YODIFY FEATURES
Codeless Content Management
The Yodify Admin Portal
Your Admin Portal is a powerful Content Management System (CMS), giving you complete control over your website. From pages & appearance, to navigation, to product content & organization and beyond.
Total Control
Codeless management of your entire website comes standard with every Yodify website.
Our intuitive user interface makes even complex store actions simple.
No plug-ins to manage means no broken functionality when your 3rd party apps update.
Our intuitive user interface makes even complex store actions simple.
No plug-ins to manage means no broken functionality when your 3rd party apps update.
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Table of Contents
intuitive tools
Codeless Content Control
Yodify's tools make website management simple and intuitive.
Anyone can step into Yodify and start creating and managing content with confidence.
Anyone can step into Yodify and start creating and managing content with confidence.
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spreadsheet or bulk edits
Simple Bulk Edits
Product, pricing, account, inventory & availability updates can be extremely time consuming.
That's why we built multiple ways for you to manage your content fast.
That's why we built multiple ways for you to manage your content fast.
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branding, ui/ux & navigation
Site Appearance & Pages
Apply beautiful themes, select from a range of component styles and use easy, powerful tools to totally control the look and feel of your website from header to footer and everything in between.
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branding, ui/ux & navigation
Content and Categories
Categories, related products, add-ons, accessories and more can easily be manage in bulk, ensuring every product on your site has built in upsell and cross-selling potential.
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Codeless CMS
Your Yodify Admin Portal is the control hub of your website, product catalog and order/quote management. Every component of your site can be managed from this central hub, and with unlimited Team Members you can easily set responsibilities and permissions to focus your staff of the relevant sections of the portal to delegate and streamline your site management.
Use powerful, intuitive product forms to build and manage your product data from title, description and images through advanced configurators, documentation and custom content sections.
Effortlessly Manage Your Site Content
Product Content
Custom Categories
Related Products
Add-ons & Accessories
Inventory
Pricing
Customer Payment Accounts
Orders & Quotes
Shipping
Sales
Pricing & Product Visibility
Site Pages & Appearance
Analytics
Additional Site Settings
Dashboard
Keep and overview of your site content and activity from your Admin Portal dashboard.
Product Catalog
Manage your product catalog, categories, related products, add-ons, order lists & more. 100% control, 100% codeless.
Inventory & Pricing
Import product data from other platforms or from your ERP into Yodify to automatically create products in your store or catalog ready to quote or buy.
Order & Quoting
Simple, detailed quote and order management makes fulfilling orders and responding to quotes a breeze.
Integrate via Yodify's API to manage your quotes and orders right from your ERP.
Integrate via Yodify's API to manage your quotes and orders right from your ERP.
Payment Accounts
Set up and manage as many price levels as you need to cover your complete scope of customer-specific pricing.
Manage on platform, via API or through spreadsheet import/export.
Manage on platform, via API or through spreadsheet import/export.
Additional Settings
Control every facet of your catalog from shipping rules & territorial restrictions to team member permissions, email notification rules & so much more.
Full Detail
Order on Behalf Of
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Dynamic Quoting & Quote-to-Cart
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Advanced Configurators
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Territorial Restrictions
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Features Home
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API & Integrations
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Pricing Visibility
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Intelligent Catalog Structure
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Shipping Controls
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Simple Inventory Management & Batch Editing
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The Yodify Admin Portal
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Responsive Website Builder
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Product Creation & Editing
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Payment Accounts, Pricing, and Net Terms
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Site Log Ins & Customer Activity
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SEO & SERP Tools
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Account Groups & Product Visibility
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Adding & Editing from the Yodify Library
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save time with spreadsheets or integrations
Bulk Editing Your Way
When your business model includes tens of thousands of SKUs to manage it can be impossible to keep your inventory and pricing up to date on your online store/catalog. Yodify recognizes that struggle and has implemented multiple ways to manage huge amounts of content quickly so you can stay up to date daily, weekly, monthly or automatically via API.
learn more about bulk editingBulk Edits on Platform
You can easily select multiple SKUs on platform and quickly bulk edit them without import/export to update content like price, sale status, lead times, inventory, pricing visibility rules, and more.
Import/Export (.csv)
We've integrated an import/export feature for many of the content heavy functions in the Yodify Admin Portal.
Manage data in a program you're familiar with (like Excel), before uploading your edited content back into your Yodify system.
Manage data in a program you're familiar with (like Excel), before uploading your edited content back into your Yodify system.
Products
Import product data from other platforms or from your ERP into Yodify to automatically create products in your store or catalog ready to quote or buy.
