Overview of the navigation structure

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 

PreviousNewChange
Clearing chargebacksReversal ClearingRenamed
Clearing rider hubDriver pool clearing Renamed
Contractor > Contractor listPartner accesses (new under: User management)Renamed and moved
CreditCredit overviewRenamed
Credit billingCredit ClearingRenamed
CustomerCustomer managementRenamed
Customer aliasesCustomer aliasRenamed
Delivery areaDelivery area analysisRenamed
Employee paymentsEmployee payment overviewRenamed
Fiscal logFiscalization protocols Renamed
Hardware & SystemHardwareRenamed
Hardware & System > Communication logCommunication log (new under: External services)Moved
Hardware & System > Payment terminalsPayment terminals (new under: SIDES Pay)Moved
IncentivesMarketing campaignsRenamed
Incentives > Customer reportsCustomer reports (new under: Webshop & App)Moved
Incentives > Loyalty ProgramLoyalty Program (independent new navigation item)New navigation item
Incentives > Loyalty-ClearingLoyalty-Clearing (new under: Accounting and Loyalty Program)Listed several times for usability
InsightsStore analysisRenamed
ItemItem managementRenamed
Item > PortalarticlesDelivery portal item matching (new under: External services)Moved
Item tagItem filterRenamed
OrdersPOS/Call centerRenamed
Orders > Export orderpositionsExport orderpositions (new under: Accounting)Moved
Orders > Order forwarding log Order forwarding log  (new under: External services)Moved
Profitability monitor > Profitability monitorEconomic efficiency analysis (new under: Statistics)Renamed and moved
QualificationsQualifications & certificatesRenamed
Rider hubDriver pool distribution Renamed
StaffPersonnel managementRenamed
Statistics / Overview (Beta)Statistics and KPIsRenamed
Statistics > Daily closing reportAccounting > Daily closing reportListed several times for usability
Statistics > Report callcenter agentsReport callcenter agents (new under: Accounting)Moved
Statistics > Stats/OverviewStats/Overview (new under: Customer management)Moved
StorageInventory managementRenamed
StoreStore managementRenamed
Store > Address listAddress list (new under: Global settings)Moved
Store > Delivery portal accountDelivery portal account (new under: External services)Moved
Store > Delivery portal accounts logsDelivery portal accounts logs (new under: External services)Moved
Store > Email templatesEmail templates (new under: Global settings)Moved
Store > External applicationsExternal applications (new under: External services)Moved
Store > External delivery (DaaS)External delivery (DaaS) (new under: External services)Moved
Store > Global store settingsGlobal store settings (new under: Global settings)Moved
Store > Item exchangeItem exchange (new under: External services)Moved
Store > Public holidaysPublic holidays (new under: Global settings)Moved
Store > SMS templatesSMS templates (new under: Global settings)Moved
Store > System settingsSystem settings (new under: Global settings)Moved
Store > Webshop settingsWebshop settings (new under: Webshop & App)Moved
StoreadministrationStore group managementRenamed
UserUser managementRenamed
VehiclesDelivery managementRenamed
VoucherVoucher listRenamed
-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.
Notes
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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