As a marketplace operator, daily tasks crucial for business continuity include processing orders, overseeing adverts (listings), and reviewing reports.
You can watch our training videos on daily operations here.
Orders
As a marketplace operator, you'll oversee customer orders, ensuring fulfillment and proper seller remittance. To manage orders, navigate to the left panel and click on Orders, then check the available dropdown menu options.
Non dispatched orders
The Marketplacer platform can send retailers an automatic email reminder for each invoice that hasn't been dispatched after a specified number of days. Read more here.
This feature will save you some time during the day, however it is highly recommended that you check this section regularly. If there’s an order that hasn't been dispatched after a concerning amount of days since the creation date, it would be a good idea to contact the seller directly.
Payouts to approve
Once an invoice has been dispatched and marked as completed on the seller portal, you’ll see the option to release payment.
To release payment for your sellers, navigate to your left panel and go to Orders > Payouts to Approve.
You can bulk-release payments or do it manually. Read more here.
In the seller configuration settings, there is an option that will allow for the automated approval of remittances. This setting can be turned on or off via the UI by navigating to a seller and editing their profile, or at seller creation. It can also be updated in bulk via the CSV upload functions.
Refund requests
As a marketplace admin, you can start a refund request on behalf of your customers and process the refunds.
To process refunds, you can navigate to your left panel and go to Orders > Refund Requests.
How to set up Refund Reasons and Manage Returns?
Adverts
As an admin, you can decide to vet private adverts (listings) and/or retailer adverts (listings) before they are published.
Go to Members > Edit, scroll down to Account Features, and tick the Require all adverts to be vetted? box.
Read more about advert (listing) vetting in the following articles:
- Configure product (advert) review and approval (vetting)
- Review and approve products (adverts)
- Troubleshoot products (adverts) rejected by the operator (vetting)
Reports
Running reports will provide you with insightful data about your business performance and can be used to create annual summaries and marketing plans, forecast, budget, identify trends or issues, and improve general decision-making.
Navigate to your left panel and click on Reporting. You'll see the following options:
- Business Member Summary: Invoices, ad impressions, clicks, lead value, and other details by the seller.
- Sales Report: All orders placed.
- Remittance Report: Total amount remitted to sellers by year, month, or day.
- Revenue Report: Summary of retailer, private, and banner revenue per month.
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Payment Events: All payments from e-commerce, billing, private adverts, and others.
Note: Once transitioned to Connected, PaymentEvent records no longer show customer purchases. This may affect other operators moving from Full Stack. For reconciliation, use your frontend’s transaction reports or the Line Items (All Sales) report. - Business Member Fees: Subscription fees, feature adverts fees, and additional fees.
- Import & Exports: All imported and exported files.
- Mail Sending Log: All email communication with fields such as From, To, Date and Time, Subject, and Status.
- Audit Logs: Summary of changes by user, date/time, and description.
- Problem Report: Problems with third-party integrations.
Explore the Reporting section in your Marketplace and start creating useful data for your business.
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