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    Storefront

    Orders History

    In "Orders History", you can check out the activity on all store orders from any user. At a high-level, you can see who placed the order, order date, who the order was sent to, the order status, and the total charge associated with the order. 

    You can also filter orders by order date or order status for a more granular view.

    For a deeper dive, you can download a CSV from this section, which provides even more detail on the store's activity. Want to see more information in the CSV for your internal reporting? Reach out to [email protected] to include custom data in your order history report. 

    Statements

    On the first of every month, Brilliant sends the monthly invoice to the store manager and other accounting parties, detailing all of the store charges. The Statements section allows you to access any posted statements as PDFs. 

    Monthly service charges recap: 

    Storefront:

    • first storefront: $0.00 - per month
    • additional storefronts: $50.00 - per month

    Storage: 1% of value of stored items per month ($50 monthly minimum)

    Shipping, picking/packing, on-demand notecards: billed as utilized

    Inventory

    In the Inventory view, get a deep dive into what's available in your store. Here, you can check out:

    Current Inventory Value

    Keep tabs on exactly how much inventory is stocked in your store, and what the total value is. We use this to determine the monthly storage fee for billing (1% of the value of your inventory (minimum fee of $50 per month)).

    Real-time Inventory Counts

    In addition to seeing the exact inventory for each store item while shopping, this screen shows the stock levels of every product in one table. No more clicking page-by-page to see what swag you have.

    Order History per Product

    Curious to see what people are ordering most? You can always look into each specific product's order history to see exactly who has ordered and when. If a product has multiple colors or sizes, you can look at the order history for these, too!

    Low Inventory Reminders

    When a low inventory reminder is set, the store manager will receive an email when inventory for a product has reached at or below the set number. These emails can be used to spark a reorder, and your Creative Partner can help create reorder estimates to stock your store. 

    To edit, click "settings" next to the product to adjust the reminder count number.

    Per Order Limit

    If this setting is on, you can limit the number of units of that item that can be included per order. To edit, click "settings" next to the product to adjust the reminder count number.



    Users & Access

    We know that teams are constantly changing, so store admins can have easy access to the user list, and change access settings for individual users. On this panel, you can invite new team members by clicking the "Invite New Members" button and entering in the emails you need. 


     

     

    If you have any special characters in your user's emails or names, you can save your CSV as a ‘CSV UTF-8’.

    Need to change who has access to what? With a few clicks, you can add or revoke admin or approver settings in your store. Check the admins and/or approvers boxes to grant or remove those permissions per user. If you need to remove a user's access entirely, click the crossed out circle to the right of their name to remove all access.




    Teams

    Teams allows stores to show different product groups to specific users within a single Storefront. Users are assigned to a team, and that user sees the selected product groups assigned to that team. A user can be in more than one team and will see products that are available to them through their membership to those teams.

    Team members are not notified about their team allocation, which gives full control for store admins to flexibly make team changes. 

    Types of Teams

    Default:

    • Every user is a part of the default.
    • Users can’t be taken out of the default team and the default team can’t be deleted.
    • The default group can be renamed to something else
    • You can change what collections the default team can see. You can have this team see just a handful of products, have all product groups selected, or even have no product group selected.

    Custom:

    • Any additional team created is a custom team.
    • If you delete these groups, the users lose visibility into the product groups allocated to that team. It does not mean that users are removed from the store.

    Launching Teams

    Visit the "Teams" admin settings to view all of your existing Teams. Here you'll be able to see all of your current teams, edit or delete any created teams, or create a new team. 

    Create a New Team

    1. Click on the Teams menu option in your admin settings.
    2. Locate the "Create New Team" button and click to create a new team. 
    3. Enter a Team Name. You can name your team any name but it's required to set a team name. 
    4. Select the product Collections you want these team members to see. You can free type a product group name, or select the down arrow to show all available Collections. 
    5. Select the Members you want to become a part of this team. Check off which users you want to join this team. You can also search by name or email to find the users you're looking for. 
    6. Save. 

    Now, members that are a part of this team will see the product collections selected for your given team. 

    Edit Team Settings

    Need to change what product collections members see or need to change who's a part of your team?

    Navigate to the Teams menu options in your admin settings and then click on the vertical ellipses. Here you can either Edit existing settings of your Team, or delete a non-default Team.

    Budgets

    If budgets is enabled on your company store, easily adjust budget levels on this screen. Budgets can be set to refresh yearly, quarterly, monthly, weekly, or daily. 

    Default budget settings adjust the budgets for all store users who have access to your storefront. User budget settings allow you to create custom budgets per user that override the default settings. 

    On the budgets admin view, you can also review every user's spend within that budget period as well as their lifetime spend. Every user is able to view their own budgets throughout the store shopping experience in the bottom right of their screen. 

    Settings

    The settings view gives an overview of how your store is configured, including: 

    • Store name
    • Access level - team, company, or public
    • Billing structure
    • International shipping capabilities - yes or no
    • Delivery notifications - yes or no
    • Enable budgets - yes or no

    To change any of your store settings, work with your Creative Partner so your store is working hard for you and your teams.