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Necesitas: Subscriptions manager — ver para consultar, … — editar para cambiar. Importar requiere Suscripciones — importar, otro permiso distinto. Una suscripción da a un cliente un beneficio continuado durante un periodo, en lugar de un código o un importe de...

Necesitas: Wallet manager — ver. La mayor parte del trabajo con monederos empieza con un cliente al teléfono. Esta página explica cómo pasar de lo que el cliente puede decirte a lo que necesitas en pantalla. Empieza por el número de teléfono Los clientes conoc...

Necesitas: Wallet manager — editar para crear o cambiar registros. Consultar solo requiere el permiso de ver. Importar saldo requiere Wallet codes — importar, otro permiso distinto. Un registro de monedero es un movimiento de saldo. El saldo del cliente es el ...

Audience: managers and analysts reading performance data, and operations staff investigating a specific order. You need: Sales reports for Reports, Metrics for Metrics. They are separate permissions. The console has two data areas, and picking the right one sa...

You need: Sales reports. Every report is driven by the same filter set. Understanding it once covers the whole chapter. The filters Filter Required? Notes Brand Yes, on most reports Reports are built per brand. With one brand it may be preselected Stores No Em...

You need: Sales reports. The sales report gives revenue over the period you select, filtered to your scope. Reading it Set the brand, the mode and the business date — see Filters, dates and favourites — and the report covers exactly that period for the stores ...

You need: Sales reports. Product sales shows what actually sold, by article, grouped into families. What it's for The sales total tells you the revenue. This tells you what produced it — which articles moved, and which families carry the period. Typical questi...

You need: Sales reports. The promotions report shows usage grouped by promotion code — how often each was applied over the period. What it's for It answers the question marketing actually needs: which promotions are being used, and therefore which are worth re...

You need: Sales reports. Sales by trend lays the period out as a Monday-to-Sunday matrix, broken down by category. What it's for Totals hide the shape of a week. This report shows it: which days carry the business, which are quiet, and whether that differs by ...

You need: Sales reports. The operations report is the widest screen in the chapter. It answers "what is happening operationally", where the other reports answer "what did we earn". Order status and breakdown Counters for where orders currently stand, plus a fu...

You need: Sales reports. Three reports that return only the stores currently outside a threshold you set. Where the operations report shows everything, these show you only what needs attention. The three Alert Flags a store when Default threshold Delivery load...

You need: Metrics. Order logs answer "what happened to this order" — the question Reports cannot answer, because Reports aggregates. The paginated list Orders that have recorded activity, filtered by store, brand and source within your scope. Use it to find th...

You need: Metrics — export. This is a separate, higher permission than Metrics, and is normally held by admin rather than by everyone who can read metrics. Two things can be exported: order action logs and archived alarms. Both come out as data files for anal...