Courier Service Account

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Версия от 12:05, 7 июня 2021; Olga (обсуждение | вклад) (→‎Personal Account Functions)
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Courier service account is intended for configuring client personal account.

Personal Account Functions

There are the following types of the personal account functionality:

  • Basic
  • Standard
  • Premium
  • Maximum

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

Functionality Basic.png Standard.png Premium.png Maximum.png
Manual order placement Yes Yes Yes Yes
Tracking by order number, period and status Yes Yes Yes Yes
Packing slips and order barcodes printing Yes Yes Yes Yes
Data export to Microsoft Excel, acceptance certificate export] Yes Yes Yes Yes
Required columns setup in tracking Yes Yes Yes Yes
Inventory management Yes Yes Yes Yes
Access to partners/agents in regions
for setting statuses and information about delivery 		Yes Yes Yes
Load by template from Microsoft Excel Yes Yes Yes
Separate field visibility settings for client groups Yes Yes
Settlements with online stores (access is closed for department accounts) Yes Yes
Design change Yes Yes
Personal account link change Yes Yes
Shipment status history Yes Yes
Order change and cancellation Yes Yes
Order status subscription Yes Yes
Data storage period, days 45 180 365 365
Storage for images and attachments 0 500 MB up to 1 TB up to 1 TB
Delivery fee setup for recipients Yes
Recipient rating check Yes
Blocking limit increase 5 times

Registering a Personal Account

To register a personal account:

  1. In MeaSoft, click Catalogs > Additional modules and then click Register account. A window with the courier service details appears:
  2. 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:

In this window, you can see:

To create your client credentials, 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 unavailable, and the Department field will be filled in automatically when placing a new order.

Setting Up Client Personal Accounts

To set up a personal account, sign in to your personal account of the courier service and click Settings.

There are the following columns to manage the fields on all tabs:

  • Output order. Shows the fields layout. To change the order, drag the line up or down.
  • Standard name. Shows the default field names.
  • Customer name. The field name to be displayed to your clients.
  • Allowed. Allows you to enable or disable the display of fields by switching ON/OFF.
  • Required. The additional column in the Fields in pickup request and Fields in new order sections. 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.

To save the field settings, click Save at the bottom of the page.

To restore the default settings, click Reset.

Setting Up Field Visibility for Client Groups

You can configure different fields for client groups. The client group is determined by the status in the client card.

To configure the form fields for a client group:

  1. In the Select customer type drop-down list, select the client group status and click Copy.
  2. Set up the visibility of the form fields.
  3. Click Save.
  4. To customize the form for a different 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.

Setting Up Fields and Tabs

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

What to set up Where to set up Result in the client personal account Explanation
Order table fields on the Tracking tab of the client personal account Settings > Fields in order tracking
Order card fields in the client personal account Settings > Fields in order card
New order fields Settings > Fields in new order Field display settings to be filled in when creating an order manually.
When creating orders, Slots' can be set manually or selected from the list.
To enter them manually, enable the Delivery time from and Delivery time to fields.
To select slots from the list, enable the Slots field.
You can edit the slots list in MeaSoft
.

To add items to an order, enable the Items fields.

To add files, enable the Attached files field.
You can view attached files in MeaSoft
.

To set the default value of the Delivery mode field, click Options and select the value from the Urgency mode drop-down list.

To select a pickup point, enable the Delivery type field.
Pickup request fields Settings > Fields in pickup request You can disable the Fields in pickup request tab. To do this, disable all form fields.
Once a pickup request is created in a personal account, the correspondence card will display the sender data on the Recipient tab and recipient data on the Sender tab.
Fields on the order tracking page Settings > Fields in order tracking by number
Fields in labels Settings > Fields in label printing
Pickup point list Office application You can add more pickup points in MeaSoft]].
To enable the client to select a pickup point when creating an order manually, click Settings' > Fields in new order and enable the Delivery type field.
Warehouse Office application The Inventory management menu item appears in the client personal account if the client is a supplier in at least one receipt invoice in MeaSoft.

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 account, they must be specified in the item card in MeaSoft (Inventory management > Items).

To display the current number of available items
 in the warehouse in the client personal account, configure the Статусы писем для расчета остатка на складе
 variable in MeaSoft .

You can manage the courier service warehouse in the Inventory management module.
Microsoft Excel registry template
 Settings > Fields in Excel registry import Set up the template on whose basis the client will create a Microsoft Excel file to import orders to the personal account.
In this case, the fields are the table rows to be displayed in the template.

Besides the standard columns, there is Value cell, Header cell and Width:
• Value cell' specifies in which cell or range
 of cells the client will enter a row value. Example
.
• Header cell specifies which cell or cell range will store the field name. To place a single header in multiple parts of a Microsoft Excel file, specify comma-separated cells or ranges. Example

• Width sets the column width in a Microsoft Excel file. The width is the number of characters to be included in the cell.

The required rows are not highlighted in a Microsoft Excel file. If the client leaves them blank, a notification appears upon file upload and the orders are not added to the system.

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
 Settings > Fields in calculator To disable the calculator display, click Options > General and clear the Show the "Calculator" menu item check box.

The calculator makes calculations based on general long-distance rates unless the client has individual ones configured. To calculate intra-city rates, specify it in the long-distance rate settings as both the sender and the recipient.
The Incoming Orders tab
 Office application The 'Incoming Orders menu item appears in the client personal account when the courier service client is an agent.
For this, a branch card
 must be created for them in MeaSoft. In this case, the username and password for the client personal account must be recorded in the counterparty card
.
List of delivery and acceptance certificates
 Office application The Finance tab displays a table with delivery and acceptance certificates.

By default, the Payment calculation column displays the amount that the courier must hand over to the client. For the amount to be calculated without courier services, in MeaSoft, in the client card, on the Finance tab, select the Exclude the cost of courier services from the cash transfer certificate check box.
Order cancellation and change
 Settings > Options > Advanced

Options

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


To get more details about the option, hover the mouse pointer over the question mark at the end of the line. The parameters are grouped into tabs:

  • General
  • Finance
  • Advanced

Common Settings

HTML code. In the setting text, you can specify both HTML code for displaying parts of the content and js scripts. Besides, a data processor of the form DOM model and output of an additional text after clicking "Send" are available. The data processor is added to the submitCallback method as a js script.

Example: 

//Code added to the HTML code parameter
<script type="text/javascript">
	window.submitCallback = function() {
		if (jQuery('#mass').val() >= 100) {
			return 'Weight specified' + jQuery('#mass').val() + ' kg!';
		} else {
			return '';
		}
	};
</script>

Once you click Send, the Weight field value is checked. If the value is greater than or equal to 100, a message indicating the weight is displayed besides the question about placing the order. Use this mechanism only to display messages, not to check for new order errors as the system allows you to place an order.

Company data. In this section, you can place a name, a logo, a phone number, and a link to the courier service website on the following pages:

  • Client personal account sign-in page
  • Order tracking
  • Calculator

To save the settings, click Save.

Finance

Use this tab to set up payment services:

  • PimPay settings. To get started with PimPay, enter the PimPay code, token, and a private key in the appropriate fields. For more information, see the PimPay section.
  • Online Payment Settings. To accept online payments using Robokassa, in the Online Payment Settings section, fill in the fields with the store data from your Robokassa personal account. For more information, see the Robokassa section.
  • Online Payment Settings Ibox. Allows you to configure the module to get requests from Ibox. Fill in the Ibox client ID' field with the value from the Company profile section of your ibox personal account, create a username and a password for webhooks and report this data to ibox. For more information, see the Ibox section.

To save the settings, click Save.

Advanced Settings

On the tab, the settings are grouped into the Common settings and Appearance Settings sections.

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

To change the interface of the client personal account:

  1. Download a CSS file by clicking "Example CSS file".
  2. Adjust the CSS file.
  3. Click Select file and upload the modified CSS file. If the file is uploaded, the message "CSS uploaded successfully" appears.

Note that the client personal account is built using Bootstrap.

Phones

Use it to view the list of courier devices connected to the MeaSoft App mobile application. For more information on the mobile application, see Мобильное приложение курьера для Android and Мобильное приложение курьера для IPhone sections.


By default, the Courier Devices tab with a list of connected devices appears.

To filter the list, click Active', Inactive or All.

Courier Devices

To configure a courier device, in the Courier Devices list, click Edit next to the device name. The device card appears:


Courier. The name of the courier from whose card the device was registered. To link the device to another courier, select its name from the drop-down list.

POS terminal PIN. Use it to set up order payments via the terminal.

Fiscal register number. Use it to set up fiscalization.

If the Active check box is selected, the mobile device is synchronized with the system. To disable synchronization, clear the check box. The check box is cleared automatically if information has not been received from the device within 7 days. You can select it again any time to resume the device in the system.

The GPS tracking' and GSM tracking check boxes are selected automatically when the courier device is connected to these services.

When you finish editing the settings, click Save.

Telephony Settings

Use the tab to configure the mobile application connection to telephony. The telephony server Asterisk and connection via AMI are used.

You must be an Asterisk server administration expert for the setup. Contact your telephony support. Our technical support team does not have the appropriate qualifications, and most likely we will not be able to support you in this matter.

