Wagtail manual

Wagtail Manual

About the cms

Your content management system (cms) is Wagtail. This is a very user-friendly cms that makes it easy for you to add texts, images and the like. The webshop part (products, customers, statistics, etc.) is managed with Oscar, a content management system for e-commerce. Highbiza has merged Wagtail and Oscar, so that you can manage your webshop in Wagtail and do not have to switch between two different environments.

Logging In

You can access the cms by going to the url of your website and typing / admin behind it. In some cases this is different; you will be informed of this. You log in with the data you have received.

The structure of the cms

After logging in, you will be on the home page of the cms. Here you can see how many pages your website has and how many images and documents have been added to it. Below that you can see any pages pending approval and the latest changes made, with the date and status next to them. "Status: Live" means that the change is visible on the website.

On the left you will see the Wagtail logo (the bird). You can always click on this to quickly return to the home page of the cms.

Below that you will see a search field. If you cannot find a page, you can type its title here. However, we recommend that you navigate to pages using the Pages menu item.

Below the search field are all menu items of the cms. These are classified as follows:

Content of your website

  • View website
  • Pages
  • Newsletters
  • Pictures
  • Documents
  • Snippets

Webshop Section

  • Dashboard
  • Catalog
  • Fulfillment
  • Clients
  • Offers
  • Content
  • Rapports

Other

  • Settings
  • User Settings.

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  1. The Wagtail logo. Click this to return to the homepage of the cms
  2. The number of pages, images and documents in your website
  3. Below are the latest changes made to your website
  4. The menu with content pages, images and documents
  5. The menu for your webshop, with products, customers, etc.
  6. The cms settings and your account settings.

Pages

If you click on "Pages", a drop-down menu opens (under "Home RR"). Here you will see all pages of your website. Initially, this is usually just the homepage as it is at the top. If you click the arrow to the right of the page title, you will see the underlying pages, also called subpages. These pages can also have subpages. In that case there is an arrow to the right of the page title.

In theory, an infinite number of subpages can be added one below the other, but this is of course not recommended for a well-organized website.

Add pages

To add a page, click "Pages" and then click the page under which you want to create the new page.

Click on "Add child page". You will now see a selection menu with a number of templates. Here you click on the type of page you want to create, for example a regular page, a contact page, a news page or something else. You will then be taken to that page. Now you can add the content of the page.

The content you can add to a page depends on the chosen template. For example, on a news page you can add the title, text and possibly an image, on a form page you add form fields. Most of the fields you can fill in have in common that you click to add something and click to delete it. When there is an asterisk after the title of the input field, it means that the field is required to enter.

If you want to change or delete the content of an already existing page, navigate to the page concerned via "Pages" in the menu and click "Edit" (or the pencil icon in the menu). Now you can add, change or delete the page content in the same way as for a page you just created.

Add and edit pages in Road runner

Under "Pages" in the main menu you will find an overview of the existing pages under "Home". The third column in this overview is called "Type", where you can see how these pages were created. You can create new pages yourself by pressing the "plus" with the text "Add underlying page" behind it. Then you can choose, for example, a "Content page" or a "Road runner bootstrap four page". The latter type provides the most formatting options. The following explains how to create and fill a new page here in Road runner.

To create a new Road runner page with content, first click on "Road runner bootstrap four page". Then you add a "Title". Then click on the red plus button in the middle of the screen.

Then the menu below will open.

Here you can choose whether you want the layout according to a fixed template ("Template"), or if you want a layout with a specific width ("Boxed") or over the full page width ("Full").

A Boxed page has extra space on the left and / or right and a Full page uses the full width of the screen.

After a choice has been made, a content block can be placed in the Boxed or Full page. This content can be added by clicking on the plus for the Boxed or Full.

By pressing this, you will get the following menu with the description "Fill in the form".

Here you can choose how much space / width of the page the content block should take up for Boxed. The 12 blocks represent the full width of the page. By selecting the sixth block, the content will occupy half the width of the page. Three quarters through the ninth block. And by the fourth one third of the page.

Different formats can also be set for different screen sizes. For example, half of the total width possible on desktop and full width on mobile. If you do not set a choice for different screen sizes, the same layout is automatically chosen for all sizes. Or the choice of the smallest screen size if you enter two sizes and do not make a choice for other screen sizes. For example, if you choose half the page width on mobile and do not enter anything on tablet, the page on tablet will also be set to half.

