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.
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.
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:
- 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
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.
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.
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.