How to check reseller orders?

Introduction

Reseller Order Tracking allows you to verify and validate customer information associated with orders placed by a reseller on Yoplanning. This feature is particularly useful for:

• Ensure that customer names match the information recorded.

• Monthly track orders to avoid any anomalies.

• Facilitate management and communication with resellers.

Here are the detailed steps to effectively carry out this score.

Detailed steps to perform the score

1. Access reseller orders

1. Log in to Yoplanning.pro.

2. From the left menu, click on Orders.

3. Go directly to the Articles tab.

2. Configure filters

1. Apply a date filter to select the desired period (e.g., the previous month).

2. Select the relevant reseller from the drop-down list.

3. A list of the different command lines is displayed, with the participant names directly accessible for comparison.

3. Point out the orders

1. Select the corresponding lines by checking the boxes on the left.

2. A "Change Status" button appears when lines are selected.

3. Assign a status among:

   • None (no action required).

   • Warning (missing or inconsistent information).

   • OK (order validated).

   • Pending (order being verified).

Tips for use and best practices

Follow-up and organization

• Use statuses to track the progress of the score (e.g. "Warning" to report a problem).

• Perform a monthly check to avoid the accumulation of unverified orders.

Data exploitation

• Export data if you want to collaborate or archive timekeeping. This option is available via the export button in the Items view.

• Contact your resellers in case of inconsistencies for prompt correction.

Common Problems and Solutions

• Issue: Some order lines are not displaying attendee names. Possible Cause: The product page is not requesting attendee information when ordering. Solution: Check and adjust the product configuration to require this information.

• Problem: Unable to select a specific reseller. Possible Cause: The reseller is not configured correctly in the system. Solution: Check the reseller settings and, if necessary, contact the administrator to correct the information.

Conclusion

Reseller order tracking is an essential tool for ensuring smooth and secure management of transactions made through partners. By following these steps and adopting best practices, you can ensure rigorous and efficient tracking of your orders.

Remember to perform regular checks and export your data for optimal monitoring