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Courier Service Account

409 байт добавлено, 08:36, 9 июня 2021
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Setting Up Fields and Tabs
|Warehouse||Office application||||The '''Warehouse''' menu item appears in the client account if the client is a supplier in at least one receipt 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 client account, they must be specified in the item card in MeaSoft ('''Warehouse''' > '''Items''').<br><br>To display the current quantity of <rspoiler text="available items">In the client account, this is the '''including reserved''' column on the '''Warehouse''' tab</rspoiler> in the warehouse in the client account, configure the '''Variables''' > '''Warehouse''' > '''Shipment statuses to reserve order items''' variable in MeaSoft .<br><br>You can manage the courier service warehouse using the Warehouse Management module.
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|Microsoft Excel registry template<br>[[Файл:standard1.png|80px|]] [[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||'''Settings''' > '''Excel Registry Import Fields'''|||||Set up a template for a Microsoft Excel file to import orders in the client account.<br>On the tab, the fields are intended for the table rows to be displayed in the template.<br><br>There are the following additional columns:<br> • '''Value cell''' specifies the cell or the <rspoiler text="cell range">The cell range is marked with the ":" character. An Excel file will merge the cells within the specified range.</rspoiler> for entering the 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 the cell or the cell range to store the field name. To place the same 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 on file 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.
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|Calculator fields<br>[[Файл:standard1.png|80px|]] [[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||'''Settings''' > '''Calculator Fields'''||||To hide the "Calculator" menu item, click '''Options''' > '''General''' and clear the '''Show the "Calculator" menu item''' check box.<br><br>The calculator makes calculations ising common intercity rates unless the client has individual ones set up. To calculate intra-city rates, specify it in the long-distance rate settings as both the sender and the recipient.
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|The '''Incoming Orders''' tab<br>[[Файл:standard1.png|80px|]] [[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||Office application||||The '''Incoming Orders''' menu item appears in the client 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 account must be recorded in the <rspoiler text="counterparty card"> '''Catalogs''' > '''Intercity''' > '''Branches''' > branch card > '''Other''' > '''Counterparty'''</rspoiler>.
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|List of cash transfer certificates<br>[[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||Office application||||The '''Finance''' tab displays a table of cash transfer certificates.<br><br>By default, the '''Amount due''' column displays the amount that the courier must hand over to the client. To exclude courier services from the calculated amount, 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.
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|Order cancelation and change<br>[[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||'''Settings''' > '''Options''' > '''Advanced'''||
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