Guide to Manage Your Shopify Plan

Mehar Un Nisa

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December 6, 2024

Manage Your Shopify Plan: A Simple Guide to Manage Your Store

Managing a Shopify plan according to your budget is an important decision for your business. It is an opportunity to identify your needs, consider updated features, and ensure a well-optimized online store. Switching the Shopify plan depends upon several factors. Whether your business is slowing down or rapidly growing, choosing the right Shopify plan helps you move forward smoothly.

A business that is growing fast and gaining more customers; needs to upgrade its Shopify plan. The upgraded Shopify plan can handle the extra sales and traffic effectively. This gives businesses great tools and resources to maintain their growing audience.

If a business is slowing down and wants to save money. The downgrade Shopify plan helps reduce additional costs and retain its essential features.

If you want to switch Shopify plans like upgrading the Shopify plan or downgrade the Shopify plan, Shopify provides flexible control in changing your Shopify plan.

In this blog, we'll introduce different Shopify plans. We will learn the steps to upgrade and downgrade the Shopify plan. We'll explore common mistakes made while changing your Shopify plan and how to avoid them.

Introduction to Different Shopify Plan

Shopify offers different plans to suit business needs. All-sized businesses choose Shopify plans according to their budget and growth. Shopify pricing plans provide separate features and 24/7 Custom support. Understanding these features helps merchants to select the right Shopify plan.

Shopify offers the following plans for different size businesses:

Basic Shopify Plan

The Basic Shopify Plan is ideal for startups and small businesses. For merchants who have just started an online store or have a small business with a low budget, this plan is the best option for them. It offers basic features for setting store, product management, and order processing. Basic Shopify Plan provides multiple sales channels and unlimited products.

Shopify Plan

Shopify Plan is ideal for mid-sized businesses. It provides advanced tools to expand business operations. It is a great option for growing businesses ready to scale. Shopify Plan offers all the features of the Basic Shopify Plan. It provides extra features like abandoned cart recovery and professional reports.

Advanced Shopify Plan

Advanced Shopify Plan is ideal for high-sales volume businesses. This plan offers advanced features and customized analytics. Advanced Shopify Plan provides access to advanced Shopify APIs and third-party shipping. It is a great option for businesses to optimize sales and growth.

Shopify Plus

Shopify Plus is ideal for high-revenue businesses and enterprises. It is designed for large-scale businesses. Shopify Plus provides advanced automation tools to handle complex business tasks and offer unparalleled customization. It provides enhanced security measurements and a dedicated account manager.

Shopify plan offers a powerful reports that gives the detail sale insights in Shopify admin. It helps merchants to plan and grow businesses effectively. Shopify Store Analytics provides customized reports in Shopify Advance or Plus plan stores only.

Pricing and Features of Shopify Plan

Before diving into the steps of changing your Shopify plan, we'll explore various features and prices of all Shopify plans. These features and prices guide you to choose Shopify plan that suits your business needs and budget:

Features of Basic Shopify Plan

The basic Shopify Plan provides the following features:

• Online Store: All Shopify plans provide the Custom Shopify Store Design and manage through Shopify admin. It also allows you to change the appearance using a built-in Shopify theme editor.
• Blog: The basic plan comes with a pre-made blogging engine. It allows merchants to publish articles, update their users with new events and promotions, and get feedback and comments.
• SSL Certificate: This is a security protocol that allows a secure connection between a server and a browser. An SSL certificate encrypts online store data and publishes it securely using HTTPS instead of HTTP. It keeps user information secure and displays an SSL padlock icon next to the URL in the address bar.
• Competitive Transaction Fees: Basic Shopify plan provides competitive transaction fees. It charges 2% transaction fees but it varies from region to region. View the Shopify Pricing Page to check specific transaction fees in your region.
• Reports: Reports help to track the business performance. The basic plan supports standard analytics. It gives access to 60+ reports except for creating custom reports.
• Localized Selling With Custom Markets: Cross-border international tools allow users to manage three markets for global sales from a single store. The basic Shopify plan helps to target specific regions or countries. It offers a high-converting and customized shopping experience.

The Basic Shopify Plan doesn't support the following features:

• Staffing Your Shopify Store: It doesn't support adding the staff accounts. For this, you need to upgrade the Shopify plan.
• Activating Third-Party Carrier-Calculated Shopping: The Basic Shopify plan doesn't support third-party shipping services. To activate third-party carrier-calculated shopping, upgrade the Shopify Plan.

Pricing: The basic Shopify plan starts from $19/month.

Features of Shopify Plan

Shopify Plan offers all the features of the Basic Shopify Plan and additional:

• Competitive Transaction Fees: Shopify plan charges a 1% transaction fee but varies from region to region. Check the Shopify Pricing Page for more details.
• Staff: The Shopify Plan allows to add the five staff accounts.

Pricing: Shopify Plan starts from $49/month

Features of Advanced Shopify Plan

Advanced Shopify offers all the features of the Shopify plan including:

• Staff: The Advanced Shopify Plan supports 15 staff accounts to add.
• Competitive Transaction Fees: Advanced Shopify plan provides competitive transaction fees. It charges 0.6% transaction fees but it varies from region to region.
• Carrier-Calculated Shipping: The Advanced Shopify Plan allows merchants to integrate third-party shipping services. This service offers users updated shipping rates while placing the order.
• Reports: Reports help to track the business performance. The Advanced Shopify Plan gives access to 60+ reports. It allows their users to customize the reports and analytics.
• International: Cross-border international tools allow users to manage three markets for global sales all from a single store. Advanced Shopify Plan provides the option of increasing up to 50 markets within $59/month. The Advanced Shopify Plan helps to target specific regions or countries. It offers a high-converting and customized shopping experience.

