Courier Service Account — различия между версиями

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== Information ==
 
== Information ==
 
[[Файл:Premium1.png|60 px]] [[Файл:Maximum1.png|60 px]] Use this section to create messages to your clients. They are displayed in the client account on the '''Information''' menu item.
 
[[Файл:Premium1.png|60 px]] [[Файл:Maximum1.png|60 px]] Use this section to create messages to your clients. They are displayed in the client account on the '''Information''' menu item.
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[[Файл:CSA Info.png|none|1200 px]]
  
 
There are the following types of information messages:
 
There are the following types of information messages:
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* Reading required. The information messages pop up when the client signs in to their account and block the client's operations until they click '''Yes, I see'''.
 
* Reading required. The information messages pop up when the client signs in to their account and block the client's operations until they click '''Yes, I see'''.
  
To create a message, click '''Create Message'''. Enter the text and title, select the message date and type, and then click '''Save'''.
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To create a message, click '''Create Message'''. Enter the text and title, select the message date and type, and then click '''Submit'''.
  
 
The table of information messages is displayed in the '''Information''' menu item. To view, delete or update a message, or open the view log, click the appropriate button at the end of the table row.
 
The table of information messages is displayed in the '''Information''' menu item. To view, delete or update a message, or open the view log, click the appropriate button at the end of the table row.

Версия 14:29, 9 июня 2021

Courier service account is intended for configuring client account.

Personal Account Functions

There are the following types of the personal account functionality:

  • Basic
  • Standard
  • Premium
  • Maximum

Depending on the type, you can use the following functionality:

Functionality Basic.png Standard.png Premium.png Maximum.png
Place orders manually Yes Yes Yes Yes
Track by order number, period created, and status Yes Yes Yes Yes
Print order packing slips and barcodes Yes Yes Yes Yes
Export order data to Microsoft Excel, export acceptance certificate Yes Yes Yes Yes
Set up columns in tracking Yes Yes Yes Yes
Warehouse management Yes Yes Yes Yes
Allow access to partners/agents
for specifying delivery statuses and information
Yes Yes Yes
Import orders from Microsoft Excel template Yes Yes Yes
Different field settings for client groups Yes Yes
Settlements with online stores (unavailable for department accounts) Yes Yes
Customize design Yes Yes
Manage client account link Yes Yes
Shipment status history Yes Yes
Change or cancel orders Yes Yes
Subscribe to order status 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
Customize delivery fee for recepients Yes
Check recipient's rating Yes
Increase query limit 5 times

Registering Courier Service Account

To register a courier service account:

  1. In MeaSoft, click Catalogs > Additional Modules, and then click Register Account. A window with the courier service data 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:
    Image 5.png

In this window, you can see:

To create your client credentials, in MeaSoft, open the client card, click the Other tab, and create credentials 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 is unavailable, and the Department field is filled in automatically when placing a new order.

Setting Up Client Account

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

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

  • Display 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 show or hide fields by switching ON/OFF.
  • Required. The additional column on the Pickup Request Fields and New Order Fields tabs. Use it to assign required fields. In the client 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 Fields for Client Groups

You can show 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 client type drop-down list, select the client group status, and then click Copy.
  2. Set up the visibility of the form fields.
  3. Click Save.
  4. To customize the form for another client group, repeat all the steps again.

Setting Up Fields and Tabs

The table below shows the settings of the client account:

What to set up Where to set up Result in the client account Comment
Order table fields on the Tracking tab of the client account Settings > Order Tracking Fields
Order card fields in the client account Settings > Fields in order card
New order fields Settings > New Order Fields Set up the fields to be filled in when creating an order manually.
Time slots can be specified 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 Delivery time slot field.
You can edit the slots list in MeaSoft
.

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

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 > Pickup Request Fields You can disable the Request Pickup tab in the client account. To do this, disable all the form fields.
For pickup requests, the shipment card displays sender data on the Recipient tab and recipient data on the Sender tab.
Fields on the order tracking page Settings > Tracking Page Fields
Label fields Settings > Label Fields
Pickup point list Office application You can add pickup points in MeaSoft.
To enable the client to select a pickup point when creating an order manually, click Settings > New Order Fields and enable the Delivery type field.
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.

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).

To display the current quantity of available items
in the warehouse in the client account, configure the Variables > Warehouse > Shipment statuses to reserve order items variable in MeaSoft .

You can manage the courier service warehouse using the Warehouse Management module.
Microsoft Excel registry template
Standard1.png Premium1.png Maximum1.png
Settings > Excel Registry Import Fields Set up a template for a Microsoft Excel file to import orders in the client account.
On the tab, the fields are intended for the table rows to be displayed in the template.

