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      How to set up your e-commerce dashboard

      Learn how to configure your e-commerce dashboard effectively by setting up event, customizing your item form, adding products, and organizing your dashboard for optimal usage. This guide will walk you through each step to ensure a smooth setup.

      Overview

      The e-commerce dashboard allows Admins to manage products, pricing, and allowances for events efficiently. By following these steps, you can configure your dashboard to best suit your event’s requirements.

      Prerequisites

      • Event Format: Ensure the event is set to "Tradeshow" format to enable e-commerce features.
      • Permissions: Admin/Event owner access to configure the e-commerce settings and manage products.

      Step-by-Step Guide

      1. Setting Up Event Format for E-commerce

      1. When creating a new event, go to the Event Format dropdown.

      2. Select Tradeshow to configure the event with e-commerce settings.

        This ensures that the system applies the necessary configurations for a tradeshow with e-commerce functionalities.


      2. Accessing the E-commerce Dashboard

      1. Log in to your backend platform.

      2. Locate and click on the E-commerce Tab to access the dashboard.

         

        Note: The dashboard will initially be empty, with no fields or columns displayed.


      3. Setting Up Your E-commerce Item Form

      1. Navigate to the Registrations Tab and select Form Builder.

      2. Find the E-commerce Item Form and click to open its settings.

      3. The form includes some default fields to get you started, such as:

        Field Description
        Title The name of the product.
        Description A brief description of the product.
        Price The cost of the product.
        Image Upload an image of the product.
        Booth Assign the product to a specific booth if applicable.
        SKU Stock Keeping Unit for product inventory tracking.

      4. To add custom fields, simply drag and drop fields from the left panel into the form.

      5. Save your form once setup is complete.

      Refer to this article for full functionality of the Form Builder: Setup a basic registration form

      4. Setting Global Currency for Products

      1. Go to the E-commerce Settings tab located in the top right of the dashboard.

      2. Navigate to the Product section.

      3. Scroll down to find the Global Currency field.

      4. Enter the desired currency for your products. This currency setting will apply globally to all products in the e-commerce dashboard.

      5. Enabling Additional E-commerce Features

      1. In the E-commerce Settings tab, you’ll find various toggle options to enable or disable e-commerce features.

      2. Enable features based on your event requirements, such as:

        • Product Categories: Organize products into categories for easier navigation.
        • Variants: Offer product variations (e.g., size, color).
        • Hierarchy: Set product hierarchies for structured browsing.
        • Allowance Negotiation: Allow negotiation on product allowances.
        • Quantity Limits: Set limits on the quantity of products that can be purchased.
        • Gamification: Add interactive, game-like features to enhance user engagement.

        Enable only the features that are necessary to streamline your event's e-commerce experience.

      6. Adding Items to the E-commerce Dashboard

      1. Return to the E-commerce Dashboard.

        • Add Individual Item: Click the Add Item button in the top-right corner, fill in the fields, and save.
        • Bulk Upload: Download the CSV template, fill in product details, and upload via the Import feature.

          To add products, you have two options:

      For detailed steps on adding or importing products, refer to this article: How to Add or Import Products

      5. Customizing Dashboard Columns

      1. Click the Columns button in the top-right corner of the e-commerce dashboard.

      2. Select or deselect columns to customize which product details you want displayed.

        This allows you to fully customize your dashboard view based on your preferences.


      By following these steps, you can configure a comprehensive e-commerce dashboard that suits your event needs, enabling efficient product management and enhancing user experience.