An empty space can also be set by right-clicking on one of the blocks.

After this, the content can be placed in the block. To do this, click on the plus sign above the block that has been created.

Clicking on this will bring up another menu.

Here you can choose the type of content. Once chosen, the content can be placed in it and will appear on the page as soon as the change has been published.

There is a range of diversity of choice from which template can be chosen. An overview of all building blocks including visual image can be found at the following address:

https://democontent.welkombij.highbiza.nl/bouwblokken/

Page properties and settings

When you change a page, you will see three tabs at the top. The "Content" tab is about the content of your page: the text, images, etc. This is what visitors to your website see.

The "Properties" tab is about things that visitors to your website also see, but that are not on the page itself. For example the slug. This is the part of the url that is about this specific page. As an example we take our own website. The url is https://uwkm.nl/. This is followed by a section that only applies to websites that are available in multiple languages. For us that is "nl". The url is now https://uwkm.nl/nl/. Behind that comes the slug from a specific page. On the "About Us" page, the slug is "about-us". The full url is https://uwkm.nl/nl/over-ons/. The last part of the url is always the slug of the page in question.

When you enter a page title in the "Content" tab, the slug is automatically created. If the title consists of several words, they will be hyphenated in the slug. There are situations where it is useful to adjust the slug:

  • If your page title contains special characters (for example ë or í). These also come in the slug, but are often replaced by other characters by browsers. We recommend that you adjust these types of characters to the same letters but without accents. The page title "Commercial Progress" will then be given the slug / commercial progress. If you don't adjust this, the browser will likely show the slug as / commerci% C3% ABle progress. That is less legible for visitors.
  • If your page title is very long, for example the title of a news item. The title of news items is sometimes a complete sentence, but the slug then becomes very long. Then shorten it. The slug / turnover-entire-branch-last-year-increased-despite-negative-expectations-various-parties is then, for example, / turnover-branch-increased.

Other information you can enter in "Properties" is the page title and the search description. A good page title and search description can help you find it in search engines.

If you want the page to be shown in the menu of your website, you must tick the box next to "Show in menus".

The last tab of every page is "Settings". Here you can enter dates for publishing and withdrawing the page. This is useful, for example, if you have created several blog posts, but do not want to put them all online at the same time. If you do not enter the publication dates, the page will be published immediately, without an end date. You can also only enter a start or end date.

Block pages from specific users

Does your website have pages you don't want everyone to see? Then you can hide these pages. To do this, go to the relevant page and click on "Edit". At the top right you will see three dots: Status, Privacy and Operation Block. Behind it are buttons. Click on the button behind Privacy (it is set to Public by default). Now you can choose whether you want to hide the page and to whom the page should be accessible. You can choose from logged in users, users with a password (you can set this after you check this option) or users in specific groups. Finally click on "Save".

Block pages from editing

If you do not want a page to be edited, you can block it. To do this, navigate to the relevant page and click on "Edit". At the top right you will see three dots: Status, Privacy and Operation Block. Behind it are buttons. Click on the button behind Operation Block (this is set to Unblocked by default). Editing of the page is now blocked. You can always unblock it by clicking the button again.

Delete pages

Do you no longer want to show a page on the website? Then you have two options: delete or withdraw the publication. If you delete a page, it will be permanently gone. That is why we recommend that you rarely do this. Only if you are sure that you will never do anything with the content of the page again, is this a suitable option. Do you want to remove a page from the website, but not remove it completely, so that you can still access the content of the page and even put it back online later? Then choose "withdraw publication".

To take a page offline, first navigate to the relevant page via the menu item "Pages". At the top is a small menu: edit, view live, add underlying page and more. Click on "More". Here you will see the menu to delete the page if you wish, but also to withdraw the publication. Click on that.

On the page where you are now, you will have the opportunity to check the title of the page. Does it match the page you want to take offline? Then click on "Yes, withdraw the publication".

You can check whether the publication has been successfully withdrawn by looking at the status in the list of pages. Pages with the status "live" can be seen on the website. Pages with the status "draft" are not. Your revoked page has the status "draft". You can always republish a page by changing it and then clicking "Publish" in the menu at the bottom left.

