KlCode Admin Documentation Index
Last Updated: 2026-03-02
Purpose: Comprehensive documentation for KlCode admin interface pages
About This Documentation
This documentation serves admin users with step-by-step guides for daily operations.
Each page documentation includes:
- Feature overview and capabilities
- Search and filtering options
- Common workflows and use cases
- Troubleshooting guidance
- Best practices
How to Use This Documentation
For Admin Users
- Find your page in the index below
- Click to view detailed documentation
- Use the Quick Reference sections for fast answers
- Check Common Use Cases for step-by-step workflows
Documentation Status
| Status |
Meaning |
| ✅ Complete |
Fully documented with all sections |
| 🚧 In Progress |
Documentation started, needs completion |
| 📝 Planned |
Documentation planned but not started |
Admin Page Documentation
Dashboard & Home
| Page |
Status |
Description |
| Dashboard |
✅ Complete |
Main admin dashboard with key metrics and quick links |
Customers Section
Orders Section
Products Section
Reports - General
Reports - Orders
Reports - System
Reports - Email/SMS
Reports - Web
| Page |
Status |
Description |
| Web Stats |
✅ Complete |
Website analytics |
Reports - Credits
Reports - Products & Inventory
Reports - Acquisition & Marketing
Reports - Data Exports
Reports - Shipping & Delivery
| Page |
Status |
Description |
| Driver Report |
✅ Complete |
Weekly driver performance with tips, mileage, and timing analysis |
| Shipping Report |
✅ Complete |
Package tracking, late shipment resolution, and carrier performance |
| UPS Claims |
✅ Complete |
Shipping insurance claims |
| UPS Claims API Log |
✅ Complete |
Claims API activity |
Reports - Financial
Reports - Analytics
Delivery Section
| Page |
Status |
Description |
| Delivery |
✅ Complete |
Main delivery management page |
| Print Labels |
✅ Complete |
Shipping label printing, packing lists, driver sheets, and route management |
| Driver App |
✅ Complete |
Mobile driver application |
Discounts Section
| Page |
Status |
Description |
| Discounts |
✅ Complete |
Discount codes, gift certificates, and promotional offers |
Payments Section
Settings - Main
| Page |
Status |
Description |
| Business Settings |
✅ Complete |
Master business configuration: features, pricing, integrations, and system settings |
| Admin Users |
✅ Complete |
Staff account and permission management |
| Admin Navigation Menu |
✅ Complete |
Customize admin menu |
Settings - Delivery
Settings - Customer
Settings - Content
Settings - System
Settings - Data Integration
AI Section
| Page |
Status |
Description |
| Tools |
📝 Planned |
Tools overview page |
| Data Import Tool |
✅ Complete |
CSV/XLSX bulk data import with column mapping and validation |
| Freescout Knowledge Base AI Generator |
📝 Planned |
AI knowledge base tool |
| BlueSky Post |
📝 Planned |
Social media posting |
| Rate Limiter Cleanup Test |
📝 Planned |
Rate limit testing |
| Bookkeeping Book Expenses |
📝 Planned |
Expense tracking |
| GME Options Engine |
📝 Planned |
Options trading tool |
| Sys Datastore |
📝 Planned |
System data storage |
| Weekly Cycle Data |
📝 Planned |
Weekly cycle management |
| PHP Info |
📝 Planned |
Server PHP configuration |
| Database Editor |
📝 Planned |
Database management tool |
| OpSec Privacy Data Removal Tracker |
📝 Planned |
GDPR compliance tool |
| Screenshot Gallery |
📝 Planned |
System screenshot library |
| Stripe Fees Importer |
📝 Planned |
Import Stripe fee data |
| Archive Data |
📝 Planned |
Data archival tool |
| Barcode Scanner |
📝 Planned |
Barcode scanning utility |
| Bookkeeping |
📝 Planned |
Financial bookkeeping |
| CloudFlare Settings |
📝 Planned |
CDN settings |
| Imgix Whitelist |
📝 Planned |
Image CDN whitelist |
| Features! |
📝 Planned |
Feature flags |
| Freshbooks Invoices |
📝 Planned |
Accounting integration |
| Signup IP Blocker |
📝 Planned |
Block signup by IP |
| Signup IP Blocker Blacklist |
📝 Planned |
IP blacklist management |
| Temp Banned IPs |
📝 Planned |
Temporary IP bans |
| Navbar Margins |
📝 Planned |
UI spacing settings |
| Warehouse App |
📝 Planned |
Warehouse management app |
| Apps |
📝 Planned |
Mobile app overview |
| Page |
Status |
Description |
| Kiva Checks Daily Report |
📝 Planned |
Daily system health checks |
| Parse Apache Errors |
📝 Planned |
Error log parser |
| IP Blacklist |
📝 Planned |
Blocked IP management |
| Fix While list to Foreach |
📝 Planned |
Code migration tool |
| Google Cloud API |
📝 Planned |
Google Cloud integration |
| AAReadings Editor |
📝 Planned |
Internal data editor |
| Build Classes PHP |
📝 Planned |
ORM class generator |
| HelpScout Import Docs |
📝 Planned |
Documentation importer |
| OpenAI API Calls/Log |
📝 Planned |
AI API usage log |
| Twitter/Beanstalk Entries |
📝 Planned |
Deployment tracking |
| Checking Account Tool |
📝 Planned |
Financial reconciliation |
| AWS Excludes for Beanstalk Deployment |
📝 Planned |
Deployment exclusions |
| Sorry App Downtime Email |
📝 Planned |
Downtime notifications |
| Crypto |
📝 Planned |
Cryptocurrency tools |
| Competitors |
📝 Planned |
Competitor analysis |
| Tests |
📝 Planned |
System testing tools |
| Post to App API |
📝 Planned |
API testing tool |
| 301 Gen |
📝 Planned |
Redirect generator |
| All Domains List |
📝 Planned |
Multi-tenant domain list |
| Gen Cloudways Backup Script |
📝 Planned |
Backup script generator |
| Server Moving |
📝 Planned |
Server migration tools |
| KLBAK |
📝 Planned |
Backup management |
| Get All Admin Users |
📝 Planned |
Cross-site admin list |
| Get All Product Picts |
📝 Planned |
Product image aggregator |
| Sitemaps |
📝 Planned |
Sitemap generator |
| Twilio Settings |
📝 Planned |
SMS API configuration |
| Get Settings |
📝 Planned |
Cross-site config checker |
| Cachet Subscribers |
📝 Planned |
Status page subscribers |
| EasyCron Tools |
📝 Planned |
Cron job management |
| FreshBooks Tax Tool |
📝 Planned |
Accounting tax tool |
| FreshBooks Tools |
📝 Planned |
Accounting integration |
| FreshBooks Invoice Checker |
📝 Planned |
Invoice validation |
| Library Jobs |
📝 Planned |
Background job library |
| SVN Tools |
📝 Planned |
Version control tools |
| IMAP Filter Tools |
📝 Planned |
Email filter management |
| Billing Checks |
📝 Planned |
Billing validation |
| Sales |
📝 Planned |
Sales tracking |
| SVN Deploy |
📝 Planned |
Deployment tool |
| Status |
📝 Planned |
System status page |
| APCu Report |
📝 Planned |
Cache performance |
| APC Report |
📝 Planned |
Cache statistics |
| Schedule Test |
📝 Planned |
Cron schedule tester |
| APC Cache |
📝 Planned |
Cache management |
| Mandrill API Test |
📝 Planned |
Email API tester |
| KL-AI-2000 Dashboard |
📝 Planned |
AI system dashboard |
User Profile
| Page |
Status |
Description |
| Your Profile |
📝 Planned |
Admin user profile settings |
| Update Credit Card / Billing |
📝 Planned |
Payment method management |
| Account History |
📝 Planned |
Personal activity history |
| Bookmarks |
📝 Planned |
Saved page bookmarks |
| Logout |
📝 Planned |
Sign out of admin |
RX Links (FarmBox RX Only)
| Page |
Status |
Description |
| Data Importer Tool |
📝 Planned |
Health plan data import |
| Incomm Log |
📝 Planned |
Incomm transaction log |
| Incomm M66 Catalog |
📝 Planned |
Incomm product catalog |
| OTC Report |
📝 Planned |
Over-the-counter report |
| View All Batches |
📝 Planned |
Import batch history |
| View SFTP Imports |
📝 Planned |
SFTP import log |
| Company Data Sources |
📝 Planned |
Health plan data sources |
| Box Aliases |
📝 Planned |
Box type aliases |
| Fiserv Snap/EBT Settings |
📝 Planned |
SNAP/EBT configuration |
| Health Plans Eligible |
📝 Planned |
Eligible health plans |
| SFTP Servers |
📝 Planned |
SFTP server configuration |
| Ice Packs |
📝 Planned |
Ice pack settings |
| Demo Card Batches |
📝 Planned |
Demo card management |
| Incomm Settings |
📝 Planned |
Incomm API settings |
| SSO |
📝 Planned |
Single sign-on settings |
Common Workflows Across Pages
Customer Management Workflow
- Find Customer → Customers Page
- View Details → Customer Detail
- Edit Account → Customer Detail
- View Orders → Customer Orders (planned)
- Send Email → Email Templates (planned)
Order Management Workflow
- Search Orders → Orders
- View Order → Order Detail (planned)
- Edit Order → Order Detail (planned)
- Process Payment → Payments (planned)
- Print Labels → Delivery (planned)
Product Management Workflow
- Manage Products → Products
- Set Categories → Master Product Classifications (planned)
- Update Inventory → Menu Inventory (planned)
- Plan Menu → Menu Builder
- Add Recipes → Recipes (planned)
Communication Workflow
- Create Template → Email Templates
- Filter Recipients → Customers Page
- Send Campaign → Customers Page
- Monitor Results → Emails Sent History (planned)
Inventory Management Workflow
- Build Menu → Menu Builder
- Plan Orders → Menu Inventory
- Download Invoices → Inventory Invoices
- Receive Inventory → Update stock levels
- Fulfill Orders → Orders
Quick Reference: Common Tasks
| Task |
Go To |
Documentation |
| Find a customer |
Customers page |
Customers |
| Search orders |
Orders page |
Orders |
| Check inventory |
Menu Inventory |
Menu Inventory |
| View sales data |
Weekly Report |
Reports (planned) |
| Check email status |
Emails Sent History |
Reports (planned) |
| Manage email templates |
Email Templates |
Email Templates |
Making Changes
| Task |
Go To |
Documentation |
| Update customer info |
Customer Detail |
Customer Detail |
| Edit an order |
Orders page |
Orders |
| Change product price |
Products |
Products |
| Modify email template |
Email Templates |
Email Templates |
| Update settings |
Business Info / All Settings |
Settings (planned) |
| Order from distributor |
Menu Inventory |
Menu Inventory |
Bulk Operations
| Task |
Go To |
Documentation |
| Email multiple customers |
Customers page |
Customers |
| Export customer list |
Customers page |
Customers |
| Create weekly orders |
Orders |
Orders |
| Import data |
Data Import Tool |
Tools (planned) |
Documentation Standards
All page documentation follows this structure:
- Header: Menu location, access level, last updated
- Overview: Purpose and primary functions
- Page Layout: Visual structure description
- Features: Detailed feature documentation
- Common Use Cases: Step-by-step workflows
- Troubleshooting: Common issues and solutions
- Best Practices: Guidelines for effective use
- Related Pages: Links to connected functionality
- Permissions: Access level requirements
- Recent Updates: Change log
- Quick Reference: Fast lookup table
- FAQs: Frequently asked questions
Contributing to Documentation
Documentation File Naming
- Use kebab-case:
page-name.md
- Match menu label where possible
- Keep names descriptive but concise
Internal Links
- Use relative links:
[Page Name](page-file.md)
- Link to related pages in documentation
- Create cross-references for workflows
Getting Help
For Admin Users
- Search this documentation first
- Use Quick Reference sections
- Check Common Use Cases
- Contact your administrator
- Submit support ticket to Kiva Logic
Recent Documentation Updates
2026-03-01
- Created master index and documentation structure
- Completed all Priority 1 pages (9 total):
- Customers page (search and filtering)
- Customer Detail page (account management)
- Orders page (order management)
- Products page (product catalog)
- Menu Builder page (weekly menu planning)
- Dashboard page (admin home)
- Add New Customer page (account creation)
- Email Templates page (email template management)
- Menu Inventory page (inventory management)
- Completed all Priority 2 pages (5 total):
- Emails Sent History (email tracking with opens/clicks)
- Weekly Report (comprehensive business analytics)
- Discounts (discount codes and gift certificates)
- Delivery/Print Labels (shipping and route management)
- Business Settings (system configuration)
- Completed 10 Priority 3 pages - Batch 1 (Customer & Product Reports):
- Customer Engagement - Customer activity tracking and engagement scoring
- Customer Longevity - Retention cohort analysis by weekly cycle
- Customer Totals - QuickBooks-compatible payment export
- Addons Report - Multi-view addon sales analysis
- Product Quantities - Weekly packing quantities report
- Recurring Items - Recurring product dashboard hub
- Recurring Subscriptions - Complete subscription data export
- Never Sold Products - Zero-sales product identification
- Slow Moving Products - Product sales velocity analysis
- Inventory Dashboard - Multi-DC fulfillment command center
- Completed 10 Priority 3 pages - Batch 2 (Financial & Shipping Reports):
- Payment Transactions - Transaction summaries with drill-down by time period
- Revenue Per Customer - Customer revenue rankings and analysis
- Tax Reports - Sales tax reporting by jurisdiction (state/city/county/zip)
- Transaction Reports - Customer payment transaction history
- How Many Boxes Sold - Box sales count by type with monthly breakdown
- Average Spend Per Box - Add-on spending analysis with median statistics
- Driver Report - Weekly driver performance with tips, mileage, timing
- Shipping Report - Package tracking, late shipment resolution, EasyPost integration
- Data Import Tool - CSV/XLSX bulk import with column mapping
- Order Data Exports - Monthly XLSX reports with comprehensive sales data
- Completed Batch 3 - Priority 3 & Priority 4 Pages (15 pages):
- Routes - Delivery route and service area management
- Drivers - Driver profile and performance management
- Referrals - Customer referral program tracking and crediting
- How Did You Hear - Acquisition source analytics and reporting
- Admin Users - Staff account and permission management
- Gift Boxes - Gift subscription product management
- Gift Box Report - Gift box sales analytics
- Co-ops - Group pickup location management
- Customer Tags - Custom customer segmentation tags
- Promotions - Promotional campaign tagging
- Seasons - Seasonal product availability periods
- Delivery Windows - Time slot delivery management
- Zip Codes - Service area zip code assignments
- SMS Messages - SMS notification queue management
- Push Messages - Mobile app push notification management
- Completed Batch 4 - High-Value Remaining Pages (18 pages):
- Order Detail - Individual order editing and management
- Add Product - Product creation and catalog management
- Boxes - Subscription box configuration
- Store Categories - Online store category organization
- Checkout Upsells - Upsell offer configuration
- Vendors & Farms - Vendor and supplier management
- Daily Customer Report - Daily signup/cancellation analytics
- New Signups - Customer acquisition tracking
- Subscriptions Report - Subscription pricing and MRR reporting
- Front Page - Homepage content editor
- FAQ Content - FAQ management interface
- Testimonials - Customer testimonial management
- EasyPost Settings - Shipping API configuration
- Holiday Weeks - Holiday schedule management
- Weekly Cycle - Weekly processing schedule (critical operational timing)
- Klaviyo Integration - Email marketing platform integration
- Lightspeed POS - Point of sale integration
- Packing Order - Warehouse packing sequence optimization
- Completed Batch 5 - All Remaining High-Value Pages (25 pages):
- Critical Operations (7 pages):
- Gift Boxes - Current Orders - Current week gift box fulfillment
- Inventory Demand - Inventory planning and packing reports
- Product Reviews - Customer review moderation
- Contact Form - Contact form submission management
- Cancellations - Cancellation tracking and analysis
- Payment Settings - Payment gateway configuration (Stripe, Authorize.net)
- Distribution Centers - Multi-warehouse/DC management
- Common Reports (8 pages):
- Order Report - Order analytics and trends
- Email Stats - Email performance metrics and sender reputation
- Web Stats - Website traffic and Google Analytics integration
- Credits Report - Account credit usage analytics
- Revenue by Tag - Revenue segmentation by customer tags
- Cohort Data - Customer cohort retention and LTV analysis
- Bookkeeping - Financial bookkeeping and expense tracking
- Customer Export - Advanced customer data export
- Content & Marketing (6 pages):
- Recipes - Recipe content creation and publishing
- Recipe Category - Recipe categorization and organization
- News Items - News article and announcement management
- Hello Bar - Top banner notification messages
- Keywords - SEO keyword tracking and optimization
- Media Library - Central media asset management
- System Settings (4 pages):
- URL Redirects - SEO-friendly redirect management
- Drip Emails - Automated email drip campaigns
- CloudFlare Settings - CDN and caching configuration
- Admin Navigation Menu - Admin menu customization
- Completed Batch 6 - Additional High-Value Pages (28 pages):
- Gift & Payment Features (4 pages):
- Gift Certificates - Gift certificate creation, sales, and redemption tracking
- Gift Card Images - Visual branding and custom gift card design
- Gift Card Promotions - Gift card promotional campaign management
- Payment Transactions Page - Payment transaction management interface
- Product Management (8 pages):
- Bundles - Product bundle creation, pricing, and marketing
- Distributors - Distributor relationship and ordering management
- Master Product Classifications - Complete hierarchical category tree
- Parent Category Classifications - Top-level category management
- Product Tags - Flexible product tagging for filtering and marketing
- Product Attributes - Structured attributes (organic, gluten-free, etc.)
- Units - Unit of measure configuration (lb, oz, each, bag)
- Box Dimensions - Shipping box size and volume configuration
- Customer Management (8 pages):
- Subscriptions Paused - Paused subscription tracking and win-back
- VIP Status - VIP tier management with benefits and recognition
- Birthdays - Birthday tracking and automated campaign management
- Recent Logins - Login activity and customer engagement tracking
- Reactivations - Reactivated customer analysis and tracking
- Promo Activations - Promo code redemption and conversion tracking
- Conversions - Signup funnel conversion tracking (experimental)
- Customer Cancelled - Cancelled customer status and win-back
- Inventory & Operations (5 pages):
- Inventory History - Historical inventory tracking and trend analysis
- Inventory Alert History - Low stock alert tracking and response
- Menu Feedback - Customer menu/box feedback management
- Product Feedback - Product ratings and customer feedback
- Saved for Later - Customer saved items and conversion tracking
- Marketing & Content (3 pages):
- Monthly Specials - Monthly promotion planning and calendar
- How Did You Hear? Options - Acquisition source configuration
- Customer Pop-up Messages - Modal message targeting and scheduling
- Completed Batch 7 - Customer Communication & Analytics (28 pages):
- Customer Management & Communication (8 pages):
- Customer Email History - Email communication tracking per customer
- Customer Log History - Account activity audit trail
- Customer Chat - Individual AI chat conversations
