How to add an order and addresses — различия между версиями

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<li>To add an address, press '''F3'''. The '''New Shipment''' window is displayed by the system.</li>
 
<li>To add an address, press '''F3'''. The '''New Shipment''' window is displayed by the system.</li>
 
<li>Click on the '''Recipient''' tab.</li>
 
<li>Click on the '''Recipient''' tab.</li>
<li>Specify the receiving company. If you've already collaborated with this recipient, autocomplete will function. When prompted, enter a portion of the value and hit Tab. The recipient information will be filled up automatically by the system.
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<li>Specify the receiving company. If you've already collaborated with this recipient, autocomplete will function. When prompted, enter a portion of the value and hit Tab. The recipient information will be filled up automatically by the system.</li>
</li>
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<li> Manually specify if the recipient is a new one:&nbsp;<br />
<li>Если получатель новый, то вручную укажите:&nbsp;<br />
 
 
<ol>
 
<ol>
<li type="a">'''ФИО''' контактного лица;&nbsp;</li>
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<li type="a">'''Full name''' of the contact person;&nbsp;</li>
<li type="a">Город получателя. По умолчанию система считает доставку внутригородской. Если адрес доставки в другом городе, то отключите флаг с названием вашего города. Например, '''Москва'''. И нажмите изображение лупы (кнопка '''Поиск населенного пункта''') справа от поля '''Город'''.&nbsp;</li>
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<li type="a">the location of the recipient. The system automatically interprets delivery as domestic. Turn off the flag with your city's name if the delivery address is in a different city. Then select the locality search option by clicking the magnifying glass icon to the right of the city box.&nbsp;</li>
<li type="a">'''Адрес''' получателя.</li>
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<li type="a">'''Recipient address'''.</li>
<li type="a">'''Телефон''' контактного лица.</li>
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<li type="a">Contact person's '''Phone number'''.</li>
 
</ol>
 
</ol>
 
</li>
 
</li>
<li>Если требуется, то заполните поля '''Вложение''' и '''Поручение'''.</li>
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<li>Complete the '''Order Items''' and '''Instruction''' as necessary.</li>
<li>Сформируйте список вложений для отправления:&nbsp;<br />
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<li>Make a list of the order items you want to send:&nbsp;<br />
 
<ol>
 
<ol>
<li type="a">Перейдите на вкладку '''Вложения'''.</li>
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<li type="a">Select the '''Order Items''' tab.</li>
<li type="a">Нажмите '''F3''', чтобы добавить позицию.</li>
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<li type="a">To add position, press '''F3'''.</li>
<li type="a">Для каждой позиции укажите '''Цену''' и '''Кол-во''' (количество).</li>
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<li type="a">Indicate the '''Price''' and '''Quantity''' for each item.</li>
<li type="a">Если требуется, то укажите дополнительные параметры. Например, '''Масса''' и '''Примечания'''.</li>
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<li type="a">If necessary, include more details. '''Weight''' and '''Notes''', as two examples.</li>
 
</ol>
 
</ol>
 
</li>
 
</li>
<li>Система автоматически рассчитает сумму наложенного платежа, используя список вложений. Вручную изменить значение в поле '''Сумма''' будет невозможно.</li>
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<li> Using the list of order items, the system will automatically determine the cash on delivery amount. You won't be able to manually modify the '''Amount''' field's value.</li>
<li>Укажите '''Кол-во''' мест (коробок) в отправлении. Поле определяет сколько наклеек создаст система для текущего отправления. Чтобы посмотреть список мест в отправлении, перейдите на вкладку '''Места'''.
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<li> Indicate how many packages are included in the shipment. The number of stickers the system will produce for the current shipment is determined by the field. Go to the Places page to view a list of the locations in a shipment.</li>
</li>
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<li>Choose shipment type and urgency mode.</li>
<li>Выберите вид срочности и тип корреспонденции.</li>
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<li>Modify the '''Declared Value''' under the '''Finance''' tab if necessary. The value is identical to '''Shipment Amount''' by default.</li>
<li>Если требуется, то измените '''Объявленную ценность''' на вкладке '''Финансы'''. По умолчанию значение совпадает с '''Суммой''' отправления.</li>
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<li>Configure '''Value-added services''' under the '''Services''' tab. Regarding value-added services, check the article on [[Plans]] for more details.</li>
<li>Перейдите на вкладку '''Услуги''' и настройте дополнительные услуги для отправления. Подробнее о дополнительных услугах см. в статье [[Тарифы]].</li>
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<li>To save the address, click OK.&nbsp;</li>
<li>Нажмите '''OK''', чтобы сохранить адрес.&nbsp;</li>
 
