1. Feature Overview

The Front-End Manager feature allows the Vendor some control over discount coupons, orders, product modifications and reports.

Coupons

• View and edit all available and active coupons
• Add new or remove existing coupon

Orders

• View and amend all existing orders
• Change an order status
• Manually create new orders

Products

• View and edit all existing products
• Add new products
• Create new product categories and tags

The Manager interface is accessible at xxxx.ezqr.sg/manager, where xxxx is your assigned site domain name. Please note that the page links are subject to change, following which you will be updated of the new page addresses where necessary.

Please login using Manager credentials provided. Upon login, the Dashboard page will be displayed. The four other key functions of the Manager are Coupons, Orders, Products, Reports.

The existing Manager plug-in does not yet support multi-vendor control. Hence, products and report information from all vendors will be available to the Manager account.

2. Dashboard

Fig 1: Dashboard

The Dashboard displays the following consolidated information:

1. Net sales this month – Sum of All Orders, less Refunds, Shipping and Taxes
2. Awaiting process orders – Orders with status “Processing”
3. On-hold orders – Orders with status “On hold”
4. Low stock level – Number of products with Stock quantity less than or equal Low stock threshold value.
5. Products out of stock – Number of products with Stock quantity equal to 0.

Further information on Orders and Products will be provided in subsequent sections.

3. Coupons

The Coupons feature allows the Manager account to add, delete and amend discount coupons for use with products.

The All Coupons tab displays a list of all existing coupon codes available for use. Selecting an existing coupon code allows the user to Edit or Delete the code.

Fig 2: All Coupons

The Add Coupon tab allows the Manager account to add coupon codes.

The following table is a summary of all available fields and a description of valid inputs.

3.1         Coupons and Tax Calculations

Coupons are applied to the product price before tax is calculated. To make sure taxes are then calculated correctly due to rounding, we need to split the discount across all items in the cart rather than remove an amount from the total.

When you split a discount across the cart, naturally, half values could occur that in turn can cause rounding issues once everything is summed up.

To help prevent this, we only use cent values. Once split between items, any remainder is applied one line item at a time until exhausted. The final total will then total the applied discount total. This is most important for fixed cart discounts.

4. Orders

The Orders page displays all orders currently in-system. Filters for the “Pending payment”, “Processing”, “On hold”, “Cancelled” and “Completed” statuses are available.

Order numbers are generated automatically, and may not be in sequential numerical order, due to a number of system inputs that influence this process.

Selecting a filter only displays filtered orders.

Fig 3: All orders

Important STATUS column icons are colour coded.

                Green – Processing
                Amber – Pending payment
                Grey – On hold
                Red – Cancelled
                Blue – COMPLETED

The following flow chart illustrates how a typical order progresses through the system and its associated status changes. Note that depending on payment gateway configurations, some status display parameters may differ slightly.

The following table describes each Order Status in further detail.

The ACTION column allows 3 actions to be performed on each order:

Blue box – Change of status to Processing
Green box – Change of status to COMPLETE
Grey box – View and amend orders

4.1 Editing Orders

Click the View button of the selected order under the ACTION column. The individual order information page is shown.

Fig 4: Edit order

Available information for editing is contained within the General, Billing and Shipping sections. Also available for viewing is a list of individual items within the order. This is not editable.

All other information displayed on the individual order page are for system and engineering purposes and should not be amended under any circumstances, unless instructed to.

Video tutorial: Manager – Editing Orders

5. Products

The products page allows the Manager account to manipulate the product database and its associated data.

The All Products page displays a list of all published products, sortable by date. It is also possible to search for individual products using the Search box.

Note that newly uploaded products in the database must be assigned an existing Category and Tag for them to be displayed properly on the site interface.

Fig 5: All Products display

Selecting a product from this list will allow the user to Edit, Delete or View the product.

5.1         Simple and Variable Products

All uploaded products must be a Simple or Variable product.

Simple products are products that do not have variations or options available to the customer.

Variable products are products that offer options for customer choices. Each variation can be assigned a different price if required. These choices are made available in the form of Attributes and Variations. An example is shown in the following table:

In this example, the product “T-Shirt” has two attributes: Colour and Size.

The Attribute Values for Colour are: Red and Blue.
The Attribute Values for Size are: Small, Medium and Large

A single Product Variation consists of a combination of Attribute Values.

