Knowledge base | InkSoft Support Center

InkSoft Road Map

General Overview

Here is a brief description of each section and the options they offer. For more details about each section Click Here

  1. Dashboard:  Essentially the home page of the admin area, this will allow you to quickly see whats going on in your account, and let you get to certain sections quickly.
  2. Business Tools: This area provides options to manage existing, and create new Art Approvals, Quotes, and Invoices.
  3. Products: Provides options for creating and managing products, and product categories. Also included are options to add products from a supplier, and creating new pre-decorated products.
  4. Pricing: Set the stores print pricing, and product pricing rules. This area also provides options to manage the stores printing capabilities, and the store minimums.
  5. Art: Download and manage Designs Ideas and Clip Art.
  6. Orders: Manage all the stores orders, and saved shopping carts of customer that didn't finish checking out in the store.
  7. Marketing: Multiple options are listed in this section. Creating coupons and discounts, editing system-generated emails, manage users, and SEO options just to name a few.
  8. Web Stores: Create and manage the stores information, and the appearance of the storefront.
  9. Reports: Generate various types of reports to help with managing a store.
  10. Settings: Allows full control of the stores capabilities. Shipping, cart settings, taxation, payment processors, and additional store options are managed here.
 

Business Tools:

 

  1. Alerts & Dashboard: The primary page that comes up when clicking Business Tools. This page will show recent activity of Art Approvals, Quotes, and Invoices. As well as provide multiple  options to quickly get to certain areas of business tools.
  2. Calendar: This area allows for adding and viewing detailed tasks that have been entered in calendar.
  3. Quotes & Invoices: This section provides options to create and manage quotes and invoices. Additionally, the payments area will allow searching for invoices by the payment status.
  4. Art Approvals: Create and manage art approvals here. When the customer is satisfied with the art, the manage section will provide options to convert the art approval into a quote or invoice.
  5. Contacts: Manage existing contacts in your stores, or add even more customers to the store to manage.
  6. Reusable Items: This area will provide the ability to create products that are frequently used. The products created here will be assessable in a quote or invoice, and can be added with a couple clicks.
  7. Settings: The main hub of all your business tools settings. Creating and managing priorities, stages, departments, and print methods for the calendar can be found here. Additionally the default terms can be found and modified here, as well as adjusting the email notifications that get sent out.
 

Products:

 

  1. Manage Products: Filter or search to find the products in your store to manage and make any changes.
  2. Add New Product: Options to add product from supplier, create new from scratch, create pre-decorated products, or copying existing products can be found here. Additionally, options to manage supplier and manufacturer details can located here.
  3. Product Categories: Manage existing categories, as well as create new categories for the products in the store.
 

Pricing:

 

  1. Pricing Options: Control the printing capabilities, how the pricing displays in the store, and the minimums requirements needed per order.
  2. Print Pricing: Create and modify the digital and screen print pricing grids. Multiple side discount options can be found here as well.
  3. Product Pricing: Create and manage the pricing rules that the products use, as well as quantity discounts.
  4. Coupons & Discounts: This will redirect you to the manage coupons and discounts in the Marketing section.
 

Art:

 

  1. Create New Design Idea: Create new designs for the stores by using the Design Studio, or uploading new art directly.
  2. Downloadable Art: This area provides an area to download the customer art, as well as the stores art.
  3. Clip Art: Manage the clip art that has been assigned to the store. Additionally this section has options to manage clip art categories, and uploading new clip art.
  4. Design Ideas: Managing the designs and categories in the store. Creating design invites to send to your customers is another options in this section.
  5. Art Libraries: Load in the stock clip art and design ideas we provide. Newly released design ideas and clip art can be found here when we add them. Usually a email and/or system notification will provide notification when new art has been added to this section.
  6. Mange Fonts: Manage the fonts that are available for customers to use in the Design Studio. Furthermore options to download fonts are available here.
 

Order Manager:

 

  1. Order Manager: The main area to manage the orders that come through from customers. Downloading art front he orders and exporting options are available here.
  2. Saved Shopping Carts: Monitor and reach out to customer that created shopping carts, but have not fully processed the order.
  3. Gift Certificates: View the gift certificates customer purchase, as well as viewing and issuing manually created certificates.
 

Marketing:

 

  1. Coupons & Discounts: Create and manage coupons as well as discounts for the store.
  2. Email Template: Update the email templates that are used when the system generates an email to the customer.
  3. Email Campaigns: Set up the store to work with Constant Contact or MailChimp for a email marketing campaigns.
  4. System Email Sent: View and search through the emails the store has sent.
  5. User Accounts: Manage and add users to individual stores. Additionally uploading contacts via CSV can be found here.
  6. Advanced: This section provides options to manage Search Engine Optimization(SEO) settings, as well as input Google Analytic information. Additionally options to create page redirects, and options for geo tags, and crawling bots can be located here.
 

Web Stores:

 

  1. Manage Web Stores: This area provides other options to select a store to edit, or to delete a store.
  2. Create New: Start the process of creating a new store. The options listed here are dependent of the license type.
  3. Store Info & Contact: Update the selected stores information. The stores contact info, domain settings, and store privacy settings can be found here.
  4. Website Layout: Choose the theme for the selected store here. Use the Logos & Colors section to upload the store logo and other store images, and modify the color the store uses.
  5. Advertisements: Select and/or create banners that show up on the homepage.
  6. Social Networks: Select which social media icons appear on the store, and the links they go to.
  7. Customer Content: This area allows for custom html, or text and images to be placed in various sections fo the store. Creating new pages for the store can be found here as well.
  8. Advanced: Retrieve the embeded Design Studio code, upload files for the store to host, and enable a third party live chat tool for the store.
 

Settings:

 

  1. Contact & Admin Accounts: This area contains the primary store information, and admin user accounts that can be updated when needed.
  2. Shopping Cart Settings: Manage settings for the stores shopping cart, shipping, payment processor, taxation, SSL settings, and product add-ons.
  3. Options: Control various settings that control what appears in the store, and how they display. Additional settings like email notifications, and the stores home link can be found here as well.
  4. Site Speed: Manage the stores content delivery network(CDN) and caching settings here.
  5. Advanced: Update the stores colors palette used in the Design Studio, as well as the stores FAQ and help section. In addition quick exporting options are available here.