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 appearance to navigation to product content & organization and beyond.

Total Control
Codeless management of your entire website comes standard with Yodify.
Our intuitive user interface makes even complex store actions simple to manage.
No plug-ins means no loss of functionality when 3rd party apps update.
Our intuitive user interface makes even complex store actions simple to manage.
No plug-ins means no loss of functionality when 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 when you're not using Yodify, 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 intuitive and 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 managed in bulk, ensuring every product on your site has built-in upsell and cross-selling potential.
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thrive without developers
Codeless CMS
The Yodify Admin Portal is the control center for your website, encompassing your product catalog, orders, quotes, design, and customized functionality. Manage everything!
Streamline your site management by assigning permissions to your team members so they can take care of the areas they're knowledgeable in.
Yodify's free, unlimited number of team members lets your entire team help run your online store at no additional cost per user.
Streamline your site management by assigning permissions to your team members so they can take care of the areas they're knowledgeable in.
Yodify's free, unlimited number of team members lets your entire team help run your online store at no additional cost per user.

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
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
An overview of your site content and activity in your 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.
Order & Quoting
Simple, detailed quote and order management tools make 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 want to cover your complete scope of customer-specific pricing.
Manage on platform, via the Yodify API, or through the spreadsheet import/export functionality.
Manage on platform, via the Yodify API, or through the spreadsheet import/export functionality.
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
Quoting & Quote-to-Cart
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Configurators
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Territorial Restrictions
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Features Home
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API & Integrations
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Catalog Structure
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Content Management
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Order on Behalf of
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Admin Portal
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Website Builder
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Product Creation & Editing
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Pricing Visibility
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Shipping Rates & Local Pickup
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Site Log Ins & Customer Activity
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Shipping Restrictions
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Inventory Management
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SEO & SERP Tools
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Payment Accounts, Pricing, & Net Terms
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Discounts & Coupon Codes
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Account Groups & Product Visibility
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Product & Brand Library
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Yodify Admin Portal Attributes
The Yodify Admin Portal streamlines your day-to-day operations, supporting business growth by delivering a seamless experience for both internal teams and external customers.
Comprehensive Product Management
Easy Product Creation & Editing
Quickly add or update product titles, descriptions, images, pricing, and SKUs.
Bulk Editing & Import/Export Tools
Efficiently manage large catalogs and synchronize data with external systems.
Advanced Categorization & Search
Support complex product taxonomies, filtering options, and metadata for better customer discovery.
Quickly add or update product titles, descriptions, images, pricing, and SKUs.
Bulk Editing & Import/Export Tools
Efficiently manage large catalogs and synchronize data with external systems.
Advanced Categorization & Search
Support complex product taxonomies, filtering options, and metadata for better customer discovery.
Payment & Shipping Configurations
Multi-Payment Gateway Support
Offer multiple payment methods (credit cards, digital wallets) and manage transaction settings.
Shipping & Fulfillment Integration
Integrate with carriers, display real-time shipping rates, and support dropshipping or warehousing solutions.
Tax & Compliance Settings
Customize tax rules, VAT/GST, and region-specific compliance requirements.
Offer multiple payment methods (credit cards, digital wallets) and manage transaction settings.
Shipping & Fulfillment Integration
Integrate with carriers, display real-time shipping rates, and support dropshipping or warehousing solutions.
Tax & Compliance Settings
Customize tax rules, VAT/GST, and region-specific compliance requirements.
Content & Catalog Management
CMS Integration
Easily update homepage banners, landing pages, and promotional content without technical skills.
SEO & Metadata Control
Manage SEO tags, URLs, and structured data for optimal search engine visibility.
Localization & Translation
Tailor product information and site content for different regions and languages.
Easily update homepage banners, landing pages, and promotional content without technical skills.
SEO & Metadata Control
Manage SEO tags, URLs, and structured data for optimal search engine visibility.
Localization & Translation
Tailor product information and site content for different regions and languages.
Security & Access Control
User Roles & Permissions
Assign different access levels for admins, managers, customer service reps, and external partners.
Audit Logs & Activity Tracking
Monitor changes to products, prices, and orders for accountability and compliance.
Robust Security Measures
Data protection with SSL encryption, secure hosting, and regular security patches.
Assign different access levels for admins, managers, customer service reps, and external partners.
Audit Logs & Activity Tracking
Monitor changes to products, prices, and orders for accountability and compliance.
Robust Security Measures
Data protection with SSL encryption, secure hosting, and regular security patches.
Robust Inventory & Order Management
Streamlined Order Fulfillment
Centralized dashboard for tracking orders, processing returns/refunds, and managing shipping and delivery workflows.
Multi-Channel Sync
Seamless updating of inventory and orders across multiple websites with Yodify DEC.
Centralized dashboard for tracking orders, processing returns/refunds, and managing shipping and delivery workflows.
Multi-Channel Sync
Seamless updating of inventory and orders across multiple websites with Yodify DEC.
Integration Capabilites
ERP
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CRM
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Marketing Tools
Seamlessly connect to external systems for inventory management, customer relationship management, and marketing automation.
API Access
Flexible API for custom integrations, third-party app extensions, and developer tools.
Marketplace & Channel Integrations
Synchronize listings, inventory, and orders across popular platforms.
Seamlessly connect to external systems for inventory management, customer relationship management, and marketing automation.
API Access
Flexible API for custom integrations, third-party app extensions, and developer tools.
Marketplace & Channel Integrations
Synchronize listings, inventory, and orders across popular platforms.
Customer & Account Management
Rich Customer Profiles
Store purchase history, preferences, and communication logs.
Loyalty & Membership Features
Integrate tiered discounts and custom account pricing for established customers.
Store purchase history, preferences, and communication logs.
Loyalty & Membership Features
Integrate tiered discounts and custom account pricing for established customers.
Performance & Scalability
High Uptime & Fast Load Times
Stable and performant that supports peak traffic periods.
Modular Architecture
Add new features, integrations, or product lines without impacting existing operations.
Scalable Infrastructure
Supports long-term growth as product catalogs, transaction volumes, and customer bases expand.
Stable and performant that supports peak traffic periods.
Modular Architecture
Add new features, integrations, or product lines without impacting existing operations.
Scalable Infrastructure
Supports long-term growth as product catalogs, transaction volumes, and customer bases expand.
Analytics & Reporting
Sales & Performance Dashboards
Real-time revenue, top-selling products, and profitability reports.
Customizable Reports
Export and filter data for deeper analysis and strategic planning.
Real-time revenue, top-selling products, and profitability reports.
Customizable Reports
Export and filter data for deeper analysis and strategic planning.
Promotion & Pricing Tools
Discount & Coupon Management
Configure percentage or fixed-amount discounts, buy-one-get-one (BOGO) offers, or limited-time sales.
Dynamic Pricing & Bundling
Adjust prices or create product bundles based on inventory levels, sales velocity, or seasonality.
Automated Rule-Based Promotions
Schedule campaigns and trigger discounts based on user behavior or cart contents.
Configure percentage or fixed-amount discounts, buy-one-get-one (BOGO) offers, or limited-time sales.
Dynamic Pricing & Bundling
Adjust prices or create product bundles based on inventory levels, sales velocity, or seasonality.
Automated Rule-Based Promotions
Schedule campaigns and trigger discounts based on user behavior or cart contents.
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 next to impossible to keep your inventory and pricing up to date on your online store/catalog. Yodify recognizes that struggle and provides multiple ways to manage huge amounts of content quickly and effectively so you can stay in control and up to date.
learn more about bulk editingBulk Edits on Platform
You can easily select multiple SKUs 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)
Use the import/export feature for your content-heavy functions.
Manage data in a program you're familiar with (like Excel) before uploading your edited content back into your catalog or store via the Admin Portal.
Manage data in a program you're familiar with (like Excel) before uploading your edited content back into your catalog or store via the Admin Portal.
Products
Import product data from other platforms or from your ERP into Yodify to automatically create products in your store or catalog.
Discount Levels
Transfer your customer account information from your CRM and upload your account pricing scheme directly into Yodify to display customer-specific pricing.
SEO
Bulk edit SEO content for all your products from a single spreadsheet. There's no need to manage your SEO on hundreds 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 more to achieve exactly the look and content you want.
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, with Yodify, you can lead the way with mobile-first designs.
Don't settle for default collapsed content, with Yodify, you can lead the way with mobile-first designs.
Theme Collection
Use stunning themes to immediately give your site personality and branding.
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 implemented, 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 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 for which you carry 4,000 SKUs can be easily navigated, SKUs filtered, or configured. Managing documentation, specifications, descriptions, and more is thousands of times more efficient with Yodify.
Granular & Large Scale Management
You can make changes to your products individually, in bulk, or by exporting a spreadsheet to make sweeping changes to your catalog & e-commerce 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 that makes your site accessible and engaging.

