Part 2 of our "Admin Panel Tutorial Series" covering the basics of how to use the admin panel as well as some more advanced topics and workflow tips and tricks.
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In this video we cover:
Main menu, entities
Main list views for entities
The left-hand portion of the admin panel's main menu is key to managing the system's entities, which represent the various items or records tracked. The menu is organized into eight groups, each containing different entities like suppliers, purchase orders, and items.
When selecting an entity, clicking on its bold and underlined name directs you to its main list view. This list view displays all records for the selected entity, such as suppliers, customers, or items. For example, clicking on "Suppliers" shows the full list of suppliers.
Each entity can have multiple alternative list views tailored for different use cases. These views display specific sets of fields based on what you're working on. For example, the "Items" entity has alternative list views like:
Stock Availability: Focuses on stock data such as on-hand, on-order, and back-order amounts.
Sales View: Shows sales-specific fields, including price and item name.
Web Store Fields: Displays fields related to online store data.
These views are particularly helpful for entities with transactions, allowing users to quickly access filtered views depending on the current task (e.g., pending orders or invoices).
The three-dot view, also known as the root view, displays all fields for an entity, making it a comprehensive but sometimes overwhelming view. This view is rarely used except for specific tasks, such as viewing inactive records. Inactive records are not deleted but "hidden" and can be reactivated through the three-dot view.
For instance, if an item is inactivated, it will no longer appear in regular list views. However, by using the three-dot view, you can find and reactivate that item.
Each list view contains pagination controls, allowing you to navigate through records, with 50 records displayed per page. You can skip between pages, jump to the start or end, and view the total number of records.
To create a new record, you can either use the create new button from within the list view or the plus sign next to the entity in the main menu. This brings up a form to enter the new record details.
Most list views have a quick search feature, which allows you to quickly narrow down results based on specific fields like SKU, name, or customer ID. You begin typing a keyword, and the system will automatically search after three characters. The quick search is context-specific; for example, in the "Items" view, it will search by SKU, whereas in the "Customers" view, it searches by name.
Entity Organization: Menu groups organize entities like suppliers, purchase orders, and items.
List Views: Clicking on an entity name brings up a main list view of its records.
Alternative List Views: Entities can have specialized views for different tasks, such as stock availability or sales information.
Three-Dot View: A comprehensive view that shows all fields, including inactive records.
Pagination: Easy navigation through large sets of data.
Quick Search: Efficiently narrows down results based on the current context (e.g., SKU, customer name).
The admin panel is organized into entities representing different data sets.
List views allow easy access and management of records for each entity.
Alternative list views provide tailored displays for specific tasks.
The three-dot view is essential for accessing inactive records or seeing all fields at once.
Quick search and pagination make data navigation efficient and user-friendly.
Alternative list views
3-dot view (root view)
Finding inactive records
List pagination controls, create new record from list and menu
Quick search
