Commerce merchant dashboard
Goal
Operate one or more online stores from the Merchant Dashboard: publish catalog, configure shipping and payments, fulfill orders, and (when connected) reconcile with BlueMatrix.
Who it is for
Staff with Commerce access on a BlueMatrix-connected store, or standalone Commerce merchants. Typical permissions: commerce.view, commerce.manage, commerce.publish, commerce.orders.manage, commerce.themes.manage, commerce.open_dashboard. Module commerce_platform.
Preconditions
- Commerce app reachable for your environment.
- Connected: active BlueMatrix↔Commerce merchant connection; BlueMatrix user can sign in and has at least one commerce permission.
- Standalone: Commerce merchant account / store already registered.
Steps — sign in and pick a store
- Open the Merchant Dashboard login (Merchant Dashboard title).
- Connected: choose BlueMatrix account, then Continue with BlueMatrix Accounts. Sign in on Accounts (password, passkey, OAuth, or magic link). Accounts returns you to Merchant
/auth/enterwith a one-time code; pick the connected store when you have more than one. - Standalone: sign in (or Create standalone account) with Commerce credentials, or use a passkey when enrolled.
- From Your stores, open a store to enter the store admin shell.
Steps — store admin navigation
Brand Commerce. Top actions: View store (public storefront), Sign out, All stores.
| Area | Nav | Typical work |
|---|---|---|
| Ops | Home, Orders, Reviews | KPIs; fulfill and update orders; moderate reviews |
| Catalog | Listings / Draft products (connected) or Products (standalone); Collections | Publish listings; edit online title/slug/visibility; group collections |
| Online store | Pages, Photo library, Theme | CMS pages, media, homepage/theme layout |
| Settings | General, Shipping, Payments, BlueMatrix sync (connected) | Status Draft vs Published — live storefront, domains, locales, checkout, fulfillment policy, shipping zones/methods, payment modules, reconciliation |
Verify a custom domain
In General → Custom domains, add a domain name without a scheme, port or path. The new domain remains inactive until ownership is verified. Platform domains cannot be claimed.
Copy the displayed TXT name and value into your DNS provider. Choose Verify ownership after DNS propagation. A challenge expires after two days; choose New verification challenge and replace the DNS value if needed. Once verified, choose Set primary to use that domain in canonical store links. Verification does not provision DNS destinations, certificates or hosting: your hosting operator must configure those separately.
Removing a domain stops its routing and makes store links fall back to another verified domain or the store path. Unpublished stores remain inaccessible even on a verified domain. Existing domains without verification require a new challenge; there is no automatic verification of legacy records.
Connect a standalone merchant to BOS
The merchant owner chooses Sign in to BOS to connect on the stores page. Complete Accounts sign-in, choose a workspace, then select Verify workspace access. You need current Commerce management permission in that workspace and an enabled Commerce module. Review the verified workspace name and choose Confirm connection. Typing a tenant ID is not a linking method.
The linking session expires after ten minutes and belongs to the initiating owner. If it expires, restart from the stores page. Verification never replaces your merchant login. Existing orders retain their original standalone stock/accounting path after the stores connect; map the new connected catalog using reconciliation. A BOS workspace already connected to another merchant cannot be claimed.
Staff access (standalone)
Owners can open Staff access from a store’s settings navigation. Roles apply to all stores belonging to that merchant.
- Enter the staff member’s email, select Viewer, Order manager, Catalog manager, or Owner, and send an invitation.
- The recipient opens the email link within two days, sets a name and password, then signs in normally. An invitation does not sign the recipient in automatically. Existing merchant accounts cannot accept a second merchant membership through this flow.
- Change a role, revoke access, or reactivate a staff member from the list. Role changes and revocation invalidate existing sessions. Reactivation requires a new sign-in.
- Keep at least one active owner. The system rejects revoking or demoting the last owner. Revoke a pending invitation to prevent its use; sending a replacement invalidates the earlier link.
Viewers cannot change orders or manage staff. Order managers handle orders. Catalog managers manage products, listings, collections and pages. Owners manage settings and staff. Connected staff continue to use their BlueMatrix permissions.
Edit and publish pages
Open Pages, create or edit a page, and enter its translated title, plain-text body, slug and optional SEO title/description. The preview displays text safely; it does not execute HTML. Save a draft before publishing if the page is not ready.
Unpublish removes a page from public access. Archive also removes it from the active list. Select Archived to find and restore a page; restoration returns it as a private draft. Publish it explicitly when ready. Unsaved edits require confirmation before leaving the page editor.
Standalone inventory adjustments
Open Products and choose Inventory for an item. Select the base product or variant to see on-hand, held and available quantities. Enter the new physical balance and an adjustment reason, then Record adjustment. Active reservations prevent reductions below quantities already held for orders. Product metadata editing does not change stock.
If the response is lost, reopen the inventory panel and choose Retry same adjustment. The original balance, reason and operation are retained across reloads. Do not record a second adjustment to compensate for an unknown result. Movement history shows the reason, quantity, resulting balance, staff name when known and order reference. Use Next for older entries; inactive products retain this history.
Set a Low-stock threshold for each stock item. The warning compares available stock after active reservations. Leave the threshold blank to disable it. Owners and catalog managers can adjust stock or thresholds; viewers can read history. Product search includes all translated names and SKU, and pagination reaches the full catalog. The low-stock count describes the current page.
Connected vs standalone catalog
- Connected — Listings: products live in BlueMatrix; use Publish / unpublish; open BlueMatrix catalog when adding items. Draft products support approval-style flows into BlueMatrix.
- Standalone — Products: create SKU, name, price, stock, optional listing slug; manage status active/inactive.
Result
The selected store is configured and operable: shoppers only see a Published storefront; orders appear under Orders with payment and fulfillment status (and BlueMatrix sync status when connected).
Hard stops
- No commerce permission on connected login → access denied to merchant APIs.
- Opening Listings / BlueMatrix sync on a standalone store (or Products on connected) redirects away — mode-specific nav only.
- Store still Draft → customers cannot shop until you publish under General.
- Missing shipping/payment methods → checkout failures on the storefront (fix under those settings).