Courier Service Account — различия между версиями

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Courier service account is intended for configuring client personal account.  
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Courier service account is intended for configuring client account.  
  
 
== Personal Account Functions ==
 
== Personal Account Functions ==
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* Maximum
 
* Maximum
  
Depending on the type, you can take advantage of the following functionality:
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Depending on the type, you can use the following functionality:
  
 
{|class="wikitable"  
 
{|class="wikitable"  
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![[Файл:Maximum.png|160 px]]
 
![[Файл:Maximum.png|160 px]]
 
|-
 
|-
| Manual order placement
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|Place orders manually
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Tracking by order number, period and status
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|Track by order number, period created, and status
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Packing slips and order barcodes printing
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|Print order packing slips and barcodes
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Data export to Microsoft Excel, acceptance certificate export]
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|Export order data to Microsoft Excel, export acceptance certificate
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Required columns setup in tracking
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|Set up columns in tracking
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Inventory management
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|Warehouse management
 
|Yes
 
|Yes
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Access to partners/agents in regions <br> for setting statuses and information about delivery
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|Allow access to partners/agents <br>for specifying delivery statuses and information
 
|
 
|
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Load by template from Microsoft Excel
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|Import orders from Microsoft Excel template
 
|
 
|
 
|Yes
 
|Yes
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|Yes
 
|Yes
 
|-
 
|-
|Separate field visibility settings for client groups
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|Different field settings for client groups
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Settlements with online stores (access is closed for department accounts)
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|Settlements with online stores (unavailable for department accounts)
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Design change
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|Customize design
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Personal account link change
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|Manage client account link
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Order change and cancellation
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|Change or cancel orders
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Order status subscription
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|Subscribe to order status
 
|
 
|
 
|
 
|
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|up to '''1 TB'''
 
|up to '''1 TB'''
 
|-
 
|-
| Delivery fee setup for recipients
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|Customize delivery fee for recepients
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Recipient rating check
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|Check recipient's rating
 
|
 
|
 
|
 
|
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|Yes
 
|Yes
 
|-
 
|-
|Blocking limit increase
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|Increase query limit
 
|
 
|
 
|
 
|
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|}
 
|}
  
== Registering a Personal Account ==
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== Registering Courier Service Account ==
To register a personal account:
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To register a courier service account:
# In MeaSoft, click '''Catalogs''' > '''Additional modules''' and then click '''Register account'''. A window with the courier service details appears:
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# In MeaSoft, click '''Catalogs''' > '''Additional Modules''', and then click '''Register Account'''. A window with the courier service 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:
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# 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]]
 
 
 
In this window, you can see:
 
In this window, you can see:
* Link to sign in to [https://home.courierexe.ru ЛК курьерской службы] with a username and a password.
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* A link to sign in to [https://home.courierexe.ru courier service account], a username and a password for it.
* 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.
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* A link to sign in to client account. The link looks as follows: https://home.courierexe.ru/X, where X is the unique code of the courier service.
  
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.
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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 will be unavailable, and the '''Department''' field will be filled in automatically when placing a new order.
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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 Personal Accounts ==
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== Setting Up Client Account ==
To set up a personal account, sign in to your personal account of the courier service and click '''Settings'''.
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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:
 
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.
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* '''Display order'''. Shows the fields layout. To change the order, drag the line up or down.
 
* '''Standard name'''. Shows the default field names.
 
* '''Standard name'''. Shows the default field names.
 
* '''Customer name'''. The field name to be displayed to your clients.
 
* '''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.
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* '''Allowed'''. Allows you to show or hide 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.
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* '''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 save the field settings, click '''Save''' at the bottom of the page.
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To restore the default settings, click '''Reset'''.
 
To restore the default settings, click '''Reset'''.
  
=== Setting Up Field Visibility for Client Groups ===
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=== Setting Up Fields for Client Groups ===
You can configure different fields for client groups. The client group is determined by the status in the client card.
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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:
 
To configure the form fields for a client group:
# In the '''Select customer type''' drop-down list, select the client group status and click '''Copy'''.
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# In the '''Select client type''' drop-down list, select the client group status, and then click '''Copy'''.
 
# Set up the visibility of the form fields.
 
# Set up the visibility of the form fields.
 
# Click '''Save'''.
 
# Click '''Save'''.
# To customize the form for a different client group, repeat all the steps again.
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# To customize the form for 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.
 
  
 
=== Setting Up Fields and Tabs ===
 
=== Setting Up Fields and Tabs ===
The table below shows the settings of the client personal account:
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The table below shows the settings of the client account:
  
 
{|class="wikitable"
 
{|class="wikitable"
 
