Administration Dashboard

The dashboard for the main Administration module includes an accordion menu on the left side of the page and five functional summary areas.

Accordion Menu

The accordion menu provides access to all elements of the Administration module. Where appropriate, some tools are accessible in more than one place in the menu. It's organized as follows:

• Main: Provides access to a few of the most commonly used tools.
  • Home: Navigates to the dashboard.
  • Inventory Manager: Manages Items and inventory.
  • Orders Manager: Manages sales orders and payments; also provides summary information about accounts receivable and sales.
  • Auction Manager: Manages auction sales.
• Inventory: Provides access to tools used to manage Items, inventory, and related areas.
  • Inventory Manager: Manages items and inventory.
  • Vendor Manager: Manages vendors.
  • PO Entry: Creates and manages purchase orders.
  • PO Manager: Creates and manages purchase orders.
  • Receiving: Receives purchase order inventory.
  • Transfer: Moves inventory between sites.
  • Image Manager: Resamples or deletes uploaded images and link them to Items.
• Marketing: Provides access to tools used to manage auctions and promotions.
  • Auction Manager: Manages auction sales.
  • Promotions: Creates and manages promotions.
• Sales: Provides access to tools used to manage sales orders and auction sales.
  • Website: Salesforce B2C Commerce has replaced this functionality.
  • Auction Manager: Manages auction sales.
  • Order Entry: Creates and manages sales orders.
  • Orders Manager: Manages sales orders and payments; also provides summary information about accounts receivable and sales.
• Fulfillment: Provides access to tools used to manage shipping orders. This functionality is a subset of the tools available in Fulfillment Center.
  • Shipping Manager: Creates and manages shipping orders, including bulk actions on multiple orders.
  • Shipping Portal: Manages individual shipping orders.
• Accounting: Provides access to tools used to manage payments, invoices, credit memos, and gift cards.
  • Payment Manager: Manages payments and views payment summary information.
  • Invoice Manager: Manages Invoices and credit memos with an Invoice-centric search, as well as views sales and accounts receivable summary information.
  • Credit Manager: Manages Invoices and credit memos with a credit memo-centric search, as well as views sales and accounts receivable summary information.
• Customers: Provides access to tools used to manage customers and communications with them.
  • Customer Manager: Creates and manages customers and organizations (groups of customers).
  • Activity Manager: Creates and manages customer follow-up actions and communications.
  • Email Manager: Searches for and views emails that were previously sent to customers.
• Centers: Provides links to other Order Management modules.
  • Retail Center: Opens the Order Management Retail Center.
• Security: Supports role-based access to manage and provide the appropriate level of user access.
  • Users: Creates and manages user accounts.
  • Roles: Creates and manages the roles that control user account permissions.
• Settings: Provides access to tools for configuring and managing Order Management.
  • Preferences: Sets the preferences that control the behavior of Order Management.
  • Fulfillment Sites: Configures and manages Fulfillment Site information, and also lets you view and edit included or excluded hours or days at the site and company levels.
  • Allocations: Configures site ranking rules and company-level fulfillment hours.
  • Providers: Sets up and manages the providers that control the behavior of Order Management and third-party integrations.
  • Objects: Creates and manages custom tags that can be applied to various objects in Order Management.
  • Categories: Creates and manages the hierarchy of item categories.
  • Attributes: Creates and manages object attributes and attribute groups.
  • Templates: Sets up and customizes the templates that control the layout and content of various screens, documents, and emails.
  • Resources: Lets you manage localized resource labels and data for custom templates used in customer-facing documents.
• Utilities: Provides access to the jobs system, import/ export tools, and batch order emails.
  • Jobs: Creates and manages jobs and their schedules.
  • Quick Import: Easily imports item and/ or category data.
  • Quick Export: Easily exports database records.
  • Batch Emails: Views and manages emails sent for order batches.
• Customer Service: Provides access to customer service functionality. It is a subset of the functionality available in Customer Service Center.
  • Home: Views or voids out pending sales orders placed through Customer Service Center.
  • New Order: Creates a phone sales order.
  • Find Orders: Searches for existing sales orders.
  • Find Customer: Searches for existing customers.
  • Find Return Order: Searches for existing return orders.
  • Find Returns: Searches for existing returns.
  • Find Quotes: Searches for existing quotes.

Order Summary

This section shows the number of sales orders and the total currency amounts in the following states, with links to view the full lists. Some states only appear if a feature is enabled in the system preferences (for example, Waiting Approval only appears if order approvals have been enabled).

• Alerted
• Incomplete (unsubmitted)
• Waiting Authorization
• Waiting Approval
• Waiting Allocation
• Waiting Fulfillment
• Unreconciled

It also includes a link to create a sales order. Click the Summary title to open Order Manager.

Payment Summary

This section shows the number of payments and the total currency amounts in the following states, with links to view the full lists.

• Alerted
• Unattached
• Orphaned
• Waiting Authorization
• Waiting Capture
• Waiting Application

It also includes a link to create a payment. Click the Summary title to open Payment Manager.

Accounts Receivable Overview

This section shows the number and the total currency amount for outstanding invoices of the following pages, with links to view the full lists:

• 0–30 Days
• 31–60 Days
• 61–90 Days
• 91–120 Days
• More than 120 Days
• Total

Item Summary

This section shows the number of Items and the total currency amounts in the following states, with links to view the full lists:

• Alerted
• Available
• Inventory

It also includes a link to create an Item. Click the Summary title to open Inventory Manager.

Auction Summary

This section shows the number of Auctions in the following states with links to view the full lists:

• Prepared
• Waiting for Export
• Live Auctions

Click the Summary title to open Auction Manager.