Copy pages

Do you want to create a page that is very similar to one you have already created before? Then it can be useful to duplicate the previous page. That way, all you have to do in the new page is to make a few changes, instead of filling in or rebuilding everything.

To duplicate a page, first navigate to the relevant page via the "Pages" menu item. At the top is a small menu: edit, view live, add underlying page and more. Click "More" and then "Copy". Now you will come to a screen where you enter the title and slug of the new page. These cannot be the same as those on the old page. You can also choose another parent page here. If you do not want to see the new page directly on the website (for example because you want to make changes first), you should not check the box next to "Publish copied page. Finally, click on "Copy this page".

Restore older page version

If you want to restore an earlier version of a page, you will find "Revisions" under the button "More" as the bottom button of the relevant page. If you click on it, you will get a list of all the saved versions from which you can choose.

Pictures

Images make your website attractive. In Wagtail / Oscar you can easily enter, put live, replace and delete them. Under "Images" in the menu you will see all images that have been uploaded to the website. These can be used anywhere on the website. You can use them in several places on your website, or not at all. At the top is a search field, which is useful if you want to quickly find a specific image, provided it has a title.

Add images

At the top right is the button "Add an image". Click on that. Now you will see a screen where you can drag images from a folder on your computer. If you prefer to click them in the folder, click the "Or choose from your computer" button. Now you can look them up for upload. Please note that only images in GIF, JPEG or PNG file format can be uploaded. The maximum file size per image is 10MB.

Once an image has been uploaded, you can give it a title and any tags. If you give the image a suitable title, it will be easier to find it later using the search function. Finally, click on the "Update" button. The image is now in your image gallery.

Change or delete images

To change an image, click on the image in the gallery. Here you can adjust the title and tags. You can also upload another image. If you do this, it will change wherever you use that image on your website. When you are happy with your changes, click the "Save" button at the bottom left.

To delete an image on a page, go to that page and click on the trash can behind the appropriate "Image". To remove an image from the entire website, you can click on the image in question in the "Images" library and then "Remove Image". Then click "Publish" at the bottom left to put this change live.

Categories

Catalog

All your products are listed in the "Catalog" in Wagtail / Oscar. The catalog is divided into products, product types, categories and ranges. At the bottom there are tabs for stock notifications and options.

Categories

The product categories are the categories that visitors to your website see. Subcategories can be added to this at several levels. So subcategories can be made under the "Clothing" category, but also subcategories below. This way, customers can navigate very precisely to what they are looking for.

To create a new category, click the "Create New Category" button at the top right. Here you enter the name of the category. The fields for a description and image are optional, you do not need to fill them in. Finally, choose the position of the category: 1st part, Before or After. The last two options indicate that the category is on the same level as the category you choose at "Relative To". The option "1st item" indicates that the category is the first item under the category, which you select at "Relative to".

When a (sub) category is not the last in a row, "After" can be replaced by "Before". In the example above, Stationery can also come before Electronics. And pencils can be used for writing pads. However, for a clear menu of categories, we recommend to use only "After" and "1st item". When you have completed all (mandatory) fields, click "Save" to add the category.

To add a subcategory, click the number in the "Number of subcategories" column in the category overview. This is initially zero. You will now be taken to the page with all subcategories of the relevant category and click on "Create new category" at the top right. This works the same as when you add a normal new category.

Dashboard

This is in the menu under Documents. You can think of it as the "homepage" of the management of your webshop, where you see the most important statistics. On the left you will see the total number of orders, customers and products, as well as the number of new customers. In addition, a graph with the orders of the last twenty-four hours. At the bottom of the page there are more statistics about the number of orders and customers, as well as total sales, offers and more.

Products

When you click on Products under Catalog, you will see a page with a list of all products that are currently in your webshop. Above the list is a search function, with which you can search for products by code or title. At the very top of the page is the option to create a new product. First select the desired product type and then click the "New product" button. Now you will see a number of tabs on the left (right of the menu). Click here to enter information about your product, such as the category, current stock, images, variants, and products recommended with the current product (“Other customers also bought…”). When you have finished editing all data, click "Save" in the bottom right corner. To easily save in-between without leaving the page, click "Save and Edit Again".

To immediately view a product on the website, click the "View on website" button. We recommend that you do this in a new tab (right mouse button -> Open link in new tab), so that you don't lose any changes.

