Merchant module - Revision history

Daniel at 06:39, 1 September 2021

2021-09-01T06:39:06Z

← Older revision		Revision as of 06:39, 1 September 2021
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	= Functionality =		= Functionality =
	~~<p>'''Adding a new merchant in the system and managing an employee (from the administrator level):'''</p>~~		<p>'''Creating and editing offers for customers from the level of the Merchant Panel'''</p>
	*Possibility to add a separate employee and assign him the role of Merchant
	*Possibility to choose the type of employee: Standard or Customer Service
	*Ability to enable / disable available sales products
	*Possibility to define the maximum discount level (in %) for individual products
	*Possibility to assign or pick up a customer
	*Possibility to view employee sales statistics
	*Possibility to set a fixed commission for merchants
	<p>'''Creating and editing offers for customers from the level of the Merchant Panel:'''</p>
	*Ability to create offers containing one or more products		*Ability to create offers containing one or more products
	*Possibility to add additional services		*Possibility to add additional services
Line 18:		Line 10:
	*Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button)		*Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button)
	*Possibility to download a PDF file with the offer		*Possibility to download a PDF file with the offer
	~~<p>'''View merchant's statistics:'''</p>~~		<p>'''Non-standard product in the Merchant Module'''</p>
	*The ability to view the trader's statistics (the "statistics" button at the top of the page)
	*The ability to view statistics for individual customers
	*Access to numerical statistics presenting sales in a given period in the form of numbers
	*Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate
	*Access to details such as: the number of offers sent, the number of finalized offers and the level of effectiveness
	<p>'''Non-standard product in the Merchant Module:'''</p>
	*Ability to create a custom product using typed text parameters		*Ability to create a custom product using typed text parameters
	*Possibility to include a non-standard product in the offer for the customer		*Possibility to include a non-standard product in the offer for the customer
	<p>'''Organization of the work of a merchant:'''</p>		<p>'''Organization of the work of a merchant'''</p>
	*Ability to add tasks to the Task List		*Ability to add tasks to the Task List
	*Possibility to mark tasks as completed		*Possibility to mark tasks as completed
	*Ability to delete tasks		*Ability to delete tasks
	<p>'''Customer list:'''</p>		<p>'''Merchant's calendar'''</p>
			*Access to a calendar of events dedicated to a given merchant
			*Possibility to add events, e.g. meetings with the client
			*The ability to change the calendar view
			*Possibility to change the time or move the event to another day
			<p>'''Customer list'''</p>
	*Ability to add clients to the list		*Ability to add clients to the list
	*Possibility to add a client from the client base		*Possibility to add a client from the client base
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	*The ability to add notes in the customer panel		*The ability to add notes in the customer panel
	*Possibility to configure an e-mail client		*Possibility to configure an e-mail client
	~~<p>'''Merchant's calendar:'''</p>~~		<p>'''Order control'''</p>
	*Access to a calendar of events dedicated to a given merchant
	*Possibility to add events, e.g. meetings with the client
	*The ability to change the calendar view
	*Possibility to change the time or move the event to another day
	<p>'''Order control:'''</p>
	*Access to the list of orders		*Access to the list of orders
	*Access to order history		*Access to order history
Line 50:		Line 36:
	*The possibility of cloning the order		*The possibility of cloning the order
	*Possibility to upload files directly from the merchant's panel		*Possibility to upload files directly from the merchant's panel
	~~<p>'''Possibility to edit a PDF file for offers created in the Merchant Module:'''</p>~~		<p>'''Mail'''</p>
	*Possibility to edit the PDF view of the offer
	*Possibility to edit the view in the CMS tab-> Own views -> Offer view (pdf)
	<p>'''Mail:'''</p>
	*The ability to receive and send e-mails		*The ability to receive and send e-mails
	*Support for attachments		*Support for attachments
	*The ability to use the basic functionalities of the mailbox		*The ability to use the basic functionalities of the mailbox
			<p>'''View merchant's statistics'''</p>
			*The ability to view the trader's statistics (the "statistics" button at the top of the page)
			*The ability to view statistics for individual customers
			*Access to numerical statistics presenting sales in a given period in the form of numbers
			*Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate
			*Access to details such as the number of offers sent, the number of finalized offers, and the level of effectiveness
			<p>'''Adding a new merchant in the system and managing an employee (from the administrator level)'''</p>
			*Possibility to add a separate employee and assign him the role of Merchant
			*Possibility to choose the type of employee: Standard or Customer Service
			*Ability to enable/disable available sales products
			*Possibility to define the maximum discount level (in %) for individual products
			*Possibility to assign or pick up a customer
			*Possibility to view employee sales statistics
			*Possibility to set a fixed commission for merchants
			<p>'''Possibility to edit a PDF file for offers created in the Merchant Module'''</p>
			*Possibility to edit the PDF view of the offer
			*Possibility to edit the view in the CMS tab-> Own views -> Offer view (pdf)

