Now that you are familiar with navigating the app, it's time to learn how to navigate the Dashboard.
The Dashboard is a web—and mobile-based platform that equips you with all the necessary features to manage your business effectively. It's all here, from creating orders to managing your catalog, tracking orders and payments, and accessing real-time reports on your business performance.
Let's get you started:
Login to your dashboard using your Zbooni app credentials.
Homepage
Once you log in, you can manage your profile and store settings by clicking on your name in the top right corner.
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Section 1: Wallet
- You can view your account balance in your wallet and the amount eligible for payout.
- Clicking "Orders" will direct you to view all the order details under your account balance.
- Your account balance is the total amount not yet released to your bank, and the amount eligible for payout is the amount available for release.
Section 2: Sales Summary section.
A: Sales
- You can view your total sales and refunds for that specific month.
- You can also view your growth in the current month and your average basket size growth compared to the previous months.
Pro tip: You can choose the month you'd like to examine in depth by clicking "Showing" in the right corner.
B: Orders
- You can get more in-depth details about your orders, including the number of successful payments, conversion rates, and the number of pending and failed payments you have for that month.
C: Customers
- You'll be able to view your top customers of the month.
Pro tip: This will allow you to identify who to re-market to.
D: Products:
- You'll be able to view your top items for the month.
Pro tip: Use this information to adjust your selling strategy and determine popular items.
Navigating the Left Side Panel
- Click on your image on the left side panel to update your profile photo.
- Access your public storefront and cShop by clicking the button next to your store name.
Create a New Order
This option allows you to easily input the order details and share the link with your customers—all you have to do is select or add your customers' names and select or add your items, and you're done!
Pro tip: After creating your cart, you can lock or unlock it. If the cart is unlocked, the customer can edit the cart by reducing the quantity, etc. If the cart is locked, the customer can't make any changes.
Dashboard
We've already covered this in the beginning - this is the homepage of your Dashboard.
Orders
While the orders section on your homepage gives you an overview of your orders, this page provides an in-depth view of all your order details at all times.
- You can view your success rate and all orders successfully paid, failed, and pending.
- You can also view your Order details, including the order value and the Zbooni fees for better transparency and the net amount for release.
The net amount for release is the amount from the total value that is eligible for payout.
Important: You can request a payout from the app only, not the dashboard.
Pro tip: you can change all time to a specific month by clicking on Showing -> Monthly -> Select the Month. Once you select a month, you can download the month's details into a CSV file.
Customers
Here, you can view all your customer's details and search for a specific customer.
Catalog
Catalog allows you to add and manage your items, including adding items, uploading photos, and updating prices and inventory.
How to add an item?
Step 1:
Click on "Add Product" in the top right corner:
Step 2:
Upload photos of the item you want to add.
Pro tip: Add attractive photos of your products or services to make your storefront more appealing.
Step 3:
Provide the name and description of your item
Step 4:
Add the original Price on the right-hand side
Step 5:
Apply a discount if required; once you click on the toggle, you can add the final discounted amount, the discounted percentage, or the amount to be subtracted.
Step 6:
Select whether the item has an unlimited or limited quantity. By clicking on limited, you can restrict the number of units sold of that item.
Pro tip: The unit will be deducted if you receive a paid order. In case of a refund, the quantity won't be automatically updated; it must be done manually.
Step 7:
Choose to publish on your cShop - your storefront.
If you choose not to publish, the item will be added to your Catalog but will not be visible on your storefront.
Step 8:
Turn on the toggle to add delivery details if required. Customers will be prompted to add their delivery address upon checking out.
After completing all the necessary steps, click "Save" to add the item to your Catalog.
Once you're back on the main Catalog page, you can search for products and view all product details.
If you want to publish more than one existing item in your Catalog on your cShop, turn on the toggle under "Published."
You can also directly copy or share an existing item by clicking the copy or WhatsApp button under "Actions."
Back to the left side panel
Payouts
Payout refers to the amount available for release to your bank. You can view your account balance (the amount available in your balance) and the total amount eligible for payouts.
Important: you can only request a payout from the app, not the Dashboard.
- You can search for a specific payout ID if you've requested one.
- You can view the payout's status, the amount requested, processing fees, VAT fees, and the net payable amount—the amount that will be released to your bank after the fees have been deducted.
Pro tip: You can change the time frame to a specific month by clicking on "Showing" -> "Monthly" -> "Select the Month." After changing the time frame, you can download the details into a CSV file.
Tax Invoices
If you are registered for tax reporting, you can download all your tax invoices. You can download each order separately or compile an entire month's invoice into a CSV file.
User Management
Grant access to multiple users and track their performance. Customize what users can or can't see while logged in to protect sensitive information.
Ratings and Reviews
After each checkout, your customers can rate and review their purchasing experience. These ratings and reviews will be visible on this page. You can choose to publish the review on your cShop for better visibility.
Give Feedback
Finally, we welcome your feedback to help us serve you better. To do so, please fill out the survey.
Remember, you're not alone in this journey! You can always chat with a Zbooni representative from either the new order homepage or settings to ensure that you have the support you need when you need it.
Congratulations! You now know how to navigate the Zbooni dashboard, which will help you manage your store, view your business performance, and make necessary adjustments!