User Settings, Notifications & Password info
If you want to change your password or adjust any other general settings - please navigate to Settings in the top right nav bar (gear icon).
Then make your required selection for password, notifications or settings etc.
Some popular choices for user settings are:
- Side bar open as default
- Show bundles in product screen by default
For notifications just add your user name to the group of alerts you want the system to send you:
New Order & Despatch Notifications
If you select new order & despatch order notifications, the system will send you an email every time a new order is received and despatched, we do not recommend these alerts unless absolutely necessary.
If you are looking to send a despatch alert to your end-customer, this is configured separately.
To load a pre-configured dashboard or add new modules to your dashboard, click the gear icon in the top left and make your selection:
You can also move dashboard modules and remove any that you do not like you want to.
If you have been granted access to the product screen you can add or upload new products by navigating to:
Products > Add product
Products > Extras > Upload > Product
For the upload option there is a link to download the template file in CSV format;
On either method of adding products (manual or upload) - at a bare minimum you need to provide the following fields:
- SKU (stock code)
- Weight in KG
All other fields are optional and can be left blank if not required
To view product information navigate to Products > Overview
If you search for product SKUS or Names, and you do not see results as expected here, check the filters for things like show bundles, categories and suppliers have been applied correctly.
On this page you are provided with a summary of the key product information along with a traffic light status of inventory.
Red = out of stock
Orange = below specified low stock level
Green = higher than low stock level
You can also drill down on the product inventory to see the full allocation breakdown:
If you click the blue Actions button over on the right hand side of the Product screen - you can edit and see more advanced information for the product such as barcode numbers and dimensions etc.
Add Manual Order
To place a manual order, navigate to Orders > Input New order
Its a simple shopping basket style system where you can simply add products to your cart.
Once you have added all items to your cart, click the complete order button:
On the next screen simply enter order and address information.
If you ship to frequent addresses, you can preload addresses in the system for faster loading, or you can use the post-code lookup facility for fast order entry:
You must enter a unique order number for the order, or select the option to Auto Generate a unique order number.
Final key stage is to make your courier service choice - if you leave it on "Auto Select" - the system will follow pre-set rules setup on your account.
If there are no rules setup, the order will be placed but it will not be able to be processed until a courier service is selected manually by you or your warehouse.
Upload Order CSV File
To upload an order CSV file - navigate to Orders > Upload New Order
Make sure you choose the correct spreadsheet type that you are using as there are multiple available:
if you choose one of the default templates (MultiLineOrderTemplate & SingleOrderPerLine) - on the next screen you will have a link to download the CSV template:
If you are using a custom template, there is no option to download the template.
Finish completing the file as per template:
Then browse for the file once saved and click upload - if successful you will get a confirmation of order number in the system:
Typical reasons why order upload CSVs will fail;
- SKU numbers do not match or do not exist in system
- File format selected does not match file
- Country is missing or is not ISO country code
Viewing & Tracking Orders
To view orders in the system, navigate to Orders > Overview
Here you can search by: Order Number, Name or Post code;
If your search results are not as expected, make sure your filters are showing all results - click the red reset button if not sure:
If your order has been despatched with a tracking number, you can click the blue actions button and click track order to track with the courier deliverying the order:
If you have been granted access to, you can edit orders in specific statuses only (usually new, back order & awaiting payment only) by clicking the actions button and click details:
Then make the adjustments required and click save, if you need to edit products - click the items tab:
Then add or remove any products required:
The system has many reports available to view in the reports section on demand.
Popular reports include:
- Inventory Report
- Product usage Report (transaction audit)
- Low Stock Report
- Sales by Channel Report
- Returns Report
- Despatch Report
- Expiry Date Report
You can also setup some of these reports to be automatically emailed to you every date, week or month by navigating to Reports > Scheduled Reports
Example for a weekly inventory report to be send on Fridays at 18:00: