Main accordion menu

The Main accordion menu is the home page when you log into the Administration module. The main dashboard includes an accordion menu on the left navigation panel, as well as five functional summary areas including Orders, Payments, Items, and Auctions, and Accounts Receivable. Note that, where appropriate, some menus are accessible on more than one place in the navigation panel. See Administration Dashboard for details on all the menus and tools that can be accessed in the Administration module.

The following diagram illustrates the menus that can be used when managing the most frequently used Administration functions.

To access the Main accordion menu, click Main from the left navigation panel. (The Home menu, accessed from the Main accordion menu, opens the same main dashboard.)

The Main accordion menu consists of the most frequency accessed menus as follows:

Each of these menus contains a dashboard of Queues in the Summary sections on the various dashboards that you can use to track and manage different aspects of the Sales Orders as each progress through the workflows. Different queues apply to different job roles. See Queues for details on each of the Administration module queues, as well as queues in Customer Service Center and Fulfillment Queues.

Note: The base system currency appears for summary totals even if an Order Management user logs into Order Management using a user profile for a different locale. See Multiple Currencies for details on viewing summary totals in the base system currency.

The following table describes the primary elements of the Main (Home) dashboard. Other menus with Summary sections might contain other content but the format of the dashboards are the same.

Note: Most other dashboards also provide the option to do searches to find order, item, payment, or other records. Just select the search criteria from one or more of the drop-down lists. See Searching for Sales Orders, Shipping Orders, and Payments and Searching for Items for details on searching.
Fields and Buttons Description
Left Navigation menu Contains the accordion menu of functional areas that you can access to configure and manage the Order Management modules and workflows.
Order Summary section Shows the number of sales orders and the total currency amounts in the following states, with links to [view] the full lists. Click the Summary title link and it opens the Order Manager.
New Order Link Opens the Order details page so you can create a new sales order.
Payment Summary section Shows the number of payments and the total currency amounts in the following states, with links to view the full lists. Click the Summary title link and it opens the Payment Manager.
New Payment link Opens the New Payment page so you can create a new payment. Note that a payment processor must be configured in order to process the payment. See Payment Provider. If a payment processor isn't selected, the payment is recorded but can't be processed.
Accounts Receivable Overview section Shows the number and the total currency amount for outstanding invoices of the following pages, with links to view the full lists.
Date Range links Links to the date range sets. Invoices for the selected date range appear. You can also perform an action to clear an alert or suspend/unsuspend an invoice.
Item Summary section Shows the number of items and the total currency amounts in the following states, with links to view the full lists. Click the Summary title link to open the Inventory Manager.
New Item link Opens the item detail page so you can create a new item.
Auction Summary section Shows the number of auctions in the following states with links to view the full lists. Click the Summary title link to open the Auction Manager.
[view] links In each summary section, the details page shows all the records in that workflow state. For example if you click [view] in for the Alerted Orders in the Order Summary section, a list of all orders (in all states) that have alerts appears. Click on the link for that order record, and the Order detail page appears with a description of the alert.