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 of the implemented changes

Order forwarding (new under: External services)
PreviousNewChange
Accounting > Clearing chargebacksChargeback clearingRenamed
Accounting > Clearing rider hubDriver pool clearing Renamed
Accounting > Credit
Credit overview
Renamed
Accounting > Credit billing
Credit clearing
Renamed
Accounting > Employee payments
Employee payment overview
Renamed
Accounting > Fiscal log
Fiscalization protocols 
Renamed
Contractor > Contractor listPartner access (new under: User management)Renamed and moved
CustomerCustomer managementRenamed
Customer > Customer aliasesCustomer aliasRenamed
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-Campaigns
Loyalty-Campaigns (new under: Loyalty Programm)
Moved
Incentives > Loyalty-Clearing
Loyalty-Clearing (new under: Accounting and Loyalty Program)
Listed several times for usability
Incentives > Loyalty-Rules
Loyalty-Rules (new under: Loyalty Programm)
Moved
Incentives > Loyalty-Settings
Loyalty-Settings (new under: Loyalty Programm)
Moved
Incentives > Loyalty ProgramLoyalty Program (independent new navigation item)New navigation item
Incentives > Loyalty-Statistics
Loyalty-Statistics (new under: Loyalty Programm)
Moved
Incentives > Voucher
Voucher list
Renamed
ItemItem managementRenamed
Item > Item tagItem filterRenamed
Item > Portalarticles
Delivery portal item matching (new under: External services)
Moved
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
StaffPersonnel managementRenamed
Staff > Qualifications
Qualifications & certificates
Renamed
Statistics > Daily closing report
Accounting > Daily closing report
Listed several times for usability
Statistics > Delivery area
Delivery area analysis
Renamed
Statistics > Insights
Store analysis
Renamed
Statistics > Report callcenter agentsEmployee billings call center (new under: Accounting)Renamed and moved
Statistics > Stats/OverviewStatistics/overview (new under: Customer management)Renamed and moved
Statistics > Statistics / Overview (Beta)
Statistics and KPIs
Renamed
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 > External delivery logs
External delivery logs (new under: External services)
Moved
Store > Stores > External order forwardingOrder forwarding (new under: External services)
Renamed and moved
Store > Global store settingsGlobal store settings (new under: Global settings)Moved
Store > Item exchangeItem exchange (new under: External services)Moved
Store > Stores > Merchant Accounts
Merchant account settings
Renamed and moved
Store > Public holidaysPublic holidays (new under: Global settings)Moved
Store > SMS templatesSMS templates (new under: Global settings)Moved
Store > Storeadministration
Store group management
Renamed
Store > System settingsSystem settings (new under: Global settings)Moved
Store > Webshop settingsWebshop settings (new under: Webshop & App)Moved
UserUser managementRenamed
VehiclesDispatching managementRenamed
Vehicles > Rider hub
Driver pool distribution 
Renamed
-
External services (independent new navigation item)
New navigation item
-
SIDES Pay (independent new navigation item)
New navigation item
-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 (new heading in the navigation)
|           |-- Customer feedback categories
|           |-- Customer alias (previous name: Customer aliases)
|           |-- Customer import
|     |-- Statistics (new heading in the navigation)
|           |-- Statistics/overview (previously under: Statistics)
 
|-- Marketing campaigns (previous name: Incentives)
|     |-- Voucher (new heading in the navigation)
|           |-- Voucher list (previous name: Voucher)
|           |-- Voucher combinations
|           |-- Share voucher code
|     |-- Banners / recommendations
|     |-- Happy hour
 
|-- Loyalty Program (new navigation item, previously under: Incentives)
|     |-- Loyalty-Settings (previously under: Incentives)
|     |-- Loyalty-Rules (previously under: Incentives)
|     |-- Loyalty-Campaigns (previously under: Incentives)
|     |-- Loyalty-Clearing (previously under: Incentives)
|     |-- Loyalty-Statistics (previously under: Incentives)
 
