Difference between revisions of "Merchant module"
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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- | *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 | ||
Revision as of 07:41, 19 August 2021
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