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Product types

Product types do not affect the layout of products on your website. You use them to quickly link certain attributes to products. In the case of a bookstore, this is useful, for example, to indicate that e-books do not have to be sent, so that no shipping costs are charged. In this way, e-books can be placed in different categories (fiction, English, etc.), but still all be assigned the same type.

To create a new product type, click the "Create new product type" button at the top right. Here you give the type a name and check whether products of this type should be shipped and whether you want to keep track of their stock levels. On the left is the "Product attributes" tab. If you click on this, you can create additional options for the products, which are not available by default. Suppose you sell clothing and want a field for products where you enter the material. Then enter the name ("Material") and a code that you want to use for it. "Type" is the way in which the field can be filled in when you create a new product of this type. In a text field everything can be entered, in a number field only numbers, etc. Finally indicate whether it is mandatory to fill in this field and click on Save at the bottom right.

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Series

Strings are used when you create offers or vouchers. Suppose you have a clothing store with women's, men's and children's clothing. With the offer: 10% discount on all trousers. To avoid having to create the offer three times (for each category of trousers separately), create a sequence. You add all categories with trousers to that. Now create the offer and select the series. The offer applies to all categories in the range.

To create a new series, click the "Create new series" button in the top right corner. You give the series a name and possibly a description. You can choose to make the series public (visible to the customer) or not. If you want to create an offer that applies to all products in your webshop, tick "Include all products". In all other cases, click on the field at "Included categories", so that you can select individual (sub) categories there. Finally click on "Save".

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Documents

"Documents" usually contains longer texts that you do not want to see in full immediately. They often have an indication on the site such as "Click here". This concerns texts such as manuals, terms of delivery, instructions, etc., arranged in the form of PDFs.

Under "Documents" in the main menu you will see all documents that have been uploaded to the website. All documents can be used anywhere on the website, or not at all. At the top is a search field, which is useful if you want to quickly find a specific document. Then this document must have a title.

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Add documents

At the top right is the button "Add a document". Click on that. Now you will see a screen where you can drag and drop documents from a folder on your computer. If you prefer to click them in the folder, click the "Or choose from your computer" button. Now you can look them up for upload.

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When a document is uploaded you can give it a title and any tags. If you give the document a suitable title, it will be easier to find it later using the search function. Finally, click on the "Update" button. The document can now be used on your website.

Change or delete documents

To edit a document, click on it in the list. Here you can adjust the title and tags. You can also upload another file. If you do this, it will change wherever you use that document in your website. When you are satisfied with your changes, click the "Save" button at the bottom left.

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To delete the document, click on it in the list. Then click on the "Delete document" button at the bottom. You will now see a screen asking if you are sure you want to delete the document. Click the "Yes, delete" button to permanently remove the document from your website.

Add a link to a document

Go to the page where you want the link to the relevant document. Click on the pencil for the Richtext. Now you can use your mouse button to highlight the word or words that must be clickable for the document to open. These are marked with a light blue background.

Then click on the "Document" icon in the black bar above the text. This will take you to all the posted documents and you can click on the appropriate one.

Elastic search

Elastic search is an internal search engine within a website that also analyzes search behavior. This function is mainly used when there is a lot of data and also files (such as PDFs) in a site, it must be possible to prioritize search results and when it must be possible to filter on properties within the search results.

With elastic search within Django Python / Oscar it becomes clear how a site is searched, and whether or not this yields a conversion, and which adjustments can lead to better results.

You can find this in the menu under "Settings", under the "Promoted Search Results" tab.

On many websites a simple search functionality is sufficient, but elastic search is an option for professional parties.

Here you can give priority to search results, for example you can link landing pages to certain search terms.

First, click on add PROMOTED SEARCH RESULTS.

You can choose a search term yourself or choose from the popular search terms.

Here you can also see what your shop's customers are most looking for.

Then add a featured page.

If you now search for the word, you will see the page you have chosen.

Orders

On this page you can see all orders placed in your webshop. You can search by order number (or click on "Advanced search" to search for other criteria as well, such as customer name or product name). You can easily change the status of one or more orders by ticking the order (s) and then choosing a status under "Change order status". Then click on the "Change status" button. You can also download an overview of the selected orders by clicking the "Download" button at the top right of the list. You can open the file in a spreadsheet program (such as Excel).

