Изменения

|[[#Setting Up Fields and Tabs|Set up columns in trackingdata]]

|[[#Advanced Settings|Customize design]]

|Manage [[#Changing Client Account Link|Change client account link]]

|[[#Setting Up Fields and Tabs|Change or cancel orders]]

|[[#Tracking Orders by Numbers|Subscribe to order status]]

|[[#Storage|Storage for images and attachments]]

|Customize delivery fee for recepientsrecipients

|[[API#Fair Usage Policy|Increase query limit]]

* '''Customer Custom name'''. The field name to be displayed to your clients.

{|class="wikitable" style="width: 80%"!style="width: 20%;"|What to set up!style="width: 20%;"|Where to set up!Result in the client account!style="width: 5060%;"|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.<br>Time slots can be specified 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 '''Delivery time slot''' field.<br>You can edit the slots list in <rspoiler text="MeaSoft"> '''Catalogs''' > '''Statuses''' > '''61 Delivery slots'''</rspoiler>.<br><br>To add items to an order, enable the '''Items''' field.<br><br>To add files, enable the '''Attached files''' field. <br>You can view attached files <rspoiler text="in MeaSoft"> shipment card > '''Functions''' > '''Attached Files'''</rspoiler>.<br><br>To set the default value of the '''Delivery mode''' field, click '''OptionsParameters''' 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'''||||You can disable the '''Request Pickup''' tab in the client account. To do this, disable all the form fields.<br>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.<br>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.<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.

|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.

|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 '''OptionsParameters''' > '''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 same city or town as both the sender and the recipient.

|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>.

|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.

|Order cancelation and change<br>[[Файл:Premium1.png|80px|]] [[Файл:Maximum1.png|80px]]||'''Settings''' > '''OptionsParameters''' > '''Advanced'''||

=== Options Parameters===[[Файл:standard1.png|60px|]] [[Файл:Premium1.png|60px|]] [[Файл:Maximum1.png|60px]]In the '''OptionsParameters''' section , you can access additional settings of the client account: 

* '''PimPay settingsSettings'''. To get started with PimPay, enter the PimPay code, token, and a private key in the appropriate fields.

'''Courier'''. The name of the courier from whose card the device was is registeredfor. To link register the device to for another courier, select its their name from the drop-down list.

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 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.

* '''Server address'''. The 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'''. The AMI port.* '''User name'''. The AMI username created in manager.conf (or manager_custom.conf).* '''Password'''. The user User password.* '''Channel'''. The channel to be used for a call. It usually looks as follows "like <code>SIP/trunk_name"</code>, where <code>trunk_name </code> is the name of the trunk that is usually written in the <code>/etc/asterisk/sip.conf </code> file. For old versions of the SIP driver, you can specify "<code>SIP/trunk_name"</code>. In this case, the caller number will be is placed at the end: "<code>SIP/trunk_name/79001234567"</code>. For new versions of the SIP driver, you can specify "<code>SIP/{NUMBER}@trunk_name"</code>. In this case, the caller number will be is placed instead of {NUMBER}: "<code>SIP/79001234567@trunk_name"</code>.* '''Context'''. The query processing context. Usually configured in a dial plan, in the <code>/etc/asterisk/extensions.conf </code> file. <spoiler text="Here you can How to configure the recording of outgoing calls">In the standard plan, Asterisk does not record outgoing calls from couriers. The solution is to place the custom dial plan file [http://courierexe.ru/download/extensions_custom.conf extensions_custom.conf] in <code>/etc/asterisk</code>. In the file, in line 5, replace the trunk with the one used in your installation. Then in the mobile application connection settings, use the "from-courier" context. If you want the courier calls to have the number of the calling caller courier in CDR, remove “<code><COURIER>” </code> in the second line of the file. This is added so that you can filter all courier calls. To reduce the size of record files, we recommend that you use G.729 codec.</spoiler>* '''Courier prefix'''. The A prefix to be added to the caller number.* '''Client prefix'''. The A 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 settingsettings, 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 switchedconnected.

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

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

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

"'Do not show urgent orders with an empty status to the 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 the delivery status, for example, to '''Handed over to courierOut for delivery'''.

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

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

'''FMC prefix'''. The prefix [https://ruen.wikipedia.org/wiki/Fixed_Mobile_Convergence услугиFixed_mobile_convergence service] prefix for digital switches.

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

'''Call results collection modeResult of the call to the recipient'''. Select whether to ask the courier for the result of the call to the client. Possible values:* '''Request requiredAlways ask'''. Shows a menu that prompts you courier to select the result. The application is blocked until the result is selected.* '''RequestAsk'''. Shows a menu that prompts you courier to select the result. You Courier can refuse to answer.* '''Do not requestask'''. Shows no menu.

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

On the left side, you can also see tickets with the '''In Progress''' and '''Closed''' statuses on tabs. They contain tickets with the appropriate tabsstatuses.

