Admin Home Screen & Navigation

Get to know Workstand with an overview of the Admin Home Screen and recent navigation changes.

Home Screen

• This is the first screen you see when you log into Workstand Admin.

Site & Sales Metrics

• The top section consists of 3 tiles:
  • Website traffic
  • Sales
  • Sales revenue
• These tiles can be changed to reflect data from Today, Current month, or Last month.

Key Tasks

• The Key tasks list comprises task suggestions that, upon completion, will enhance business operations.

• Here are some key tasks you could see on your home screen:
  • Capture payment
    • This is the number of online orders with authorized payments that have not yet been captured.
  • Fulfill orders
    • This is the number of orders in which neither store nor supplier fulfillment has been recorded within the order.
      • The default fulfillment status is "Pending" and remains so until it is manually changed. 
    • Recording store fulfillment within an order has no impact on the order status, nor does changing the order status record store fulfillment. 
    • To view a list of orders that need to be fulfilled, navigate in Admin to Sales > Website order search, select the desired date range, select "Pending" under Fulfillment Status, and click "Search".

• • • Click here for more information on how to Fulfill Website Orders.
  • Review POS data errors
    • This is a list of SKUs from your connected POS that cannot be processed and thus mapped, usually due to missing information. 
      • We recommend addressing these errors as each SKU could be a product with inventory that isn't displaying on your site. 
    • Click this tile to download a file with a list of POS SKUs with errors.
    • The list will contain SKUs and their corresponding error.

• • • To fix the errors, search for each SKU in your POS and add the missing information within the item details in your POS.

Recommended Tasks

• The Recommended tasks list contains task suggestions that could enhance operations.

• Here are some recommended tasks you could see:
  • Enable Financing
    • This is a suggestion to set up financing so your customers have more payment options which could increase your order completion rate.
  • Update homepage for SEO
    • This is a suggestion to update your homepage and states the amount of time since your homepage was last updated.
  • Pending mapping
    • Click here to read more about pending mappings.

Current Admin Navigation

• The latest iteration of Workstand Admin is as follows:

                                               

• • The left view is without "Conversations" active, and the right is with "Conversations" active.

Sales

• Ring up an in-store sale, or manage your online orders.

Inventory (previously "Catalog")

• View your product list, find products in our Library, view your Special Orders, and manage Purchase Orders.

Service

• Create and view Work orders, view service appointments scheduled on your site and make changes to the service appointment tool.

Customers

• View a list of customers who have made purchases in-store and online. 

Conversations

• This is only visible if a merchant has signed up for "Conversations."

Reports

• Investigate changes made in Admin, view your cash register history, and create general reports.

Website

 

• Adjust and control your site's look, feel, and content with Page editor, Banner editor, Footer editor, Navigator builder, and Template publisher.

Settings

• This section includes areas of Admin that you are less likely to use daily and includes POS Sync, Commerce, Website, Account, Notifications, Fulfillment, Suppliers, Marketing, Images, and Files. 

Recent Changes

• Location and name changes have been made to Your Items, Library Items, Open Orders, Order Search, Cash Register, and Reset Cache. The changes are as follows: