What it is and what it is used for?
The Home Page is a web-based tool for managing your store with TrakiTrak. Here you can access a variety of relevant information and management tools to keep your store in top condition.
How to use it
If you're assigned an Admin role, the Home Page consists of 8 tabs. The amount of information you can access in the Home Page depends on your role. For more information on the differences between roles, we recommend reading our article on How do I add Store users.
Below, you'll find details on each tab in the Home Page, as well as a brief description of what you can do in each of them.
1. Home
In this tab, you can review the following store features:
Key indicators
These consist of:
Delivered orders
Total sales
Average order amount
Fulfillment rate (the percentage of products your customer receives out of those ordered, including possible replacements)
Found rate (the percentage of products found out of those ordered by your customer, not including replacements)
You can filter each of them by city, branch and time frame.
Orders over the last 7 days
The number of orders placed at your store during the last seven days, compared to the previous week. You can filter this information by city and branch.
Lowest found rates by branch
You can also view the branches with the lowest found rates (the percentage of products found out of those that your customer ordered, not including replacements). This information can be filtered by time frame.
Order distribution
What percentage of the store's total orders correspond to each branch. The default view takes into account the current day's orders, but it's possible to configure it for different time periods.
2. Store
In this tab, you can add new branches, modify a branch's opening hours, and deactivate branches. For more information, we recommend reading each of the articles mentioned.
In this section, you can also check the store's cover image, logo, name, tagline and description. If you need to make changes to any of these elements at any point, you can contact Stores Support via chat; they’ll be happy to help you.
3.Products
In this tab, you'll find the tools necessary for keeping your store Products maintained and up-to-date.
For more information on updating Products and the tools available in this tab, you can read the Updating your products article.
4. Orders
In this tab, you'll find a record of all orders placed at your store. This information can be filtered by order status (scheduled, in progress, delivered and canceled), branch, and date.
You can also view more details about each order, such as products ordered, products delivered, receipts, and other relevant information.
5. Reports
In this tab, you can find additional information about orders placed in store, the store catalog, and searches performed in it. This information is especially useful for learning more about a store's customers and their experience, which helps you to make informed decisions and develop strategies to improve the business and service delivered.
For more information about the reports available in the Home Page, you can read the following article on Reports.
6. Users
In this tab, you can review and grant access to both the Home Page. It’s important to remember that, depending on the type of role that each person has been assigned, they will be able to access different types of information in the Home Page. For more information on this, we invite recommend reading the Roles to access the Store Center article.
7. Billing
In this tab, you'll find all information related to store payments and billing. You can also:
Add billing and payment information for store branches.
Review transactions, i.e., the weekly payments made to the store.
Download invoices.
8. Account
In this tab, you'll find four options for if you need help or more information:
Help(Articles)
Terms and Conditions
Log out
Also, remember that you can always contact us by chat, if you can't find an answer to your question here. We'd be happy to help!