Discount Levels
Lift your customer account information from your CRM and upload your account pricing scheme directly into Yodify to display customer-specific pricing.
SEO
Manage the SEO content for all your products from a single sheet rather than working through 10's, 100's or thousands of product's page-by-page.
Orders, Quotes & Returns
Easily export the ecommerce activity from your website to send to your accounting department for invoicing, closing POs and more.
eliminate hurdles, engage growth
Site Appearance & Additional Pages
Learn about Yodify's drag and drop page builderTake your Advanced Configurators a step further and utilize
Configurator Pricing to transform your catalog into a
Configure, Price & Quote suite, allowing your customers to spec and price out a complex model adhering exactly to their application requirements.
Streamline and automate as much of your quoting & pricing process as your business requires.
Streamline and automate as much of your quoting & pricing process as your business requires.
Drag & Drop Page Building
Drag and drop elements straight into a page building canvas. Enter and style text, add images, backgrounds, set colors & so much to achieve exactly the look and content you need.
Dynamic Screen Size Controls
Control the cosmetics of your site on breakpoints from 2K to the smallest phones on the market.
Don't settle for default collapsed content and lead the way with mobile-first designs.
Don't settle for default collapsed content and lead the way with mobile-first designs.
Theme Collection
Use stunning themes to immediately give your site personality, branding, cohesiveness and content guidelines to get your site going fast.
Inject Custom Styling
Copy and Paste code snippets from any external Javascript element like a chatbot, calendar, subscription list builder & more with the Script section included at the bottom of every page.
Account Pricing Compatible
If you have account specific pricing set up, the same discount structure applies to configured models as it does to inventoried items so your customers always know they're getting their price.
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Catalog Content Structure & Categorization
Create a structure for your products that works perfectly for your business with powerful tiered category controls.
Easily set related products, add-ons, accessories and more to make sure your customers find everything they need in your catalog.
Easily set related products, add-ons, accessories and more to make sure your customers find everything they need in your catalog.
Category Structure
Create a custom category structure that suits your unique business requirements. Whether your customers are accustomed to looking for your products by type, industry, application or any other structure model or combination of models Yodify makes it simple to create and manage your categories.
Category Population
Easily populate your categories with products from your catalog. Cross-population and multi-layered categories get your products in front of purchasers when and where they need to see them.
Content SEO Opportunities
Demonstrate your knowledge of the products, and their applications in each category you create to instantly add credibility and powerful SEO content to your category pages.
Product Series & SKUs
Organizing your SKUs in parent Product Series pages gives your site a massive boost in accessibility. A product you carry 4,000 SKUs can now easily be navigated, SKUs filtered or configured. Managing documentation, specifications, descriptions and more globally relevant content is thousands of times more efficient.
Granular & Large Scale Management
You can make changes individually, bulk, or by exporting a spreadsheet to make sweeping changes to your catalog & ecommerce content.
Learn about SKU/MPN bulk managementNavigation & Menu Content
Importing your category structure into your header menu is as easy as clicking a button so no matter the entry point to your site, your customers can use and appreciate the structure you've built to make your site as accessible and engaging as possible.
Create a structure for your products unique to your business and how your clients expect to find your products online.
Yodify's Product Series structure keeps your catalog uncluttered & simple to navigate, while still offering individual SKU product pages and the benefits they offer.
Detail packed SKU content management can be accomplished individually, or en masse.
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Discover the Ways Yodify Empowers Your Business
With a platform as powerful and flexible as Yodify there are countless ways to put our platform to work.
custom model numbers
Product Configurators
Yodify's industry-leading configurators open the door for your customers to spec out their products based on their application requirements. Build in restrictions, dependencies & more to make sure only real SKUs can be created. Add pricing to your configurator options for complete CPQ functionality.
Forget sifting through thousands of SKUs, or flipping through binders to find a specific model, evolve your business today.
read moreForget sifting through thousands of SKUs, or flipping through binders to find a specific model, evolve your business today.
customer specific pricing
Account Pricing & Net Terms
Make the transition to online sales & quoting seamless by pre-populating your customer accounts and assigning their specific discount levels so they can check out with their pricing, and the terms you have established for each account.
read morecurate your customer journey
Custom Product Visibility
Pricing & Product visibility controls let you curate your catalog content to show only what you want, when you want to who you want. Easily apply brand level controls, or get granular and manage your content on a product by product basis to determine who gets to see what price or product, and when.
Always show pricing, Log in for pricing, show pricing only to account holders and any combination there-of await to refine your customer journey even further.
read moreAlways show pricing, Log in for pricing, show pricing only to account holders and any combination there-of await to refine your customer journey even further.
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