All tabs display two tables. The left-side table contains filtered tickets. The right-side table contains a list messages of messages from the selected ticket, indicating the author , and creation timecreated. To view a message, clickthe 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 opened "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 working works on a ticket, click '''Close'''.

[[Файл:Premium1.png|60 px]] [[Файл:Maximum1.png|60 px]] Use this section to create messages to display your clients. They are displayed in the client accounts in account on the '''Information''' sectionmenu item.

* Reading required. Such 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 '''New postCreate Message'''. Enter the text and title, select the post message date and type, and then click '''SaveSubmit'''.

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

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, change edit or disable created projects, or create a new project. Disabled projects are highlighted shown in blue.

#* '''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.

#* Map the client field names to the with default names.

The created project will be is added to the project table in the '''Call Center''' sectionmenu item.

[[Файл:Premium1.png|60 px]] [[Файл:Maximum1.png|60 px]] 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.

: 1. Create a subdomain in your DNS. Assign it with the IP address of our server: 13882.201202.228165.71 93 (or better 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. <spoiler text="More about certificates">.

After the purchase, you will have a private key file with the .key KEY extension and multiple several public key files with the .crts CRTS extension, one of which them is a file from for your domain and the rest are certificates from certification authorities.

If you have access to a Unix-like system, you can check verify the convergence of the keys with using the following commands:

Modulus output by the commands must converge. You can also check verify the convergence at https://www.sslshopper.com/certificate-key-matcher.html.

: 3. Send all the specified files to our technical support. Within a couple of days, we will register your subdomain in on our server and install the certificates to it.

[[Файл:Premium1.png|60 px]] [[Файл:Maximum1.png|60 px]] 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 (for example, such as 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.

* Subscribe to order status notifications in the Telegram channel or browser. To subscribe, click [[Файл:Telegram.png|25px]] or [[Файл:Browser push.png|25px]]respectively.* Make the pay on delivery payment for the order. The option is available if the courier service uses online payments.<br> '''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 Cash on delivery''' field, the order status will change to '''Order paid'''. The transaction receipt will be sent to the email specified when ordering.

The system has a separate special form for collecting feedback:.

* '''code'''. The internal Internal entity code in the system. The required Required parameter.* '''rate'''. The ratingRating. 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 Entity type. The default value is 3.

* '''star'''. The star output attributeShows whether rating is shown as stars. The default value is 1.* '''hash'''. The link Link hash value. The hash is generated by the SignatureUrl function. The required Required parameter.If the '''rate''' parameter is present, the rating feedback is indicated filled in immediately and is not requested in the form.

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

Starting from February 11, 2019, at numerous requests of users, the client 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 <rspoiler text="MINIMUM"> For the system prior to [https://home.courierexe.ru/71/staff/whatsnew?LogTicketSearch%5Bprojectname%5D=1&LogTicketSearch%5Bversion%5D=&LogTicketSearch%5Bappversion%5D=904&LogTicketSearch%5Blogtime%5D=&LogTicketSearch%5Bmessage%5D=%D0%BC%D0%B8%D0%BD%D0%B8%D0%BC%D0%B0%D0%BB%D1%8C%D0%BD%D1%8B%D0%B9&LogTicketSearch%5Bticket%5D=&LogTicketSearch%5Brubricname%5D=&LogTicketSearch%5Busername%5D=&LogTicketSearch%5Bvisible%5D=&LogTicketSearch%5Bimportant%5D= 904 от 18.07.2018] where the minimum delivery time is not provided or entered yet, the system considers number of workdays it as 70% of takes to deliver the maximum delivery time.</rspoiler> delivery time in workdays order to the city of receipt, taking into account considering the urgency mode selected by the user.# The system calculates the current time of the courier service server to correct the time zone. It , and compares this the time with the <mparam code="WorkEndTime"/> variable. <rspoiler text="By default, this time is 8:00 p.m.">For value of the system version prior to [https://home.courierexe.ru/71/staff/whatsnew?LogTicketSearch%5Bprojectname%5D=&LogTicketSearch%5Bversion%5D=&LogTicketSearch%5Bappversion%5D=&LogTicketSearch%5Blogtime%5D=&LogTicketSearch%5Bmessage%5D=%D0%92%D1%80%D0%B5%D0%BC%D1%8F+%D0%B7%D0%B0%D0%B2%D0%B5%D1%80%D1%88%D0%B5%D0%BD%D0%B8%D1%8F+%D1%80%D0%B0%D0%B1%D0%BE%D1%82%D1%8B&LogTicketSearch%5Bticket%5D=&LogTicketSearch%5Brubricname%5D=&LogTicketSearch%5Busername%5D=&LogTicketSearch%5Bvisible%5D=&LogTicketSearch%5Bimportant%5D= 948 от 21.01.2019] where this '''End of business day''' variable is not provided yet, this time check is not performed at all.</rspoiler>. 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 <mparam code="DefaultHolidays"/'''Variables''' > '''Defaults''' > '''Holidays and Weekends for Calculations''' 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 schedule 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.