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en:prep_center [2022/04/22 16:40]
artem |
en:prep_center [2022/06/03 08:49] (current)
artem |
| ====== Start working with Ysell.pro software system ===== | ====== Start working with the Ysell.pro software system ===== |
| >Welcome to Ysell system! Ysell allows to achieve automatic work with the Prep center. You need to set initial settings to use it efficiently. | |
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| ==== 1. Getting the access to Ysell features ==== | > 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. |
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| >Apply a request for creating a new Prep center account https://ysell.pro/ | ==== 1. Getting access to Ysell features ==== |
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| | > Request the creation for a new prep center account on https://ysell.pro. |
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| ---- | ---- |
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| ==== 2. Entering payment details and address of the Prep center ==== | ==== 2. Enter payment details and the address of the prep center ==== |
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| >Indicate the address of the Prep center, it’s necessary to get the access to full functionality of Ysell system. The address you indicate will be used for invoice creation, packing list generation and also it’ll be used by clients for creating shipments to the warehouse. | > 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. |
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| > | > |
| >>**1.** Go to **Menu** - **Settings** and go to **Companies**. Select **Add new company** after clicking the "**+**" button. Enter the name of your Prep center. | >>**1.** Go to **Menu** - **Settings** and then **Companies**. Select **Add new company** after clicking the **+** button. Enter the name of your prep center. |
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| >>{{:ru:prepwiki_1.png?500|}} {{:ru:prepwiki_2.png?500|}} | >>{{:en:connect_a_prep_client_2.png?direct&500|}} {{:en:test_company.jpg?direct&500|}} |
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| >>**2.** System will inform you about creating a new company. All companies get their own IDs. Go to editing information of the company by clicking the Pencil icon. Go to the **Address** tab. | >>**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. |
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| >>{{:ru:prepwiki_3.png?500|}} {{:ru:prepwiki_4.png?500|}} | >>{{:en:created.jpg?direct&700|}} {{:en:address.jpg??direct&700|}} |
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| >>**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. | >>**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. |
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| >>{{:ru:prepwiki_5.png?500|}} {{:ru:prepwiki_6.png?500|}} | >>{{:en:address_22.jpg?direct&700|}} {{:ru:prepwiki_6.png?direct&500|}} |
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| ---- | ---- |
| ==== Adding stocking places ==== | ==== Adding stocking places ==== |
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| >Put the information about stocking places. Clicking **Warehouse** in the menu select the **Warehouse** tab. Click **Create warehouse** and indicate the information about the warehouse. | > 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 group> |
| <WRAP half column left> | <WRAP half column left> |
| >{{:ru:prepwiki_8.png?600|}} | >{{:en:warehouse.jpg?direct&600|}} |
| </WRAP> | </WRAP> |
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| >**Default warehouse** - Ticking box for indicating the warehouse as default. | >**Default warehouse** - Ticking box for indicating the warehouse as default. |
| > | > |
| >**Different products on one place** - Indicate Allow for opportunity of stocking different SKUs. | >**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. | >**Allowed saleschannels** - Available saleschannels for the warehouse. If none was selected then all is available. |
| > | > |
| >Click **Save** | > Then press **Save**. |
| </WRAP> | </WRAP> |
| </WRAP> | </WRAP> |
| >Move on to adding stockplaces. You can add stockplaces one at a time by clicking **Create Storage Place** and given amount at a time (**Begin** - it's the first number, **Qty** - quantity of storage places that will be created). By clicking the pencil icon go to information editing of the stocking place. | > 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. |
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| >>{{:ru:prepwiki_9.png?500|}} {{:ru:prepwiki_10.png?500|}} | >>{{:en:storage_places.jpg?direct&600|}} {{:ru:prepwiki_10.png?direct&600|}} |
| <WRAP group> | <WRAP group> |
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| <WRAP half column left> | <WRAP half column left> |
| > | > |
| >{{:ru:prepwiki_11.png?600|}} | >{{:en:edit_storageplace.jpg?direct&600|}} |
| </WRAP> | </WRAP> |
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| >**Warehouse** - Select one of the previous created warehouses. | >**Warehouse** - Select one of the previous created warehouses. |
| > | > |
| >**Name** - Indicate the name of the stocking place. | >**Name** - Enter the name of the stocking place. |
| > | > |
| >**Type** - Type of the stocking place. It may be shelf or pallet. | >**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 will be paved 2-1. | >**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 stocking place. If the product is in several stocking places then priority of taking it off will be with the higher priority. | >**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. |