!What to set up
 
!What to set up
 
!Where to set up
 
!Where to set up
!Result in the client personal account
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!Result in the client account
!style="width: 50%;"|Explanation
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!style="width: 50%;"|Comment
 
|-
 
|-
|Order table fields on the '''Tracking''' tab of the client personal account||'''Settings''' > '''Fields in order tracking'''||||
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|Order table fields on the '''Tracking''' tab of the client account||'''Settings''' > '''Order Tracking Fields'''||||
 
|-
 
|-
|Order card fields in the client personal account||'''Settings''' > '''Fields in order card'''||||
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|Order card fields in the client 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.<br>When creating orders, '''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 '''Slots''' field.<br>You can edit the slots list in <rspoiler text="MeaSoft"> '''Catalogs''' > '''Statuses''' > '''61 Slots'''</rspoiler>.<br><br>To add items to an order, enable the '''Items''' fields.<br><br>To add files, enable the '''Attached files''' field. <br>You can view attached files <rspoiler text="in MeaSoft"> correspondence card > '''Functions'' > '''Attached files'''</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.
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|New order fields||'''Settings''' > '''New Order Fields'''||||Settings of the fields to be filled in when creating an order manually.<br>When creating orders, 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 '''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 '''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''' > '''Fields in pickup request'''||||You can disable the '''Fields in pickup request''' tab. To do this, disable all form fields.<br>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.
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|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''' > '''Fields in order tracking by number'''||||
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|Fields on the order tracking page||'''Settings''' > '''Tracking Page Fields'''||||
 
|-
 
|-
|Fields in labels||'''Settings''' > '''Fields in label printing'''||||
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|Label fields||'''Settings''' > '''Label Fields'''||||
 
|-
 
|-
|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''' > ''Fields in new order''' and enable the '''Delivery type''' field.
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|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''' 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.<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 account, they must be specified in the item card in MeaSoft ('''Inventory management''' > '''Items''').<br><br>To display the current number of <rspoiler text="available items">In the client personal account, this is the '''including reserve''' 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 the Inventory management module.
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|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 <mparam code="LetterStates/> variable in MeaSoft .<br><br>You can manage the courier service warehouse using the Warehouse Management module.
 
|-
 
|-
|Microsoft Excel registry template<br>||'''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.<br>In this case, the fields are 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 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 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 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. <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 file upload 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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|Microsoft Excel registry template<br>||'''Settings''' > '''Excel Registry Import Fields'''|||||Set up a template for a Microsoft Excel file to import orders in the 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 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 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 cell range 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 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>||'''Settings''' > '''Fields in calculator'''||||To disable the calculator display, click '''Options''' > '''General''' and clear the '''Show the "Calculator" menu item''' check box.<br><br>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.
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|Calculator fields<br>||'''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.
 
|-
 
|-
|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>.
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|The '''Incoming Orders''' tab<br>||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 delivery and acceptance certificates<br>||Office application||||The '''Finance''' tab displays a table with delivery and acceptance certificates.<br><br>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.
 
|List of delivery and acceptance certificates<br>||Office application||||The '''Finance''' tab displays a table with delivery and acceptance certificates.<br><br>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.
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=== Options ===
 
=== Options ===
In the '''Options''' section you can access additional settings of the personal account:
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In the '''Options''' section you can access additional settings of the client account:
  
  
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'''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:
 
'''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
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* Client account sign-in page
 
* Order tracking
 
* Order tracking
 
* Calculator
 
* Calculator
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On the tab, the settings are grouped into the '''Common settings''' and '''Appearance Settings''' sections.
 
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.
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In the '''Appearance Settings''' section, you can change the interface of the client account.
  
To change the interface of the client personal account:
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To change the interface of the client account:
 
# Download a CSS file by clicking "Example CSS file".
 
# Download a CSS file by clicking "Example CSS file".
 
# Adjust the CSS file.
 
# Adjust the CSS file.
 
# Click '''Select file''' and upload the modified CSS file. If the file is uploaded, the message "CSS uploaded successfully" appears.
 
# 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 [http://getbootstrap.com Bootstrap].
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Note that the client account is built using [http://getbootstrap.com Bootstrap].
  
 
== Phones ==
 
== Phones ==
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== Information ==
 
== Information ==
Use this section to create messages to display in client personal accounts in the '''Information''' section.
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Use this section to create messages to display in client accounts in the '''Information''' section.
  
  
 
There are the following types of information messages:
 
There are the following types of information messages:
 
* Standard. The client can read such information messages on the '''Information''' tab.
 
* 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'''.
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* Reading required. Such 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 post'''. Enter the text and title, select the post date and type, and then click '''Save'''.
 
To create a message, click '''New post'''. Enter the text and title, select the post date and type, and then click '''Save'''.
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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.
 
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.
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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 or disable created projects, or create a new project. Disabled projects are highlighted in blue.
  
 
To add a project:
 
To add a project:
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The created project will be added to the project table in the '''Call Center''' section.
 
The created project will be added to the project table in the '''Call Center''' section.
  
== Changing Personal Account Address Bars ==
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== Changing Client Account Link ==
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.
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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:
 
To change the address:
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Use the storage to automatically move files from your office application database to the storage up to 1 TB.
 
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.
+
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, 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.
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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.
 
Note that the storage can be accessed only if you are connected to the Internet.
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== Calculating the Nearest Possible Delivery Date ==
 
== 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:
+
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 <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 it as 70% of the maximum delivery time.</rspoiler> delivery time in workdays to the city of receipt, taking into account the urgency mode selected by the user.
 
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 it as 70% of the maximum delivery time.</rspoiler> delivery time in workdays to the city of receipt, taking into account the urgency mode selected by the user.

Версия 15:13, 8 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 Settings of the fields to be filled in when creating an order manually.
When creating orders, time 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
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 more 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 Статусы писем для расчета остатка на складе
variable in MeaSoft .

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

Besides the standard columns, there is Value cell, Header cell, and Width:
Value cell' specifies the cell or range
of cells for entering the value. Example
.
Header cell specifies the cell or cell range to 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 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
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
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 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 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

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 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 account.

To change the interface of the client 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 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 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 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 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 Client Account Link

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 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 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 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 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.