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--- en:prep_center [2022/01/20 15:02]
admin_4
+++ en:prep_center [2022/06/03 08:49] (current)
artem
@@ Line 1: / Line 1: @@
+====== 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 to Ysell features  ====
-==== 1. Creating a Ysell account for Prep center ====
+> Request the creation for a new prep center account on https://ysell.pro.
-Apply to create an account for Prep center https://ysell.pro/
+----
-==== 2. Filling in the details of the Prep center ====
+==== 2. Enter payment details and the address of the prep center ====
-Fill in details
+> Enter the prep center's address. This step is necessary for the Ysell system to work properly. The entered address will be used for the creation of invoices, packing list generation and also by clients for creating shipments to the warehouse.
-{{:ru:screenshot_385.png?direct&200|}}
+>
+>>**1.** Go to **Menu** - **Settings** and then **Companies**. Select **Add new company** after clicking the **+** button. Enter the name of your prep center.
+>>{{:en:connect_a_prep_client_2.png?direct&500|}} {{:en:test_company.jpg?direct&500|}}
-=== Setting Order handler ===
+>>**2.** The system will notify you about creating a new company. All companies get their own IDs. Click the pencil icon to edit the details of your company. Now, go to the **Address** tab.
-A very important step. Without this, it is impossible to send orders.
+>>{{:en:created.jpg?direct&700|}} {{:en:address.jpg??direct&700|}}
-Go to the **Order handler** menu and in the local tab check **Active** and click **Save**.
+>>**3.** Fill the legal address of the company in the **Company address** fields. Enter the actual address of the company in the **Shipping address** fields. Save entered information.
-{{:ru:screenshot_386.png?direct&200|}}
+>>{{:en:address_22.jpg?direct&700|}} {{:ru:prepwiki_6.png?direct&500|}}
-{{:ru:screenshot_387.png?direct&200|}}
+----
-{{:ru:screenshot_388.png?direct&200|}}
+==== 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>
+>{{:en:warehouse.jpg?direct&600|}}
+</WRAP>
-==== 3. **Services** ====
+<WRAP half column left>
+>
+>**Name** - Name of the warehouse.
+>
+>**Short name** - Acronym of the warehouse.
+>
+>**Country Id** - Country of the warehouse.
+>
+>**Default warehouse** - Ticking box for indicating the warehouse as default.
+>
+>**Different products on one place** - Allows the stocking of different SKUs.
+>
+>**Allowed saleschannels** - Available saleschannels for the warehouse. If none was selected then all is available.
+>
+> Then press **Save**.
+</WRAP>
+</WRAP>
+> 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.
+>>{{:en:storage_places.jpg?direct&600|}} {{:ru:prepwiki_10.png?direct&600|}}
+<WRAP group>
-For unification, we offer Prep centers in Ysell a list of services that they provide by default.
+<WRAP half column left>
+>
+>{{:en:edit_storageplace.jpg?direct&600|}}
+</WRAP>
-Customers can use the services of several Prep centers simultaneously.
+<WRAP half column left>
-For the convenience of customers, we offer Prep centers to use the list of services by default.
+>
+>**Warehouse** - Select one of the previous created warehouses.
+>
+>**Name** - Enter the name of the stocking place.
+>
+>**Type** - Type of the stocking place (shelf or pallet).
+>
+>**Route** - Route to the stocking place. For instance, if specify the priority for shelf with number 2 instead of 5 and for another one specify with number 1 instead of 4, then route 2-1 will be taken.
+>
+>**Priority** - Specify the priority of the storage location. If there are products in several stocking places, the place with the higher priority is picked first.
+>
+> Then click **Save**.
+</WRAP>
+</WRAP>
-{{:ru:screenshot_390.png?direct&200|}}
+----
-Services are of type **Basic** and **Extra**. The customer can select the basic type of service himself when creating a shipment.
+==== 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, we suggest the default list of services.
+>>{{:ru:prepwiki_13.png?direct&600|}}
-{{:ru:screenshot_389.png?direct&200|}}
+> You can also add your own services.To create a service, click **Create Service** in the block **customized services**.
+>>{{:en:create_services.jpg?direct&600|}}
+<WRAP group>
-Prep center can also create its services.
+<WRAP half column left>
+>
+>{{:ru:prepwiki_15.png?direct&600|}}
+</WRAP>
-{{:ru:screenshot_391.png?direct&200|}}
+<WRAP half column left>
+>
+>**Status** - Service is **active** or **inactive**.
+>
+>**Name** - Enter the name of the service.
+>
+>**Description** - Service description.
+>
+>**Shipment types** - Types of shipments that the service is applied to.
+>
+>**Action Type** - Action that applies to the service.
+>
+>**Price** - The price for the service. **Price type** - use //Single// for a fixed price and //Scale// for scaling the price depending on the volume.
+>
+>**Setting for sets/bundles. Payment per** - This option is in charge of calculation the price for sets/bundles or units.
+>
+>**Price** - Price of the service itself. The currency is configured in the settings of the preparation center.
+>
+> Click **Save**.
+</WRAP>
+</WRAP>
+> 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
+>>{{:ru:wikiprep_16.png?direct&600|}}
- {{youtube>E2qWeTHrJdo?medium}}
-In Ysell, it is possible to create special prices for services for certain customers.
-How to do it on the menu Settings - Companies - Prep
-{{:ru:screenshot_392.png?direct&200|}}
-==== 4. Creating a customer account from Prep center ====
-The prep center itself can create Ysell accounts for customers.
-It's on the menu Companies - Add new company
-{{youtube>UwVkrWWLP3g?medium}}
-==== 5. Linking a customer account to Prep center ====
-Go to menu Settings - Companies, click Connect prep client and enter the customer's Ysell address.
-{{:ru:screenshot_394.png?direct&200|}}
-{{:ru:screenshot_395.png?direct&200|}}
-{{:ru:image_2021_04_27t10_44_52_678z.png?direct&200|}}
-After that, the customer, for its part, must activate the connection with the Prep center.
-{{:ru:screenshot_397.png?direct&200|}}
-{{:ru:screenshot_398.png?direct&200|}}
+==== 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**.
+>>{{:en:new_prep_client.jpg?direct&600|}}
+> 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.
+>>{{:ru:prepwiki_18.png?direct&600|}}
+==== 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.
+>>{{:en:connect_prep.jpg?direct&500|}} {{:ru:prepwiki_20.png?500|}}