User Manual_ Merchant Platform App

User Manual: Merchant Platform App 1. Introduction This user manual guides you through the Merchant Platform App, a comprehensive tool for managing revenue, devices, and business operations. It covers login, core modules, and key functions step-by-step. 2. Login & Initial Access 1.Launch the App: Locate the app icon (labeled Wexems Business on your home screen) and tap to open. 2.Login Page: ￮Enter your Account (provided by the platform administrator). ￮Enter your Password. ￮Select your preferred language (default: 中文简体 / Simplified Chinese). ￮Tap the Login button to access the main dashboard. 3. Home Page Overview The home page displays real-time business data and quick access tools: •Today’s Revenue: Shows total daily earnings, split into Order Revenue and Daily Revenue (displayed in RMB by default). •Quick Tools: ￮Authorization Code: Generate codes for device/order verification. ￮导购推荐 (Sales Guide Recommendation): Access recommended products/promotions for customers. ￮推荐汇总 (Recommendation Summary): View aggregated performance of sales recommendations. •Bottom Navigation Bar: Switch between core modules: ￮Home (active page) ￮Data ￮Work ￮My 4. Data Module (Revenue Analytics) The Data module provides in-depth revenue analysis, with four top-level tabs: 4.1 Revenue Tab (Active by Default) This tab contains 8 key analysis functions: Feature Description Payment Method Breakdown of revenue by payment channels (e.g., WeChat, Alipay, cash). Revenue Source Analysis of income by business source (e.g., direct sales, membership). Revenue Category Categorized revenue data (e.g., product sales, service fees). Cashier Performance tracking for individual cashiers/employees. Revenue Trend Historical revenue data visualized in charts (daily/weekly/monthly). 商品销售一览 (Product Sales Overview) Sales volume and revenue of all products. Revenue Target Set and track monthly/quarterly revenue goals. 营业目标 (Business Target) Track operational KPIs (e.g., transaction count, customer traffic). 4.2 Other Tabs •Device: (Detailed in Section 5) •客流 (Customer Traffic): Footfall and customer behavior analysis. •财务 (Finance): Financial statements, reconciliation, and expense tracking. 5. Work Module (Device & Operations Management) The Work module manages devices and daily operations, with four top-level tabs: 5.1 Device Management Tab (Active by Default) This tab includes 5 core device management functions: Feature Description 设备档案 (Device Profile) Full list of all connected devices with specifications and status. 机台数据 (Machine Data) Real-time performance data for individual machines (e.g., usage rate, faults). 自助设备状态统计 (Self-service Device Status) Overview of all self-service kiosks (online/offline, maintenance status). 礼品上货 (Gift Restocking) Inventory management for gift/reward stock (common in vending/arcade devices). 远程启动 (Remote Activation) Remotely power on/off or reset devices from the app. 5.2 Other Tabs •商品管理 (Product Management): Add, edit, or remove products from your inventory. •会员管理 (Member Management): Customer membership profiles, points, and tier tracking. •员工管理 (Employee Management): Staff accounts, permissions, and performance logs. 6. "My" Module (Account & Settings) The My module lets you manage your account and preferences: 1.User Profile: Displays your username (Admindemo), role (Administrators), and device ID (DEV-WXYD-USA). 2.Core Functions: ￮切换语言 (Switch Language): Change the app interface language (e.g., English, Simplified Chinese). ￮切换角色 (Switch Role): Access different permission levels (e.g., admin, staff). ￮用户管理 (User Management): Add/remove sub-accounts and assign permissions. ￮修改密码 (Change Password): Update your login password. ￮退出登录 (Log Out): Securely sign out of your account. 7. Troubleshooting & Notes •Login Issues: Verify your account/password, check network connectivity, or contact admin if your account is locked. •Data Sync Delays: Revenue/device data may take 1-5 minutes to update; pull down to refresh. •Permissions: Some functions (e.g., remote device control, user management) require admin-level access. •Language Support: The app supports multi-language switching; restart the app after changing the language. 8. Contact Support For technical issues or feature requests, contact your platform administrator or the merchant support team.