The video provides a walkthrough of an integration platform demonstrating how it interacts with e-commerce systems like Konnektive and Sticky. It showcases the platform's core capabilities, including searching and filtering records, managing order actions (refunds, shipping address updates), and managing subscriptions in real time.
Navigation & Filtering:
• How to navigate e-commerce platform integrations (e.g., Konnektive, Sticky) structured within dedicated app sections.
• How to search and filter orders, customers, and subscriptions using specific fields like Order ID, Customer Name, or Order Status.
Order Operations & Management:
• How to access detailed order views, including line items, fulfillment status, and fraud or risk statuses.
• How to process partial refunds (by specifying custom amounts) or full refunds, along with selecting required refund reasons.
• How to update shipping addresses on live orders and add internal notes.
• Understanding that actions performed within the app update and reflect in real-time across connected platforms.
Subscription Management:
• How to modify subscription billing models (e.g., changing payment frequencies or product options).
• How to adjust recurring item quantities and change upcoming charge/recurring dates.
• How to apply recurring discounts (e.g., setting dollar-amount discounts on monthly payments).
• How to cancel subscriptions while capturing specific cancellation reasons.
• How to update shipping addresses specifically for subscription orders.