Accessing and using the legacy seller portal

This article covers a complete overview of the legacy seller portal, how to navigate the dashboard, and use the functions within it.

Which seller portal am I using?

Two versions of the seller portal exist, differing in appearance and menu structure. The icon in the top right-hand corner of your seller portal will tell you which instructions you need: 

How to sign in

Seller accounts can be logged in to via the homepage of your website in the top right corner using the sign-in button. A window will open where you can enter your sign-in credentials.

Once logged in, the Seller Dashboard will appear. There are two menu options on the dashboard: 

• Left-hand panel: The black area on the left, these are account management option types such as outstanding orders, creating a new advert, and managing advert enquires.
• Right-hand panel: 'More options' icon in the top right corner, these are more administrative option types such as business details, shipping policies, remittance details, etc.

Left-hand panel

Orders

• Outstanding orders: Under this section, all outstanding product orders will be listed. Within this section, sellers can dispatch an order, enter a tracking number, and cancel an order.
  In order for a seller to be remitted, they will need to mark this order as 'dispatched'. This will send an automated email to the customer notifying them that their order has been dispatched. For more information on the financial architecture of the platform, please review the following article.
  
  Note: Service, events, and holiday adverts are classified as "Non-Dispatch" orders. As these advert types do not require dispatch they will bypass the outstanding orders section, and instead be filtered into the seller's "Order History". 
  
• Awaiting Collection: This applies to any orders Click & Collect orders. Once an order has been collected, the seller will need to mark the order as 'Collected'.
• Order History: This outlines the seller's order history. Details of invoices and remittance amounts can also be downloaded by the seller as a CSV using the filters on this screen.
• Bulk dispatch: This allows the seller to download all the outstanding orders (for delivery only) and dispatch them all in one go including tracking number/carrier and dispatch date. Click here for more details about this feature

Advert Management

The Advert management section varies depending on which advert module the operator has enabled. The Marketpalcer platform has four product modules: 

• Product
• Events
• Services (how to create service adverts.)
• Holiday

Product Module

• My Adverts / My Ads: provides a summary list of all the products (see image below), within this section the seller can edit adverts (including updating the product details and images, adding YouTube/custom URLs, and adding documents), map imported adverts to mirror the site architecture, update prices, and publish adverts to the front-end. 
  
  
  • Eye Icon: To preview the advert.
  • Pen Icon: To edit the advert.
  • Wrench Icon: To edit the advert in Admin.
  • Square Icon: To copy the advert. 
  • Bin Icon: To delete the advert.
    You can also edit the advert in Admin under Adverts > Search Adverts. Note that the seller or retailer will not be able to access this, as this function is outside the seller portal. 
• New Product/ Service/ Event/ Request to Book advert is utilized for manual creation of products.
• Bulk Advert Upload allows you to download a CSV file of your product listings. You can use this to bulk edit product details i.e. change the brand name for all products and then re-upload your edits. For more information in regards to mapping via CSV please see this article here.  
  Note: This functionality is only available for product adverts. 
• Update Stock levels allow you to update stock without going into individual advert listings, however, accounts with API integrations will not need to use this functionality.
  Note: This functionality is only available for product adverts. 
• Bulk Stock Level Update collates all listings into a CSV and is an alternative way to update stock.
  Note: This functionality is only available for product adverts. 
  
  
• Imports & Exports allow the seller visibility across all imports and exports conducted within their portal. 
• Mapping for Imported Adverts is a mapping tool to bulk assign products imported via an API to the correct category. for more information on this tool, please see the following article here.
  

Enquires

Enquires can be enabled for all sellers at an operator level. For more information on masking enquiries, please see the following article. 

• Advert Enquiries: Sellers can view all enquiries that relate to an advert. The advert enquiry report allows sellers to search and filter by date, customer details, enquiry type, and enquiry status. Access the details of an enquiry by selecting the status, which in the below example is ‘Email sent.
• Custom Invoices: You can read more about creating custom invoices in our previous article. The same functionality for marketplace admins is available for sellers. Once a seller has created an invoice, it will appear in the ‘Custom invoices’ menu. This report will provide the seller with a simple view of the invoice status, which can be one of the following:
  • In the draft: The invoice has been created, however has not yet been sent to the customer. While in draft the invoice can be modified.
  • Sent: The invoice has been sent to the customer.
  • Completed: The customer has completed checkout and paid for the invoice.
  • Archived: The invoice is no longer available. It has either reached the expiry date or archived manually by the seller.

Marketing Tools

These are different promotional tools retailers/brands can use, that provide flexibility on promotions and increase the visibility of the products on site. For any promotion set within the seller account, the seller/ retailer will wear the cost.

For the promotions engine feature, the seller will be required to set a promotional name at a minimum. Optional fields include start/end dates, teaser text, and a URL that will be visible on the front end (consumer-facing): 

The seller can then select the appropriate action and filters for the promotion:

Note: It can take a few hours for the promotional banner to cache.  

To create coupons select the parameters you wish to use (discount, date, etc.). Rather than being customer-facing on the product, a seller may use coupon codes when running promotions via EDM or on promotional banners (as an example).
Below is an example of a free shipping promotion: 

Insights & Statistics

• Sales Summary provides statistics on how the retailer account is performing overall, with breakdowns of sales by year, month, or day. 
• Remittance Summary provides an overview of the seller's remittances. This report is populated by the "remit at" date, therefore the remittance information will not appear within the report until the remittance process is finalized. For more information on the remittance process, please see the following article.  
• Audit Logs collect information about each user's actions such as when they edit orders, dispatch orders, or user's personal data.
• Advert Statistic Summary provides clicks and view statistics on the seller's adverts.

Right-hand panel (more options)

The 'more options' icon (see expanded image below) refers to the three dots in the top right corner. This functionality contains configuration settings, such as shipping policies, remittance policies, and business details:

Account Settings

Retailers/Brands can change their username & password, and set Business Name, ABN, Logo, Personal Details, and Address. They can also set Email and Phone Numbers – depending on how the account has been configured the Address, Phone, and Email Address may or may not be visible to shoppers and be the contact points for enquiries. It also has a section for remittance details – these are used for paying remittances to the retailer/brand, so these must be correct.

• View Payment Terms & Conditions: This will link to the terms and conditions footer article.
• Login Details: Sellers can update their account username and password.
• Your information: This is the seller's contact information for internal communications. Phone, Email, and address will also appear on the retailer page for customers to see.
• Remittance:  Add the seller's remittance details, these will only be used to pay the seller not to debit any monthly subscriptions. 

API & Integrations

Marketplacer Integrations is software that allows retailers to sync products, inventory, and order information between their Marketplacer account and third-party platforms such as Bigcommerce, Neto, Lightspeed, and more. This article offers instructions on how to configure the seller's API Integration. 

Note: API integration is not available for service or event adverts.

Profile Settings

This is an "About Us" page for third-party sellers. It allows a store description and an image gallery. See below an example of the profile settings form, and an example of a completed profile.

Ensure that sellers enable images, by selecting the "show image gallery on the retailer page" feature. 

Policy Settings

Outline Shipping and Customer Service policies related to specific brands. This can either be filled in or left blank. If you leave this blank, it will default to the Marketplace's Policies.

Shipping Details

Using the shipping module (Image 1) you can default shipping rate both domestically and internationally and include a free shipping offer over a certain amount. Through a product listing, you can specify a higher rate of shipping for large goods (Image 2). 

Billing History

Details all subscriptions and payments made by the retailer/brand (not relevant for commission-only businesses). Clicking the black folder at the end of the line gives you a printable invoice/.pdf which can be downloaded.