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Courier service account is intended for configuring client personal account.

Depending on the type, you can take advantage of use the following functionality:

| Manual order placementPlace orders manually

|Tracking Track by order number, period created, and status

|Packing Print order packing slips and order barcodes printing

|Data export Export order data to Microsoft Excel, export acceptance certificate export]

|Required Set up columns setup in tracking

|Inventory Warehouse management

|Access Allow access to partners/agents in regions <br> for setting specifying delivery statuses and information about delivery

|Load by template Import orders from Microsoft Exceltemplate

|Separate Different field visibility settings for client groups

|Settlements with online stores (access is closed unavailable for department accounts)

|Design changeCustomize design

|Personal Manage client account link change

|Order change and cancellationChange or cancel orders

|Order Subscribe to order status subscription

| Delivery Customize delivery fee setup for recipientsrecepients

|Recipient Check recipient's rating check

|Blocking Increase query limit increase

== Registering a Personal Courier Service Account ==To register a personal courier service account:# In MeaSoft, click '''Catalogs''' > '''Additional modulesModules''' , and then click '''Register accountAccount'''. A window with the courier service details data appears:.# Enter a username in the lower field and click '''Register'''. You will see the message "Successfully registered". Click '''OK'''. The "Manage Additional Modules " window appears:[[Файл:Image 5.png|700px|none]]

* Link A link to sign in to [https://home.courierexe.ru ЛК курьерской службыcourier service account] with , a username and a passwordfor it.* Link A link to sign in to the courier service client's personal account. The sign in link to the client personal account looks as follows: https://home.courierexe.ru/X, where X is the unique code of the courier service.

To create your client credentials, in MeaSoft, open the client card, click the ''''Other''' tab, and create credentials in MeaSoft in the '''Website access''' field. Send the credentials to the client.

Access on behalf of a department is also supported. To provide such access, open the client card, click the '''Departments ''' tab, open the department card, and fill in the '''Username''' and '''Password''' fields. The department must have at least one employee. If the client signs in to the personal account on behalf of the department, the '''Finance''' section will be is unavailable, and the '''Department''' field will be is filled in automatically when placing a new order.

== Setting Up Client Personal Accounts Account ==To set up a personal client account, sign in to your personal account of the courier service account and click '''Settings'''.

* '''Output Display order'''. Shows the fields layout. To change the order, drag the line up or down.

* '''Allowed'''. Allows you to enable show or disable the display of hide fields by switching ON/OFF.* '''Required'''. The additional column in on the '''Pickup Request Fields in pickup request''' and '''New Order Fields in new order''' sectionstabs. Use it to assign required fields. In the client personal account, such fields will be marked with a red asterisk. If the client leaves them blank, the system will prompt them and the order will not be created.

=== Setting Up Field Visibility Fields for Client Groups ===You can configure show different fields for client groups. The client group is determined by the status in the client card.

# In the '''Select customer client type''' drop-down list, select the client group status , and then click '''Copy'''.

# To customize the form for a different another client group, repeat all the steps again. As a result, the status value of the group for which the form is configured will appear in the first drop-down list.

The table below shows the settings of the client personal account:

!Result in the client personal account!style="width: 50%;"|ExplanationComment

|Order table fields on the '''Tracking''' tab of the client personal account||'''Settings''' > '''Order Tracking Fields in order tracking'''||||

|Order card fields in the client personal account||'''Settings''' > '''Fields in order card'''||||

|New order fields||'''Settings''' > '''New Order Fields in new order'''||||Field display settings Settings of the fields to be filled in when creating an order manually.<br>When creating orders, '''Slots''' time slots can be set manually or selected from the list.<br>To enter them manually, enable the '''Delivery time from''' and '''Delivery time to''' fields.<br>To select slots from the list, enable the '''SlotsDelivery time slot''' field.<br>You can edit the slots list in <rspoiler text="MeaSoft"> '''Catalogs''' > '''Statuses''' > '''61 SlotsDelivery slots'''</rspoiler>.<br><br>To add items to an order, enable the '''Items''' fieldsfield.<br><br>To add files, enable the '''Attached files''' field. <br>You can view attached files <rspoiler text="in MeaSoft"> correspondence shipment card > '''Functions'' > '''Attached filesFiles'''</rspoiler>.<br><br>To set the default value of the '''Delivery mode''' field, click '''Options''' and select the value from the '''Urgency mode'' drop-down list.<br><br>To select a pickup point, enable the '''Delivery type''' field.

|Pickup request fields|| '''Settings''' > '''Pickup Request Fields in pickup request'''||||You can disable the '''Fields in pickup requestRequest Pickup''' tabin the client account. To do this, disable all the form fields.<br>Once a For pickup request is created in a personal accountrequests, the correspondence shipment card will display the displays sender data on the '''Recipient''' tab and recipient data on the '''Sender''' tab.

|Fields on the order tracking page||'''Settings''' > '''Tracking Page Fields in order tracking by number'''||||

|Fields in labelsLabel fields||'''Settings''' > '''Label Fields in label printing'''||||

|Pickup point list||Office application||||You can add more pickup points in MeaSoft]].<br>To enable the client to select a pickup point when creating an order manually, click '''Settings''' > ''New Order Fields in new order''' and enable the '''Delivery type''' field.

