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User guide

Getting started

Visual Merchandiser is a tool that helps you easily manage, organize, and optimize the visual presentation of your product collections in just a few clicks.

Installing the app

  1. Go to the Shopify App Store

  2. Install the app

  3. Access it through the "Apps" section of your Shopify Store

Subscription plans

All three plans offer identical features: 

  • Automate collection sorting based on multiple criteria

  • Highlight products and keep their fixed position

  • Visually organize the collection

The type of plan you have access to is determined by your Shopify subscription.

Basic

10$

includes

  • 7 days trial
  • Automate collection sorting based on multiple criteria
  • Highlight products and lock their position
  • Visually organize the collection

Advanced

45$

includes

  • 7 days trial
  • Automate collection sorting based on multiple criteria
  • Highlight products and lock their position
  • Visually organize the collection

Plus

75$

includes

  • 7 days trial
  • Automate collection sorting based on multiple criteria
  • Highlight products and lock their position
  • Visually organize the collection

  • Basic

    10$

    includes

    • 7 days trial
    • Automate collection sorting based on multiple criteria
    • Highlight products and lock their position
    • Visually organize the collection

  • Advanced

    45$

    includes

    • 7 days trial
    • Automate collection sorting based on multiple criteria
    • Highlight products and lock their position
    • Visually organize the collection

  • Plus

    75$

    includes

    • 7 days trial
    • Automate collection sorting based on multiple criteria
    • Highlight products and lock their position
    • Visually organize the collection

Automate collection sorting

In Visual MerchandiserCollections you will be able to arrange your collections.

The automatic organization is a powerful feature that allows you to automatically sort and arrange your collections based on predefined criteria at a specific time of the day.

You can perform an automatic reorganization from the Collections List or the Collection Page.

Adjusting an automatically sorted collection through manual actions (e.g drag & drop) will change its sorting setting from automatic to manual.

You can still lock products in a position when using the automated collection sorting.

From the collection list

To automatically reorganize your collection from the collection list:

  1. Go to Visual MerchandiserCollections

  2. Select the collection(s) you want to organize by ticking the checkbox or clicking on the collection row

  3. Click Reorganize Collections

  4. In the first drop-down list, select Automatically

  5. Use the next drop-down lists to set the sorting criteria

  6. Choose a time for the reorganization (see planning reorganization)

  7. Click Validate

A validating window summarizing your choices opens.
You can choose to keep your products locked in their position or remove the lock function for this reorganization (to learn more about the lock function, click here).

Click on Validate to confirm your reorganization choices.

From the collection page

To automatically reorganize your collection from the collection page:

  1. Go to Visual MerchandiserCollections

  2. Click the Edit button next to a collection

  3. From the Reorder Products section:

    In the first drop-down list choose the automatic reorganization

    Use the next drop-down lists to set the sorting criteria

  4. Click Apply

Sorting Criteria

You can automatically sort a collection by combining up to five criteria.

By stocks

Sorting by stocks organizes your product collections based on stock availability:

  • Products with available stock are displayed first in the collection

  • Products that are out of stock are moved towards the end of the collection

  • The collection is automatically reorganized based on the stock status of each product

If you don’t choose the stocks sorting option first, it will no longer be available to select after choosing other sorting options.

Creation date

Sorting by creation date allows you to organize your product collections based on the date each product was created. You have two options:

  • From most recent to oldest: Displays your newest products first in the collection

  • From oldest to most recent: Prioritizes products that have been in your store for a longer period of time

Product Name

You can organize your collection in alphabetic order

  • from A to Z

  • from Z to A.

Price

You can choose to order your collection by descending or ascending price.

  • Products with lower prices are displayed first when sorting in ascending order

  • Products with higher prices are displayed first when sorting in descending order

Best Selling

Sorting by best-selling lets you choose between nine possible periods:

  • store lifetime

  • last 7 days

  • last 15 days

  • last 30 days

  • last 60 days

  • last 90 days

  • last 180 days

  • past year

  • custom dates

To personalize the best-selling period:

  1. Click by best selling (custom dates)

  2. Click on the calendar next to the drop-down list

  3. In the new window, select a start and end date either by writing the numbers corresponding to the day, month, and year, or directly select the two dates on the calendar

  4. Click Apply

Planning reorganization

After selecting your sorting criteria, you must set a specific time for the daily reorganization of the collection.

