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User documentation

Business processes automation

Order processing

• Order list
• Group operations on orders
• Filter templates for orders searching
• Order page
• New order creation
• Global user status
• Customer list
• Customer page
• Tasks
• Telephony
• Calls list
• Letters list
• SMS list
• Notifications
• Working with doubles
• Сustomer data fetching into the order
• Binding managers to customers
• Orders combining, split, copying and linking
• Printed forms
• Warehouse
• Product page
• Product editing
• Product groups
• Item reservation in order
• Automatic reservation
• Product leftovers editing
• Logistics
• Managers
• Manager page
• Working with price types

Administration and settings

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

Analytics

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

Working with customer base

• Visits register and tracing of behavioral factors
• Customer segmentation
• Email/SMS sending from the customer segment
• Email and SMS sending on orders

ActionAssistant

• ActionAssistant mechanics

Integration

API

• API keys management

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