 
</ol>
 
</ol>
  
 
<table style="border-style: solid; border-color: grey;  border-width: 1px; background-color: #f8f9fa;" cellpadding="3"; >
 
<table style="border-style: solid; border-color: grey;  border-width: 1px; background-color: #f8f9fa;" cellpadding="3"; >
 
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<tr>
<td>[[File: add_order_2.png|left|700px]]  <p>Окно Ввод новой единицы корреспонденции</p></td>
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<td>[[File: add_order_2.png|left|700px]]  <p>New Shipment window</p></td>
 
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<td>
 
<td>
<p style="text-align:left">Предыдущий шаг</p>
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<p style="text-align:left">Previous step</p>
[[File:left.png|link=Как_добавить_клиента|left|75px|Назад]]  
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[[File:left.png|link=How_to_add_a_client|left|75px|Назад]]  
 
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<td>
<p style="text-align:right">Следующий шаг</p>
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<p style="text-align:right">Next step</p>
[[File:right.png|link=Как_запланировать_отправление_на_курьера|right|75px|Вперед]]  
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[[File:right.png|link=How_to_schedule_a_delivery|right|75px|Вперед]]  
 
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Текущая версия на 09:21, 14 ноября 2022

Each order in the system is linked to an existing customer. To add an order, you must first create a customer in the system.

From the point of view of the system, one order is a set of addresses to which shipments must be delivered. To process an order, you need to add recipient addresses to it. For example, an online store can transfer one order for 100 deliveries to different addresses to a courier service.

When an order with delivery addresses is added to the system, the address can be assigned to the courier for execution.

Create an order

  1. Go to the Orders tab and press F3 to create a new order. The system opens the Order window.
  2. Specify the Client. Autocomplete works in the field: enter part of the value and press Tab when prompted. The system will automatically fill in some of the fields using information about the client.
  3. Select Order Type.
  4. Click OK to create an order.
Add order 1.png

Order window

Add addresses to the order

  1. Select the Orders tab, then utilize the window's search bar on the right. For instance, choose Client, Order Date, and Show.
  2. Choose the newly created order, then hit the Space bar to access the list of order addresses.
  3. To add an address, press F3. The New Shipment window is displayed by the system.
  4. Click on the Recipient tab.
  5. Specify the receiving company. If you've already collaborated with this recipient, autocomplete will function. When prompted, enter a portion of the value and hit Tab. The recipient information will be filled up automatically by the system.
  6. Manually specify if the recipient is a new one: 
    1. Full name of the contact person; 
    2. the location of the recipient. The system automatically interprets delivery as domestic. Turn off the flag with your city's name if the delivery address is in a different city. Then select the locality search option by clicking the magnifying glass icon to the right of the city box. 
    3. Recipient address.
    4. Contact person's Phone number.
  7. Complete the Order Items and Instruction as necessary.
  8. Make a list of the order items you want to send: 
    1. Select the Order Items tab.
    2. To add position, press F3.
    3. Indicate the Price and Quantity for each item.
    4. If necessary, include more details. Weight and Notes, as two examples.
  9. Using the list of order items, the system will automatically determine the cash on delivery amount. You won't be able to manually modify the Amount field's value.
  10. Indicate how many packages are included in the shipment. The number of stickers the system will produce for the current shipment is determined by the field. Go to the Places page to view a list of the locations in a shipment.
  11. Choose shipment type and urgency mode.
  12. Modify the Declared Value under the Finance tab if necessary. The value is identical to Shipment Amount by default.
  13. Configure Value-added services under the Services tab. Regarding value-added services, check the article on Plans for more details.
  14. To save the address, click OK. 
Add order 2.png

New Shipment window

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