RateUp Documentation
Commerce

Commerce

Sell in WhatsApp, Instagram and Messenger chats and on your own storefront — products, orders, coupons, payments and delivery in one place.

Commerce is RateUp's shop. You add your products once and they publish to your WhatsApp catalog, your Instagram shop and your own storefront page. Customers check out in the chat or on the storefront, and every order — whichever channel it came from — lands in one list.

Commerce → Overview on a shop with a few weeks of orders: the four key-number tiles, the Revenue chart and Where orders come from, with the Commerce sidebar group expanded (Overview, Products, Orders, Coupons, Settings)

What's in Commerce

The sidebar's Commerce group has these entries:

The Settings pages in detail:


Open Commerce

Clicking Commerce in the sidebar opens Setup while your shop still has steps left, and Overview once they are all done. While setup is unfinished, the Setup entry carries a badge with the steps done out of the total, such as 3/7.

The Orders entry carries a badge with the number of orders in its Needs action tab — cash orders still to be confirmed, paid orders to pack, failed deliveries and requested returns.


How an Order Happens

Way inWhat happens
A customer sends a cart from your WhatsApp catalogRateUp turns the cart into an order and walks them through checkout in the chat
You build the cart in a conversationSell → Create order / payment link in the Inbox, or Create order on the Orders page, sends them a payment or checkout link
A shopper buys on your storefrontThey check out on the storefront's own checkout page — see Storefront
An Instagram comment or click-to-WhatsApp adAn automation sends the products with a way to buy — see Send Products to Buy

Wherever it started, the order appears under Orders and the conversation stays in the Inbox.


Before You Start

You needWhere
Commerce turned on for your organisationFeatures
A connected WhatsApp numberChannels
A Meta catalog connected to your shop, so WhatsApp and Instagram can show your productsCommerce → Settings → Store
At least one way to get paidGetting Paid

Setup walks you through all of these in order.


Who Can Do What

Commerce has its own permissions, set per role under Members & Roles:

PermissionLets someone
"See products, orders and shop analytics"Open Commerce at all
"Send products and payment links in chat"Sell in conversations, create orders and test orders
"Fulfil, cancel and update orders"Mark orders packed, shipped or paid, cancel them
"Add and edit products and stock"Add, import, edit and archive products
"Create and edit coupons"Manage Coupons
"Connect payments, set shipping and refund"Payment providers, delivery rates, checkout settings, refunds
"Set up the storefront"Store details and the storefront

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