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User Interface

In this article we will familiarize you with EasyChannel's User Interface and provide a brief overview of it's menu options and features.

Joe Weinberger avatar
Written by Joe Weinberger
Updated over 11 months ago

EasyChannel offers our users countless different tools and functions to help make managing your storefronts in one place a reality. Knowing where everything is can be confusing and searching for it can be time consuming, so in this article we will provide a brief overview of our platforms User Interface. We will cover the main screens and tabs of EasyChannel and where to find the features that matter to you most. We won't be going in depth on specific features or tools in this article, but you will find links in each section to our in-depth coverage of each topic.



Menu Pane

  • When you login into EasyChannel, on the far-left side of your screen, marked in red below, is your main menu pane.

  • These tabs will take you to all the different sections of your EasyChannel workspace.


Dashboard

  • The first tab on your menu is the Dashboard tab. This screen provides a snapshot of important information about the selected storefront. The top half of the dashboard shows you recent sales numbers, and the last time your store was synced.

  • The bottom half of the dashboard shows you shipment alerts, recent feedback information, top selling product information, and a brief inventory overview.


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Products Tab

  • The next tab is your Products tab. This is where you can import products from your storefronts, use our Template and Category Mapping features to prepare them for transfer, and instantly upload them to another connected storefront.

  • The Products tab is also where you'll find Product Tags, create Custom Attributes, and find our Inventory Management Tools.

  • A secondary menu featuring these options will appear next to the main menu when you select the Products tab, as seen below.

  • Along the top of the main Products screen is where you'll find the options to Import products, Create Products, and Apply Filters, as shown below.

  • For our in-depth article on the Products Tab User Interface, Click Here


Listings Tab

  • The EasyChannel Listings Tab allows you to manage all of your listings, across all of your storefronts in one place.

  • The Listings Tab also uses a secondary menu, as seen below.

  • From here you can Import, Create, and Sync your Listings across multiple storefronts.

  • Schedule and Manage Draft/Live Listings

  • Revise and End Listings

  • Set "Up To Quantity" for Active Listings

  • For our full in-depth article on the Listings Tab Interface, Click Here.


HelpDesk

  • The EasyChannel HelpDesk is the main hub for providing customer support to your storefronts.

  • HelpDesk uses a similar secondary menu style, seen below.

  • This is where all of your support tickets will be imported and organized for easy handling.

  • Preset menu options and new AI-Assisted features make providing excellent customer service across all of your storefronts easier than ever before.


Orders Tab

  • The next tab is your Orders Tab. This is where all your orders will be synced and imported regularly to be managed from a single workspace.

  • The Orders Tab follows the familiar secondary menu scheme, as seen below.

  • From this screen you can Update Order Tracking or handle Order Refund/Cancellations.

  • The top of the Orders Tab provides a quick snapshot of recent sales numbers, as pictured.

  • For a full in-depth guide on our Orders Tab User Interface, Click Here.


Marketing Tab

  • The Marketing Tab allows you to Manage and Track Feedback and market your products to your website or Facebook page in just a few clicks.

  • Below we see the familiar secondary menu on the left.

  • The top of the tab provides a Recent Feedback Screenshot to help track customer satisfaction.


Reports Tab

  • The last main tab is the Reports Tab. This is where you can generate reports for your bookkeeping or analytical purposes.

  • Our familiar menu setup below.

  • Reports can be generated of your Listings, Cases, Orders, or Ads using the Create Report Button

  • That will bring up the Report generation screen, as shown here.

  • Reports can then be downloaded and shared from the Reports History tab.


Profile Settings

  • The Profile Settings menu can be reached by clicking on the Profile Icon in the lower left-hand corner of your workspace, as seen here.

  • From here you can toggle between Light/Dark mode, change your Profile information, Add/Remove Integrations, Invite Team members, Update/Change your payment information, or Report a Bug for our Development Team to address immediately.


Get Help

  • The last section we are going to cover in this article is the Get Help button. It is located directly above your Profile Icon in the lower left-hand corner.

  • From this menu you can report an issue, contact our support team, access our large library of help articles and guides, or book a demo for some extra guidance.


That ends our brief overview of our EasyChannel User Interface. Remember, this by no means a complete guide and if the information you're looking for isn't here be sure to check our comprehensive collection of articles and guides for more in-depth coverage of individual features and tools.


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