There are the following additional columns:
Value cell specifies the cell or the cell range
for entering the value. Example
.
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. 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 on file import 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
Standard1.png Premium1.png Maximum1.png
Settings > Calculator Fields To hide the "Calculator" menu item, click Options > General and clear the Show the "Calculator" menu item check box.

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.
The Incoming Orders tab
Standard1.png Premium1.png Maximum1.png
Office application The Incoming Orders menu item appears in the client 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 account must be recorded in the counterparty card
.
List of cash transfer certificates
Premium1.png Maximum1.png
Office application The Finance tab displays a table of cash transfer certificates.

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.
Order cancelation and change
Premium1.png Maximum1.png
Settings > Options > Advanced

Options

Standard1.png Premium1.png Maximum1.pngIn the Options section you can access additional settings of the client 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

General Settings

HTML code. You can specify HTML code or Javascript for displaying parts of the content. Besides, form DOM can be processed and an additional message after clicking Send can be displayed. The processing is added to the submitCallback method in a Javascript.

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 because the system allows you to place the order.

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

  • Client 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.
  • Online Payment Settings. To accept online payments using Robokassa, in the Online Payment Settings section, fill in the fields with the merchant data from your Robokassa personal account.
  • ibox Online Payment Settings. 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.

To save the settings, click Save.

Advanced Settings

Premium1.png Maximum1.png 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 account.

To change the interface of the client account:

  1. Download a CSS file by clicking Example CSS file.
  2. Edit the CSS file.
  3. Click Select file and import the modified CSS file. When the file is imported, the message "CSS imported successfully" appears.

Note that the client account is built using Bootstrap.

Phones

Use it to view the list of courier devices connected to the MeaSoft App mobile application.

CSA Phones.png

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:

CSA Phone Card.png

Courier. The name of the courier the device is registered for. To register the device for another courier, select their 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 data 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. IP address or domain name. It is assumed that the Asterisk server has a static external IP address or the AMI port is forwarded. Otherwise, the feature does not function.
  • Server port. AMI port.
  • User name. AMI username created in manager.conf (or manager_custom.conf).
  • Password. User password.
  • Channel. The channel to be used for a call. It usually looks like 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 SIP driver, you can specify SIP/trunk_name. In this case, the caller number is placed at the end: SIP/trunk_name/79001234567. For new versions of SIP driver, specify SIP/{NUMBER}@trunk_name. In this case, the caller number is 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. How to configure recording of outgoing calls
  • Courier prefix. A prefix to be added to the caller number.
  • Client prefix. A prefix to be added to the callee number.
  • Internal office phone number. The 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 settings, 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 connected.

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

Parameters

Use the tab to configure the mobile application parameters.

CSA Phone Parameters.png

Recepient name required. If the check box is selected, the courier application will not allow courier to save the signature without the Delivery info field filled in.

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

"'Do not show urgent orders with an empty status to a 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 delivery status, for example, to Out for delivery.

Couriers can take unassigned orders. If the check box is selected, the courier can take an order that has not been assigned to anyone.

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

FMC prefix. The service prefix for digital switches.

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

Result of the call to the recepient. Select whether to ask the courier for the result of the call to the client. Possible values:

  • Always ask. Shows a menu that prompts courier to select the result. The application is blocked until the result is selected.
  • Ask. Shows a menu that prompts courier to select the result. Courier can refuse to answer.
  • Do not ask. Shows no menu.

Request photo. If the check box is selected, 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, you can also see the In Progress and Closed tabs. They contain tickets with the appropriate statuses.

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

To create a ticket, on the left side, click New. In the "Create Ticket" 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 works 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

Premium1.png Maximum1.png Use this section to create messages to your clients. They are displayed in the client account on the Information menu item.

CSA Info.png

There are the following types of information messages:

  • Standard. The client can read such information messages on the Information tab.
  • Reading required. The information messages pop up when the client signs in to their account and block the client's operations until they click Yes, I see.

To create a message, click Create Message. Enter the text and title, select the message date and type, and then click Submit.

The table of information messages is displayed in the Information menu item. To view, delete or update a message, 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 message has been edited. If you want to add some important information, it is better to create a new message.

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 account, click Call Center. This opens a page where you can view, edit or disable created projects, or create a new project. Disabled projects are shown 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 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 client field names with default names.
  4. When you are done, click Create on the bottom left.

The created project is added to the project table in the Call Center menu item.

Changing Client Account Link

Premium1.png Maximum1.png By default, the client account 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.

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 better CNAME at home.courierexe.ru).
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 on our server and install the certificates to it.

Storage

Premium1.png Maximum1.png 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 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, such as email files, contracts, document copies. 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 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.png respectively.
  • Make payment for the order. The option is available if the courier service uses online payments.

Note. Before making a payment, make sure you entered the correct order number.

To pay for an order, 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 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.