EasyChannel has one main menu on the left of every screen. Its work areas are Dashboard, Product Catalog, Listings, Helpdesk, Orders, Contacts, Marketing and Reports. Search and Notifications sit on top, and Get Help and your profile picture sit at the bottom. Each section then opens its own menu in a second column. This guide shows what is in each one and where to go next.
In this article:
What is in the left menu?
The menu is narrow until you point at it; then it opens to show the names. From top to bottom:
Search: opens the search box. The keyboard shortcut is ⌘+K on a Mac.
Notifications: your EasyChannel notifications.
Dashboard to Reports: the eight work areas described below.
Get Help and your profile picture, at the bottom (see Profile menu and Get Help).
Dashboard
The Dashboard is a quick view of your sales across all connected accounts: Today, Yesterday, Last 7 Days and Last 30 Days cards with sales, profit and orders, a Sales Channel Statistics chart, and panels for store limits and feedback. Use the All accounts selector at the top to look at one store.
When a store connection needs renewing, the Dashboard shows a banner, “Some of your accounts have a token issue”, with a Renew Token button.
Product Catalog
The Product Catalog holds every product you sell, once, whatever channel it is on. Its second column has:
Action Required: products that need attention, such as Missing Products Category and Duplicate Products.
Products: All products, one view per connected store, and your Custom Segments (saved filters), with Add New Segment.
Products Settings: product categories, the Categories Mapper and more.
Inventory Management and Integrations.
The video shows the catalog in action: filtering by tag, searching, saving a segment and restocking a product.
Listings
Listings shows your products as they are listed on each channel. The page is called Listings & Products and its menu has Listings Segments (All, Active, Scheduled, Listings with Errors, Add New Segment) and the Listings Manager.
Helpdesk
Helpdesk is one inbox for buyer messages from your connected channels. The Inbox menu filters by account and by Ticket status: New Ticket, System, To Do, Awaiting Reply and Resolved.
Orders and Contacts
Orders opens Orders & Disputes. Its menu has Orders Segments (All, Pending Shipment, Returns, Pending Cancellations, Pick List, Return Process), and the Teammates, Orders Tool, Resolution Center, Contacts and Shipping Tracker groups.
Contacts in the left menu opens Orders & Disputes with its Contacts group open, for your buyers and leads: All Contacts, Customers, Leads, Frequent Customers, Recent Customers and Repeat Customers.
Marketing
Marketing has three groups: Auto Messages, Feedback Reminder and Webstore.
Reports
Reports opens the Report Center (All Reports and Reports History), plus Helpdesk Insights and Orders Insights.
Profile menu and Get Help
Click your profile picture at the bottom of the left menu for Display: Light, Profile, Integrations (where you connect stores), Teammates, Billing, Earn $50 credit, Audit Log, Report Bug and Logout.
Get Help, just above it, opens Report an Issue, Contact Us, Support Tickets, Request a Feature, Book a Demo, Live Webinars, Whats new and YouTube.
FAQ
Where do I connect my stores in EasyChannel?
Click your profile picture at the bottom of the left menu and choose Integrations. See How to Connect Your Stores to EasyChannel.
Is there a quick way to find something in EasyChannel?
Click Search at the top of the left menu, or press ⌘+K on a Mac.
What is a segment in EasyChannel?
A segment is a saved set of filters. Product Catalog, Listings, Orders and Contacts each list their segments in their own menu, with Add New Segment to save a new one.
How do I contact EasyChannel support?
Open Get Help at the bottom of the left menu and choose Contact Us or Support Tickets.