Online shop: how the operations fit together
Businesses selling products online.
The jobs software does
Most companies like this use one tool for each job. The ones listed are common choices, in no ranked order.
Sell
Your store platform is the centre everything else connects to.
- Shopify
- WooCommerce
Email customers
Follow-ups and campaigns based on what people bought.
Keep the books
Sales, fees and tax recorded without manual entry.
Automations that join it up
Each one moves information between two jobs so nobody has to copy it.
Operations · Easy · Built-in integration
Keep a live sheet of every online order
A shared spreadsheet of orders is still the easiest way for a small team to pack, chase and report. Filling it automatically means no copying and no missed orders.
Marketing · Easy · Built-in integration
Email customers based on what they bought
Sending everyone the same email wastes your best customers' attention. With purchase data in the email tool, you can send follow-ups, restock news and thank-yous to the right people.
Finance · Some setup · Built-in integration
Send online shop sales to your accounting software
Shops with many small orders can't enter sales one by one. Syncing them gives you up-to-date revenue and sales tax figures.
Finance · Some setup · Built-in integration
Bring card payments into your accounts
Matching card payouts to sales by hand is one of the most tedious bookkeeping jobs. Connecting your payment provider brings in transactions and fees so reconciliation is mostly matching, not typing.
Marketing · Some setup · Built-in integration
Build one marketing dashboard from Analytics and Ads
Pulling numbers from several Google tools into a spreadsheet every week is slow and easy to get wrong. A shared dashboard updates itself, so everyone looks at the same figures.
Finance · Easy · Automation tool
Review software renewals before they charge
Most wasted software spend comes from renewals nobody noticed. A short regular look at what renews next lets you cancel, downgrade or negotiate in time.
Advice
- Ask your accountant whether they want each order or daily summaries in the books.