The Store screen
List something for sale
There are two routes in, and the fast one is usually right.- Sell from inventory
- Build the product
Select Sell from inventory, search with “Search inventory by name or SKU…”, and select Sell on the item. That publishes it as a product with one variant, linked to the inventory item it came from. Use this for anything you already stock and are not fussy about presenting.
Building a product
1
Enter the details
Give it a Title and a Description, assign a collection, and set the tax rate and label if this product is taxed differently from your default.
2
Save once to create it
The product is created on the first save. Photos and extra variants attach to a product that exists, so save before you try to add them.
3
Add variants
Under Variants, select Add variant and name it — “Variant name (e.g. 100ml)”. The variant you start with is named Default; rename it if you are selling more than one size. Link each variant to the inventory item it draws from.
4
Save each variant
Variants save one at a time, not in a batch. Save each one before moving to the next.
Stock and cost are not editable in the store. They come from the linked inventory item, so there is one number for how many you have, wherever you look. Change stock in Inventory, not here.
Publish the storefront
1
Claim your store address
Enter a Store address. It is checked for format, for reserved words, and for uniqueness across every ClinikEHR workspace, so a common name may already be gone. Your shop then lives at that address.
2
Write the shopfront
Announcement bar (optional), Headline, Subheadline, Intro (optional) and Footer note (optional) are the page copy. Success title and Success message are what a customer sees after they order — say what happens next and when.
3
Style it
Set an Accent color and Theme, choose a Layout and Products per row, and pick a Featured collection and Featured products for the top of the page.
4
Set tax
Set your default tax rate and its label here, so new products start correct rather than needing fixing one by one.
5
Go live
Flip the switch from Off to Live and select Save. The page is not public until you do both.
What your plan allows
Two limits people meet early:
- “Digital products are available on the Team plan. Upgrade to sell downloads.”
- “Embedding your storefront is a Team feature. Upgrade to add it to your website.”
shop.yourclinic.example is available on Team and Enterprise — see Custom domains.
Check it worked
- The product appears under Products and counts toward Active products on the Overview tab.
- Your store address loads in a private browser window, with the product and its price visible.
- A test order appears under Orders, and the linked inventory item’s on-hand figure has dropped.
If something goes wrong
I cannot edit the stock level or the cost
I cannot edit the stock level or the cost
That is deliberate. Both come from the linked inventory item — change them in Inventory.
My variant did not save
My variant did not save
Variants save individually, and only after the product itself exists. Save the product first, then save each variant in turn.
The store address is refused
The store address is refused
It is checked for format, reserved words, and uniqueness across all ClinikEHR workspaces. Choose something more specific to your clinic.
The page is not public
The page is not public
The switch must read Live and you must select Save. Setting one without the other leaves the store off.
I have hit the product limit
I have hit the product limit
Starter allows 100 active products and Essential 1,000. Deactivate what you are not selling, or move up a plan.
An order came in for something out of stock
An order came in for something out of stock
The store sells against inventory, so this means the inventory figure was wrong. Reconcile with a stock count — see Inventory.