To view an order in more detail, click on the order number or click the "View" button on the right. Here you can see all the details of the order in various tabs. You can change some of these, such as the status. On the first tab you can indicate whether the order has been shipped and on the second tab you can change the address of the customer, if necessary.

Statistics

Here you can see all the statistics related to orders. You can filter them by entering from and / or to dates. At the bottom of the page is an overview of the status of all orders. If you click on a status here, you will then see all orders with that status. For example, you can see at a glance how many orders have not yet been paid or shipped.

Partners

If you have contracts with partners who handle and ship orders for you, you can enter them here. You can also connect users to these partners. Create a new partner by clicking the "Create a new partner" button in the top right corner by clicking the "Create a new partner" button in the top right. First you only enter the name. The partner is then listed and you can click on it to fill in more information and link users to the partner. Finally click on "Save".

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To remove partners, click "Actions" (right in the list of partners) and then "Remove partner".

Customers

Click on "customers" in the menu. Here you will find a list of all customers of your webshop.

You can search the list by name and email address. You can also select one or more customer (s) by ticking the box in the leftmost column of the table. You can then make these active or inactive. To do this, tick one of the circles above the table and then click the "Send" button.

Offers

If you want to offer products at a special price or create voucher codes, do so here. In the first part, on the Offers page, you will find offers that apply to everyone. No special voucher is required for this. You can search for a specific offer in the list of offers. This is useful if you want an offer to return regularly. You do not have to create this every time, but you can simply set it to active or inactive.

To create a new offer, click the "Create New Offer" button at the top right. You fill in the information of the offer in four steps. First you choose a name and description. At the bottom right, click the "Continue to step 2" button. Here you choose a product range and the type of offer (a percentage of the product value, the cheapest product for free, a fixed amount of shipping costs, etc.). Then enter the value and the maximum number of parts to which the discount may be applied. Click "Continue to step 3" at the bottom right. Here you can define conditions that a shopping cart must meet before an offer is valid. On the tab of the last step you can add restrictions to the offer. For example, the maximum number of times that an offer may be used in total or a specific end date and time at which the offer automatically becomes inactive.

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Vouchers

If you click on Vouchers in the Offers submenu, you will be taken to the page with all current vouchers. These are at the bottom of a list. At the top of the page you have the option to search within the existing vouchers. To create a new voucher, click "Create new voucher" at the top right. There you enter the name and code of the voucher (the code is entered by customers in the shopping cart). You also indicate from and until when the voucher is valid. Finally, you choose how often the voucher can be used, which product will receive a discount, the type of discount and its value. Do you not want the voucher to be used in combination with other offers? Then tick the box at the bottom. Click "Save" at the bottom left to save the voucher.

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Vouchersets

With a voucher set you can create several vouchers at the same time, which can all be used only once. For example, when you want to thank a group of people by sending them 20 codes for a free product. You create a voucher set by clicking "Create new voucher set" in the top right corner.

Now enter the name of the voucher set and the length of the code (a unique code is generated for each voucher in the set). You fill in the description and the validity dates. You also choose how many vouchers you want to generate (in the example above 20). Finally, you choose which product will receive a discount, what kind of discount this is (a percentage, fixed amount, etc.) and the amount of discount. Then click on "Save".

The voucher set is now in the list of voucher sets. Clicking on it will take you to the page where all generated codes are. Each code can be used once.

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Rapports

Under Offers is Reports. Here you can automatically generate reports, for example about placed orders, product statistics or open shopping carts. First select the type of report and then enter any start and end dates. If you leave the Download box empty, you will see the report at the bottom of the page. If you tick this box, you will download the report as a CSV file. You can open this in spreadsheet programs such as Excel.

Settings

This is at the very bottom of the menu. It concerns the general settings of your content management system. Most of the parts here will not be of great interest to you and we recommend that you do not change anything about it.

You may want to add a user who can use the cms to add, change or delete things. Then go to the Users page and click the "Add a user" button at the top right. Fill in the requested fields and click the "Roles" button at the bottom. This assigns the user a role that determines what the user has access to. Finally click on "Add User".

To add roles, go to the Groups page. Click on the "Add a group" button in the top right corner, give the group a name and check what users are allowed to see and do when they belong to this group. Finally, click on the "Add group" button at the bottom.

