Merchant Portal
The Anycover Merchant Portal is designed to help merchants efficiently manage their extended warranty services and related transactions. It provides a centralized platform for tracking warranties, processing claims, managing customer data, and analyzing performance metrics. Each section of the portal is organized into tabs, each dedicated to a specific aspect of merchant operations.
Accessing the Portal
Once your integration with the Anycover platform is complete, we will verify your store, activate the widget on all eligible products, and provide you with the necessary credentials to access the Anycover Merchant Portal.
You can access the Anycover Merchant Portal by logging into your merchant account at merchant.anycover.co/login.
Detailed Breakdown
1. Dashboard
-
Purpose:
The Dashboard serves as the landing page and offers a snapshot of the most critical data. -
Key Features:
- Overview Metrics:
Displays active warranties, pending claims, recent transactions, and overall sales figures. - Visual Graphs:
Includes charts and graphs that provide quick insights into performance trends and key performance indicators (KPIs).
- Overview Metrics:
-
User Actions:
- Quickly assess the health of your warranty portfolio.
- Identify trends and potential areas that need attention.
2. Order Management
-
Purpose:
Focuses on the listing/tracking of orders and their associated products. -
Key Features:
- Search & Filter: Search and filter orders based on order ID, email, purchase date, and more.
- Expand & Vew Order Details:
Expand and view all the details of an order, including order items, customer details, warranty details, attatchments, and more. - Export to Excel: Export orders to Excel for further analysis or sharing with stakeholders.
3. Customer Management
-
Purpose:
View a comprehensive list of unique customers along with the total coverage revenue they have generated. -
Key Features:
- Customer List:
Displays a list of customers with respective coverage revenue.
- Customer List:
4. Tracking Claims
-
Purpose:
View all the details of a claim, including the customer details, product information, and claim history. -
Key Features:
- Claim Listing: A list of all the claims submitted by customers.
- Search & Filter: Search and filter claims based on email and purchase date.
5. Product Management
-
Purpose:
This tab is dedicated to managing the products that are eligible for extended warranties. -
Key Features:
- Product Listing:
A complete list of all products registered for warranty coverage. - Enable/Disable Products:
Enable or disable products for warranty coverage. - Search & Filter:
Tools to search for specific products or filter products based on various criteria.
- Product Listing:
-
User Actions:
- Add new products to the warranty program.
- Remove products that are no longer active or supported.
6. Plan Registration
-
Purpose:
The Plan Registration tab allows merchants to manually register an Anycover extended warranty plan for their customers. This feature is useful for scenarios where automatic registration is not available or when merchants need to process warranty enrollments manually. -
User Actions & Workflow
- Enter the customer’s details (First Name, Last Name, and Email).
- Select the product title from the dropdown list.
- Choose the corresponding product variant (if applicable).
- Enter the serial number of the product (if applicable).
- Upload the invoice file (pdf/image).
- (Optional) Enter the invoice number for tracking purposes.
- Submit the form to register the plan successfully.
-
Use Case Scenarios
- A merchant manually registers a warranty for a customer who purchased a product in-store.
- The system failed to automatically assign a warranty, so the merchant manually adds it.
Summary
The Anycover Merchant Portal is a powerful and intuitive platform designed to simplify warranty management for merchants. With dedicated sections for Dashboard, Product & Warranty Management, Claims Management, Customer Management, and Settings, the portal enables merchants to efficiently oversee warranty services while gaining valuable business insights.
This documentation provides a comprehensive guide to navigating the portal and utilizing its full range of features. If you require further clarification or additional details about any specific functionality, feel free to reach out at [email protected]!