Click Apply to confirm your choices

From the collection list, you have now access to information which includes: the type of organization, the sorting filters, the next and the last reorganization.

Manual collection sorting

With manual sorting, you can select different criteria to arrange your collection manually. Afterward, you can carry out various manual actions, such as lock or drag & drop, to further customize your collection according to your preferences.

Manual sorting offers the same possibilities as automated sorting with more ease in adjusting your collections but without the scheduled automatic sorting. 

You can perform a manual reorganization from the Collections List and the Collection Page.

From the collection list

To manually reorganize your collection from the collection list:

  1. Go to Visual MerchandiserCollections

  2. Select the collection you want to organize by ticking the checkboxes or clicking on the collection name

  3. Click Reorganize collection

  4. By default, the Manually function is selected

  5. Use the drop-down lists to set the sorting criteria

  6. Click Validate

A confirmation window summarizing your choices opens. You can choose to keep your products locked in their place or remove the lock function for this reorganization.

To learn more about the lock function, click here

  1. Click Validate to confirm your reorganization choices.

From the collection list, you have now access to information which includes the type of reorganization.

From the collection page

To manually reorganize your collection from the collection page:

  1. Go to Visual MerchandiserCollections

  2. Click Edit to enter a collection

  3. In the Reorder products section, select Manually

  4. Use the drop-down lists to set the sorting criteria

  5. Click Apply

Sorting Criteria

You can automatically sort a collection by combining up to five criteria.

By stocks

Sorting by stocks organizes your product collections based on stock availability:

  • Products with available stock are displayed first in the collection

  • Products that are out of stock are moved towards the end of the collection

  • The collection is automatically reorganized based on the stock status of each product

If you don’t choose the stocks sorting option first, it will no longer be available to select after choosing other sorting options.

Creation date

Sorting by creation date allows you to organize your product collections based on the date each product was created. You have two options:

  • From most recent to oldest: Displays your newest products first in the collection

  • From oldest to most recent: Prioritizes products that have been in your store for a longer period of time

Product Name

You can organize your collection in alphabetic order

  • from A to Z

  • from Z to A.

Price

You can choose to order your collection by descending or ascending price.

  • Products with lower prices are displayed first when sorting in ascending order

  • Products with higher prices are displayed first when sorting in descending order

Best Selling

Sorting by best-selling lets you choose between nine possible periods:

  • store lifetime

  • last 7 days

  • last 15 days

  • last 30 days

  • last 60 days

  • last 90 days

  • last 180 days

  • past year

  • custom dates

To personalize the best-selling period:

  1. Click by best selling (custom dates)

  2. Click on the calendar next to the drop-down list

  3. In the new window, select a start and end date either by writing the numbers corresponding to the day, month, and year, or directly select the two dates on the calendar

  4. Click Apply

Optimize collection sorting

When sorting manually, you might want to perform actions to optimize your collection.

Search function

In each collection, you can perform a search for a product.

When entering data in the search bar the results will be displayed one by one with a green filter on each product. There is no need to press “Enter” to perform the search. To navigate to the next or previous product in the search results, you can either click the arrows next to the search bar or use the up and down arrow keys on your keyboard.

Move a product to a direction

With this functionality, you can move one or multiple products in a determined direction.

  1. Tick the checkboxes to select one or more products that you want to move

  2. Click the arrow on the black toolbar at the bottom of the page

  3. Select the direction you wish for the positions of your product(s) between top, bottom, and custom

To move your product(s) to a custom position, you have to choose between absolute position and relative position.

Drag'n Drop

Dragging and dropping your products will allow you to efficiently and visually rearrange your collection by putting them into precise positions. The group drag-and-drop feature allows you to move multiple products at the same time.