|-- Inventory management (previous name: Storage)
|     |-- Waste & Promo
|     |-- Inventory stocktaking
|     |-- Supplier
|     |-- Order goods
|     |-- Good receipt
|     |-- Settings (new heading in the navigation)
|           |-- Inventory templates
|           |-- Storageplaces
|     |-- Statistics (new heading in the navigation)
|           |-- Storage protocol
|           |-- Stock
 
|-- Webshop & App (new navigation item)
|     |-- Webshop settings (previously under: Store)
|     |-- Customer reports (previously under: Incentives)
 
|-- Kitchen manager
|     |-- Workstation
|     |-- Workflow
 
|-- Dispatching management (previous name: Vehicles)
|     |-- Vehicles
|     |-- Driver pool distribution (previous name: Rider hub)
|     |-- Settings (new heading in the navigation)
|           |-- Vehicle types
|           |-- Fuel types
 
|-- Personnel management (previous name: Staff)
|     |-- Employee
|     |-- Employee documents
|     |-- Qualifications & certificates (previous name: Qualifications)
|     |-- Shift schedule
|     |-- Settings (new heading in the navigation)
|           |-- Employee roles
 
|-- SIDES Pay (new navigation item)
|     |-- Merchant account settings (previously under: Store > Stores; previously Name: Merchant Accounts)
|     |-- Payment terminals (previously under: Hardware & System)
 
|-- External services (new navigation item)
|     |-- Delivery portal account (previously under: Store)
|     |-- Item exchange (previously under: Store)
|     |-- Delivery portal item matching (previous name: Portalarticles, previously under: Item)
|     |-- External delivery (DaaS) (previously under: Store)
|     |-- External delivery logs (previously under: Store)
|     |-- Order forwarding (previously under: Store > Stores; previously Name: External order forwarding)
|     |-- External applications (previously under: Store)
|     |-- Connection logs (new heading in the navigation)
|           |-- 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 (new heading in the navigation)
|           |-- 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 (new heading in the navigation)
|           |-- Item prices
|           |-- Pricing categories
|     |-- Item groups
|     |-- Topping groups
|     |-- Commodity groups
|     |-- Product sales groups
|     |-- Item ingredients (new heading in the navigation)
|           |-- Allergens
|           |-- Nutrition
|           |-- Additives/ingredients
|     |-- Recipes
|     |-- Settings (new heading in the navigation)
|           |-- Deposit types
|           |-- Bulk item import (previous name: Items import)
|           |-- Additional text
|           |-- Additional text groups
|           |-- Delete all items
 
|-- 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 (new heading in the navigation)
|           |-- Cancellations
|           |-- Creditors ledger
|           |-- Online payments
|           |-- Credit clearing (previous name: Credit billing)
|           |-- Export orderpositions (previously under: Orders)
|           |-- Chargeback clearing (previous name: Clearing chargebacks)
|           |-- Driver pool clearing (previous name: Clearing rider hub)
|           |-- Clearing of moved orders
|           |-- Loyalty-Clearing (previously under: Incentives, listed several times)
|           |-- Credit overview (previous name: Credit)
|     |-- Employee reports (new heading in the navigation)
|           |-- Employee payment overview (previous name: Employee payments)
|           |-- Payrolls - cash register
|           |-- Payrolls
|           |-- Employee billings call center (previous name: Report call center agents, under: Statistics)
|           |-- Employee absences
|     |-- Tax office documents (new heading in the navigation)
|           |-- GoBD protocols
|           |-- GoBD-/DSFinV-K-export
|           |-- Fiscalization protocols (previous name: Fiscal log)
|     |-- Settings (new heading in the navigation)
|           |-- Cashbook categories
|           |-- Cashbook templates
 
|-- User management (previous name: User)
|     |-- User
|     |-- Partner access (previous name: Contractor list, under: Contractor)
|     |-- User groups
|     |-- Permissions
 
|-- Hardware (previous name: Hardware & System)
|     |-- Printer
|     |-- Print templates
|     |-- Customer displays
 
|-- <user name> 

|-- Log out
 




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