- Customer Chat View All - Platform-wide chat conversation viewing
- Customer Product Matrix - Product preference analysis matrix
- Missed Signups - Failed signup attempt tracking and recovery
- Missed Zip Codes - Out-of-service-area signup tracking
- Account Notes - Customer note management system
- Order Management (3 pages):
- Order Wholesale +/- - Wholesale order quantity adjustments
- Order Count by Time - Order volume tracking over time
- Add Items to Orders via CSV - Bulk order item import tool
- Product Features (5 pages):
- Create New Box - New subscription box type creation
- Featured Products Sort - Featured product display ordering
- Featured Icons - Product badge/icon management
- Bestselling Results - Best-selling product performance tracking
- Lightspeed Product Linker - POS product synchronization
- Reports - Analytics (7 pages):
- Weekly Open to Closed Comparison - Order fulfillment status tracking
- Future Demand - Order and product demand forecasting
- Box Count Breakdown Over Time - Subscription box type trends
- Product Quantities Over Time - Product sales trend analysis
- Love/Hate Report - Customer product preference insights
- Order Contents Dump - Complete order data export
- Shop Searches - Customer search behavior analytics
- Settings & Tools (5 pages):
- Email Sync ALPHA - Email inbox integration (experimental)
- Tagger - Bulk customer tagging via CSV
- Signup Secret Codes - Invitation code management
- Social Services Requests - Subsidized subscription tracking
- Subscriptions Schedule Totals - Delivery frequency breakdown
- Completed Batch 8 - Reports, Analytics & Exports (17 pages):
- Reports - Financial & Analytics (6 pages):
- Auto Preferences - Automated customer preference tracking
- Inventory Invoices - Inventory invoice history and tracking
- Produce Reports (Alpha) - Produce-specific analytics (experimental)
- Recurring Product Conflicts - Recurring item conflict resolution
- Top Recurring Product Subscriptions - Popular recurring items analysis
- Shop Filter Report - Shop filter usage analytics
- Referral & Acquisition (4 pages):
- Tell A Friend - Original referral program tracking
- Referral Leaders - Top referrer rankings
- Referral Leaderboard - Gamified referral display
- How Did You Hear by Customer - Individual customer acquisition source
- Data Exports (4 pages):
- Weekly CSV Export - Weekly data export utility
- Product Image Archives - Product image download/backup
- Monthly Transaction Spreadsheet Export - Monthly transaction Excel export
- MailChimp Export - Customer list export to MailChimp
- Shipping Operations (3 pages):
- UPS Claims - Shipping insurance claims management
- UPS Claims API Log - Claims API activity tracking
- Completed Batch 9 - Operations, Logs & Financial Reports (28 pages):
- Product & Inventory Management (7 pages):
- Addons History - Product sales history tracking
- No Sub Found Report - Substitution failure tracking
- Sub Popularity Report - Popular product substitutions
- Sub Un-Popularity Report - Unpopular substitutions analysis
- Menu Builder Tabs - Menu tab configuration and customization
- Produce History Summary (alpha) - Historical produce data
- Shop Filter Bulk Upload - Bulk filter management via CSV
- System Logs & Monitoring (7 pages):
- Admins Action History - Admin user activity audit log
- EasyPost Log - Shipping API activity tracking
- Helpscout Log - Support ticket integration logs
- System Log - System error and event logs
- What's New - System updates and feature announcements
- Email Pending Queue - Pending email queue management
- SMS Pending Queue - Pending SMS queue management
- Financial Reports (7 pages):
- Credits Batches - Credit batch issuance management
- Credits Leftover - Unused credit tracking
- Credits Report - Account credit analytics