Single drag'n drop

To use the drag & drop feature on one product:

  1. Click on the drag handle icon surrounded by a green circle that appears while hovering over the product card you want to move

  2. While holding down the mouse button, drag the product to the desired location
    A green bar appears to show the future position of the product

  3. Release the mouse button

It is not possible to move a product to the position of another product that is in lock position. If you attempt to place a product to the same spot as a locked product, the product you are moving will be placed either immediately to the left or immediately to the right of the locked product's position, but cannot take over the locked spot itself.

Multiple drag'n drop

To use the drag & drop feature on multiple products:

  1. Tick the check box on each product card you want to move

  2. Click on the drag handle icon surrounded by a green circle that appears while hovering over the product card you want to move

  3. While holding down the mouse button, drag the product to the desired location
    A green bar appears to show the future position of the product

  4. Release the mouse button

It is impossible to move a product to the position of another product in lock position. If you attempt to place a product to the same spot as a locked product, the product you are moving will be placed either immediately to the left or immediately to the right of the locked product's position, but cannot take over the locked spot itself.

Multi selection

To apply changes on multiple products, tick the checkbox on the bottom left corner of each product card.

To deselect one product, tick again the checkbox of the product you don’t want to apply changes to.

To deselect all the selections, click on the white cross in the black toolbar.

When ticking the checkbox next to a page number, all items on the page will be selected.

Edit product position

Click on the pen symbol on the right bottom of the product card to edit the position of the product.

Absolute position

The absolute position allows you to manually set the position of a specific product within a collection, regardless of any other sorting rules that have been applied.

  1. Click on the pen appearing on hover of the product card

  2. Enter the number of the position you want the product to be displayed, manually or by using the arrows

  3. You can choose to tick the lock option. To learn more about the lock function, click here

  4. Click Confirm

Setting an absolute or relative position does not lock the position of the item.

Relative position

The relative position allows you to manually adjust the position of a product within a collection relative to other products. This tool allows you to move a product to either the top or bottom position of the selected page.

  1. Hover over the product card of your choice

  2. Click on the pen that appears while hovering

  3. Select Relative Position

  4. Choose between first position and last position

  5. Select the number of the page you want the product to be displayed

  6. You can tick the lock option

To learn more about the lock function, click here

Click Confirm

Setting an absolute or relative position does not lock the position of the item.

Lock product position

The Lock feature allows you to set a fixed position number for a product, enabling you to maintain the position of specific products while still being able to rearrange the rest of your collection.

Lock one single product

You can lock a product using either of these two methods.

↪ option #1

  1. Tick the box on the product card

  2. Click on the arrow facing up at the bottom of the page next to 1 item selected

  3. In the lock section, click Activate

↪ option #2

  1. Click on the pen, appearing when hovering over the product card

  2. Choose Lock the position for this item (Learn more about Absolute or Relative position)

  3. Click Confirm

Lock multple products

  1. Tick the boxes of the products you want to lock

  2. Click on the arrow facing up at the bottom of the page next to items selected

  3. In the lock section, click Activate

Insert product from the collection

By using the product insertion function, you can efficiently place one or multiple products in a particular spot among other products.

  1. Click + when hovering the space between two products

  2. Scroll through the product list or use the search bar to find a specific product

  3. Tick the checkbox next to the product(s) you want to position

  4. Click Apply

Product Grid Configuration

In Visual MerchandiserConfiguration you can customize various features that will be applied to the collection pages in the app so that it will provide accurate information such as product prices and/or online stock and/or sold quantities. Also, it will help to get a display of the collection page in the app that is close to your front end.

Display Prices

To show prices on the products cards:

  1. Go to Visual MerchandiserProduct Grid Configuration

  2. Tick Display prices in the product grid

  3. Click Save

Period of sales

The period of sales refers to the time frame that should be taken into account for the number of products sold displayed in the product card.

To choose the sales period displayed on the product cards:

  1. Go to Visual MerchandiserProduct Grid Configuration

  2. Click on the Sales period displayed in the product grid sidebar component

  3. In the drop-down list, select the period of your choice

  4. Click Save

Stock reference

You can select the displayed location on product cards by choosing the stock reference in the product grid configuration.

  1. Go to Visual MerchandiserProduct Grid Configuration

  2. Click on the Stock references for the product grid sidebar component

  3. In the drop-down list, select the location you want

  4. Click Save

Selecting a particular stock reference will not limit the impact of the sorting criteria to only that stock location.

Number of columns

You can select the number of columns you want to display in Visual Merchandiser.

  1. Go to Visual MerchandiserProduct Grid Configuration

  2. Click on the Number of columns in the product grid sidebar component

  3. In the drop-down list, select the number of columns you want

  4. Click Save

Number of products per page

You can select the number of products you want to display per page in Visual Merchandiser.

  1. Go to Visual MerchandiserProduct Grid Configuration

  2. In the Number of products per page sidebar component, write or select with the arrows the number of products you want to be displayed on each page

  3. Click Save

Interface overview

Collection list

The Collection list brings together all your collections in one place, allowing you to view and access details about each of them.

Information

↪ Name

It is the name you choose when creating your collection in the Collection section of Shopify.

↪ Number of products

It is the number of products included in your collection.

↪ Sorting mode

The “sort” column indicates the type of reorganization (manual or automatic) and the specific sorting criteria used for each collection.

  • Manual
    A manual reorganization involves applying various filters to manually arrange the majority of the collection, after which you can perform different manual adjustments to further customize and personalize your collection (see Manual Organization).

  • Automatic
    An automatic reorganization refers to the process of scheduling one or more criteria to automatically reorganize a collection daily at a specified time (see Automatic Organization).

↪ Next reorganization

The next reorganization column shows the scheduled time at which a collection will be automatically reorganized based on the applied criteria (see Automatic Organization).

↪ Last reorganization

The last reorganization column displays the date and time when a collection was last sorted based on the applied criteria (see Automatic Organization).

Edit Button

The Edit Button allows you to access, view, and sort the content of a collection.

Grid Paging

The arrows located at the bottom of the page allow navigation between the lists of collections when they can’t be all displayed on one page.

Search Bar

The search feature allows you to find a specific collection (see Collection Search).

Collection View

A collection view is a customized view of your collections based on criteria that you set up. (To learn how to create a view see Add a search filter as a view)

Collection Page

The collection page is where you can modify and organize the products in your collections with precision using all of the tools available in Visual Merchandiser.

Product Grid Configuration

You can select:

  • the number of columns in the product grid you are currently in

  • the number of products per page for the collection you are currently in

You can also choose to Use default configuration (To determine the default configuration, go to Configuring the app)

Reorder products

To reorder products, you can choose between manual or automatic reordering for the collection you are currently in (see Automated sorting or Manual sorting).

Front-end preview

This feature offers you the ability to get a preview of your collection on the front-end (customer-facing side) (see Front-End Preview Presentation).

Product Card

A product card is a visual representation of a product that appears on a collection page. It includes an image of the product, its name, and the following information:

↪ Spot Number

Each product has a spot number assigned to it. It refers to the place of the product in the collection page.

↪ Price

You can choose to display the price on the product cards by configuring it in the Product grid configuration section (see Display Prices).

↪ Quantity

When hovering over the Quantity text, you have access to the stocks of your different locations.
You can select a stock reference in the Product grid configuration to display it on the product card without requiring a hover action (see Choose the stock references).
When you hover over the quantity text, the chosen location will be highlighted in bold.

Selecting a particular stock reference will not limit the impact of the sorting criteria to only that stock location.

↪ Quantity sold

The Quantity sold refers to the number of products purchased on a period set in the Product grid configuration (see Choose the period of sales).

↪ Product Hover Details

While hovering over a product card, two elements appear:

While hovering between two products, the product insertion icon appears. It allows you to insert one or more products in that specific location.

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