The Admin Panel is the central hub for your e-commerce platform. From here, you'll be able to look at and manage all the data Modern Retail provides you about your site, from information about online sales to the status of any ongoing support requests. This article will give an overview of what you can find in the Admin Panel, and a brief summary of what each page does. Depending on your integration, you may have access to pages not listed here; if this is the case, look elsewhere in the Help & Resource Center for information on those features.
The dashboard is the first thing you'll see when you go to the Admin Panel. At the top, you'll see a summary of your support requests:
Clicking on the Subject of any support request will take you to that ticket's page. Clicking on New Request will take you to the page for submitting a new support request.
Below the support requests on the dashboard you'll see a series of graphs detailing monthly transactions, inventory updates, pricing updates, and new products. More information on these graphs and the dashboard in general can be found here.
Underneath Dashboard on the sidebar on the left of the admin panel is the Products option.
You can go to Search in order to pull up specific products by name, integration ID, or ALU:
You can also go to List to see a table with all your products:
You can sort or search by Web ID, Name, Integration ID, ALU, or the Last Updated date by interacting with the fields at the top of each column. You can also go to the page for that product by clicking on the series of numbers and letters under Integration ID.
Also available in the Admin Panel is the customers page.
Under customers, you can see and search for anyone who's made an order on your site.
From left to right, the customers page displays your customers by #ID, Customer Name, Email, and Creation Date. If you're looking for a specific customer, you can search by any of those fields. Clicking on a customer's name will display a pop-up with their billing and shipping addresses.
After customers, the admin panel has the Users pages. This is where you can look at, add, or otherwise alter which employees have access to the internal workings of your site.
The Add User page lets you add users to your store. This is important for allowing your employees access to your online store.
The Users option shows a list of all users with access to your store. You can search by Name, Email, Type, whether or not they're Locked, and by when they were added to your platform.
Lastly, the Invitations option shows you any outgoing invitations for users to be added to your store. After the initial setup you shouldn't have to worry about this too much, but if you hire new employees or need to re-add an old employee it can still come in handy.
Like the Users list, you an sort by name, email, date, etc. You can also re-send the invitation, rescind it, or force the user to accept it. You can learn more about the Users page here.
The reports option in the Admin Panel has two sections: Activity Log and Job Queue.
The Activity Log displays the activity from employees on your site. You can see who logs in/out, on what device, and at what time.
Like most other lists in the admin panel, you can sort by name, email, date, action, etc.
Meanwhile, the Job Queue shows what the integrator is up to!
Here you can see all the actions the integrator is performing, sorted by type.
The last section in the Admin Panel is Settings. The Settings section has too many things for us to cover here, so we'll focus on the important parts.
API Keys is the first subection under settings, and for the most part you should ignore it. Email Configuration and Email Templates both control the emails going out from your store to customers; their ins and outs will be covered in another article.
Time Format and Currency control, as you might expect, the time format and currency your store uses. Set Time Format to your preference between 12 hour and 24 hour time, and set Currency to the primary currency your business uses between USD, Euros, CAD, AUD, or GBP.
The Accountant subsection lets you choose which of your users is your accountant, for financial access.