Navigation & Quick Actions
Below is a friendly, non-technical map of the dashboard menu and quick actions. It’s built from your dashboard layout and shows where things live, what they do, and short step-by-step examples for common tasks.
Top-level layout (how to read this)
Left / main menu — the full list of things you can open to manage the shop. Think of this as the site map.
Top quick actions — buttons you see at the top of the page for fast jumps (View Shop, Store Operations, Manage My Business, My Profile).
Dashboard tiles — the grid of cards (Online Presence and Store Operations). Each card goes to the same place as the left menu item.
Table view — many screens let you switch to a compact table for bulk edits (look for Switch to table view).
Suggested main menu (friendly names, matching your dashboard)
Home / Dashboard
What it shows: One-page summary of visits, clicks, errors, quick links.
Use when: You want a snapshot of shop health.
Online Presence
Basic Details — edit shop name, address, phone, hours, website.
Shop Photos — upload, mark primary photo, reorder images.
Shop Analytics — visits, clicks, impressions for your listing.
Trace Keywords — add phrases you want tracked (example: “bakery near me”).
Keyword Analytics — see how those phrases perform.
Search Trends — see trending searches in your city/area.
Google Reviews — read and reply to reviews from one place.
Customer Reach — how many people saw/interacted with your listing.
Traffic Sources — where visitors came from (search, social, direct).
Visibility Score — combined measure of how visible you are.
SEO Tasks — simple checklist to improve your listing.
Enquiries & Leads — view messages from customers.
(Addons) Competitor Comparison, Local SEO Rankings, Backlinks, Sitemap Generator, Domain Age Checker
Tools / Diagnostics: Internet Speed Test, IP Address, Availability Check, DNS Check
Store Operations
Sales Dashboard — revenue and key sales charts.
Daily Sales — list of daily receipts and transactions.
Sales Analytics — breakdowns, best sellers, peak hours.
Product Management — add/edit products, set prices and photos.
Product Reviews / Questions — product-level customer interactions.
Import Products — bulk upload via CSV/Excel.
Inventory — stock levels and reorder alerts.
POS (Point of Sale) — in-store checkout screen.
RFQ Management — handle quote requests.
Supplier Management & Purchase Orders — manage suppliers and orders.
Expense Management — log shop expenses.
Invoice Management & Invoice History — create, send, and archive invoices.
Credit Note — issue refunds or credit notes.
Asset Management — track equipment and maintenance.
Customer Management — full customer list and history.
Calculator Tools — GST/VAT, Margin, Discount, EMI, Profit & Loss estimator.
Currency Rates, Unit Converter
Subscriptions, Tax, Activity Log
(Addons) Financial Analytics, Financial Reports, Loyalty & Reward Program, Role & Permission management
Manage My Business
Claimed listings list (your shops), subscription status, license keys, renewals, activate/expire flows.
Access to tenant settings and plan changes.
Team & Access
Employee Management, Attendance, Performance, Roles and Permissions.
Documents & Settings
Store documents (licenses, contracts), Store Settings (display options, contact preferences), Activity log.
Billing & Payments
Pricing & Plans, Payment History, Manage Subscription, Renew or Change Plan.
Help
Support contact, FAQ, best practices, claim disputes, KYC instructions.
Top quick actions (visible on the dashboard header)
View Shop — opens the public page customers see. Example: check how the primary photo and contact appear.
Store Operations — jump directly to the operations section of the dashboard.
Manage My Business — open the list of all claimed shops and subscription details.
My Profile — change account email, phone or password.
Dashboard tiles vs menu — how they match
The dashboard tiles are grouped into two visual areas:
Online Presence tiles — same items as the Online Presence menu (Basic Details, Shop Photos, Keyword tools, Reviews, Diagnostics).
Store Operations tiles — same items as the Store Operations menu (Sales, Inventory, POS, Employees, Invoices, Calculators).
Clicking a tile performs exactly the same action as selecting the corresponding menu item.
Common flows with clear step-by-step examples
1) Edit your contact details (phone, hours, website)
Open Online Presence → Basic Details (or click the Basic Details tile).
Edit phone number, WhatsApp, opening hours, short description.
Click Save.
Check public page with View Shop to confirm changes.
2) Upload a primary photo
Open Online Presence → Shop Photos.
Click Upload and choose an image (portrait or landscape recommended).
Mark the best image as Primary so it appears on your public listing.
Save and review by using View Shop.
3) Add a product (single)
Open Store Operations → Product Management.
Click Add Product. Enter name, price, category, description and upload image.
Set Display on Shop to show product on public page.
Save. Product appears in Daily Sales when purchased.
4) Bulk import products
Open Store Operations → Import Products.
Download the sample CSV/Excel template.
Fill product rows (SKU, name, price, stock).
Upload file and confirm mapping.
Review imported products under Product Management.
5) Record sale with POS
Open Store Operations → Point of Sale.
Add items to cart, apply discounts if needed.
Choose payment method, complete sale.
Receipt saved in Daily Sales and totals updated on Sales Dashboard.
6) Track a keyword
Open Online Presence → Trace Keywords.
Enter a few phrases customers use (limit suggested 5–10). Example: “best coffee [city]”, “24/7 pharmacy near me”.
Wait a few days and open Keyword Analytics to see rank and changes.
7) Respond to a Google review
Open Online Presence → Google Reviews.
Find the review and click Reply.
Write a polite, helpful reply (thank them, offer contact info if needed).
Save reply — it posts to Google when linked.
8) Claim a shop and activate license (high level)
On a shop’s public page click Claim Listing. You are redirected to Pricing.
Choose plan (1 day → 360 days) and pay. All features available; plan only changes duration.
After successful payment you’ll receive a license key by email.
Open Manage My Business → Activate (or the link shown), enter the license key, click Activate.
Your listing status becomes Active and the Claimed Business Dashboard opens.
9) Change or renew plan
Open Manage My Business (or Billing & Payments → Pricing & Plans).
Choose new plan or renewal period and pay.
After payment your plan expiry date is updated. Long plans show discounts.
10) Handle a claim dispute (owner conflict or KYC)
If another owner claims the same listing, the site will ask for KYC (proof).
If your KYC fails (proof not valid), your claim is revoked immediately.
If you face issues, contact support with documents requested.
Shortcuts & productivity tips
Use the Search menu box at top of dashboard to quickly filter tiles — type “photos”, “inventory”, “seo”, etc.
Use Switch to table view for bulk edits (good for products, suppliers, invoices).
Export lists (invoices, sales, leads) before large changes so you have a backup.
Keep one person as the main account owner to avoid conflicting edits and claim disputes.
Where to find exports, help and support
Exports: Look for Export or Download buttons on lists (Invoices, Daily Sales, Customers).
Help: Use the Help or Support menu for FAQs and to contact support. For urgent claim disputes include your proof and order/license info.
Billing questions: Open Billing & Payments or email billing support with your order id.
Example navigation path summary
Update phone → Online Presence → Basic Details → Save → View Shop
Add product → Store Operations → Product Management → Add Product → Save
Check sales → Store Operations → Sales Dashboard → Filter by date
Upload photos → Online Presence → Shop Photos → Upload → Mark Primary
Activate license → Manage My Business → Activate → Enter license key
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