Overview of the navigation structure

What We have revised the navigation structure to improve usability. Terms have been adapted, and some navigation items have been moved. Where Admin.

1. Background

To make our application even easier and more intuitive for you to use, we have revised the navigation structure, which will be published soon. Some terms have been adjusted, navigation items have been reorganized and some have been moved.

All changes are aimed at improving clarity and making it easier to find important functions.

2. Changes

1. Terms adapted: Some terms have been formulated more clearly.
2. Navigation items moved: Navigation items have been reorganized thematically.
3. New categories introduced: Certain subject areas have been given their own menu items.

3. Before and after comparison 

Previous	New	Change
Clearing chargebacks	Reversal Clearing	Renamed
Clearing rider hub	Driver pool clearing	Renamed
Contractor > Contractor list	Partner accesses (new under: User management)	Renamed and moved
Credit	Credit overview	Renamed
Credit billing	Credit Clearing	Renamed
Customer	Customer management	Renamed
Customer aliases	Customer alias	Renamed
Delivery area	Delivery area analysis	Renamed
Employee payments	Employee payment overview	Renamed
Fiscal log	Fiscalization protocols	Renamed
Hardware & System	Hardware	Renamed
Hardware & System > Communication log	Communication log (new under: External services)	Moved
Hardware & System > Payment terminals	Payment terminals (new under: SIDES Pay)	Moved
Incentives	Marketing campaigns	Renamed
Incentives > Customer reports	Customer reports (new under: Webshop & App)	Moved
Incentives > Loyalty Program	Loyalty Program (independent new navigation item)	New navigation item
Incentives > Loyalty-Clearing	Loyalty-Clearing (new under: Accounting and Loyalty Program)	Listed several times for usability
Insights	Store analysis	Renamed
Item	Item management	Renamed
Item > Portalarticles	Delivery portal item matching (new under: External services)	Moved
Item tag	Item filter	Renamed
Orders	POS/Call center	Renamed
Orders > Export orderpositions	Export orderpositions (new under: Accounting)	Moved
Orders > Order forwarding log	Order forwarding log  (new under: External services)	Moved
Profitability monitor > Profitability monitor	Economic efficiency analysis (new under: Statistics)	Renamed and moved
Qualifications	Qualifications & certificates	Renamed
Rider hub	Driver pool distribution	Renamed
Staff	Personnel management	Renamed
Statistics / Overview (Beta)	Statistics and KPIs	Renamed
Statistics > Daily closing report	Accounting > Daily closing report	Listed several times for usability
Statistics > Report callcenter agents	Report callcenter agents (new under: Accounting)	Moved
Statistics > Stats/Overview	Stats/Overview (new under: Customer management)	Moved
Storage	Inventory management	Renamed
Store	Store management	Renamed
Store > Address list	Address list (new under: Global settings)	Moved
Store > Delivery portal account	Delivery portal account (new under: External services)	Moved
Store > Delivery portal accounts logs	Delivery portal accounts logs (new under: External services)	Moved
Store > Email templates	Email templates (new under: Global settings)	Moved
Store > External applications	External applications (new under: External services)	Moved
Store > External delivery (DaaS)	External delivery (DaaS) (new under: External services)	Moved
Store > Global store settings	Global store settings (new under: Global settings)	Moved
Store > Item exchange	Item exchange (new under: External services)	Moved
Store > Public holidays	Public holidays (new under: Global settings)	Moved
Store > SMS templates	SMS templates (new under: Global settings)	Moved
Store > System settings	System settings (new under: Global settings)	Moved
Store > Webshop settings	Webshop settings (new under: Webshop & App)	Moved
Storeadministration	Store group management	Renamed
User	User management	Renamed
Vehicles	Delivery management	Renamed
Voucher	Voucher list	Renamed
-	Setup assistant (new)	New
-	Webshop & App (independent new navigation item)	New navigation item

4. Navigation overview

This navigation overview shows all modules and their arrangement in the new structure.

Please note that not all modules are included by default, and may vary depending on the products you have booked.

Start page

|-- Dashboard

 

|-- POS/Call center (previous name: Orders)

|     |-- New Order

|     |-- Order Overview

 

|-- Customer management (previous name: Customer)

|     |-- Customerlist

|     |-- Clean up customer data

|     |-- Customer feedback

|     |-- Settings

|           |-- Customer feedback categories

|           |-- Customer alias (previous name: Customer aliases)

|           |-- Customer import

|     |-- Statistics

|           |-- Stats/Overview (previously under: Statistics)

