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The Administration Module
Explaining each section in the first
module you need to go to after
signing up for ecomdash
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 e-mail templates
- Enter a list of employees
- Create your suppliers
- Create your storefronts
- Create your shippers
- Create your warehouses
- Create your inventory import/export formats
Company Details
The company details will display information that includes company name, location, contact
information, and company logo.
Settings
The settings section is where you define your business rules in ecomdash around auto
syncing inventory, auto importing sales orders, shipping settings, and email 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 emails, auto
import sales orders, enable dropship management, define shipping standards, and set up
the Mandrill automated email service.
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 emails for items that have reached the reorder level by
signing up for a mandrill email account and selecting the “Receive Low Inventory Emails”
checkbox. (More info about Mandrill on Page 8)
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.
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.
Settings: Email
To utilize the automated email services available in ecomdash, you must first sign up for a
Mandrill email account. Go to Mandrill.com
Once you have your user key, enter it in the text box and navigate to the Email Templates
module to begin building a template that fits your business needs.
Email Templates
The Email Templates section allows you to create a number of email 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 email.
Employees
Once you employees’ information is
entered, they appear on a searchable list.
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.
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,
email templates, and
employees
Inventory
Management
✓*
✓
✓
Order Processing
✓*
✓
✓
View Only
✓*
Listing
✓*
Jr. Employee
✓*
✓
✓
Warehouse User
✓*
✓
✓
Reports Only
✓
✓
✓
✓
✓
✓
✓
* Denotes that the employee does not have access to financial graphs on dashboard
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).
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.
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).
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.
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.
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.
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.
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.
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.
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).
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.
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.
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).
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 email than you have the option to input your outbound email. If
you select FTP-hosted by ecomdash, then you put in your inbound and outbound URL.
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.