Ucraft NextUC Academy

Dashboard Overview

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Introduction

This document describes the structure and the complete performance flow of the Ucraft Next Dashboard.

Overview

After completing the registration and onboarding, you can create your project and access the Dashboard.
Use the Sidebar to access the Dashboard sections.

This unit comprises:

Main Panel

The Main Panel compiles the essential execution metrics and tracks all data in one place to give you a clear view of your business. Each project has a unique Main Panel.

This unit comprises:

  • Analytics - sets out the statistics of Total Sales and Abandoned Checkouts.
    • Total Sales - displays the income for the relevant period respectively.
    • Abandoned Checkouts - indicates the number of customers who abandoned the purchase for the relevant period.
  • Recent Orders - provides an overview of your recent orders.
  • Filter - filters the statistics.
  • Sort by - sorts the statistics by the relevant date.

Orders Section

The Orders section accommodates all the orders of your project placed through different channels.
Two ways of order placement are available:

  • Website - your clients land on the website, add a product to a cart, start checkout flow, and pay for it. Afterward, the order is created and added to your Orders section.
  • Sales Channel - through the Sales Channel, you can make an order on behalf of your customers.

The Orders section involves two subsections:

Orders

The Orders subsection includes the entire quantity of your orders.

This unit comprises:

  • Search Bar - searches for relevant orders.
  • Filters - filter the orders by appropriate statuses.
  • Sort by - sorts the orders by applicable sequence.

Abandoned Checkouts

The Abandoned Checkouts subsection is helpful for merchants to track their customers' abandoned checkouts.
When a potential shopper starts a checkout process for an order but drops out of the process before completing the purchase, it is considered to be abandoned. Within some period, the abandoned checkouts appear in this subsection.
This unit includes all the customer-related information, such as who placed the order, the checkout number, the order date, email, statuses, and so forth.

This unit comprises:

  • Filter - filters the abandoned checkouts by relevant order.

Products Section

The Products section encompasses the Product command data and flow. All the stocks, services, and subscriptions you sell are considered your products.
It comprises:

Products

The Products subsection handles the operation of your products.

This unit comprises:

  • Import - imports products based on your preferable product family type.
  • Export - exports products in CSV/XLSX files.
  • + New Product - adds new products based on your preferable product family type.
  • Search Bar - searches for relevant products.
  • Filter - filters the products by appropriate statuses.
  • Sort by - sorts the products by applicable statuses.

Product Types

The hard-coded product types involve:

Physical Product

Physical Products accommodate tangible goods, such as merchandise, real assets, clothing, etc., for selling and shipping to clients.

Digital Product

Intangible commodities in digital form are considered Digital Products or E-Goods, for example, online articles, e-books, downloadable music, and so forth.

Subscription Product

Subscription is a business model that requires a client to pay a recurring fee at regular periods for accessing a product.

Categories

Categories are naming conventions that describe the item type you sell. Providing information on your product category will be helpful for customers to browse and search for your store's products on different platforms.

This unit comprises:

  • Upper Panel - displays the category name and the number of products.
  • Import - uploads CSV/XLS files to import your data.
  • Export - exports sections in CSV/XLSX files.
  • +New Category - adds a new category based on relevant data.
  • Search Bar - searches for relevant categories.
  • Sort by - sorts the categories by appropriate statuses.

Attributes

Attributes are a set of characteristics defining a particular product or a group of goods. They indicate the value of a product which makes it unique. Attributes are made up of color, size, price, weight, etc.

This unit comprises:

  • +New Attribute - adds a new attribute based on relevant data.
  • Search Bar - searches for relevant attributes.
  • Filter - filters the attributes by appropriate type.
  • Sort by - sorts the attributes by relevant statuses.

This subsegment displays all your created attributes in one list by their name, type, and configurable. You can see the Dotted Menu by hovering over an attribute, which offers to edit/delete the one you have already created.

Attribute Creation System

Two general attribute types are available in the system:

You use them to add custom fields in your product creation phase or to generate diverse variants for a single product.

Properties

The Properties correspond to the assertion of such attributes that do not generate variants. Here, you distinguish text, multi-select, boolean, date, DateTime, file, and image. You can create these types of attributes and add them to the product family by grouping them. The attributes appear via fields or inputs during product creation.

Variants Generating

You can generate a Variant for each option if your product is distinguishable by size, color, material, etc.
For instance, presume that you sell shirts with two options: size and color. The size option has three values: small, medium, and large. The color option has two values: yellow and grey. One particular variant from these options is a medium, grey shirt.

Product Family

The Product Family defines the product type and describes the set of attributes for that particular product type. It organizes your goods into groups that can be thought of as specific plans of the same service. Commonly, if you create a web application with many plans, a product family will represent your app, and products will describe your plans.

This unit comprises:

  • +New Product Family - adds a new product family by choosing a family type.
  • Search Bar - searches for relevant product families.
  • Filter - filters the product families by appropriate type.
  • Sort by - sorts the product families by relevant statuses.

Product Family Types

Three default product family types are available:

The Dashboard indicates each one's name, type, and product number.
In the lower-left corner, pagination is available.

Customers Section

The Customers section includes all necessary data regarding the customers. When a new customer completes the website's checkout process, their names and other credentials are automatically recorded to your customer's list.
This section is made up of two subsections:

Customers

The Customer Info Panel is automatically created after a customer's registration, or the admin adds it by supplementing the customer manually. The Customers subsection lets you observe basic information on a customer's data, location, order history, and total money spent.