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Account Settings

Your username is shown in the bottom left corner of the cms. When you click on this, you will see two options: log out, to log out, and account settings. In these account settings you can change a number of things, such as your profile picture, e-mail address and password. Clicking the button of a setting takes you to the screen to change the setting. Enter the new information and click the "Update" or "Change" button.

If you have received a new user account, we recommend that you change your password as soon as possible. Consider the security of your password; choose something that is not easy to guess.

Shipping methods

To set up shipping methods and associated costs, go to your website url followed by / django_admin. Here you log in with the data you have received.

Then scroll down until you see the "Shipping" heading. (Note: if your computer is set to English, it will not read "Shipping" but "Shipping".) Below are two options:

  • Order and production costs, where you set shipping costs based on the entire order and / or the number of products
  • Weight Based Shipping Methods, where you set shipping costs based on the weight of the order.

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Order and product costs

Click to set the shipping costs based on the entire order and / or the number of products. You determine the costs for each possible shipping method. To add a shipping method, click the "Add order and product costs" button at the top right. Now enter the name of the shipping method, for example "PostNL", "Registered mail" or "Pick up". Then fill in the description. Both the title and description are visible to your customer, so you can use this field to provide additional information about the shipping method.

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Then choose the available countries. Your customer will only see shipping methods after the address - including the country - has been entered. To select a country, click on it in the list and then click on the arrow to the right. To select all countries at once, click "Select all" at the bottom of the list.

Finally, you determine the costs of this shipping method. In the first field, Price per order, enter the amount that applies to each order, regardless of the number of products. Then you set how much you want to charge per product. You can of course leave one of the two fields at 0. In the third field you enter the amount that the order must meet before you offer free shipping.

An example. You have a webshop with which you offer t-shirts. You have outsourced the handling of orders to a fulfillment partner. This one charges fifty cents per t-shirt. You want to pass this on to the customer. In addition, the shipping costs are € 4.95. Customers who spend 100 euros or more in your webshop do not pay any shipping costs. You fill in the fields as follows:

Price per order: 4,95

Price per piece: 0,50

Free Shipping: 100,00

When you have filled in all the fields as desired, click "Save" at the bottom right. Or click "Save and add new" to immediately add another shipping method. Click "Save and continue editing" to save in between without leaving the page.

Weight-based shipping methods

When shipping products of varying weights, it can be helpful to calculate shipping weight based on weight. Then click on this option. To add a shipping method, click the "Add weight-based shipping method" button at the top right. Now enter the name of the shipping method, for example "PostNL", "Registered mail" or "Pick up". Then fill in the description. Both title and description are visible to your customer, so you can use this field to provide additional information about the shipping method.

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Then choose the available countries. Your customer will only see shipping methods after the address - including the country - has been entered. To select a country, click on it in the list and then click on the arrow to the right. To select all countries at once, click "Select all" at the bottom of the list.

Now you determine the default weight. When determining shipping costs based on weight, it is recommended to set the weight of each product. But maybe you only have a few very heavy items and the other items are all about the same weight. Then you can choose to set the weight only at the outliers. The items for which you do not set a weight are automatically given the default weight.

Finally, you define the weight classes. This works based on the upper limit of the class. An example:

Upper limit -- Costs

0.500 2.00 = all products from 0 to 0.5 kg: € 2, -

2,000 3.00 = all products from 0.5 to 2 kg: € 3

5,000 4.00 = all products from 2 kg to 5 kg: € 4

20,000 10.00 = all products from 5 kg to 20 kg: € 10

99,000 20.00 = all products from 20 kg to 99 kg: € 20

When you have filled in all the fields as desired, click "Save" at the bottom right. Or click "Save and add new" to immediately add another shipping method. Click "Save and continue editing" to save in between without leaving the page.

Create one shipping method in multiple languages

Whether you choose fixed order and product costs, or shipping costs based on the weight of the products, it is possible to create shipping methods in multiple languages. If your customer then selects "Germany", they will not see the Dutch name and description of the shipping method, but the German. This is very easy.

First you create the shipping method as you normally would. For available countries, you only select the countries for which you want the entered name and description to be visible. If you want to create the same shipping method in another language, just create it again, but type the name and description in the other language. Then choose the countries for which you want the translated name and description to be visible.

Demosite Klanten