How to do the pointing of the reseller orders?
What is this feature for?
Reseller order tracking allows you to verify that the names of customers associated with a reseller’s orders match those in Yoplanning. This is particularly useful for performing monthly checks or when receiving multiple orders from the same reseller.
Detailed steps to perform the pointing
Access reseller orders
Log in to Yoplanning.pro.
From the left menu, click on Orders.
Go directly to the Articles tab.
Configure filters
Apply the date filter to select the desired period (eg: the previous month).
From the reseller drop-down list, choose the relevant reseller.
This displays a list of the different lines of orders placed by this reseller. Each line includes the names of the participants (the reseller's customers), directly accessible for comparison.
Point out the controls
Select the corresponding lines by checking the boxes on the left.
A "Change Status" button appears when lines are selected. Click it to assign a status among:
On hold
Warning
OK
(or leave as "null" if no action is required).
Directions for use
Use statuses to track progress of the score: For example, "Warning" can indicate missing or inconsistent information.
Export Data if you want to collaborate or archive the timekeeping. This can be done via the export button available in the item view.
Common mistakes and solutions
Issue: Command lines are not displaying participant names.
Solution: Check the product sheet to ensure that the participants' information is requested when ordering.
Problem: Unable to select a specific reseller.
Solution: Check that the reseller is correctly configured in your system. If necessary, contact the administrator to correct the information.
Good practices
Perform a monthly check to avoid the accumulation of unverified orders.
Contact your resellers if any inconsistencies are detected, for prompt resolution.
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