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Catalog / Shopify Cheatsheet

Shopify Cheatsheet

A quick reference guide to Shopify, covering essential features, Liquid templating, API interactions, and common tasks for managing your online store.

Shopify Basics

Core Concepts

Shopify Admin: The web-based interface for managing your store.

Themes: Control the look and feel of your storefront.

Apps: Extend Shopify’s functionality with third-party integrations.

Products: Items you sell in your store.

Collections: Groups of products.

Orders: Records of customer purchases.

Navigation

Products

Manage your products, inventory, and variants.

Orders

View and manage customer orders.

Customers

Manage customer profiles and information.

Analytics

Track your store’s performance with reports and dashboards.

Online Store

Customize your theme, manage navigation, and create pages.

Apps

Install and manage apps to extend Shopify’s features.

Settings

General

Store details, currency, and time zone.

Payments

Configure payment gateways (e.g., Shopify Payments, PayPal).

Checkout

Customize the checkout process.

Shipping and delivery

Set up shipping rates and methods.

Taxes and duties

Configure tax settings.

Notifications

Customize email and SMS notifications.

Liquid Templating

Basic Syntax

{{ variable }} - Output a variable’s value.

{% tag %} - Logic and control flow.

{# comment #} - Comments.

Common Tags

for

Loop through items in a collection.

{% for product in collection.products %}
  {{ product.title }}
{% endfor %}

if/else

Conditional logic.

{% if product.available %}
  <p>In Stock</p>
{% else %}
  <p>Out of Stock</p>
{% endif %}

assign

Assign a value to a variable.

{% assign my_variable = 'Hello' %}
{{ my_variable }}

include

Include a snippet.

{% include 'product-card' %}

case/when

Switch statement.

{% case template %}
  {% when 'product' %}
    <p>Product Page</p>
  {% when 'collection' %}
    <p>Collection Page</p>
  {% endcase %}

Filters

date

Format a date.

{{ article.published_at | date: '%B %d, %Y' }}

money

Format a number as currency.

{{ product.price | money }}

capitalize

Capitalize the first word.

{{ product.title | capitalize }}

downcase

Convert to lowercase.

{{ product.title | downcase }}

upcase

Convert to uppercase.

{{ product.title | upcase }}

truncate

Truncate a string.

{{ product.description | truncate: 50 }}

Shopify API

API Basics

Shopify’s API allows you to interact with your store’s data programmatically. Use it to create, read, update, and delete resources like products, orders, and customers.

Authentication: Use API keys or OAuth to authenticate your requests.

Endpoints: Access resources via RESTful endpoints (e.g., /admin/api/2023-07/products.json).

Rate Limits: Be mindful of API rate limits to avoid being throttled.

Common Endpoints

GET /admin/api/2023-07/products.json

List all products.

POST /admin/api/2023-07/products.json

Create a new product.

GET /admin/api/2023-07/products/{product_id}.json

Get a specific product.

PUT /admin/api/2023-07/products/{product_id}.json

Update a product.

DELETE /admin/api/2023-07/products/{product_id}.json

Delete a product.

GET /admin/api/2023-07/orders.json

List all orders.

Example Request (Ruby) 

require 'shopify_api'

ShopifyAPI::Base.site = "https://{api_key}:{password}@{shop_name}.myshopify.com/admin"

products = ShopifyAPI::Product.find(:all)

products.each do |product|
  puts product.title
end

Common Tasks

Theme Customization

Editing Theme Files

Use the Theme Editor or download theme files to edit HTML, CSS, and Liquid code.

Creating Snippets

Create reusable code snippets for common elements like product cards or headers.

Using Theme Sections

Add customizable sections to your theme’s homepage and other pages.

Implementing Custom CSS

Add custom CSS to modify the appearance of your theme.

Product Management

Adding Products

Add product details, images, and pricing information in the Shopify admin.

Managing Inventory

Track inventory levels and set up inventory alerts.

Creating Collections

Group products into collections for easier browsing.

Setting Up Product Variants

Add variants for different sizes, colors, and other options.

Order Fulfillment

Processing Orders

View and manage customer orders in the Shopify admin.

Fulfilling Orders

Mark orders as fulfilled and provide tracking information.

Handling Returns

Manage returns and refunds.

Using Shipping Apps

Integrate with shipping apps to automate shipping processes.
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