Specify connection settings:

  • Server address. The IP or domain name. It is assumed that the Asterisk server has a static external IP or the AMI port is forwarded. Otherwise, the feature does not function.
  • Server port. The AMI port.
  • User name. The AMI username created in manager.conf (or manager_custom.conf).
  • Password. The user password.
  • Channel. The channel to be used for a call. It usually looks as follows "SIP/trunk_name", where trunk_name is the name of the trunk that is usually written in the /etc/asterisk/sip.conf file. For old versions of the SIP driver, you can specify "SIP/trunk_name". In this case, the caller number will be placed at the end: "SIP/trunk_name/79001234567". For new versions of the SIP driver, you can specify "SIP/{NUMBER}@trunk_name". In this case, the caller number will be placed instead of {NUMBER}: "SIP/79001234567@trunk_name".
  • Context. The query processing context. Usually configured in a dial plan, in the /etc/asterisk/extensions.conf file. Here you can configure the recording of outgoing calls
  • Courier prefix. The prefix to be added to the caller number.
  • Client prefix. The prefix to be added to the callee number.
  • Internal office phone number. The extension number that the call comes to when you select "Call office". We recommend that you specify the manager group number in this field in the Asterisk settings.

Save the setting, and then enter 2 phones and click Test to check that it is working properly. MeaSoft sends a query to Asterisk, and it must first call the first phone. Once the phone is picked up, a call is made to the second number, and they are switched.

Note. For successful calls from the mobile application, the mobile phone number must be entered in the appropriate field in the courier card.

Parameters

Use the tab to configure the mobile application parameters.


Request the recipient full name. If the check box is selected, the courier application will not allow you to save the signature without the Delivery info field filled in.

Request the recipient signature. If the check box is selected, the recipient signature is required.

"'Do not show urgent orders with an empty status to the courier'". If the check box is selected, only orders with a non-empty status are available to the courier. In the urgent order card, specify the courier and change the status, for example, to Handed over to courier.

Allow undelivered orders. If the check box is selected, the courier can take an order that has not been delivered to anyone before. For more information, see the "Undelivered orders" section.

Office landline phone. The external office phone number. The courier application will make calls to the office at this number.

FMC prefix. The prefix услуги for digital switches.

Link to regulations. Specify a link to the regulations for couriers to be displayed in the mobile application.

Call results collection mode. Select whether to ask the courier for the result of the call to the client. Possible values:

  • Request required. Shows a menu that prompts you to select the result. The application is blocked until the result is selected.
  • Request. Shows a menu that prompts you to select the result. You can refuse to answer.
  • Do not request. Shows no menu.

Request photo. If the check box is checked, the courier must attach a photo to the order.

Integrations

Use the section to set up the integration of MeaSoft with other systems.

Tickets

Use the section to reach the technical support service.

By default, the Answer Received tab appears with tickets that contain new messages.

On the left side, you can see tickets with In Progress and Closed statuses on the appropriate tabs.

All tabs display two tables. The left-side table contains filtered tickets. The right-side table contains a list of messages from the selected ticket, indicating the author and creation time. To view a message, click the table row. To ask an additional question or reply to a message, enter text in the empty field and click Reply.

To create a ticket, on the left side, click New. In the opened window, enter a subject and a message, and click Save. The request will be added to the ticket list on the In Progress tab with the New status.

To stop working on a ticket, click Close.

To search for tickets by word, phrase, or ticket number, fill in the Search or Ticket number field and click Filter.

To restore the default list of tickets, click Reset.

Information

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


There are the following types of information messages:

  • Standard. The client can read such information messages on the Information tab.
  • 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 create a message, click New post. Enter the text and title, select the post date and type, and then click Save.

The table of information messages is displayed in the Information section. To view, delete or update a news post, or open the view log, click the appropriate button at the end of the table row.

Note that the client does not see notifications that the post has been edited, so it is better to create a new post to add important information.

Call Center

Use this section to create tasks (projects) to call clients. Projects include orders that meet the specified condition, and a call task queue is created automatically. The operator receives tasks via the external Staff interface.

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.

To add a project:

  1. Click Create Project. The Create Project window appears:
  2. Fill in the project fields:
    • Name. The project name.
    • Operator script. The text instruction for the operator.
    • Filter. The SQL query part that sets conditions for adding orders to a project.
    • Status for the "Did not get through" button. The status that will be assigned to the order if the operator clicks Did not get through. Select a status from the drop-down list.
    • Display statuses. Orders with the specified statuses will be added to a project. Select one or more statuses from the drop-down list.
    • Operator statuses. Statuses that the operator can set for the order based on the call result. Select one or more statuses from the drop-down list.
  3. On the right side of the page, configure the order fields display for the operator. You can:
    • Specify visible fields and their sequence.
    • Specify editable fields.
    • Map the client field names to the default names.
  4. When you are done, click Create on the bottom left.