- Delivery Fees Total Report - Delivery fee revenue analytics
- VAT Report - VAT tax reporting and compliance
- Yearly State Report - State-level annual reporting
- How Did You Hear Revenue Report - Revenue by acquisition source
- Delivery & Operations Settings (7 pages):
- Bin Tracker - Reusable bin tracking system
- Enter Bin Pickups - Log bin returns from customers
- Printed Messages - General packing slip messages
- Printed Messages - by Box - Box-specific packing messages
- Printed Messages - by Route - Route-specific packing messages
- Printed Messages - Welcome Message - Welcome letter content
- Label Sorting Order - Label print sorting configuration
- Completed Batch 10 - Content, Delivery & Advanced Features (28 pages):
- Content Management (10 pages):
- Automated Emails using Order Filters - Order-triggered automated email campaigns
- Automated Emails LOGS - Automated email activity tracking
- Content Overview - Content management dashboard
- Email Template Preview Saves - Saved email previews for testing
- Favicon - Site favicon generator for all formats
- Holiday Theme Settings - Seasonal theme configuration
- Hosted File Uploads PDF - PDF document hosting
- Image Upload History - Image upload audit trail
- Monthly Special - Time-limited promotional offers
- Recipe Images - Recipe photography management
- Delivery & Shipping Settings (7 pages):
- Shipping Hubs - Regional distribution center management
- Shipping Zips->Hubs - ZIP code to hub mapping
- Shipping Zips State Defaults - State-level hub defaults
- Map Editor - Visual delivery zone drawing tool
- Delivery Page - Central delivery operations dashboard
- Driver App - Mobile driver application settings
- FedEx Rate Check - Real-time FedEx rate validation
- Customer & Order Features (6 pages):
- Customer Order Viewed - Order viewing engagement tracking
- Authorize.net Import - Payment profile import tool
- Order Count Tracker - Order volume analytics
- Order Count Events - Order milestone automation
- Un-opened Emails - Unopened email tracking
- Settings & Configuration (5 pages):
- Co-Ops Settings - Buying cooperative management
- Social Services Settings - SNAP/EBT program configuration
- Active Campaign Tags - Marketing automation sync
- Seasons Settings - Seasonal period definition
- Seasons Report - Seasonal performance analytics
- Completed Batch 11 - Payment, Tax & System Settings (28 pages):
- Payment & Tax Settings (8 pages):
- Payments - Payment transaction management interface
- Driver Tips - Driver tip distribution and reporting
- City Tax - City-level tax rate configuration
- County Tax - County tax rate management
- State Tax - State sales tax configuration
- Zip Code Tax - ZIP-level tax rates
- Tax Reports - Tax collection reporting
- Billing Payment Transactions - Payment history records
- System & Integration Settings (8 pages):
- Android/iOS App Settings - Mobile app configuration
- Automated Emails from Filters - Filter-based automation
- Bad Logins - Failed login tracking and security
- CloudFlare Settings - CDN and caching configuration
- Drip Emails - Email drip campaign management
- EasyPost Webhooks - Shipping webhook management
- Easypost Validations - Address validation logs
- Email Pending - Pending email queue system
- Marketing & Integration (6 pages):
- Facebook Pixel Server Side Sync - FB tracking integration
- Send Weekly Order Email - Weekly email automation
- Temp Banned IPs - Temporary IP ban management
- URL Redirects - SEO redirect management
- Shopify Order Importer - Shopify integration
- MailChimp Active - Active MailChimp sync
- Reporting & Misc (6 pages):
- Pickup Locations - Pickup point management
- Sidebar Stats - Dashboard statistics config
- View Screenshots - System screenshot gallery
- Active Campaign Modal Forms - Form tracking
