Getting Started

Welcome to the Tortilla User Guide, where you’ll find the most up-to-date documentation for the current release, written with merchants in mind. This section of the guide answers the “why, where, and how” questions that most merchants have when first learning to use Tortilla. After mastering the basics, use this guide as a springboard to more advanced topics and resources.

Registeration

It is most simple to create the Tortilla Admin account. Register with us and you have the online store in your hand.

Setup Tortilla Ware

Tortila Ware is an complete warehouse management platform which it connects multiple warehouse day to day sales and also connects with multiple online e-commerce sites.

Setup Tortilla Commerce

Tortila Commerce is an complete Online Sales platform which has an unique industry based functionalities that can be configured easily.

Register with Tortilla

Anyone can open a free Tortilla account from our website. The email address that is used to open a Tortilla account can be associated with only one account, and the desk name that you enter becomes your identity in Tortilla.

  • Visit our site Tortilla
  • Click on the Registeration menu
  • Choose the type of the Industry which is suitable for your E-commerce store.
  • Then enter the name of the store which is used for representation of the store. The Store name is permanent and no seller can change their shop name.
  • Then give your mail id,password for the Tortilla account, type of the money (eg. dollar,rupees,euros etc..) and all other details.
  • Now the account is created and you can configure your store in your way.
  • Visit our site Tortilla
  • Click on the Login menu and select the type of login you want to login into our account.
  • Fill all the fields suc as email, helpdesk and the password for your account.
  • If you have logged in as store admin you will taken to the store admin page or else if you are logged in as a doctor you will be redirected to doctor management page.
  • Visit our site Tortilla
  • If you forget the password of your account click on the forget password.
  • Enter your register mail ID and the OTP has sent to your mail ID.
  • Verify the OTP within the 15 minutes and go to the next panel.
  • Enter your new password and the confirm password then click submit.

Manage the Warehouses

Manage multiple warehouses, transfer stock between them and generate reports to get better insights about warehouse management, with Tortilla Ware.

The Warehouses module in Settings allows you to do the following tasks:

  • Create a Warehouses
  • Edit a Warehouse
  • Delete a Warehouse
  • Mark warehouse as primary
  • Add pincodes for Automatic Order allocation in Bookings

Create a Warehouse

  • To add a new Warehouse, In Tortilla Ware click on the warehouses tab. After that click on the plus icon to add a new warehouse to Tortilla Ware.
  • Fill the necessary fields and then click on the Create my Warehouse.
  • In Tortilla Ware, the first warehouse you created is your Primary Warehouse.
  • Edit a Warehouse

    • To edit a Warehouse, Warehouse list table click the edit button.
    • Edit the required fields. After editing the fields,click Save button to save the changes.

    Delete a Warehouse

    • To Delete a Warehouse,In Warehouse list table click the delete button.
    • At that time of deleting the warehouse, It asks you to select the another warehouse where all the orders of this warehouse has to be moved.
    • After your confirmation, All the orders belong to deleted warehouse will move to the selected warehouse.
    • You can't delete the warehouse when only one warehouse is available.

    Add Pincodes to Warehouses for auto allocation of bookings Order.

    • To add the pincodes to warehouse, click on the Pincode tab and plus icon on that tab.
    • Type the pincodes and click on the save button.
    • To add multiple pincodes at the same time, separate the pincodes by coma(,).

    Add the Product Properties

    The properties of the products are necessary to store the product detailed information. The property properties include such as Units,Taxes, Manufacturers, and Brands.

    Create Units

    The units of the products tells clearly which type of the product such as solid or liquid or by numbers.

    • To add a Units in Tortilla Ware click on the Properties tab. After that click on the plus icon to add a new unit to Tortilla Ware.
    • Fill the necessary fields and then click on the Save.
    • To edit the units click on the edit button on the units list table.

    Create Taxes

    The taxes are applied to the products at the time sale. For the accounting purposes it will be most important terms in inventory management.

    • To add a Taxes in Tortilla Ware click on the Properties->Taxes tab. After that click on the plus icon to add a new Tax to Tortilla Ware.
    • Fill the necessary fields and then click on the Save.
    • To edit the Taxes click on the edit button on the Tax table.

