Navigating the Admin Control Panel

The Admin Control Panel (ACP) is the central location for all modules and tools in eCellar, accessible from any computer with internet access. Manage all software components and data for customers, products, orders, shipping rates, wine club, allocation and email campaigns with flexibility and efficiency. And, access the point-of-sale and reservations calendar to easily place orders and review and create appointments.

Navigating the Header Tools

Quick Search is a fast tool to quickly locate a customer record or an order detail. Learn more about Quick Search in this Article >
The Server number displays in the upper right corner. Typically, a user's session will remain on the same server until your next login. It can be helpful to take note of your Server ID when reporting an issue to the Support Team.
Get Help! Use the ? to find the eCellar online knowledge base, the Help Center. (You're here now!)
For most clients, the name of your Brand will display in the upper left corner too. And for Enterprise clients, users with special permissions may also have a drop-down selector to choose a sub-brand.

The Admin Control Panel Toolbar

The toolbar can be found on all pages within the ACP for easy navigation between modules and tools. Each menu option available within the toolbar is based on the user permissions enabled for each active user account. Learn more about User Permissions in this Article >

Use the guides below to help navigate the sub-menu options.

Search Menu

Customers
> Search	Create saved customer groups for reporting and targeted email campaigns, based on location, purchase history, customer type, and more.
> View	Reload the most recent customer search result set.
Orders
> Search	Search and save order queries for daily workflows and reports.
> View	Reload the most recent order search result set.
Payments
> Search	Search for order data based on specific payment filters.
> View	Reload the most recent payment search result set.
Memberships
> Search	Filter results based on club membership data points.
> View	Reload the most recent membership search result set.
Reservations
> Search	Search for reservations based on defined criteria.
> View	Reload the most resent reservations search result set.
Search Tools	Review, reload, and delete any saved searches.

Customers Menu

Search		An older version of the customer search form. Can be used for reporting and exports.
View		Reload the most recent customer search.
Add New (quick)		Add a new customer record with minimal requirements.
Add New (detailed)		Add a complete new customer record with addresses, credit cards, notes, tags and more.
Groups		Legacy saved customer search groups. Formerly used with campaigns.
Preferences		Preferences have been replaced with customer tags, a more versatile tool for tracking customer information.
Tags		Create tag categories and unique tags to identify preferences, purchases, events, any any helpful information about a customer to improve marketing and workflows.
Sources		Create and review the customer sources available in your database.
Types		Create, review and customize the customer types available in your database.
Dedupe Tool		Filter customer results based on duplicate criteria, then select records to merge together. Orders Menu

Order Menu

Search	An older version of the customer search form. Can be used for reporting and exports.
View	Reload the most recent customer search.
Order Tags	Add a new customer record with minimal requirements.
Utilities
	Bulk Auth/Capture Log	View and re-queue batches of orders for payment processing.
	Import Chatterbox Orders	An import tool for use with Chatterbox Marketing.
	Import Closed Orders	An import tool for closing large batches of orders. (Can also be performed using bulk modify in search results.) Learn more about Closed Orders in this Article >
Custom Receipts	Personalize bulk receipt templates with messaging and header/footer files.

Reports Menu

Company	View overall company performance, sales trends, products sold, financial and tax reporting, new customers and sales rep metrics. Extensive reporting available by date-range or with any search result set, or saved report.
Tasting Room	View Tasting Room metrics compared to prior year for performance trending. Only POS sales channel revenue is reported.
Reservations	Reservations by day, and performance by reservation type and station, plus referral reporting.
Clubs	Membership metrics by tier, including lifetime value, average sale, tenure, attrition and detailed exports.
Allocation	Event overview, products sold and customer performance including re-rate metrics.

Campaigns Menu

View All	View all campaigns, and filter by type. Recurring and most recent campaigns will sort to the top of the list. Use the functions to edit an existing campaign, view statistics, and create a copy to begin a new campaign.
Create New	Build a new email campaign for all types (customers, memberships and reservations) set for single launch or recurring automatic sends based on search criteria.
Utilities
	Email Validator	review and update email addresses that are malformed and types incorrectly.
	Bulk Bounce Opt-out	An import tool for updating customer records with an email bounce from external email service providers.
Summary Reporting	Summary of campaign sends per billing cycle.