Daniel at 12:01, 31 August 2021

2021-08-31T12:01:32Z

← Older revision		Revision as of 12:01, 31 August 2021
Line 1:		Line 1:
			= Functionality =
	<p>'''Adding a new merchant in the system and managing an employee (from the administrator level):'''</p>		<p>'''Adding a new merchant in the system and managing an employee (from the administrator level):'''</p>
	*Possibility to add a separate employee and assign him the role of Merchant		*Possibility to add a separate employee and assign him the role of Merchant

Daniel at 07:41, 19 August 2021

2021-08-19T07:41:39Z

Daniel: Created page with "Adding a new merchant in the system and managing an employee (from the administrator level): Possibility to add a separate employee and assign him the role of Merchant Possibi..."

2021-08-19T07:41:04Z

Created page with "Adding a new merchant in the system and managing an employee (from the administrator level): Possibility to add a separate employee and assign him the role of Merchant Possibi..."

New page

Adding a new merchant in the system and managing an employee (from the administrator level):
Possibility to add a separate employee and assign him the role of Merchant
Possibility to choose the type of employee: Standard or Customer Service
Ability to enable / disable available sales products
Possibility to define the maximum discount level (in %) for individual products
Possibility to assign or pick up a customer
Possibility to view employee sales statistics
Possibility to set a fixed commission for merchants
Creating and editing offers for customers from the level of the Merchant Panel:
Ability to create offers containing one or more products
Possibility to add additional services
Possibility to change the discount and commission in the form of an amount or percentage
Possibility of sending the offer to the customer
Possibility to place an order for the customer
Possibility to prepare drafts of the offers
Ability to clone offers
Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button)
Possibility to download a PDF file with the offer
View merchant's statistics:
The ability to view the trader's statistics (the "statistics" button at the top of the page)
The ability to view statistics for individual customers
Access to numerical statistics presenting sales in a given period in the form of numbers
Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate
Access to details such as: the number of offers sent, the number of finalized offers and the level of effectiveness
Non-standard product in the Merchant Module:
Ability to create a custom product using typed text parameters
Possibility to include a non-standard product in the offer for the customer
Organization of the work of a merchant
Ability to add tasks to the Task List
Possibility to mark tasks as completed
Ability to delete tasks
Customer list:
Ability to add clients to the list
Possibility to add a client from the client base
The ability to independently enter the data of a new customer
Possibility to edit shipping data
Possibility to edit invoice data
The ability to add notes in the customer panel
Possibility to configure an e-mail client
Merchant's calendar:
Access to a calendar of events dedicated to a given merchant
Possibility to add events, e.g. meetings with the client
The ability to change the calendar view
Possibility to change the time or move the event to another day
Order control:
Access to the list of orders
Access to order history
Access to the details of the order
The possibility of cloning the order
Possibility to upload files directly from the merchant's panel
Possibility to edit a PDF file for offers created in the Merchant Module:
Possibility to edit the PDF view of the offer
Possibility to edit the view in the CMS tab-> Own views -> Offer view (pdf)
Mail:
The ability to receive and send e-mails
Support for attachments
The ability to use the basic functionalities of the mailbox