This unit comprises:

  • +New Customer - adds a new customer based on relevant data.
  • Search Bar - searches for relevant customers.
  • Filter - filters the customers by appropriate statuses.
  • Sort by - sorts the customers by applicable statuses.

Groups

The Groups subsection is a method of grouping the customers similarly in some aspects, for example, granting a group of customers specific permission. It objects to creating customer groups relating to similar logical assortments.

This unit comprises:

  • +New Group - adds a new group based on relevant data.
  • Search Bar - searches for relevant groups.
  • Sort by - sorts the groups by applicable statuses.

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By default, three groups are available that you cannot delete but edit by the Dotted Menu.

  • Guest - customers who check out without registering.
  • General - registered customers that are not moved to another group by the merchant.
  • Wholesale - wholesale customers who are transferred to this group by the merchant.

You can classify customers by their statuses provided in the Dropdown.

Discounts Section

The Discounts section represents the discount implementation management. It provides thorough information on discount types, coupons, edits, etc. You can create coupons, set up discount types, and sell prices to implement discounts.
The navigation bar displays the discount's name, type, amount, date information, status, the quantity of the customers that used that specific discount, etc.

This unit comprises:

  • +New Discount - adds a new discount based on its type.
  • Search Bar - searches for applicable discounts.
  • Filters - filter the discounts by their statuses and types.

Discount Types

In Ucraft Next, two types of discounts are available:

Automatic

The Automatic discount type works without a coupon. Your customers can enter discount codes at checkout; meanwhile, you can generate coupon codes for a specific discount, a percentage discount, or a free shipping discount.

Manual

The Manual discount type is added to your platform based on some rules you define during its creation flow. It proceeds when the customer enters the coupon. To create a manual discount, you should create a detailed-oriented coupon. Afterward, the discount will be applied.
You can activate and inactivate the coupon, cancel the creation flow, or save it.

Activity Log

The Activity Log section displays all the activity logs performed by the user’s customers.

Settings

The Settings section covers the setup process of your website. Here, you enter essential credentials about your business.

This unit comprises:

Project Details

The Project Details subsegment defines your project details. It consists of the fields containing general information about your business, its address, project status, logo and icons, format/timezone, order ID, currency, and social links.

Locations

The Locations field intends to set up your locations for managing or inventorying your stock and goods. You can own multiple locations and offline shops, including retail stores, stockrooms, drop shippers, etc. The customer receives a delivery from the nearest inventory. You can add, edit, remove, and set default locations.

Payments

The Payments unit describes the available payment methods for your customers. Here, you enable various payment methods for your customers according to their location and availability. The payment solutions include UcraftPay, credit card, cryptocurrency, etc.

Notifications

You manage the notifications and content through the Notifications division, including images, texts, and buttons. It includes the following subsegments:

  • Account Notifications
  • Order Notifications
  • Admin Notifications
  • Registration
  • New Customer
  • Invoice

You send notifications to your customers about orders, successful payments, trials, and so forth. All types of notifications are available on the list from the left menu. You set them on/off with the help of a toggle.

Checkouts

You manage and set up checkout configurations from the Checkouts field. The possible setup configurations include:

  • Guest Checkout
  • Customer Contact
  • Email Marketing
  • Abandoned Checkouts

Shipping Methods

You handle all of your store's shipping settings from your admin's Shipping Methods field. You select the shipping and delivery method based on the merchandise type.
In the system, available types of shipping methods are:

  • Pickup
  • Free Shipping
  • Per Product Shipping
  • Flat Rate

Taxes

You come across all the tax management in the Taxes field. Here, you determine the tax in the relevant region.

Team

The Team component intends to create teams of distinct purposes and set specific permissions. Here, you specify the information that each team member has access to. It also handles searching, sorting, and inviting team members. All Roles and Sort by features are provided in the Dropdown option. In the bottom right corner, you have Pagination. The teams' default roles include:

  • Owner
  • Admin
  • Designer
  • Content Writer

Domains

A domain is a URL or web address your customers use to find your online store.
You can edit, connect, and purchase domains for your website from the Dashboard. When you click the Domains field, a list of previously established domains appears in the left menu.

Languages

The Languages field enables managing your website's languages. You can easily add and edit languages, make them visible/invisible, attach a Design Preset to a language, etc.
The website's content appears in the language you set. For example, if you select English for Canada, the website will be English to Canadian visitors.

Billing

Once you land on Ucraft's platform, you pass through the onboarding, and at the final stages, choose the plan you need. After selecting a plan, you attach your card credentials. The billing system works on a monthly/annual basis.

In the Billing subsection, you create packages and develop plans accordingly. The plan is a set of actions corresponding to your requirements.

The Subscriptions Dashboard shows the precise information that you are subscribed to. Besides the Ucraft package, you can purchase domains, mailboxes, and applications.
Three statuses are available:

  • Canceled - you manually cancel the subscription.
  • Active - money is paid, and it is running.
  • Expired - due to some circumstances, the payment does not happen.

All the purchases you had or subscribed to are available in this Dashboard.

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If you have questions or concerns, contact us directly via the Live Chat box in the lower right corner. Our Support Team will provide you with top-notch quality support 24/7.

Updated 9 months ago