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Admin Panel

Manage day-to-day operations of a B2B e-commerce shop.

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Sync groups screenThe Sync groups screen lists sync groups—each holds a schedule and a set of sync tasks that run on that schedule.
Special offers screenThe Special offers screen lists the special offer badges configured for your shop, where you create, open, and delete them.
Sorting sources screenThe Sorting sources screen lists the sorting sources configured for your shop.
Shop configurations screenTabs in order: Synchronization, Account, Catalog, Product Variants, Order, Shipping, Pricing, Stock, Legacy Records, Logging, Usual Cart.
Properties screenThe Properties screen lists the properties configured for your shop.
Promotions screenThe Promotions screen lists the promotions configured for your shop, where you filter, open, create, and delete them.
Promotion record screenThe promotion record opens when you select a promotion from the Promotions list or after you create a new promotion.
Products screenThe Products screen lists parent products, where you search, filter, and manage their visibility and status.
Product record screenThe product record opens when you select a product from the Products list, or after you create one.
Pricing configurations screenThe Pricing configurations screen lists the price sources your shop uses to resolve product prices.
Packages screenThe Packages screen lists the package types configured for your shop.
Orders screenThe Orders screen lists orders that originated from the storefront or ERP system.
Notification providers screenThe Notification providers screen lists the notification providers configured for your shop.
Order screenThe order screen is a read-only detail view of a single order.
Media Manager screenThe Media Manager screen is the central image library for your shop.
Logs screenThe Logs screen displays activity logs for your shop.
Labels screenThe Labels screen lists the colored badges you can attach to products in your catalog.
Document Views screenThe Document Views screen lists named column configurations for data models.
Customers screenThe Customers screen lists the customers synced from your ERP and storefront, where you search, filter, and manage their status.
Dashboard screenThe Dashboard is the landing screen of the Admin Panel.
Customer record screenThe customer record opens when you select a customer from the Customers list.
Collections screenThe Collections screen lists the collections configured for your shop.
Shop configuration sync and account settings
Shop configuration operational settings
Shop configuration order and pricing settings
Shop configuration catalog settings
Add parent properties to a product
Link child products to a product
Notification rules screen
Notification log screen
Create a notification rule
How promotions and pricing work together
Why order and ERP status can differ
Configure product variant behaviorThe Product Variants tab in Shop configurations controls how child products inherit data from their parent.
Configure pricingThe Pricing tab in Shop configurations controls how prices are calculated, rounded, formatted, fetched, and displayed across the storefront.
Configure account activationThe Account tab in Shop configurations controls how the system matches and activates customer accounts.
Understanding synchronizationDigiTrade exchanges data with your ERP on a schedule you define.
Understanding shop configurationsThe Shop configuration page is organised into eleven tabs.
Understanding order managementThe Orders section of the Admin Panel gives you a read-only view of the orders that customers have placed through the storefront.
Understanding customer managementThe Customers section of the Admin Panel is where you manage the companies that buy through the storefront.
System Update screenThe System Update screen tells you when a new version of the DigiTrade platform is available and gives you the control to start the update process.
Sync tasks screenSync tasks live on the Sync tasks tab of a sync group record.
Currencies screenThe Currencies screen lists the currencies configured for your shop, where you create and delete them.
Create a promotionA promotion ties a date range, label, and product set to an existing special offer, making that offer active in the storefront for a defined period.
Create a package!Create a package
Create a notification provider!Create a notification provider
Create a labelLabels appear on product cards to highlight promotions, availability, or other merchandising tags.
Create a document viewA document view is a named column configuration for a data model.
Create a currencyAdd a currency that products and prices can reference across your store.
Create a common filter source!Create a common filter source
Create a collection!Create a collection
Create a brandMost brands are created automatically through the ERP sync.
Assign an agent and currency to a customerCustomer records are synced from the ERP and storefront — you cannot create them in the Admin Panel.
Add packages to a product!Add packages to a product
Add images to a product!Add images to a product
Add attributes and characteristics to a product!Add attributes and characteristics to a product
Add a sync taskA sync task maps a name to an ERP endpoint within a sync group.
Add a pricing sourceAdd a pricing source to tell the shop how to calculate prices for a given mode and handler.
Add a customer userAdd a user account under a customer record so they can access the store and perform operations on behalf of that customer.
Common filter sources screenThe Common filter sources screen lists the common filter sources configured for your shop.
Categories screenThe Categories screen shows all categories configured for your shop as a navigable hierarchy.
Attributes screenThe Attributes screen lists the attributes configured for your shop.
Brands screenThe Brands screen lists every brand available in your catalog.
Agents screenThe Agents screen lists the agent accounts in your shop.
Admin Panel overviewThe Admin Panel is the central console for running your DigiTrade store.
Admins screenThe Admins screen lists the people who can sign in to the Admin Panel, where you search, create, and delete admin accounts.
Upload mediaThe uploaded image appears in the media list on the Media Manager screen.
Create a productProducts in the Admin Panel are created as parent products and belong to a category.
Create a property!Create a property
Create a special offerCreate a special offer to showcase promotions in your storefront.
Create a sorting sourceA sorting source lets you define how products are sorted by a specific product property and direction.
Create a sync groupA sync group defines the schedule — interval type and interval value — under which its sync tasks run.
Create an adminAdd a new admin account so a team member can sign in to the Admin Panel.
Create an agentAdd a new agent account so it can authenticate with the store and sync data.
Create an attribute!Create an attribute
Manage product properties and child products!Manage product properties and child products
Switch sync modeThe Synchronization tab in Shop configurations controls, per data type, whether records are managed by the system or pulled from ERP.