Content Menu

Website	For websites hosted with eCellar, that are enabled with CMS (content management system) navigate to the editors through this navigation link.
Asset Manager	A file directory for storing and organizing assets such as images, bottle shots and pdfs to be used in email campaigns and website content.
Blog	Manage blog categories, postings and comments. (Module required.)
Events	Manage event categories, and listings. (Module required.)

Products

View	Manage product for online, club, allocation and POS all controlled within the individual product settings. Use the finder to locate or filter the list, then click the product name to view settings.
Add New	Create a new product. (Also, its easy to create the next vintage of a product by creating from a copy.)
Categories	Manage product categories. All products must be assigned a root category of Wine or Merchandise. Sub-categories can be created and used for custom online store styles, and for sales reporting.
Inventory	The inventory module tools are listed in the table below.
Types	Product types can be used with custom programing for different display templates online.
Cross Sell	A custom feature to cross-promote products in the online store.
Quick Pick	Manage the POS quick pick product keys and categories. Design up to eight sets of 12 products for fast product selection.

Inventory

Staging/Receiving	Create inbound wine deliveries prior to receiving into inventory.
Show Inventory
	By Location	View total inventory counts summarized by location, and drill-down into locations for specific SKU detail.
	By SKU	Summary inventory counts by SKU across all locations.
Reports
	Transaction History	Use filters to review specific SKU movement and transactions over a period of time.
	Summary	Search by SKU to view real-time summary of available and on-hand inventory amounts.
Admin
	SKUs	Create new inventory items, review, and deactivate SKUs when no longer available.
	Sources	Manage off-site inventory sources, used in staging/receiving orders.
	Transfers	Transfer quantity of a SKU from one location to another.
	Adjustments	Create a positive or negative adjustment to correct a SKU balance.

Allocation

Tiers	Manage, review and create new allocation tiers.
Events	View and create new allocation events.
Upload Event	For use only with individual-style allocation, use the upload to create the event and tiers.
Upload Wish Grants	The first step in individual wish granting.
Allocation History Report	A downloadable spreadsheet of allocation event data.
Group Wish Grant Utility	A tool for processing wish grants by round-robin style and create new orders for the additional wines.
Individual Wish Grant Utility	The second step in individual wish granting which appends the granted wines back into the original order, so all products ship together.

Company Menu

General Info	Manage all company contacts by department and overall general settings.
User Manager	Add new users and manage permissions allowed for each user account.
Discounts	Create and review automatic discounts for promotions and by customer type.
Shipping	Manage daily shipping rates in the Zones & Methods table.
	Bulk add tracking information using the import utility.
Tax	Manage tax settings by state.
Locations	Create and manage all locations; used for ResMgr calendar, inventory locations, tasting room locations and "will call" pickup locations.
Txn Source Locations	Control inventory defaults by sales channel.
Payment Gateway Manager	Assign eligible gateways to registered terminals any by order source. (use only with Support Team assistance.)

Club Menu

Tiers	Manage all tier levels including tier names, and the type of tier for standard or custom club, and quickly view subscriber counts.
Product Types	Product types are used in Custom Club to allow a customer to pre-select purchase levels for each type of wine.
Shipping Rates	Manage and create flat-rate shipping tables for various shipment sizes and season.
Shipments	View and create new club shipment events. All shipment types are in a single list for standard, custom and remix club shipments.
Settlement	View performance of each shipment batch, easily navigate to paid and not paid orders, and initiate bulk auth/capture by shipment event.

POS Menu

POS	Select the top-level menu option to open the point-of-sale.
Register Terminal	For initial terminal setup, or re-assigning a terminal that lost it's ID.
Reports	Z Report: For registered terminals, daily report and closing.
	Composite Z Report: for back office reconciliation of all terminals.
Quick User Change	Manage the users names and buttons that display in the quick user change popup for sales reps to quickly log into their account in the POS.

Res Mgr

The top-level menu item to open the Reservations Manager calendar in a new browser tab.

User Menu

View History	Review your account login history.
Change password	Update your user account password. for security, passwords must be changed every 90 days.
Log off	End your session in eCellar for the day.