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+ | ====== Start working with the Ysell.pro software system ===== | ||
+ | > Welcome! The Ysell.pro software allows to reach automatic work of the Prep Center of yours. Before you start working, you need to adjust some settings. | ||
- | ====== Steps to get started with Prep center ===== | + | ==== 1. Getting access |
- | ==== 1. Creating a Ysell account | + | > Request the creation |
- | Apply to create an account for Prep center https:// | + | ---- |
- | ==== 2. Filling in the details of the Prep center ==== | + | ==== 2. Enter payment |
- | Fill in details | + | > Enter the prep center' |
- | {{: | + | > |
+ | >> | ||
+ | >> | ||
- | === Setting Order handler === | + | >> |
- | A very important step. Without this, it is impossible to send orders. | + | >> |
- | Go to the **Order handler** menu and in the local tab check **Active** and click **Save**. | + | >>**3.** Fill the legal address of the company |
- | {{:ru:screenshot_386.png? | + | >> |
- | {{: | + | ---- |
- | {{: | + | ==== Adding stocking places |
+ | > Click on **Warehouse** and select **Create warehouse** to enter the information about the warehouse and putting in the details about the stocking places. | ||
+ | <WRAP group> | ||
+ | <WRAP half column left> | ||
+ | > | ||
+ | </ | ||
- | ==== 3. **Services** ==== | + | <WRAP half column left> |
+ | > | ||
+ | > | ||
+ | > | ||
+ | >**Short name** - Acronym of the warehouse. | ||
+ | > | ||
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+ | > Then press **Save**. | ||
+ | </ | ||
+ | </ | ||
+ | > Move on to adding stockplaces. You can add stockplaces one at a time by clicking **Create Storage Place** (**Begin** - it's the first number, **Qty** - quantity of storage places that will be created). By clicking the pencil icon, you can edit the stocking place. | ||
- | Menu Services - here is a list of services that the Prep center provides to customers. | + | >> |
+ | <WRAP group> | ||
- | For unification, | + | <WRAP half column left> |
+ | > | ||
+ | > | ||
+ | </ | ||
- | Customers can use the services | + | <WRAP half column left> |
- | For the convenience | + | > |
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+ | > Then click **Save**. | ||
+ | </ | ||
+ | </ | ||
- | {{: | + | ---- |
- | Services | + | ==== 3. Services |
- | Type **Extra** uses the Prep center if it wants to provide the customer with some additional service. | + | > Consider the list of services provided for clients by the prep center. Go to **Menu** - **Services**. For standardization, |
+ | >> | ||
- | {{:ru:screenshot_389.png? | + | > You can also add your own services.To create a service, click **Create Service** in the block **customized services**. |
+ | >>{{:en:create_services.jpg? | ||
+ | <WRAP group> | ||
- | Prep center can also create its services. | + | <WRAP half column left> |
+ | > | ||
+ | > | ||
+ | </ | ||
- | {{: | + | <WRAP half column left> |
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+ | > Click **Save**. | ||
+ | </ | ||
+ | </ | ||
+ | > To enter an individual price for a client, go to **Settings** and select the company of the client. Go to **Prep** and edit the price for the service in the **Override Price** column. | ||
- | How to create services | + | >> |
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- | In Ysell, it is possible to create special prices for services for certain customers. | + | |
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- | How to do it on the menu Settings - Companies - Prep | + | |
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- | ==== 4. Creating a customer account from Prep center ==== | + | |
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- | The prep center itself can create Ysell accounts for customers. | + | |
- | It's on the menu Companies - Add new company | + | |
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- | {{youtube>UwVkrWWLP3g? | + | |
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- | ==== 5. Linking a customer account to Prep center ==== | + | |
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- | Go to menu Settings - Companies, click Connect prep client and enter the customer' | + | |
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- | After that, the customer, for its part, must activate the connection with the Prep center. | + | |
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- | {{:ru:screenshot_398.png? | + | |
+ | ==== 4. Creating a client account from the Prep Center | ||
+ | > With Ysell, you're able to create client accounts yourself. Go to **Settings**-**Companies** and click **+** - **Create new prep client**. | ||
+ | >> | ||
+ | > Enter the email and name of the company. Ticking the box //Notify user by email// will notificate the client about the creation of an account via email. | ||
+ | >> | ||
+ | ==== 5. Connecting a client account to the prep center ==== | ||
+ | > Go to **Settings**-**Companies**. Click **+**, select **Connect prep client** and enter the client ID, which you want to be connected. | ||
+ | >> | ||