Navigating your Eshopbox workspace
The Eshopbox workspace has a user-friendly design that allows for seamless navigation.
In this article, you will learn
Interface
Eshopbox’s interface is divided into the following areas:
Header: This area contains various modules, i.e., Inventory, Orders, Payments, Reports, and other settings.
Top pane: This area contains the search bar, filters, and options like create, export, and sort depending on the module.
Main pane: This area contains the data related to the module as per the search.
After logging in, you will be automatically redirected to the homepage. Here, you will find the header, along with a helpful to-do list to get you started, as well as a concise summary of your operational metrics.
The header pane displays the following:
Inventory
Orders
Payments
Reports
Settings and workspace configurations
Navigating Inventory
The Inventory header contains the following menu items:
All products
Consignments
Manage inventory
Remove inactive inventory
All products: This module provides comprehensive information on all products in either a created or draft status within your Eshopbox workspace. Here, you can effortlessly develop products, access a centralized inventory across all enabled locations, and easily manage product availability. Learn here more about products.
Consignments: A consignment is a collection of goods received at a fulfilment location for order fulfilment. You can create, view, filter, and track consignments and export the data for further analysis.
This menu item contains the following:
Manage inventory: Inventory signifies the quantity of each product for sale at a specific location. With Eshopbox, effortlessly manage and track your inventory, ensuring efficient stock control.
This menu item contains the following:
Inventory snapshot
Shelf transfer
Remove inactive inventory: A removal is created to return any inactive inventory to the vendor for refurbishment or disposal. You can view, schedule, and track the removals created here.
This menu item contains the following:
Navigating Orders
The Orders header contains the following menu items:
All orders: You will be redirected to the Orders page, where you can create orders via import, view, filter, track created orders, and export the data for further analysis. Learn here more about orders.
All B2B orders: You will be redirected to the All B2B orders page to create, view, filter, and track created orders and export the data for further analysis. Learn here more about B2B orders.
Self-fulfilment: You can only access this menu item if you have enabled self fulfilment for any location on your workspace. Once enabled, you can access the following:
Process orders
Process B2B orders
Process returns
Navigating Payments
Payment is an essential parameter for running a business. To ensure you receive the correct amount, you need to reconcile the payments. Learn more about payments here.
Navigating Reports
You can generate various reports from your Eshopbox workspace for orders where Eshopbox shipping is applicable.
Navigating settings and workspace configurations
Files: You can view all the files you uploaded or downloaded on your Eshopbox workspace.
Settings
Account: You can find your workspace and brand details here.
Assets (if you have enabled self-fulfilment)
Shelf
Tote
Pigeon hole
Staging area
Risk score (if you have enabled risk score)
Help
User details
Username
Workspace name
Logout
Suggest a feature
The menu items on your Eshopbox workspace will depend on your user permissions. Learn here how to set user permissions on your Eshopbox workspace.
You can access the Self-fulfilment menu items once you have self-fulfilment enabled for any location. Learn how to enable self fulfilment.
You can only access menu items if you have access permission. In this case, you need to contact your team member to gain access to them.
How does the navigation change depending on your location settings?
The workspace navigation may change dynamically based on your added locations. You can look at the table below to better understand the navigation
available based on the selected location settings.
When a new workspace is created without any inventory management location.
Navigation | Sub-Navigation | Sub-Navigation |
Home | ||
Orders | All Orders | |
Process Orders | ||
Process Returns | ||
Payments | Website | Cash on delivery |
Marketplace | Overview | |
Order settlements | ||
Previous payments | ||
Products | All Products | |
Product verification | ||
Reports |
When a new workspace is created with an inventory management location.
Navigation | Sub-Navigation | Sub-Navigation |
Home | ||
All Products | ||
Consignments | All Consignments | |
Create | ||
Receive | ||
Close | ||
Manage Inventory | ||
Remove Inactive inventory | All Removals | |
Pack | ||
Ship | ||
Product Verification | ||
Orders | All Orders | |
All B2B Orders | ||
Process Orders | ||
Process Returns | ||
Process B2B Orders | ||
Payments | Website | Cash on Delivery |
Marketplace | Overview | |
Order settlements | ||
Previous payments | ||
Reports | ||
Claims | Weight discrepancy |
When a new workspace is created without any inventory management location but an Eshopbox fulfilment centre is enabled.
Navigation | Sub-Navigation | Sub-Navigation |
Home | ||
Inventory | All Products | |
Consignments | All Consignments | |
Create | ||
Send inventory to Eshopbox FC | ||
Remove Inactive inventory | All Removals | |
Manage Inventory | ||
Product verification | ||
Orders | All Orders | |
All B2B Orders | ||
Payments | Payments | |
Cash on delivery | ||
Reports | ||
Claims | Weight discrepancy |