🖥️Orderlion-Portal

In this guide, we will take you on a journey through the various tabs of the Orderlion portal.

1. Dashboard: Your Command Center

• In the Dashboard tab, discover a visual dashboard that provides key insights for your business.

• Explore data for existing customers, active clients, order counts, turnover, and daily order statistics.

• Gain valuable insights at a glance, helping you make informed decisions.

2. Orders: Your Order History

• In the Orders tab, access a comprehensive view of all orders placed through your online shop.

• See essential information about customers, order and delivery dates, product quantities, and order notes.

• Select and download individual or multiple orders in PDF or Excel formats for easy reference.

3. Products: Your Merchandise Hub

• The Products tab offers an overview of your product catalogue.

• View product names, categories, tags, order units, list prices, and EAN/GTIN details.

• Effortlessly manage products and prices to ensure your inventory is always up to date.

• Learn more at Manage Products and Prices.

4. Customers: Your Clientele Database

• Dive into the Customers tab, where you'll find a comprehensive list of all your customers, not just those who ordered via the app.

• Filter and sort customers by groups, sales representatives, activity levels, and specifications.

• Effectively manage your customer relationships and specifications.

• Learn more at Manage Customers.

5. Campaigns: Boost Your Sales

• Create compelling marketing campaigns in the Campaigns tab to promote product promotions, discounts, and special offers.

• Monitor campaign effectiveness to fine-tune your marketing strategy.

• Maximise your sales potential with targeted campaigns.

• Learn more at Campaigns.

6. Documents: Streamline Communication

• Upload and share various documents, such as invoices, delivery notes, product sheets, and more in the Documents tab.

• Simplify communication with customers by sharing documents directly via the chat.

• Enhance your customer experience through efficient document management.

• Learn more at Documents.

7. Support: Your Lifeline

• Need assistance? The Support tab is your go-to destination for general or technical enquiries.

• Connect with our dedicated support team for prompt assistance and problem-solving.

8. Account & Settings: Customize Your Shop

• The Account & Settings tab is your gateway to customizing your online shop.

• Manage shop settings, update your account information, and access the billing portal.

• Stay in control of your shop's configurations.

• Learn more at Shop Settings.

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9. Orderlion Inbox: Where the Magic Happens

• Experience the magic in the Orderlion Inbox tab, where emails are automatically transformed into integrated orders.

• Review and approve orders for seamless integration into your order list.

• Witness the power of automation at your fingertips.

• Learn more at Orderlion Inbox.

10. Chat: Connect with Your Customers

• Engage with your customers in real-time through the Chat tab.

• Have one-on-one conversations or send announcements to specific customer groups.

• Strengthen your customer relationships with personalised communication.

• Learn more at Chat.

11. Shop Preview: See Through Your Customers' Eyes

• Get a customer's perspective by using the Shop Preview tab.

• Take a sneak peek at how your shop appears to customers, ensuring a smooth shopping experience.