User Guide: General Navigation

General Navigation
An overview of how to navigate
through ecomdash
Left Navigation
This is the left navigation screen. It is your
gateway to all the modules that you will be
using while running your business in
ecomdash. This guide is always available on
the left-hand side of ecomdash. You will
always be able to easily jump between the
modules using this navigation.
The down-facing arrow means that there are
additional sections within each module.
Every module (besides the Dashboard) has
multiple screens to navigate through.
Top Navigation Bar
The Action dropdown menu is always
present while using ecomdash.
This dropdown provides quick links to
regular tasks you will perform inside of
ecomdash.
The right-hand side of the top
navigation will state your name and a
link to logout of the application.
Click the Contact Us button in the
middle of the screen to send us an
email about production issues,
enhancement requests, questions, and
anything else that we could assist you
with.
The Dashboard
The Dashboard icon is the only tab in the
left navigation screen that doesn’t have a
dropdown arrow associated with it.
The dashboard is where you go to get the
latest sales and inventory information that
ecomdash has pulled from your
marketplaces. It’s also where you can view
account information and graphs that map
out the health of your business over the
past 12 months.
Restock Inventory
The Restock Inventory module tracks the
workflow of any expense you incurred while
adding products to your inventory.
Selecting All Purchase Orders shows you the
activity of all purchase orders affecting your
business.
Open Purchase Orders allows you to view the
orders that have a status of New, Submitted,
and Partially Received.
All Work Orders displays all of the work
orders whether they are still open,
completed, or cancelled.
The Open Work Orders tab displays the
orders that have a status of New,
Submitted, and Partially Received.
Inventory
The Inventory module allows you to
manage your inventory and view
items that are in low inventory.
Inventory Management displays all of
your products, kits, and built
products.
The Low Inventory section lets you
see any product that is currently low
in inventory based on what is set as
the reorder level. These are the
products you may want to reorder by
creating a purchase order directly
from the Low Inventory section.
List for Sale
The List for Sale module allows
access to the listing tool ecomlister.
The Active Listings section is where
you manage the live listings you
currently have in the system.
The Unlisted Products section
allows you to view the products
that are not listed on your sales
channels.
The Queued Listings section shows
the products that have not been
listed, but are ready to list or
require edits before the listing can
be sent to the sales channel.
Sales Orders
Once ecomdash imports your sales
orders from your online storefronts
or you manually create a new sales
order, you will be able to work the
order using the Sales Order module.
The All Sales Orders section is the
combined list of all of your sales
orders regardless of its status.
The Awaiting Payment Orders
section is only for the orders that
have yet to be paid.
The Paid-Ready to Ship section is for
orders that have been paid, but have
not yet had a shipping order
attached to them.
Shipping Orders
The Shipping Orders module is for when you
have completed your sales order. You can
generate a shipping order to track the delivery
of the product from your store to the customer’s
hands.
All Shipping Orders is where you can see the
status of all of your shipping orders regardless of
where they are in the shipping process.
Unshipped Orders is where you can view and
handle all sales orders that have yet to be
shipped.
Dropship Management is designed to handle
sales orders when your suppliers take care of the
fulfillment process. You will be able to upload a
file with tracking information back into
ecomdash from this view.
Support
The Support module allows you to look
across your company’s history through
many of the other modules in ecomdash.
Ecomdash permanently archives
everything you do in the system.
Because of this you are able to get the
entire history of the selected topics in
the Support module.
The search function allows you to search
for a specific ecomdash order #,
marketplace order #, or by customer
name to find a specific order in
ecomdash.
The reports section will show you
numbers and trends for a variety of
topics and over a time period of your
choosing.
Administration
The Administration module is where you go to set up
your company on ecomdash.
Add your company details such as name, logo, contact
information, and location.
Adjust settings for Inventory, Sales Orders, Shipping, and
Email in the Settings section.
E-mail Templates is where you go to create the templates
for the optional automated e-mails ecomdash offers.
Employees lets you add employee names, e-mail
addresses, and define access to the modules in
ecomdash.
Suppliers allows you add or edit the suppliers of the
products you sell.
Storefronts lets you add a new online or physical
storefront to sell your products on.
Shippers allows you to add or edit your shippers in
ecomdash.
Warehouses allows you to manage the locations where
your products are stored.
Inventory Import/Export Formulas lets you define
formats you will use to import/export inventory .csv files.
List Screens
What options can I find on a typical
screen within ecomdash?
Above is an example of a typical list-screen page that you’ll find in ecomdash. Within these screens there are a
variety of actions you can complete that are universal from page to page. These are:
Sortable Columns: Each column has a little up and a little down arrow. You sort each column by clicking on these
arrows.
Quick Search: In the upper right-hand corner is a search function. Ecomdash permanently archives all of your
transactions, so you can search for something from the moment you signed up until today.
Quick Actions: A lot of the pages will have quick actions that you can take without having to go to a separate page.
This page, for instance, has a little box for you to directly create a shipping order, and a red X for you to cancel the
project. There is also a pencil in the order # column for when you want to manually change an order number.
These same icons may appear on other pages as well.
See More Items Per List: The Show tab in the upper left-hand corner gives you the option of showing a specified
number of orders on screen at a given time. The default is 10 items, but you can show up to 100.
Multiple Pages: Sometimes you will need multiple pages to show all of your inventory. This page list will always
be on the lower right-hand side.
Detail Screens
What additional information can I
enter for each of my entries?
Each item on a list screen has the ability to be clicked on to obtain more detailed information. Each
of these detail screens look a little different, but have the same basic functions:
Title Bar: The title bar at the top of the screen will show you the order number and some helpful
information about that order’s status within the system.
Tabs: Detail screens will have a default “details” page that they will go to, but oftentimes there will
be additional tabs that provide even more specified details. These will appear in the upper righthand side of the title bar.
Required Fields: Not every field that is shown needs to be filled out, but there are some that are
required. Required fields will have a red dot to the right of them. The rest are optional.
Constant Actions: Regardless of what screen you’re in there is always a “Back” and “Save” button
that appear on the bottom of the screen.
E-mail Actions: Some of the detail screens will have an e-mail “quick action” icon. This will allow
you to send one of you pre-made e-mail templates to a customer or supplier.