The Administration Module. Explaining each section in the first module you need to go to after signing up for ecomdash

Transcription

1 The Administration Module Explaining each section in the first module you need to go to after signing up for ecomdash

2 What can I do in the Administration Module? The Administration module is the first place to go in ecomdash. This is where you go to set up all the functions that will dictate what you do in ecomdash. In the Administration module you can: - Input your company s details - Establish your ecomdash settings - Establish your templates - Enter a list of employees - Create your suppliers - Create your storefronts - Create your shippers - Create your warehouses - Create your inventory import/export formats

3 Company Details The company details will display information that includes company name, location, contact information, and company logo.

4 Settings The settings section is where you define your business rules in ecomdash around auto syncing inventory, auto importing sales orders, shipping settings, and settings. Each section within settings allows you to customize your use of ecomdash. This is the location where you will choose to Auto Sync Inventory, receive low inventory s, auto import sales orders, enable dropship management, define shipping standards, and set up the Mandrill automated service.

5 Settings: Inventory The Inventory tab is where you can turn on the auto sync functionality for your business. For ecomdash to begin syncing inventory balances with your sales channels, you will still need to turn on auto sync in the inventory management section for each of your products. You can receive low inventory s for items that have reached the reorder level by signing up for a mandrill account and selecting the Receive Low Inventory s checkbox. (More info about Mandrill on Page 8)

6 Settings: Sales Orders The auto import sales orders checkbox must be checked for ecomdash to automatically import the orders from your marketplaces. Ecomdash has the ability to pull down sales orders up to every 5 minutes. ecomdash will use the SKU and Reference ID value to match your sales orders with your products. If you want, ecomdash can also match using UPC and ASIN by selecting the appropriate checkbox to do so.

7 Settings: Shipping To enable dropship management for your business in ecomdash, select the checkbox and choose the dropship file selection rule for products. There are dropdown menus for you to customize the label DPI (dots per inch), the label print order, label print format, packing slip format, and shipment cutoff time. Within the Settings -> Shipping screen, you can also define a default shipper for your business.

8 Settings: To utilize the automated services available in ecomdash, you must first sign up for a Mandrill account. Go to Mandrill.com Once you have your user key, enter it in the text box and navigate to the Templates module to begin building a template that fits your business needs.

9 Templates The Templates section allows you to create a number of templates that ecomdash will send to your customers at a specified time. After naming the template and specifying which storefront (or all of them) it applies to, you can design the body of the e- mail.

10 Employees Employees can be given roles. Each role allows that employee to see only certain parts of ecomdash. Give your new employee a role and then add their name. Once you employees information is entered, they appear on a searchable list.

11 Access for Employee Roles Dashboard Restock Inventory Inventory List For Sale Sales Orders Shipping Orders Support Administration Manager Sr. Employee * Does not have access to company details, settings, templates, and employees Inventory Management * Order Processing * View Only * Reports Only Listing * Jr. Employee * Warehouse User * * Denotes that the employee does not have access to financial graphs on dashboard

12 Suppliers: Default Screen When you first enter the suppliers section you will see a screen which lists all of the suppliers you already have established. This screen shows the supplier s name and contact information. If you want to add a new supplier, or have yet to add a supplier in the first place, click on the Add Supplier button (see circle).

13 Suppliers: Add Suppliers When you add a supplier, the only required item is the name of the supplier, but the option to add additional contact information like addresses, phones numbers, and account numbers are there for easy future access. Hit Save at the bottom of the screen to add this supplier to the master list in the default screen.

14 Storefronts: Default Screen The default page that you see when you click the storefronts section will be the master list of all the storefronts you have created. This includes the name you gave the storefront, which type it is, and an optional section for a date. To add a new storefront (or your first storefront) click on the Add Storefront button (see circle).

15 Storefronts: Add New Storefront The top of the add storefronts page allows you to put in the name of your storefront, and whether the storefront is online, or a physical storefront. Depending on which type you choose from the dropdown arrow, the section below it will change.

16 Add New Storefront: Physical Store Location If you click on physical on the top of the add storefronts section it means adding your classic brick-and-mortar storefront to ecomdash. Choosing physical on the dropdown arrow brings up an optional section for you to put your store s street address.

17 Add New Storefront: Online Adding an online storefront brings up options for the online marketplaces. This begins with the Ecommerce Platform dropdown menu. It s here that you choose which online marketplace you are choosing for this storefront. Depending on which marketplace you choose, the options surrounding the marketplace will change. Amazon needs a merchant ID and token, Shopify integration requires a shop name, etc. Once you ve entered your required information, click the Save button at the bottom of the screen to continue.

18 Add New Storefront: Details After hitting the save button, red enable or test buttons will appear. These buttons will change depending on your storefront, but they all do the same thing: Allow ecomdash access to your store on that marketplace so that you can start pulling in orders. Each storefront has its own integration instructions which are provided by ecomdash.

19 Storefronts: Manual Sales Upload You can upload sales orders from storefronts that are not integrated with ecomdash by enabling manual sales uploads. Once sales order have been created, upload them into ecomdash by going to the top of the page and clicking on the button.

20 Storefronts: Customizing Your Packing Slip You can customize the packing slip for the products that are sold from this particular storefront. This includes letting you upload a custom image about the storefront and also allows you to write a customized message that will be attached to the packing slip. You also have the option of including warehouse information on your packing slip as well.

21 Shippers: Default Screen The default screen for shippers will show you all the shippers that you have created to date. To create a new shipper (or a shipper for the first time) click the add shippers button (see circle).

22 Shippers: Add Shippers To add a new shipper you need to choose which shipper you want to use from the dropdown menu. Depending on what you choose, the options for account information will automatically change. Different shippers require different information, but it usually focuses on account numbers or account passwords.

23 Shippers: Options Tab In the options tab, you can go to customize the settings on the packages you are sending. The Default Package Type dropdown menu has USPS standard packing options, as well as an option to use your own box. If you use your own box, then you can customize the dimensions of your box in the provided space. You can also set your default delivery or signature confirmations.

24 Warehouses: Default Warehouse Screen The default screen in the Warehouse module will show you the warehouse that you have entered in the system to date. To add another warehouse (or one for the first time), click on the Add Warehouse button at the top of the screen (see circle).

25 Warehouses: Add New Warehouse Enter your warehouse information in the boxes provided. If you would like your warehouse to be integrated within ecomdash, check the Enable Warehouse Integration box. Select how often you want information to be sent to your warehouse via the Integration Interval dropdown arrow. The Integration type dropdown menu will allow you to select how you are integrating your warehouse. If you select than you have the option to input your outbound . If you select FTP-hosted by ecomdash, then you put in your inbound and outbound URL.

26 Inventory Import/Export Formats Both the import and export formats have the same look. The Storefront dropdown menu lets you assign a storefront to the format file. The Product Field dropdown menu gives you a number of options to choose from when creating the order of your format file. Move sections up and down with the blue arrow icons, and remove a section by hitting the red X. Override already established values and headers by typing in your custom phrase in the boxes provided.