    Create Brands

    The Brands are needed to list out the products and marketing of the products in the real time.

    • To add a Brands in Tortilla Ware click on the Properties->Brands tab. After that click on the plus icon to add a new Brands to Tortilla Ware.
    • Fill the necessary fields and then click on the Save.
    • To edit the Brands click on the edit button on the Brands table.

    Create Manufacturers

    • To add a Manufacturers in Tortilla Ware click on the Properties->Manufacturer tab. After that click on the plus icon to add a new Manufacturer to Tortilla Ware.
    • Fill the necessary fields and then click on the Save.
    • To edit the Manufacturers click on the edit button on the Manufacturers table.
    • To delete the Manufacturers click on the delete button on the Manufacturers table.

    Add Products to Inventory

    The products are listed to Inventory with the inventory detials such as SKU,Name,Purchase price, Sales price, Stocks, Reordering Level, Warehouse wise stocks, stock value in each warehouse and etc..

    The Products module in Settings allows you to do the following tasks:

    • Create & Edit the Items
    • Create & Edit the Item Groups
    • Stock Adjustments

    Create & Edit the Items

    • To add a new Item, In Tortilla Ware click on the Items tab. After that click on the Items tab,click plus icon to add a new item into Tortilla Ware.
    • Fill the necessary fields and then click on the Save button.
    • To edit a Item, click the edit button in items table, to the necessary changes and click on the save button.

    Create & Edit the Item Groups

    • To add a new Item group, In Tortilla Ware click on the Item Groups tab. After that click on the Item Groups tab,click plus icon to add a new item group into Tortilla Ware.
    • Fill the necessary fields and then click on the Save button.
    • You can also create the itmes in this Item group, you can also creates the items in this group.
    • To add the products to the Item group after creating, Click on the Move to Group button in item view form. You can select the Group and move the product to another group.

    Stock Adjustments

    Stock Adjustments is important property to externaly admin or user can adjust the stocks of the items incase of any damage pr theft or any other issues.

    • To adjust the stock of the item, Item list table form click on the Adjust stock button.
    • Fill the necessary fields and then click on the Save button.
    • You can also view the history of the items stock adjustment history for future references.

    Sales Order

    The sales orders are managed most efficently with the Tortilla Ware by separating it into sections of the status of the orders such as Open,Packed,Shipped,OFD,RTO,Returned,Delivered and Paid.

    The Sales Orders module in Settings allows you to do the following tasks:

    • Create & Edit a Sales Order
    • Update the Orders status
    • Invoice and Refunds

    Create & Edit a Sales Order

    • To add a new Order in Tortilla Ware click on the Orders->Sales Order tab. After that click on the plus icon to add a new Order to Tortilla Ware.
    • Fill the necessary fields and then click on the save

    Update the Order Status

    • The status updation of the order is necessary for finding the state of the orders and our performance in the customer side satisfication.
    • You can update the Orders statuses on the Orders table icons.
    • Each status represent the state of the order.

      The statuses of the order follows:

      • Open
      • Packed
      • Shipped
      • Delivered
      • Returned
      • Cancelled
      • Paid
      • POS

      The status PoS means the direct sale to the customer at the warehouse end.

    Invoices

    In sales order management, the Invoice for the order is most important factor. It has been issued to customer by the seller. We have the feature to create the invoice for the order.

    • To create a Invoice for the Order,Click the Print icon in the Orders table.
    • The invoice for that particular order has been generated. You can print that invoice if you want.

    Purchase Order

    The Purchase orders are also managed efficently with the Tortilla Ware by separating it into sections of the status of the orders such as Open,Received,Paid.

    The Purchase Orders module in Settings allows you to do the following tasks:

    • Create & Edit a Purchase Order
    • Update the Orders status
    • Invoices

    Create & Edit a Purchase Orders

    • To add a new Purchase order in Tortilla Ware click on the Orders->Purchase Order tab. After that click on the plus icon to add a new Order to Tortilla Ware.
    • Fill the necessary fields and then click on the save

    Update the Order Status

    • The status updation of the order is necessary for finding the state of the orders and our performance in the customer side satisfication.
    • You can update the Orders statuses on the Orders table icons.
    • Each status represent the state of the order.

      The statuses of the order follows:

      • Open
      • Received
      • Returned
      • Paid
      • Cancelled

    Invoices

    In Purchase order management, the Invoice for the order is most important factor. It has been issued to vendor by the buyer. We have the feature to create the invoice for the order.

    • To create a Invoice for the Order,Click the Print icon in the Orders table.
    • The invoice for that particular order has been generated. You can print that invoice if you want.

    Issue Vouchers

    The Issue voucher is created for issuing the stocks to one warehouse to another warehouse. The IV is happened within the one company's warehouses.If one of the warehouse doesn't have some particular items Admin or warehouse user can request the another warehouse which is having that products. The Issue vouchers are also managed in the same way that sales orders are managed.

    The Issue Voucher module in Tortilla Ware allows you to do the following tasks:

    • Create & Edit a Issue Vouchers
    • Update the Orders status
      • Open
      • Packed
      • Shipped
      • Delivered
      • Returned
      • Cancelled
    • Invoices

    Receipt Vouchers

    The Receipt voucher is created for receiving the stocks to one warehouse to another warehouse. The RV is happened within the one company's warehouses.The RV is the sending the products to another warehouse which having the low stocks or zero stocks on that products. The Receipt vouchers are also managed in the same way that purchase orders are managed.

    The Receipt Voucher module in Tortilla Ware allows you to do the following tasks:

    • Create & Edit a Receipt Voucher
    • Update the Orders status
      • Open
      • Received
      • Returned
      • Cancelled
    • Invoices

    Customers & Vendors

    Let’s learn how to best utilize the options available to manage your network of customers and vendors.

    Customer Management

    The customer management is deals with customer details management and their orders details.

    The customer management gives the following tasks:

    • Add/Import Customers
    • Edit Customers

    Add/Import Customers

    • To add the single customer into Tortilla ware, click on the Plus icon in the Customer management Tab.
    • Fill the necessary fields and then click on the save
    • To add bulk customers into Tortilla Ware, click on the upload icon.
    • Click the excel sheet with required details on the required format.
    • You can verify the excel sheet formats by downloading the sample file.

    Edit the Customer

    • To edit the customers into Tortilla Ware, click on the Edit icon.
    • Edit the necessary fields and click save.

    Vendor Management

    The vendor management is deals with vendor details management and their purchase orders details.

    The vendor management gives the following tasks:

    • Add/Import Vendors
    • Edit Vendors

    Add/Import vendors

    • To add the single vendor into Tortilla ware, click on the Plus icon in the vendors management Tab.
    • Fill the necessary fields and then click on the save
    • To add bulk customers into Tortilla Ware, click on the upload icon.
    • Click the excel sheet with required details on the required format.
    • You can verify the excel sheet formats by downloading the sample file.

    Edit the Vendor

    • To edit the Vendor into Tortilla Ware, click on the Edit icon.
    • Edit the necessary fields and click save.

    Reports

    For a business owner, nothing is more than, knowing your growth and translating them into facts & figures. Hence, to ensure this, Tortilla Ware provides systematic reports, that can help you in keeping track of your business, your products and your contacts.

    Dashboard

    Get the complete overview of your organization at a glance with our smart dashboard, that gives you the synopsis of your items, sales and purchases.

    The Dashboard is splitted into six various order types. Every type splitted into two categories such as Today's Summary, Cumulative Summary.

    • Bookings

      Bookings gives the all the details of the online commerce stores orders and other orders which are externally placed from the other third party resources.

    • Sales

      Sales gives the all the details of the direct sales orders which has been placed via phone or some sources or directly walked in and placed the order.

    • Purchases

      Purchases gives the all the details of the purchase order that are placed by the company.

    • Issues

      Issues gives the all the details of the Issue Vouchers that are placed by the warehouses.

    • Receipts

      Receipts gives the all the details of the Receipt Vouchers that are placed by the warehouses.

    • Stocks

      Stocks gives the all the details of the stocks such low inventory stocks,Inbound, outbound and stock values.

    Inventory Details Reports

    The inventory details reports are mainly focused on giving the inverntory details such as no of products sold, no of products purchased, Issued and Receipt products count, Stock Value, Purchased Value and Sold Value everything.

    The inventory details reports gives the following reports

    • Product sales Report
    • Active Purchase Order Reports
    • Inventory Detailed Report
    • Issued Inventory Report
    • Receipt Inventory Report

    Sales Details Reports

    The sales details reports are mainly focused on giving the sales details. The reports can be give the overall idea of the sales on the monthly, yearly, day or some period wise. We can narrow down the report timing by applying the filters.

    The sales details reports gives the following reports

    • Saels Order History
    • Delivered History
    • Sales by Cutomer
    • Sales by Item
    • Payment Details

    Purchase Details Reports

    The Purchase details reports gives the purchasing details of the items. It gives the clear idea to us what are all the products are bought in some peroid or specific period of time.

    The Purchase details reports gives the following reports

    • Purchase Order History
    • Received History
    • Purchase by Vendor
    • Purchase by Item
    • Payment Details

    Dashboard

    The dashboard and the reports cover the common reporting and analysis needs of most store owners. If you need to manipulate or view your data in other ways, then you can export the data to a spreadsheet program, use a third-party app, or set up third-party analytics offerings.

    The Overview dashboard shows key sales, orders, and online store visitor data. You can see at a glance how your store is performing—across all of your sales channels, and for any date range.

    For example, in the Overview dashboard you can do the following activities:

    • Today's Summary of Orders,Movements,Cancellation and New customers
    • Cumulative Summary for the Total Orders
    • Aging of the Unsatisfied Orders

    The dashboard shows the most valuable metrics that give you insight into the performance of your store and the behavior of your customers. The metrics are shown in numeric format and also as graphs where appropriate. For all the metrics, the percentage change from the previous date range can also be shown.

    Manage Catalogs

    Your products are the goods, digital downloads, services, and gift cards that you sell. You add a product in Tortilla by entering product details and uploading product images. If your product has options, like size or color, then you can add a variant for each combination of options.

    You view, add, update, and organize all of your products and variants from the Products page in the Tortilla admin.

    Catalogs module has provides the following tasks:

    • Catalog Groupings
      • Categories
      • Subcategories
      • Supercategories
      • Collections
    • Catalogs
      • Product
      • Variants
    • Catalog Information
      • Specifications
      • Hashtags
      • Features
    • Brands
    • Reviews

    Catalog Groupings

    Catalog Groupings are needed for organising the products into different layers of groups. So that Users or the customers can easily find out the products. With the meaningful grouping of the products, merchant can reduce the degree of difficulty of the customers to product discovery. Tortilla provides excellent and efficient grouping techniques to ease the difficulty to customers or visitors.

    Categories

    Categories are like root node in the tree which you can list down your products. For example, TVs,Refrigerators,ACs and many more comes under Electronics. Electronics is the root categories.

    • To add a Categories click Catalog in side menu. After that click on the Category in tab.
    • Fill all the necessary fields and click save.
    • To edit the categories, Click on the Edit icon in category list down table. Edit the required fileds and then click save to update it.
    • To delete the categories, Click on the Delete icon in category list down table.
      • Before you delete a category, you have to move all the products, subcategories and supercategories which is belonged to this categories.
      • At the time of clicking the delete button, You can select the category which this category's all properties can be moved.

    Subcategories

    Subcategories are like child of the root node in the tree which you can list down your products. For example, all brands of Tvs comes in Telivisons. Telivisons is the child of Electronics category.

    • To add a subategories click Catalog in side menu. After that click on the subcategory in tab.In subcatehory click on Plus icon to open the form.
    • Fill all the necessary fields and click save.
    • To edit the subcategories, Click on the Edit icon in subcategory list down table. Edit the required fileds and then click save to update it.
    • To delete the subcategories, Click on the Delete icon in subcategory list down table.
      • Before you delete a subcategory, you have to move all the products and supercategories which is belonged to this subcategories.
      • At the time of clicking the delete button, You can select the subcategory which this subcategory's all properties can be moved.

    Supercategories

    Supercategories are like parent of the products.

    • To add a supercategories click Catalog in side menu. After that click on the supercategory in tab.In supercategory click on Plus icon to open the form.
    • Fill all the necessary fields and click save.
    • To edit the supercategories, Click on the Edit icon in supercategory list down table. Edit the required fileds and then click save to update it.
    • To delete the supercategories, Click on the Delete icon in supercategory list down table.
      • Before you delete a supercategory, you have to move all the products supercategories.
      • At the time of clicking the delete button, You can select the supercategory which this supercategory's all properties can be moved.

    Products

    To add a new product:

    • From Tortilla admin,go to the CatalogsTab.
    • Click on the Products submenu.In the view form click on the Plus icon to add the products.
    • Fill all the necessary fields and click save.
    • To edit the Products, Click on the Edit icon in Products list down table. Edit the required fileds and then click save to update it.
    • To delete the Products, Click on the Delete icon in product list down table.
    • To convert the product details into multiple languages, Click on the Language icon in product list down table.
      • Select the language to be convertd and then click submit the details are converted and saved

    Variants

    To add a new variants:

    • From Tortilla admin,go to the CatalogsTab.
    • Click on the Variants submenu.In the view form click on the Plus icon to add the variants.
    • select the products to be variant of each others and click save button.

    Product Informations

    The product informations is most important thing in online retail business. This information are shown to customers, so that they can come to know about the product. One well organized and sufficient information about the product will made the customer to buy that product.

    Specification Groups & Specifications

    • From Tortilla admin,go to the CatalogsTab.
    • Click on the Specification Groups submenu.In the view form click on the Plus icon to add the groups for specifications.
    • Fill the necessary fields and click on the Save button.
    • Specification Groups are used to group the specfications details.
    • To add specifications: From Tortilla admin,go to the CatalogsTab.
    • Click on the Specifications submenu.In the view form click on the Plus icon to add the specifications of the products.
    • Fill the necessary fields and click on the Save button.
    • Specification details are used to describe the key details of the products.

    Brands

    • To add Brands: From Tortilla admin,go to the CatalogsTab.
    • Click on the Brands submenu.In the view form click on the Plus icon to add the brands.
    • Fill the necessary fields and click on the Save button.

    User Reviews

    User reviews are given by the customers who are all bought that products. This will be more useful factor to make belive the new customers who has the idea to buy a products.

    Tortilla provides you that you review the user reviews about the products.

    • To review the User reviews: From Tortilla admin,go to the CatalogsTab.
    • Click on the Reviews submenu.

    Doctor Management

    The Doctor management is a special feature for the merchants who is based on the Medical Industries. The merchants who are all related to the online medical industry, they can tie up with the doctors and they can provide the appointments for the doctors in online.

    In the doctor management module, the details of the doctors such as name,speciality,contact details and thier scheduling details.

    For example, in the Docotor Management you can do the following activities:

    • Doctor Information
    • Scheduling Management

    Doctor Information Management

    • To add a Doctor: From Tortilla admin menu, click on the Catalogs tab.
    • Then click on the Doctor submenu and then click on the Plus icon in the view form.
    • Fill the necessary details and click on the save button.

    Schedule the Doctor's Date

    • To schedule the doctor: From Tortilla admin menu, click on the Catalogs tab.
    • Then click on the Doctor submenu and then click on the List icon in the doctor's table.
    • Fill the necessary details and click on the save button.

    Storefront Management

    The Online Store sales channel is an online home for your business. You can use it to create webpages, publish a blog, and sell your products with beautiful, responsive themes.

    After you've set up Tortilla, most of the work is done.

    • Your online store will automatically use your Tortilla settings for checkout and order fulfillment.
    • Your products will automatically appear on your online store.
    • Your online store is automatically assigned a unique tortilla website address where your customers can find you.

    Themes Management

    A theme is a template that determines the way that your online store looks and feels. Different themes have different styles and layouts, and offer a different experience for your customers. For example, if you're selling spa products, then you probably want your online store to feel relaxed and luxurious. Alternatively, if you're selling electronics, then you might want your online store to look energetic and sleek.

    • To add a Theme: From Tortilla admin menu, click on the Content tab.
    • Then click on the Themes submenu.
    • Select one theme you want to applied to your online store.
    • You can also schedule the themes in period basis so that your online store design changed dynamically.

    Elements

    Elements are usefull to make the store more beautiful by creating some banners, blogs and specific pages.

    In Elements module gives you the following tasks:

    • Blogs
    • Pages
    • Blocks
    • Banners

    Blogs & Pages

    You want traffic to your site. Blogging generates traffic for your site. Everybody understands the first part, but surprisingly few businesses grasp the second part.

    It’s tempting to give in to the idea that the only way to generate sales is engaging in direct sales. Handling inventory, nurturing your email list, and calling to make potential customers will only go so far past a certain point. If you’re spending all your time trying to convert customers, then you’ll soon be neglecting reasons for customers to discover your business in the first place.

    To create a Blog:

    • From Tortilla admin menu, click on the Content tab.
    • Then click on the Blogs submenu.
    • Fill the necessary details and save the blog

    To create a Pages:

    • From Tortilla admin menu, click on the Content tab.
    • Then click on the Pages submenu.
    • Fill the necessary details and save the pages

    Banners

    Create a positive first impression and make sure visitors know exactly that they’re in the right place. Visitors make decisions about your site in less than a second, making your homepage banner and headline the key to positive first impressions.

    To create a Banner:

    • From Tortilla admin menu, click on the Content tab.
    • Then click on the Banners submenu.
    • Fill the necessary details and click save button

    Blocks

    Blocks are used for show the some particular products that belong to some brands,categories or subcategories. Blocks are most useful when you try to list out the offers. Merchant can create a separate blocks for the some set of products.

    To create a Block:

    • From Tortilla admin menu, click on the Content tab.
    • Then click on the Blocks submenu.
    • Fill the necessary details and click save button

    Order Management

    We understands that your growing business needs more flexibility and functionality to meet ever-changing customer desires. Now, you can extend your commerce platform with order management to deliver the ultimate shopping experience and make your life easier too.

    The Order management provides following tasks to efficently manages the Orders:

    • Update Order Status
    • Create Invoice
    • Create Credit memos
    • Create Shippers
    • BillinG Agreements

    Update Order Status

    The orders in Tortilla were efficiently managed with the help of status updates and tracking the delivery of the orders. Each status represents the real time order state. The Tortilla Order management designed in such a way that the status of the order directly connected to the order state in real time.

    Tortilla provides the following statuses for the orders.

    • Unallocated

      The Unallocated state represents the order doesn't allocated to any of the warehouses in the store.

    • Open

      The Open state represents the order is allocated to one warehouse in the store and it's waiting for packing.

    • Packed

      The Packed state represents the order is packed and ready to ship.

    • Shipped

      The shipped state represents the order is shipped for delivery.

    • IN-DC

      The order state IN-DC represents the order is delivered to the nearer DC for delivery.

    • OFD(Out For Delivery)

      The order state OFD represents the order is moved out to road to deliver it to the particular customer.

    • RTO-DC

      The order state RTO-DC represents the package is returned to DC for some external reasons such as wrong address,customer not available etc...

    • Returned

      The order state Returned represents the package is returned to Warehouse for some external reasons such as wrong address,customer not available etc...

    • Cancelled

      The order state Cancelled represents the order has been cancelled by customer or by admin for some reasons.

    • Delivered

      The order state Delivered represents the package has been successfully delivered to the customer by shipper.

    Create Invoice

    Invoice is a statement or proof for the payment of the order has been done. After the payment only the invoice has to be created.For most importantly, if the invoice created for an order means the payment is done.

    • To create an Invoice: From Tortilla main menu click on the Orders menu.
    • In the Order menu click to view button of the order. On the view form click Invoice button.
    • Click on the submit to save the invoice.

    Create Credit memos

    Credit memos is a statement or proof for the payment of the order has been refunded successfully.

    • To create an Invoice: From Tortilla main menu click on the Orders menu.
    • In the Order menu click to view button of the order. On the view form click credit memo button.
    • Click on the submit to save the credit memo.

    Appointments Management

    In today's digital age, patients expect to be able to book their medical appointments online. This is why systems with online medicals have gained such wide adoption across the medical industry.The appointments are efficently managed by the Tortilla Appointment Management Systems. It will reduce the resources and also time, so that your resources may concentrate on other important features.

    After you've set up Tortilla for Medical Industry, most of the work is done.Your online store will automatically use your Tortilla settings for Appointment Management.

    Appointment Management module has the following tasks:

    • Manage the Appointments
    • Rescheduling the Appointments
    • Cancelling the Appointments

    Manage the Appointments

    • From Tortilla admin menu, click on the Orders tab.
    • Then click on the Appointments submenu.
    • You can view all the appointments in a table. You can manage the appointments here. Merchant can cancel or reschedule the appointments

    Rescheduling the Appointments

    • To rescheduling the appointments click on the Reschedule icon in the table.
    • Now you can reschedule the appointment to any other dates and also you can configure wheather the previous appointment has to be cancelled or made available for another user.

    Cancelling the Appointments

    • To cancel the appointments click on the cancel icon in the table.
    • Now you can cancel the appointment and also you can configure wheather the session has to be cancelled or made available for another user.

    Customer Management

    The customer is the king in online retail business. So we have to keep him updated about our offers,sales updates and also the changes in the handling also. Customers always have a touch on us in all the day. The efficient management of the customers will increase your sales.

    The Overview Customers portal shows key sales, orders, and online store visitor data. You can see at a glance how the customer is performing on your store—across all of your sales channels, and for any date range.

    • Customer Management
    • Customer Groups

    Customer Management

    The customer management module gives you the full details of the customers such as their personal details,address details and also their complete order details.

    To manage Customers:

      From Tortilla Admin click on the Customersmenu.

      And then click on the All Customers submenu.

      In this you can manage all the customer details such as customer details, address and sales.

    Customer Groups

    The customer groups module requires to group the like customers in one group. We can relate the promotions and offers in that customer groups, then send it to them particulary. It will effects lot in your sales because we can control the promotions into particular customers who needs that item.

    To manage Customer Groups:

      From Tortilla Admin click on the Customersmenu.

      And then click on the Customer groups submenu.

      In this you can create,edit the groups and also add the customers into groups.

    Reports

    For a business owner, nothing is more than, knowing your growth and translating them into facts & figures. Hence, to ensure this, Tortilla Ware provides systematic reports, that can help you in keeping track of your business, your products and your contacts.

    Marketing Reports

    The marketing reports provide the products statistics of cart, abandoned carts, and search terms usage by the customers

    The marketing reports gives the following reports

    • Products in Carts
    • Abandoned Carts
    • Search Terms

    Sales Reports

    The sales details reports are mainly focused on giving the sales and payment details based on total orders,total taxes,total shipped and total refunds happened in any data range. The reports can be give the overall idea of the sales on the monthly, yearly, day or some period wise. We can narrow down the report timing by applying the filters.

    The sales details reports gives the following reports

    • Orders reports
    • Taxes reports
    • Shipped Reports
    • Refunds Reports
    • Invoiced Reports

    Customer Reports

    The customer reports is mainly focused on giving us the orders based on the all or each customers in any data range. The report can obtain for any period of the time by applying down the filters.

    The Customer reports gives the following reports

    • Orders Total payment reports
    • Orders Count by customers reports
    • New customers

    Products Reports

    The products reports is mainly focused on giving us the orders based on the all products or each products in any data range. The report can obtain for any period of the time by applying down the filters.

    The products reports gives the following reports

    • Views reports
    • Bestsellers reports
    • Low stock reports
    • Orders based on products reports