Pricing: The Advanced Shopify Plan starts from $299/month.

Features of Shopify Plus Plan

Shopify Plan has all the features of the Advanced Shopify Plan. It helps high-volume businesses generate more revenue and growth by providing various features:

Administrative and Management Features:

• Unlimited Staff: The Shopify Plus plan allows unlimited staff to add on to Shopify admin.
• Permissions: It provides the extra permission settings that give more control over staff. It allows you to set permissions for accessing apps or exporting reports in your Shopify admin.
• Expansion Stores: The Shopify Plus plan lets you set up nine free expansion stores under the same brand. It allows you to sell in different languages and currencies.
• Organization Settings: It allows you to manage all stores in a single location. Organization setting offers various management tools like Billing, Users, Store, or Analytics. These tools can only accessed by stores on the Shopify Plus Plan.

Advanced API and Tech Resources:

• API Resources: Shopify Plus Plan supports up to 500% higher API call limits and allows you to integrate with custom apps. The REST and GraphQL API resources can be used by Shopify Plus Plan stores only.

Growth and Expansion Tools:

• Shopify POS Pro: All the Shopify plans offer Shopify POS Lite. Shopify Plus Plan includes the first 20 POS Pro locations or 200 with Shopify payments. It provides more control over staff permissions, faster workflow, and detailed inventory reporting tools.
• Specialized Apps and Channels: Shopify Plus Plan allows stores to access advanced Shopify apps. It offers various apps and channels like B2B, Launchpad, Wholesale Channel, and ShopifyQL Notebooks. These apps and channels are used by Shopify Plus Plan only. It provides unlimited access to Level 2 PII custom apps.
• Themes: It offers to add up to 100 themes to the Shopify account. You can try out new themes or test changes to a copy of the live theme.

Additional Services and Features:

• Development Stores: Supports unlimited development stores.
• Shopify Plus Partner Program: It includes service partners selected for their technical expertise. They offer services that support business growth.
• Location: It supports up to 200 locations. So you can track inventory and order fulfillment at different locations.
• International: Cross-border international tools allow users to manage 50 markets for global sales all from a single store.

Pricing: The Shopify Plus Plan starts at $2300/month.

Shopify offers various transaction fees and pricing plans. Review the Shopify Pricing Plan for in-depth details on Shopify plan features and prices.

After exploring the features of Shopify plans. Now you are ready to changing your Shopify plan to suit your business needs.

Steps to Changing Your Shopify Plan

Changing your Shopify plan depends upon the performance of the businesses. A business with a large sales volume and rapid growth can upgrade the Shopify plan. The upgrade Shopify plan helps merchant expand their growth and cover extra traffic. On the other end downgrade Shopify plan reduces the cost and facilitates the essential features of business. A business selects a downgrade Shopify plan by checking its performance and budget.

Changing your Shopify plan method is simple and easy. Shopify is one of the best platforms that provide flexible control to changing your Shopify plans. Here are steps to Upgrade and Downgrade the Shopify Plan:

Upgrade Shopify Plan

• Log in to your Shopify admin account.
• Click the Setting in the left-hand menu.
• A new window pops up. Select Plan > Change Plan in the plan section.
• Select the specific plan that you want to upgrade to.
• Update the payment method to fit with the new upgrade Shopify plan.
• Then Click Subscribe.

Downgrade Shopify Plan

• Log in to your Shopify admin account.
• Click the Setting in the left-hand menu.
• A new window pops up. Select Plan > Change Plan in the plan section.
• Select the specific plan that you want to downgrade to.
• Update the payment method to fit with the new downgrade Shopify plan.
• Then Click Subscribe.

Upgrade your Shopify plan to get more advanced features. If merchants upgrade to plans like Advanced Shopify or Plus plans, they can access more customization options. Shopify Store Analytics provides stores on these plans with customized reports and analytics. When downgrading to Shopify plans like the Basic Shopify Plan or Shopify Plan, this customization is eliminated.

Common Mistakes To Avoid When Changing Your Shopify Plan

Changing your Shopify plan is the smart step toward business growth. But it is essential to handle the process accurately to avoid the following common mistakes:

Not Properly Evaluating Your Business Needs

Changing your Shopify plan without evaluating your actual needs can cause the wrong selection of a plan. It's important to analyze your present and future business needs. After analyzing; compare your needs with the Shopify plan and make a selection.

Ignore Transaction and Payment Processing Fees

Some merchants ignore transaction and payment processing fees while changing Shopify plans. Choose the plan that offers low transaction fees.

Forget to Export Important Data

Forgetting to export data causes the loss of important data. Export the key data like order history, customization, and customer information before changing your Shopify plan.

Choosing Plan Without Trial Period

It's a common mistake to choose a plan without testing its features. All Shopify plans except the Shopify Plus Plan offer a free trial. Before changing your Shopify plan, use a free trial or contact Shopify support. It helps to identify whether the selected plan suits your business or not.

Not Considering Growth Potential

Choose the plan that not only fulfills the present needs but also the potential for future growth. Selecting the plan carefully to avoid changing your Shopify plan in the future.

Avoiding common mistakes ensures a smooth transition to switch Shopify plans. It eliminates unnecessary interruptions to business operations.