en:prep_center

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en:prep_center [2022/04/29 13:36]
simon
en:prep_center [2022/06/03 08:49] (current)
artem
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 ====== Start working with the Ysell.pro software system ===== ====== Start working with the Ysell.pro software system =====
  
-> Welcome! The Ysell.pro software allows automatic work with the prep center. Before you start working, you need to adjust some settings.  +> 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.  
  
 ==== 1. Getting access to Ysell features  ==== ==== 1. Getting access to Ysell features  ====
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 </WRAP> </WRAP>
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-> 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.
  
 >>{{:en:storage_places.jpg?direct&600|}} {{:ru:prepwiki_10.png?direct&600|}} >>{{:en:storage_places.jpg?direct&600|}} {{:ru:prepwiki_10.png?direct&600|}}
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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 instanceif 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**.
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 ==== 3. Services ==== ==== 3. Services ====
  
->Consider list of provided for clients services by the Prep Center. Go to **Menu** - **Services**, there are list of services provided for clients by the Prep Center. For standartization we suggest default list of services to Prep Center in the Ysell.+> 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:prepwiki_13.png?direct&600|}}
  
->You can add your own services that will be provided to your clients.To create a service click **Create Service** in the Customized services block.+> You can also add your own services.To create a serviceclick **Create Service** in the block **customized services**.
 >>{{:en:create_services.jpg?direct&600|}} >>{{:en:create_services.jpg?direct&600|}}
 <WRAP group> <WRAP group>
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 <WRAP half column left> <WRAP half column left>
 > >
->**Status** - Slider in the status Active shows that the service is active. Inactive means service is inactive.+>**Status** - Service is **active** or **inactive**.
 > >
->**Name** - Specify the name of the service.+>**Name** - Enter the name of the service.
 > >
 >**Description** - Service description. >**Description** - Service description.
 > >
->**Shipment types** - Types of shipments that the service is applied. +>**Shipment types** - Types of shipments that the service is applied to
 > >
 >**Action Type** - Action that applies to the service. >**Action Type** - Action that applies to the service.
 > >
->**Price** - The price for the service indicates in this block. **Price type** - use //single// for indicating fixed price//Scale// for scaling the price depending on the volume.+>**Price** - The price for the service. **Price type** - use //Single// for fixed price and //Scale// for scaling the price depending on the volume.
 > >
->**Setting for sets/bundles. Payment per** - Option is in charge of calculation the price for sets/bundles or units.+>**Setting for sets/bundles. Payment per** - This option is in charge of calculation the price for sets/bundles or units.
 > >
->**Price** - The service priceCurrancy for calculation invoices sets in the settings of the Prep center+>**Price** - Price of the service itselfThe currency is configured in the settings of the preparation center.
 > >
->Click **Save**+> Click **Save**.
 </WRAP> </WRAP>
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->To indicate individual price for a client, go to **Settings** and select company of the client and go to the Prep tab. Edit price for the service in the Override Price column.+> 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?direct&600|}} >>{{:ru:wikiprep_16.png?direct&600|}}
- 
  
  
 ==== 4. Creating a client account from the Prep Center  ==== ==== 4. Creating a client account from the Prep Center  ====
  
->You can create client accounts yourself in the Ysell. Go to **Settings**-**Companies** to create a new client account. After clicking the pencil icon select **Create new prep client** +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|}} >>{{: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 creation account by email.+> 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|}} >>{{:ru:prepwiki_18.png?direct&600|}}
  
  
-==== 5. Connection a client account with the Prep Center ====+==== 5. Connecting a client account to the prep center ====
  
->To connect an already created client account to the Prep Center, go to **Settings**-**Companies**. Click **+**, select **Connect prep client** and enter the client ID you want to be connected. +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|}} >>{{:en:connect_prep.jpg?direct&500|}} {{:ru:prepwiki_20.png?500|}}
  
  • en/prep_center.1651232170.txt.gz
  • Last modified: 2022/04/29 13:36
  • by simon