 

|-- Marketing campaigns (previous name: Incentives)

|     |-- Voucher

|           |-- Voucher list (previous name: Voucher)

|           |-- Voucher combinations

|           |-- Share voucher code

|     |-- Banners / recommendations

|     |-- Happy hour

 

|-- Loyalty Program (previously under: Incentives)

|     |-- Loyalty-Settings

|     |-- Loyalty-Rules

|     |-- Loyalty-Campaigns

|     |-- Loyalty-Clearing

|     |-- Loyalty-Statistics

 

|-- Inventory management (previous name: Storage)

|     |-- Waste & Promo

|     |-- Inventory stocktaking

|     |-- Supplier

|     |-- Order goods

|     |-- Good receipt

|     |-- Settings

|           |-- Inventory templates

|           |-- Storageplaces

|     |-- Statistics

|           |-- Storage protocol

|           |-- Stock

 

|-- Webshop & App (new navigation item)

|     |-- Webshop settings (previously under: Store)

|     |-- Customer reports (previously under: Incentives)

|     |-- Setup assistant (new)

 

|-- Kitchen manager

|     |-- Workstation

|     |-- Workflow

 

|-- Delivery management (previous name: Vehicles)

|     |-- Fahrzeuge

|     |-- Driver pool distribution (previous name: Rider hub)

|     |-- Settings

|           |-- Vehicle types

|           |-- Fuel types

 

|-- Personnel management (previous name: Staff)

|     |-- Employee

|     |-- Employee documents

|     |-- Qualifications & certificates (previous name: Qualifications)

|     |-- Shift Schedule

|     |-- Settings

|           |-- Employee roles

 

|-- SIDES Pay

|     |-- Merchant account settings

|     |-- Payment terminals (previously under: Hardware & System)

 

|-- External services

|     |-- Delivery portal account (previously under: Store)

|     |-- Item exchange (previously under: Store)

|     |-- Delivery portal item matching (previous name: Portalarticles, under: Item)

|     |-- External delivery (DaaS) (previously under: Store)

|     |-- External delivery logs

|     |-- Order forwarding

|     |-- External applications (previously under: Store)

|     |-- Connection logs

|           |-- Order forwarding log (previously under: Orders)

|           |-- Delivery portal accounts logs (previously under: Store)

|     |-- Communication log (previously under: Hardware & System)

 

|-- Store management (previous name: Store)

|     |-- Stores

|     |-- Settings

|           |-- Store inventory

|           |-- Store group management (previous name: Storeadministration)

|           |-- Store groups

 

|-- Global settings (new navigation item)

|     |-- Global store settings (previously under: Store)

|     |-- Email templates (previously under: Store)

|     |-- SMS templates (previously under: Store)

|     |-- Address list (previously under: Store)

|     |-- Public holidays (previously under: Store)

|     |-- System settings (previously under: Store)

 

|-- Item management (previous name: Item)

|     |-- Item

|     |-- Item filter (previous name: Item tag)

|     |-- Item prices

|           |-- Item prices

|           |-- Pricing categories

|     |-- Item groups

|     |-- Topping groups

|     |-- Commodtiy groups

|     |-- Product sales groups

|     |-- Article ingredients

|           |-- Allergens

|           |-- Nutritional values

|           |-- Additives/ingredients

|     |-- Recipes

|     |-- Settings

|           |-- Deposit types

|           |-- Article mass import

|           |-- Additional text

|           |-- Additional text groups

|           |-- Delete all articles

 

|-- Statistics

|     |-- Economic efficiency analysis (previously separate navigation item: Profitability monitor)

|     |-- Statistics and KPIs (previous name: Statistics / Overview (Beta))

|     |-- Store analysis (previous name: Insights)

|     |-- Delivery area analysis (previous name: Delivery area)

|     |-- Productivity

|     |-- Daily closing report

 

|-- Accounting

|     |-- Cashbook

|     |-- Cash balance

|     |-- Montly report

|     |-- Daily closing report (previously under: Statistics)

|     |-- Debtor invoices

|     |-- Accounting & Clearing

|           |-- Cancellations

|           |-- Creditors ledger

|           |-- Online payments

|           |-- Credit Clearing (previous name: Credit billing)

|           |-- Export orderpositions (previously under: Orders)

|           |-- Reversal Clearing (previous name: Clearing chargebacks)

|           |-- Driver pool clearing (previous name: Clearing rider hub)

|           |-- Clearing of moved orders

|           |-- Loyalty-Clearing (previously under: Incentives)

|           |-- Credit overview (previous name: Credit)

|     |-- Employee reports

|           |-- Employee payment overview (previous name: Employee payments)

|           |-- Payrolls - cash register

|           |-- Payrolls

|           |-- Report callcenter agents (previously under: Statistics)

|           |-- Employee absences

|     |-- Tax office documents

|           |-- GoBD protocols

|           |-- GoBD-/DSFinV-K-export

|           |-- Fiscalization protocols (previous name: Fiscal log)

|           |-- Tax adjustment ledger

|     |-- Settings

|           |-- Cashbook categories

|           |-- Cash book templates

 

|-- User management (previous name: User)

|     |-- User

|     |-- Partner accesses (previous name: Contractor list, under: Contractor)

|     |-- Usergroups

|     |-- Permissions

 

|-- Hardware (previous name: Hardware & System)

|     |-- Printer

|     |-- Print templates

|     |-- Customer displays

 

|-- Log out

 

|-- <user name> 

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