The created project will be added to the project table in the Call Center section.

Changing Personal Account Address Bars

By default, the personal account address bar 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.

To change the address:

1. Create a subdomain in your DNS. Assign it with the IP address of our server: 138.201.228.71 (or CNAME at home.courierexe.ru, which will be better).
2. Buy an SSL certificate for the subdomain. The certificate must be valid for at least a year. More about certificates
3. Send all the specified files to our technical support. Within a couple of days, we will register your subdomain in our server and install the certificates to it.

Storage

Use the storage to automatically move files from your office application database to the storage up to 1 TB.

By default, files from orders are transferred from the office application to the personal 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.

Note that the storage can be accessed only if you are connected to the Internet.

Other Web Services

Tracking Orders by Numbers

Courier service clients and agents can track shipments by order numbers. Tracking is available at https://home.courierexe.ru/XX/tracking, where XX is the courier service code. To track an order, enter the order number in the search bar and click Find. A window with the order details appears:

In this window, you can:

  • Subscribe to order status notifications in the Telegram channel or browser. To subscribe, click Telegram.png or Browser push.pngrespectively.
  • Make the pay on delivery for the order. The option is available if the courier service uses online payments.
    Note. Before making a payment, make sure that you have entered the correct order number.

To pay for an order with pay on delivery, click Pay by card, select a payment method, enter and confirm the information for the payment system.

In the tracking window, in the Pay on delivery field, the order status will change to Order paid. The transaction receipt will be sent to the email specified when ordering.

Calculator

The delivery fee calculator is available without authorization at https://home.courierexe.ru/XX/calculator, where XX is the code of your courier service.

Collecting Feedback

The system has a separate form for collecting feedback:

The link is the address https://home.courierexe.ru/8/opinions with parameters.

Parameters:

  • code. The internal entity code in the system. The required parameter.
  • rate. The rating. For orders, the parameter must be equal to the code from the Complaints catalog. For other types, it must be an integer from 1 to 5.
  • type. The entity type. The default value is 3.
  • note. Shows whether there is a comment. The default value is 1.
  • star. The star output attribute. The default value is 1.
  • hash. The link hash value. The hash is generated by the SignatureUrl function. The required parameter.

If the rate parameter is present, the rating is indicated immediately and is not requested in the form.

Sample requests (without hash):

https://home.courierexe.ru/8/opinions?code=123456. The request for rating in the form of stars and a comment for the address (type = 3, note = 1, star = 1).

https://home.courierexe.ru/8/opinions?code=123456&rate=1. The request for a comment for the address (already rated).

https://home.courierexe.ru/8/opinions?code=123456&star=0. The request for rating in the form of a list and a comment for the address.

https://home.courierexe.ru/8/opinions?code=123456&type=12. The request for an employee's rating in the form of stars with a comment.

https://home.courierexe.ru/8/opinions?code=123456&rate=1&note=0. Already rated, no comment is requested, a message about the rating is immediately displayed.

To reduce the URL length, you can use a short form of writing the method and parameters: https://home.courierexe.ru/8/o?c=123456&r=1&n=1&t=3

Usage in script: 

savetofile('d:\hash.txt', 
 SignatureUrl('https://home.courierexe.ru/8/opinions?code=1&type=2&rate=1')
);

You can see the result in the Opinions table.

Calculating the Nearest Possible Delivery Date

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:

The calculator asks for the MINIMUM
 delivery time in workdays to the city of receipt, taking into account the urgency mode selected by the user.
  1. The system calculates the current time of the courier service server to correct the time zone. It compares this time with the Время завершения работы
     variable. By default, this time is 8:00 p.m.
    . If the current time of the courier service is greater than the time specified in the variable, 1 workday is added to the delivery time.
The produced number of workdays is added to the current date. By default, the system considers the days listed in Выходные дни для расчетов
 as days off, and then it applies unscheduled workdays and days off (holidays) entered in the catalog to them.

This algorithm allows you to completely set up the control of the date entered by the user not to allow them to submit delivery for the day after tomorrow from New York to Las Vegas at an economy rate, or to submit intra-city delivery for online stores for tomorrow after 8:00 p.m.

At the moment, manual order placement and import from Microsoft Excel follow these rules. In the API, the system only calculates the minimum dates and if the scheduled delivery/pickup date is less than the nearest possible date, the date automatically changes to the earliest possible one.

Источник — «https://wiki.courierexe.ru/index.php?title=Courier_Service_Account&oldid=12211»