Difference between revisions of "Merchant module"
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= Functionality = | |||
<p>'''Creating and editing offers for customers from the level of the Merchant Panel'''</p> | |||
*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 | |||
Creating and editing offers for customers from the level of the Merchant Panel | *Ability to clone offers | ||
Ability to create offers containing one or more products | *Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button) | ||
Possibility to add additional services | *Possibility to download a PDF file with the offer | ||
Possibility to change the discount and commission in the form of an amount or percentage | <p>'''Non-standard product in the Merchant Module'''</p> | ||
Possibility of sending the offer to the customer | *Ability to create a custom product using typed text parameters | ||
Possibility to place an order for the customer | *Possibility to include a non-standard product in the offer for the customer | ||
Possibility to prepare drafts of the offers | <p>'''Organization of the work of a merchant'''</p> | ||
Ability to clone offers | *Ability to add tasks to the Task List | ||
Possibility to cancel a sent offer before its acceptance (in the offer details: Delete button) | *Possibility to mark tasks as completed | ||
Possibility to download a PDF file with the offer | *Ability to delete tasks | ||
<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> | |||
Non-standard product in the Merchant Module | *Ability to add clients to the list | ||
Ability to create a custom product using typed text parameters | *Possibility to add a client from the client base | ||
Possibility to include a non-standard product in the offer for the customer | *The ability to independently enter the data of a new customer | ||
Organization of the work of a merchant | *Possibility to edit shipping data | ||
Ability to add tasks to the Task List | *Possibility to edit invoice data | ||
Possibility to mark tasks as completed | *The ability to add notes in the customer panel | ||
Ability to delete tasks | *Possibility to configure an e-mail client | ||
Customer list | <p>'''Order control'''</p> | ||
Ability to add clients to the list | *Access to the list of orders | ||
Possibility to add a client from the client base | *Access to order history | ||
The ability to independently enter the data of a new customer | *Access to the details of the order | ||
Possibility to edit shipping data | *The possibility of cloning the order | ||
Possibility to edit invoice data | *Possibility to upload files directly from the merchant's panel | ||
The ability to add notes in the customer panel | <p>'''Mail'''</p> | ||
Possibility to configure an e-mail client | *The ability to receive and send e-mails | ||
*Support for attachments | |||
*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 | |||
Order control | *Access to numerical statistics presenting sales in a given period in the form of numbers | ||
Access to the list of orders | *Access to an automatically generated sales chart that distinguishes the base value of sales from commission and rebate | ||
Access to order history | *Access to details such as the number of offers sent, the number of finalized offers, and the level of effectiveness | ||
Access to the details of the order | <p>'''Adding a new merchant in the system and managing an employee (from the administrator level)'''</p> | ||
The possibility of cloning the order | *Possibility to add a separate employee and assign him the role of Merchant | ||
Possibility to upload files directly from the merchant's panel | *Possibility to choose the type of employee: Standard or Customer Service | ||
Possibility to edit a PDF file for offers created in the Merchant Module | *Ability to enable/disable available sales products | ||
Possibility to edit the PDF view of the offer | *Possibility to define the maximum discount level (in %) for individual products | ||
Possibility to edit the view in the CMS tab- | *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) | |||
Latest revision as of 06:39, 1 September 2021
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
- 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)