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Navigate the Workspace

Get a guided tour of the WizSellr layout so you always know where to find what you need.

What you'll learn

  • Moving between sections from the sidebar
  • Searching with "Ask the Wiz"
  • Using the account menu and help icon

Steps

  1. Use the sidebar on the left to move between sections. From top to bottom the menu shows Home, Catalog, Items, Services, Orders, Vehicle, and Bookings. The current section is highlighted. Click the WizSellr logo at the top of the sidebar to return to Home at any time.
  2. To find records, click the search box at the top of the page (Ask the Wiz...) and type at least three characters. Use the pill filters (each with a result count) to narrow by type, then click a result to open it or choose one of its actions.
  3. Click your account tile in the top-right corner - it shows your initials and, under Connected as, the dealership you are working in. The menu gives you Switch retailer (only when your account has more than one dealership), Administration, View profile, and Logout.
  4. If ordering is available for your dealership, use the Cart button in the top bar to review items before you order.
  5. For help, click the question-mark icon at the bottom of the sidebar to open the WizSellr documentation site in a new tab.

Good to know

  • The search box returns results only once you have typed at least three characters.
  • Which sidebar sections appear can depend on the features enabled for your dealership, so you may see fewer than the full list.
  • The account tile always shows the dealership you are currently working in under Connected as.