Menu Item Functions Reference

Home Page Widgets

This section allows admins to manage the visual presentation of the store using various widgets. The primary functions here include:

Images: Admins can upload and manage various images for banners (Rotating images), category images, or pod images.
Links: Admins can set up links for various categories links to improve navigation and user experience.

Sale Promotions

In this section, admins can manage various promotional features, including:

Flash Sales: Admins can set up time-limited sales offering discounts on select products to drive purchases.
Promotional Codes: Admins can create, manage or view promotional discount codes that customers can apply during checkout for discounts. This includes the ability to view both active and inactive codes.

Inventory

The inventory module allows the management of products, stock levels, and various inventory-related tasks:

Bulk Update Products: Allows for bulk updates to product details such as pricing, inventory levels, and other product attributes, saving time on manual updates.
Inventory Receipts: Admins can manage and view receipts of newly received inventory, ensuring that stock is accurately recorded.
New Inventory: Used to upload new inventory items to the system, with examples and templates provided for easy uploading. Admins can also download inventory data and transfer products between vendors.
Returnable Items: Manage a list of products eligible for return, and add more SKUs to the returnable list as needed.
Autoship Items List: Admins can manage products set up for auto-ship services, including viewing autoship items linked to vendor templates.
Inventory Dashboard: Provides an overview of the status of inventory uploads and any pending files that are in progress.
All Inventory: View and manage all inventory, including editing or deleting SKUs. For detailed of each SKU, admins can check the individual records.
Compare Price (In Progress): A feature under development that will allow comparison of product prices with other resellers to ensure competitive pricing.

Manage Orders

This section allows admins to handle customer orders and related tasks:

Customer Refund: Admins can process refunds for customers on their orders.
Recurring Order: Allows admins to manage recurring customer orders (e.g., subscription-based services or automatic reordering).
Delivered Order: Admins can view and manage orders that have been successfully delivered.
Re-Instate Cancelled Order: Admins can reinstate orders that have been previously cancelled, allowing customers to proceed with their purchases.
Vendor Order(s): Manage and view open and closed orders from vendors. Admins can also complete and close orders directly from this interface.

Marketing

The marketing section includes tools for promoting the store and its products:

Sponsored Marketing: Admins can set up and manage sponsored advertisements to drive traffic and sales for the store.

Manage Entities

This section allows admins to manage the store's structure, users, and vendors:

Categories: Manage all store categories, including creating new categories, arranging the sequence, and activating or deactivating them.
Stores & Vendors: View and manage the list of stores and vendors. Admins can activate/deactivate stores and vendors and access their direct URLs for management.
Users and Customers: Admins can create, manage, and search for users and customers.
Offer Page: Edit the offer page where store enrollments and promotions are displayed for customers.
Store Signup: View and manage all store sign-ups.
File Repository: Upload files into the system database, organizing them into specific folders for easy access.

Intermediate Action Required

This section highlights actions that need admin attention:

Inventory Cost Issues: Displays inventory items with cost discrepancies, requiring intervention.
Order Shipping Issues: Flags orders with shipping problems (e.g., missing shipping information).
Orders with Cost Issues: Identifies orders where the cost calculation has discrepancies that need to be addressed.
Product Without Orders: Displays products that have not been ordered, requiring admin review to understand the issue.
Checkout Abandoned Orders: Allows admins to view abandoned checkout orders, including error details and the reasons for abandonment.
User Audit: Provides a record of users who have been inactive for six months or more, allowing admins to disable or remove them from the system.

Metrics

In this section, admins can monitor the store's performance and user engagement:

Recommendations: View product recommendations generated by the system.
Order Stats: Provides detailed statistics on the store's orders, including total sales, order volumes, and other relevant metrics.
Order History Summary: Summarizes the store's order history to help track sales trends and inventory performance.

Tool Box

This section includes utilities to help with quick tasks:

Check Gift Card Balance: Enter a gift card number to check its balance.
Credit Card VT (Virtual Terminal): Used to process payments manually through a virtual terminal.
Check Shipping Rates: Enter an order number to view shipping rates for the associated order.

Reports

Generate various reports to monitor the business’s performance and financials:

Vendor Payment Deposits: Provides a detailed report of payments made to vendors.
Reseller Payment Deposits: Displays payment deposits made to resellers.
Vendor Product List: Lists products from vendors, including their details.
Sales Order Report: Provides a detailed report of sales orders, including quantities and prices.
Dynamic Reports: A flexible reporting tool that allows admins to generate customized reports based on selected parameters.
Payment Deposits: Displays a summary of all payments deposited into the system.
Payment Summary: A summary report of all payments, including transactions and their statuses.

Settings

In this section, admins can configure various system settings:

Avalara Credentials: Set up Avalara services by configuring credentials and integration details.
From Email Configuration: Set the email addresses and formats used for automated emails sent to users.
Roles & Permissions: Manage user roles and permissions to control access to different system features.
Product Tax Code: Manage and configure tax codes for different products.
eStore Settings: Configure settings related to the online store, including appearance, payment methods, and customer preferences.
Checkout Abandonment: Manage how abandoned checkouts templates emails are handled.
CBP Configuration: Manage the configuration settings for CBP data, including email templates, image crop ratios, carrier management, additional roles, and more.
Product Exclusions: Define products that should be excluded.
Store Grouping: Manage store groupings to organize stores based on specific criteria, including exclusions and modifications.
Connected Apps: Manage connections to external apps like QuickBooks for seamless integration.
eMail Suppression: View which emails suppressed.
Replace User Data: Delete a user and all associated data permanently from the system.
Information Pages: Manage the content and design of store information pages (e.g., About Us, Privacy Policy).
Scheduled Tasks: Configure tasks to automatically run at specific intervals, such as data backups or product updates.
Editor Configuration: Configure settings for the system’s editor, including API keys, usernames, and passwords.

Support

In this section, admins can access support resources:

Help: Provides access to documentation help resources.
Support Ticket: Allows admins to create support tickets for any issues or queries that need resolution.
Error Logs: View error logs for any system errors or issues encountered.

Vendor Functions

This section contains tools specific to vendors:

QuickBooks Accounting: For QuickBooks users, this feature allows them to add and upload bills related to vendor transactions.

Email Template

Admins can manage and create email templates for automatic communication with customers. Examples include order confirmation emails, delivery notifications, and other transactional emails.

This documentation provides an overview of all the features and modules available in the admin functions menu. For more detailed instructions or specific use cases, please refer to the individual sections or explore additional documentation. Thank you!