- How Did You Hear Summary - Acquisition summary
- Customer Totals - Customer financial summary
- Completed Batch 12 - Financial Reports & MRR Analytics (6 pages):
- Revenue Reports (6 pages):
- Actual Total Report - Historical revenue snapshots and manual tracking
- Actual Reserved Report - Reserved revenue and cash flow forecasting
- Route Wholesale vs. Revenue Report - Route profitability and margin analysis
- Sales Per Route and Category - Route and category sales breakdown (ALPHA)
- Monthly Recurring Reports (MRR) - Comprehensive MRR analytics with 7 key metrics
- Lifetime Reports - Customer lifetime value and churn analysis
- Total Documentation: 255 complete pages
- Established documentation standards and format
- Added complete inventory of all admin pages (350+ pages)
Documentation Roadmap
Priority 1 (Most Used Pages - Document First)
- [x] Customers (
customers.php)
- [x] Customer Detail (
customer_info.php)
- [x] Orders (
cust_order.php)
- [x] Products (
product_classifications_active.php)
- [x] Dashboard (Home)
- [x] Menu Builder (
build_menu.php)
- [x] Add New Customer (
add-new-customer.php)
- [x] Email Templates (
admin_email.php)
Priority 2 (Common Daily Operations) - ✅ COMPLETE
- [x] Menu Inventory (
inventory.php)
- [x] Delivery / Print Labels (
print_labels.php)
- [x] Weekly Report (
reports/weekly-report.php)
- [x] Emails Sent History (
emails-sent.php)
- [x] Discounts (
admin_discount_codes.php)
- [x] Business Settings (
admin-config.php)
Priority 3 (Weekly/Regular Use) - ✅ COMPLETE
- [x] Batch 1 Complete - Customer & Product Reports (10 pages):
- [x] Customer Engagement
- [x] Customer Longevity
- [x] Customer Totals
- [x] Addons Report
- [x] Product Quantities Report
- [x] Recurring Items Landing Page
- [x] Recurring Subscriptions
- [x] Never Sold Products
- [x] Slow Moving Products
- [x] Inventory Dashboard
- [x] Batch 2 Complete - Financial & Shipping Reports (10 pages):
- [x] Payment Transactions
- [x] Revenue Per Customer
- [x] Tax Reports
- [x] Transaction Reports
- [x] How Many Boxes Sold
- [x] Average Spend Per Box
- [x] Driver Report
- [x] Shipping Report
- [x] Data Import Tool
- [x] Order Data Exports
- [x] Batch 3 Complete - Content & Settings Pages (5 pages):
- [x] Routes (delivery routes)
- [x] Drivers (driver management)
- [x] Referrals (referral program)
- [x] How Did You Hear (acquisition tracking)
- [x] Admin Users (staff management)
Priority 4 (Specialized Features) - ✅ COMPLETE (10 of 10 pages)
- [x] Gift Boxes - Gift subscription management
- [x] Gift Box Report - Gift sales analytics
- [x] Co-ops - Group pickup locations
- [x] Customer Tags - Custom segmentation
- [x] Promotions - Campaign tagging
- [x] Seasons - Product availability periods
- [x] Delivery Windows - Time slot management
- [x] Zip Codes - Service area definition
- [x] SMS Messages - SMS queue management
- [x] Push Messages - Push notification management
- [ ] Development Tools
- [ ] System Maintenance Tools
- [ ] API Testing Tools
- [ ] Deployment Tools
Appendix
Access Levels
- Customer Service: Basic customer and order management
- Manager: Customer Service + reporting and bulk operations
- Administrator: Manager + settings, users, sensitive operations
- Kiva Admin: All features + development tools
Common Terms
- Admin V2: Current admin interface (V1 is deprecated)
- APCu: PHP caching system used for performance
- ORM Classes: Auto-generated database access classes
- Migration: Database schema update
Total Page Count
- Customers Section: 52 pages
- Orders Section: 4 pages
- Products Section: 48 pages
- Reports: 90+ pages across all categories
- Settings: 80+ pages across all categories
- Tools: 30+ pages
- Kiva Tools: 45+ pages (admin only)
- AI: 9 pages
- Total: 350+ admin pages
End of Index
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