Possible variation examples:
Variation 1: Red, Small
Variation 2: Red, Medium
Variation 3: Any choice of colour, Large
Variation 4: Blue, Any choice of size
Variation 5: Any choice of colour, any choice of size

Note that each Product Variation must be assigned a price for it to be correctly displayed.

5.2         Editable Product Parameters

The following is a list of basic product parameters available for editing and their description.

In addition, there are seven advanced parameters, of which only three are in use for product data.

The following image illustrates the display of the various parameters within a single product page.

Fig 6: Example product highlighting product parameters and their displays

The Custom Fields section is for system and engineering purposes and should not be modified in any way by the user.

Product categories – Select the Category(s) that the product belongs to.

Product tags – Select the Tag(s) assigned to the product.

When any changes have been made, click Save.

Video Tutorial: Manager – Editing Products

5.3          Adding New Products

If you wish to create a new product, click Add Product to create a new product. After that, the same process of editing the product information described in the previous section.

Note that all newly created products must be assigned at least an existing Category for it to be displayed properly on your site.

If you wish to create a new Category for your products, please contact ezQR Support after you have finished adding your new products to enable their display.

Video Tutorial: Manager – Editing Products

5.4         Product Inventory Status

The steps for setting product inventory status differ for Simple and Variable products.

To set stock status for a Simple product:
Search for the Product > Select Edit > Inventory > Stock status > Select status > SAVE

To set stock status for ALL variations of a Variable product:
Search for the Product > Select Edit > Inventory > Tick “Manage Stock” > Set stock quantity = 0 > SAVE. To reverse this, untick “Manage Stock”.

To set stock status for a SPECIFIC variation of a Variable product:
Search for the Product > Select Edit > Variations > Select desired variation > Set Stock status > SAVE

Video Tutorial: Manager – Set Stock Status

5.5         Advanced Tab

 In the Advanced tab, the only parameter currently available for use is the Menu order value. When a non-zero value is entered, products will be displayed according to their assigned Menu order value, in ascending order, i.e. smallest numbers displayed first. Negative and Positive values are valid inputs.

Repeated Menu order values are accepted. However, do note that this is a global value which affects all products in your database. If multiple products displayed on the same page have an identical Menu order value, the affected items will be sorted by the default alphabetical/numerical order. Hence, do consider these effects during your planning of the product menu order displays. 

5.6         Product Categories

Product categories are used to differentiate groups of products. It is a requirement that each product is assigned to one or more existing Categories for it to be displayed properly on the user interface.

Product assignment to existing categories can be managed by the Manager account, and has been explained in detail in section 6.2.

Because of the way the user interface has been configured, the Add New Category feature should not be used by the Manager account.

Please contact ezQR support should any renaming, deleting or adding of new Categories be required.

5.7         Product Tags

Product Tags are used to facilitate search optimisation. Product Tags can be added by the Manager Account.

To add a new Product Tag:
Click Products > Tags > Enter Name > SAVE. The other fields are not required.

6.   Reports

The Reports tab allows display and export of selected data. To display data appropriate to the time period, select Custom > Enter Start and End dates > Click GO.

To Export the displayed data as a CSV spreadsheet, click Export CSV at the top right after selecting the appropriate data displays.

6.1         Sales by Date

When Reports is selected, the default display page is the Orders, Sales by Date view.

The Sales by Date page displays consolidated sales information across all vendors.

This gives you an idea of the current performance via a sales graph and a few way ways to drill down into data. By year, last month, this month, last 7 days, and a custom date range.

The sales graph itself shows the number of gross sales plotted on a light blue line, the net sales plotted in dark blue, the shipping amount plotted in green, refunds plotted in red, and coupon values redeemed in orange. Hovering over a point will give you the exact figure.

Fig 7: Sales by Date

6.2         Sales by Product

The Sales by Product Page allows viewing of sales data for individual products. The default view displays a list of the top selling products overall.

To view data for a specific product, select Product Search > Enter Product Name > click SHOW.

Fig 8: Sales by Product

The sales per product section shows sales per day in a given range, similarly to the overview section.

You can select any product from your store to view sales data, and again drill down into by year, last month, this month, last 7 days, and custom.

6.3     Sales by Category

You can also view net sales numbers by category. In the current configuration, one Category corresponds to an individual vendor.

In the Categories widget, select the categories you want to review. (Or select “All”). Then, select “Show”.

Fig 9: Sales by Category

6.4     Coupons by Date

This view enables display of coupon usage data by date. To select coupon, click filter by coupon > enter name > SHOW.

Fig 10: Coupons by Date