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.
be everywhere you need to be
Empower Your Business

engage your customers
Product Configurators
Yodify's configurators engage and empower your customers to spec products based on their application requirements.
With Yodify configurators, you can build in product restrictions, dependencies & more to make sure only real SKUs can be created. Add pricing and lead times to your configurator options for complete CPQ functionality.
Built-in logic rules mirror the expertise of application engineers, providing only possible combinations of materials, sensors, outputs, certifications, etc.
read moreWith Yodify configurators, you can build in product restrictions, dependencies & more to make sure only real SKUs can be created. Add pricing and lead times to your configurator options for complete CPQ functionality.
Built-in logic rules mirror the expertise of application engineers, providing only possible combinations of materials, sensors, outputs, certifications, etc.

customer-specific pricing
Account Pricing & Net Terms
For seamless online sales & quoting for your customers with special pricing and payment terms, simply attach their account and brand-specific discount levels so they can shop, self-quote, and buy online with the pricing and payment terms you've already tailored for them.
For merchants with multiple brands, unique brand-specific discounts can be assigned to each customer.
Personalized to your customers requirements
read moreFor merchants with multiple brands, unique brand-specific discounts can be assigned to each customer.
Personalized to your customers requirements

curate your customer journey
Custom Product Visibility
Pricing & Product Visibility Controls let you curate your catalog to show only what you want to who you want.
Apply brand-level controls, or get granular and manage your content on a product-by-product basis to control who sees specific products.
Tailor and refine your customers journey with Show or Hide Prices from All Customers, Show Prices Only to Logged In Customers, Show Prices to Only Customers with a Payment Account, Hide Prices in Restricted Shipping Regions, and Inherit Price Visibility from a Brand and any combination thereof.
read moreApply brand-level controls, or get granular and manage your content on a product-by-product basis to control who sees specific products.
Tailor and refine your customers journey with Show or Hide Prices from All Customers, Show Prices Only to Logged In Customers, Show Prices to Only Customers with a Payment Account, Hide Prices in Restricted Shipping Regions, and Inherit Price Visibility from a Brand and any combination thereof.
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