Welcome to WizCommerce!
We are going to walk you through all the sections you will encounter once you land on the WizCommerce platform. Let’s briefly cover each section in chronological order.
Dashboard
The first section is the dashboard—the pivotal command center or, simply stated, your homepage. It gives you an overview of your performance, tracking total revenue, orders, quotes, and drafts. Stay updated on recent activities and use various filters for precise data analysis. For instance, you can set filters at a customer level to get a detailed view of your transactions with a particular customer. It's your go-to tool for a quick and clear understanding of your metrics.
Products
In this section, you'll find your complete product line organized into different classifications, such as previously ordered, categories, and collections. This structure is designed to efficiently organize your product data. Additionally, there's a typo-tolerant search bar at the top left and multiple advanced filters to enhance your product discovery experience. You have the option to select a customer and assign the designated catalog to them at the top right. Once these selections are made, you can create a cart and start sending quotes and booking orders.
Sales
The third section is the sales section, where all your sales data is easily accessible.
The 'Orders' tab showcases the details of your previous orders, including real-time status (draft, confirmed, or pending approval), customer name, order value, etc.
The 'Quotes' and 'Drafts' tabs allow you to track and modify drafts and quotes and convert them into orders.
The 'Invoices' tab allows you to monitor your invoices and track the payment status against each order (paid, partially paid, pending).
In the 'Payments' tab, you can track your payment transactions against orders, including details like payment type (collection, refund), payment method (cash, card, credits, etc.), collection method (payment link, card on file, etc.), and payment status (pending, completed, failed).
Customers
In this section, you'll discover a comprehensive list of your current customers with information like orders, quotes, drafts, and catalogs mapped to them. You can easily search or apply filters to achieve your desired results. You can also quickly add new customers or edit the existing ones.
In this section, you will see another tab called 'Insights.' The most important piece of information you get on this tab is a list of customers most likely to buy with priority (high, mid, low) marked against them. You can also see information like customers' abandoned carts, year-on-year sales, month-on-month sales, last ordered date, and dates and notes of customer interactions and dates. All of this information and more can help you prioritize outreach to customers who are likely to buy.
Reports
Next, we have reports that provide comprehensive insights into sales, customers, products, and teams. Access to this section is at the admin's discretion. If the admin has given you access, you can check and download the reports; if not, contact your admin for access.
Files
The Files section acts as your digital hub, similar to Dropbox. You can upload folders, files, docs, and catalogs here (again, the upload access is at the admin's discretion).
However, you can browse the files and collaborate seamlessly with your team without switching platforms.