🖥️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.
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.
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