| > | > |
| >Click **Save** | > Then click **Save**. |
| </WRAP> | </WRAP> |
| </WRAP> | </WRAP> |
| ---- | ---- |
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| ==== 3. Услуги ( Services) ==== | ==== 3. Services ==== |
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| >Рассмотрим списки услуг, предоставляемых для клиентов Преп центром. Перейдите в меню Services - здесь находится список услуг, которые Преп центр предоставляет клиентам. Для унификации мы предлагаем Преп центрам в Ysell список услуг, которые они предоставляют по умолчанию. | > 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?600|}} | >>{{:ru:prepwiki_13.png?direct&600|}} |
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| >Вы можете самостоятельно указать услуги, которые будут предоставляться вашим клиентам. Для создания услуги нажмите на Create Service в блоке Customized services. | > You can also add your own services.To create a service, click **Create Service** in the block **customized services**. |
| >>{{:ru:prepwiki_14.png?600|}} | >>{{:en:create_services.jpg?direct&600|}} |
| <WRAP group> | <WRAP group> |
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| <WRAP half column left> | <WRAP half column left> |
| > | > |
| >{{:ru:prepwiki_15.png?600|}} | >{{:ru:prepwiki_15.png?direct&600|}} |
| </WRAP> | </WRAP> |
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| <WRAP half column left> | <WRAP half column left> |
| > | > |
| >**Status** - Ползунок в статусе Active указывает, что услуга активна. Inactive - не активна. | >**Status** - Service is **active** or **inactive**. |
| > | > |
| >**Name RU** - Укажите описание услуги на русском языке | >**Name** - Enter the name of the service. |
| > | > |
| >**Description RU** - Описание услуги. | >**Description** - Service description. |
| > | > |
| >**Shipment types** - Типы отправок, которым применима услуга. | >**Shipment types** - Types of shipments that the service is applied to. |
| > | > |
| >**Action Type** - Действие, которое применяется по услуге. | >**Action Type** - Action that applies to the service. |
| > | > |
| >**Price** - В блоке указывается цена за услугу. **Price type** - используйте //single// для указания фиксированной цены услуги. //Scale// - для шкалирования цены в зависимости от объема. | >**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** - параметр, отвечающий расчет цены для сетов, или единичных товаров. | >**Setting for sets/bundles. Payment per** - This option is in charge of calculation the price for sets/bundles or units. |
| > | > |
| >**Price** - цена услуги. Валюта, в которой ведется расчет, указывается в настройках преп центра. | >**Price** - Price of the service itself. The currency is configured in the settings of the preparation center. |
| > | > |
| >Нажатием на Save сохраните введенную информацию | > Click **Save**. |
| </WRAP> | </WRAP> |
| </WRAP> | </WRAP> |
| >//Дополнительная информация по созданию услуг// | |
| >>{{youtube>E2qWeTHrJdo?medium}} | |
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| >Для того, что указать специальную цену для клиента, перейдите в раздел "Настройки", выберите компанию клиента, и перейдите на вкладку Prep. Отредактируйте цену за услугу в столбце Override Price | > 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. |
| >>{{:ru:wikiprep_16.png?600|}} | |
| | >>{{:ru:wikiprep_16.png?direct&600|}} |
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| | ==== 4. Creating a client account from the Prep Center ==== |
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| | > With Ysell, you're able to create client accounts yourself. Go to **Settings**-**Companies** and click **+** - **Create new prep client**. |
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| | >>{{:en:new_prep_client.jpg?direct&600|}} |
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| ==== 4. Создание клиентского аккаунта из преп центра ==== | > 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. |
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| >Вы можете самостоятельно создавать для клиентов аккаунты в Ysell. Для создания аккаунта ysell для клиента перейдите в раздел "Настройки"-"Компании". После нажатия на иконку карандаша, выберите функцию "Create new prep client" | >>{{:ru:prepwiki_18.png?direct&600|}} |
| >>{{:ru:prepwiki_17.png?600|}} | |
| >Укажите адрес электронной почты, название компании. Активный чек-бокс Notify user by email оповестит клиента по создании учетной записи по адресу электронной почты. | |
| >>{{:ru:prepwiki_18.png?600|}} | |
| >//Дополнительная информация о создании клиентского аккаунта ysell со стороны Преп центра.// | |
| >>{{youtube>UwVkrWWLP3g?medium}} | |
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| ==== 5. Привязка клиентского аккаунта к Преп центру ==== | ==== 5. Connecting a client account to the prep center ==== |
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| >Чтобы привязать к Преп центру существующий клиентский аккаунт Ysell, перейдите в меню "Настройки"- "Компании". После нажатия на иконку со знаком "+" выберите выпадающий пункт "Connect prep client" и введите ID компании клиента. | > Go to **Settings**-**Companies**. Click **+**, select **Connect prep client** and enter the client ID, which you want to be connected. |
| >>{{:ru:prepwiki_19.png?500|}} {{:ru:prepwiki_20.png?500|}} | >>{{:en:connect_prep.jpg?direct&500|}} {{:ru:prepwiki_20.png?500|}} |
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