← Older revision		Revision as of 07:41, 19 August 2021
Line 1:		Line 1:
	Adding a new merchant in the system and managing an employee (from the administrator level):		<p>'''Adding a new merchant in the system and managing an employee (from the administrator level):'''</p>
	Possibility to add a separate employee and assign him the role of Merchant		*Possibility to add a separate employee and assign him the role of Merchant
	Possibility to choose the type of employee: Standard or Customer Service		*Possibility to choose the type of employee: Standard or Customer Service
	Ability to enable / disable available sales products		*Ability to enable / disable available sales products
	Possibility to define the maximum discount level (in %) for individual products		*Possibility to define the maximum discount level (in %) for individual products
	Possibility to assign or pick up a customer		*Possibility to assign or pick up a customer
	Possibility to view employee sales statistics		*Possibility to view employee sales statistics
	Possibility to set a fixed commission for merchants		*Possibility to set a fixed commission for merchants
	Creating and editing offers for customers from the level of the Merchant Panel:		<p>'''Creating and editing offers for customers from the level of the Merchant Panel:'''</p>
	Ability to create offers containing one or more products		*Ability to create offers containing one or more products
	Possibility to add additional services		*Possibility to add additional services
	Possibility to change the discount and commission in the form of an amount or percentage		*Possibility to change the discount and commission in the form of an amount or percentage
	Possibility of sending the offer to the customer		*Possibility of sending the offer to the customer
	Possibility to place an order for the customer		*Possibility to place an order for the customer
	Possibility to prepare drafts of the offers		*Possibility to prepare drafts of the offers
	Ability to clone offers		*Ability to clone offers
	Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button)		*Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button)
	Possibility to download a PDF file with the offer		*Possibility to download a PDF file with the offer
	View merchant's statistics:		<p>'''View merchant's statistics:'''</p>
	The ability to view the trader's statistics (the "statistics" button at the top of the page)		*The ability to view the trader's statistics (the "statistics" button at the top of the page)
	The ability to view statistics for individual customers		*The ability to view statistics for individual customers
	Access to numerical statistics presenting sales in a given period in the form of numbers		*Access to numerical statistics presenting sales in a given period in the form of numbers
	Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate		*Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate
	Access to details such as: the number of offers sent, the number of finalized offers and the level of effectiveness		*Access to details such as: the number of offers sent, the number of finalized offers and the level of effectiveness
	Non-standard product in the Merchant Module:		<p>'''Non-standard product in the Merchant Module:'''</p>
	Ability to create a custom product using typed text parameters		*Ability to create a custom product using typed text parameters
	Possibility to include a non-standard product in the offer for the customer		*Possibility to include a non-standard product in the offer for the customer
	Organization of the work of a merchant		<p>'''Organization of the work of a merchant:'''</p>
	Ability to add tasks to the Task List		*Ability to add tasks to the Task List
	Possibility to mark tasks as completed		*Possibility to mark tasks as completed
	Ability to delete tasks		*Ability to delete tasks
	Customer list:		<p>'''Customer list:'''</p>
	Ability to add clients to the list		*Ability to add clients to the list
	Possibility to add a client from the client base		*Possibility to add a client from the client base
	The ability to independently enter the data of a new customer		*The ability to independently enter the data of a new customer
	Possibility to edit shipping data		*Possibility to edit shipping data
	Possibility to edit invoice data		*Possibility to edit invoice data
	The ability to add notes in the customer panel		*The ability to add notes in the customer panel
	Possibility to configure an e-mail client		*Possibility to configure an e-mail client
	Merchant's calendar:		<p>'''Merchant's calendar:'''</p>
	Access to a calendar of events dedicated to a given merchant		*Access to a calendar of events dedicated to a given merchant
	Possibility to add events, e.g. meetings with the client		*Possibility to add events, e.g. meetings with the client
	The ability to change the calendar view		*The ability to change the calendar view
	Possibility to change the time or move the event to another day		*Possibility to change the time or move the event to another day
	Order control:		<p>'''Order control:'''</p>
	Access to the list of orders		*Access to the list of orders
	Access to order history		*Access to order history
	Access to the details of the order		*Access to the details of the order
	The possibility of cloning the order		*The possibility of cloning the order
	Possibility to upload files directly from the merchant's panel		*Possibility to upload files directly from the merchant's panel
	Possibility to edit a PDF file for offers created in the Merchant Module:		<p>'''Possibility to edit a PDF file for offers created in the Merchant Module:'''</p>
	Possibility to edit the PDF view of the offer		*Possibility to edit the PDF view of the offer
	Possibility to edit the view in the CMS tab-> Own views -> Offer view (pdf)		*Possibility to edit the view in the CMS tab-> Own views -> Offer view (pdf)
	Mail:		<p>'''Mail:'''</p>
	The ability to receive and send e-mails		*The ability to receive and send e-mails
	Support for attachments		*Support for attachments
	The ability to use the basic functionalities of the mailbox		*The ability to use the basic functionalities of the mailbox