to Variable product.
Add Size with terms Small / Medium / Large; tick Used for variations; Save.
Click Generate Variations; SGEN creates 3 records.
Set Regular price, Stock status, and an optional SKU; Save.
The shopper selects size from a dropdown on the product page; price and stock update to match.
Coupon — 15% off orders over $50
Create a coupon with code SAVE15, Discount type Percentage, Amount 15, and Minimum spend 50.
Reference
Configuration sub-tab reference, common mistakes, and the related features and KB cards that go with this module.
Configuration sub-tab reference
| Sub-tab | Key settings | Where |
|---|---|---|
| General | Store status · country · currency · require login · terms | Ecommerce → Configuration → General |
| Purchase Flow | Cart behavior, buying flow options | Ecommerce → Configuration → Purchase Flow |
| Checkout Fields | Billing / shipping / note / custom fields | Ecommerce → Configuration → Checkout |
| Layout & SEO | Store layout, product archive SEO defaults | Ecommerce → Configuration → Layout & SEO |
| Shipping | Shipping methods, rates, shipping classes | Ecommerce → Configuration → Shipping |
| Taxes | Tax rates and rules | Ecommerce → Configuration → Taxes |
| Payment Gateways | Gateway connections and credentials | Ecommerce → Configuration → Payment Gateways |
| Product Tabs | Global tab layout on product pages | Ecommerce → Configuration → Product Tabs |
Common mistakes
| Mistake | What happens | How to fix |
|---|---|---|
| Forgetting to connect a payment gateway before going live | Shoppers reach checkout but cannot pay | Set up at least one active gateway under Configuration → Payment Gateways |
| Setting Store Status to Online before setting shipping methods | Orders with physical products fail to calculate delivery | Add at least one shipping method first |
| Generating variations before saving attribute terms | SGEN generates combinations based on current terms — missing terms produce incomplete variation sets | Add all attribute terms first, then generate variations |
| Leaving stock management off with no stock status set | Products may appear purchasable when they are not available | Set Stock status explicitly on each product when not using Manage stock |
| Using a simple product when options are needed | Only one price/SKU — cannot express size or color options | Change the product type to Variable and add attributes |
| Setting a coupon minimum spend in the wrong currency | The discount threshold does not match the store currency | Confirm the currency in Configuration → General before setting coupon amounts |
| Assigning the wrong shipping class to a product | Shipping rates for that product do not match expectations | Review class assignments on the product's Shipping tab and the class definitions in Configuration → Shipping |
Related features
- Products — the product catalog (Ecommerce → Products).
- Product Categories — organize products by category (Products → Categories).
- Product Attributes — define global attributes for variable products (Products → Attributes).
- Orders — view and manage customer orders (Ecommerce → Orders).
- Coupons — create and manage discount codes (Ecommerce → Coupons).
- Configuration → General — store status, currency, login requirements.
- Configuration → Shipping — shipping methods and rates.
- Configuration → Taxes — tax rate definitions.
- Configuration → Payment Gateways — payment gateway setup.
- Configuration → Checkout Fields — checkout form fields.
- Configuration → Purchase Flow — cart behavior.
- Configuration → Layout & SEO — store layout and SEO defaults.
- Configuration → Product Tabs — global product page tabs.
Related KB cards
- Products — Simple vs variable products · What a variation is · SKU · Stock status · Downloadable products · Virtual products
- Cart and checkout — Checkout fields · Guest orders · Upsells and cross-sells
- Orders — Refunds · Managing orders
- Configuration — Store status · Shipping class · Payment gateway
- Journeys — Add a product · Set up a variable product · Create a coupon · Configure shipping · Configure taxes · Configure payment
