User documentation

Work with orders and customers

• Order list
• Filter templates for orders searching
• Group operations on orders
• Order page
• New order creation
• Customer list
• Customer page
• Visits register and tracing of behavioral factors
• Email and SMS sending on orders and customer
• Orders combining, split, copying and linking
• Working with duplicates
• Сustomer data fetching into the order
• Binding managers to customers
• Printed forms

Working with goods

• Warehouse
• Product page
• Product editing
• Product Groups
• Product leftovers editing
• Item reservation in order
• Autoreservation
• Working with price types
• Logistics
• Shipment of orders to the delivery service

Communication

• Telephony
• Calls List
• Letters List
• Sms List

System user

• Managers
• ManagerPage
• Global user status
• Notifications

Working with tasks

• Tasks

Finance

• Costs

• Mailings
• Customer segmentation
• Rules
• List of rule executions

Connect to instant messengers and chats

• Telegram
• WhatsApp
• Viber
• Facebook Messenger
• VK Messenger
• Instagram
• Consultant

Bots

• Assistant bot
• Bot for automatic distribution of dialogs

• Analytics on orders
• Analytics on customers
• Analytics on products
• Analytics on managers
• Analytics on communications
• Analytics on finances

• Users and user groups
• Stores
• Data books: types of orders, delivery and payment
• Statuses
  • Order statuses and status groups (stages)
  • Product statuses
  • The matrix of allowable status transitions in order processing
  • Time limits for order statuses
• Communication
  • Triggers
  • Templates of Email and SMS
  • Notification templates
• Loyalty
• Settings Page
  • Maintenance of warehouses
  • Custom fields
  • Validation
  • Templates of printed forms
  • SPF and DKIM settings of domain for sending email
  • How to improve email deliverability

Delivery services

• Integration with CDEK
• Integration with DPD
• Integration with DHL

Databooks

• Integration with Geohelper
• Import of customers or orders to the system

Other

• Integration with RetailRocket
• Integration with other systems and platforms through system API
• Google Analytics integration