Merchant module

Functionality

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

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

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

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

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

Mail

• The ability to receive and send e-mails
• Support for attachments
• The ability to use the basic functionalities of the mailbox

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

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

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)