|Warehouse||Office application||||The '''Inventory managementWarehouse''' menu item appears in the client personal account if the client is a supplier in at least one receipt invoice in MeaSoft.<br><br>If you want the values of the fields '''Item name''', '''Item weight''', '''Item price''' , and '''Barcode''' to be filled in automatically when adding an item from a warehouse to an order in the personal client account, they must be specified in the item card in MeaSoft ('''Inventory managementWarehouse''' > '''Items''').<br><br>To display the current number quantity of <rspoiler text="available items">In the client personal account, this is the '''including reservereserved''' column on the '''Warehouse''' tab</rspoiler> in the warehouse in the client personal account, configure the <mparam code="LetterStates/> variable in MeaSoft .<br><br>You can manage the courier service warehouse in using the Inventory management Warehouse Management module.

|Microsoft Excel registry template<br>||'''Settings''' > '''Excel Registry Import Fields in Excel registry import'''|||||Set up the a template on whose basis the client will create for a Microsoft Excel file to import orders to in the personal client account.<br>In this case, the fields are intended for the table rows to be displayed in the template.<br><br>Besides the standard columns, there is '''Value cell''', '''Header cell''' , and '''Width''':<br> • '''Value cell'''' specifies in which the cell or <rspoiler text="range">The cell range is marked with the ":" character. An Excel file will merge the cells within the specified range.</rspoiler> of cells for entering the client will enter a row value. <rspoiler text="Example">If "D4:G4" is specified in the '''Value cell''' column of the '''Pickup date''' field, the pickup date in a Microsoft Excel document must be specified within the cell range D4:G4</rspoiler>.<br> • '''Header cell''' specifies which the cell or cell range will to store the field name. To place a single header in multiple parts of a Microsoft Excel file, specify comma-separated cells or ranges. <rspoiler text="Example">If "A4, А10" is specified in the '''Header cell''' column of the '''Pickup date''' field, two cells of a Microsoft Excel document will store the '''Pickup date''' row name: A4 and А10.</rspoiler><br> • '''Width''' sets the column width in a Microsoft Excel file. The width is the number of characters to be included in the cell.<br><br>The required rows are not highlighted in a Microsoft Excel file. If the client leaves them blank, a notification appears upon on file upload import and the orders are not added to the system.<br><br>Note that changing the line display order does not change the position of the rows in a Microsoft Excel file. The '''#''' and '''Recipient company''' fields are always enabled and must be filled in.

|Calculator fields<br>||'''Settings''' > '''Calculator Fields in calculator'''||||To disable hide the calculator display"Calculator" menu item, click '''Options''' > '''General''' and clear the '''Show the "Calculator" menu item''' check box.<br><br>The calculator makes calculations based on general long-distance ising common intercity rates unless the client has individual ones configuredset up. To calculate intra-city rates, specify it in the long-distance rate settings as both the sender and the recipient.

|The '''Incoming Orders''' tab<br>||Office application||||The ''''Incoming Orders''' menu item appears in the client personal account when the courier service client is an agent.<br>For this, a <rspoiler text="branch card"> '''Catalogs''' > '''Intercity''' > '''Branches'''</rspoiler> must be created for them in MeaSoft. In this case, the username and password for the client personal account must be recorded in the <rspoiler text="counterparty card"> '''Catalogs''' > '''Intercity''' > '''Branches''' > branch card > '''Other''' > '''Counterparty'''</rspoiler>.

In the '''Options''' section you can access additional settings of the personal client account:

* Client personal account sign-in page

In the '''Appearance Settings''' section, you can change the interface of the client personal account.

To change the interface of the client personal account:

Note that the client personal account is built using [http://getbootstrap.com Bootstrap].

Use this section to create messages to display in client personal accounts in the '''Information''' section.

* Reading required. Such information messages pop up when the client signs in to their personal account and block the client's operations until they click '''Yes, I see'''.

To open the call center settings, in the main menu of the courier service personal account, click '''Call Center'''. This opens a page where you can view, change or disable created projects, or create a new project. Disabled projects are highlighted in blue.

== Changing Personal Client Account Address Bars Link ==By default, the personal client account address bar link looks as follows https://home.courierexe.ru/XX, where XX is the company number in Measoft. You can change the address to any name formatted as https://your_subdomain.your_domain.ru.

By default, files from orders are transferred from the office application to the personal client account database. When it is filled in, the old data is automatically deleted to make way for new data. In the storage, you can store all files that go through your personal account, as well as any files from the office application (for example, email files, contracts, document copies, and so on). If a file is uploaded to the storage, it becomes small and takes up almost no space.

To start using the storage, in the courier service personal account, click '''Options''' > '''Advanced''' and select the '''Use storage''' check box.

Starting from February 11, 2019, at numerous requests of users, the client personal account can control whether delivery on the scheduled delivery date specified by the user is possible. Here's how it works: