This guide provides step-by-step instructions on how to set up and manage hierarchies within your eCommerce dashboard.
The hierarchy feature in vFairs eCommerce allows Area Managers to conveniently place orders on behalf of attendees and their respective branches or accounts. This is particularly useful for scenarios like food shows, where Area Managers or Sales Managers need to manage and place orders across multiple branches or accounts.
Step-by-Step Guide
Step 1: Log in and Navigate to eCommerce Settings
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Open your web browser and navigate to the exhibitor/admin back-end portal of your event.
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Log in using your admin credentials.
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From the main navigation menu, select the eCommerce section.
Step 2: Enable Hierarchy Feature
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Within the eCommerce Dashboard, click on Settings (located at the top-right corner next to the Add Item button).
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Scroll down and locate the General or Hierarchy settings area.
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Toggle on the Enable Hierarchy option.
Once enabled, a new sub-tab labeled Hierarchy will appear in your eCommerce dashboard.
Step 2: Navigate to the Hierarchy Tab
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Click on the newly available Hierarchy sub-tab under your eCommerce menu.
Step 2: Understanding Hierarchy Structure
The hierarchy is structured in a 3-level tree format:
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Top Level: Area Manager/Sales Manager/Rep
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Second Level: Attendee
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Third Level: Account Number(s)
This hierarchy setup allows Area Managers or Sales Managers to place orders on behalf of attendees and their associated branches or account numbers. This feature significantly simplifies bulk ordering for multiple accounts or branches within events such as food shows or trade shows.
Step 3: Create a Hierarchy
Option A: Manual Entry
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On the Hierarchy page, click Add Header.
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Fill in the following hierarchy details:
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Area Manager/Sales Manager Email (top-level parent)
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Attendee Email (second-level)
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Account Numbers (third-level, if applicable)
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Repeat this step to add additional hierarchy trees as needed.
Step 2: Importing Hierarchy via CSV
You can also import the hierarchy data in bulk:
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Click the Import button located at the top-right corner.
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Download the provided CSV template.
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Populate the template file with the required hierarchy information, including emails for Area Managers, attendees, and account numbers.
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Once completed, upload the CSV file by clicking Import.
Step 3: Verify Hierarchy
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After uploading or manually adding your hierarchy, verify all entries.
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The hierarchy setup will immediately reflect across your eCommerce dashboard and impact the ordering workflow in the vFairs mobile application.
Impact on vFairs Mobile Application
The configured hierarchy directly affects the vFairs mobile application. Area Managers and Sales Managers will now be able to:
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Efficiently place and manage orders on behalf of attendees.
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Clearly view and manage orders specific to attendees and their accounts or branches.
By following this guide, you'll efficiently set up the hierarchy feature to streamline the ordering process within your event, saving time and ensuring accurate order management.