User Guide for Resellers: How to Use Yoplanning

Introduction

Yoplanning provides resellers with an efficient platform to manage shared products and process orders. As a reseller, you can activate shared products, place orders, and manage payments without directly accessing supplier details.

Enable Vendor Shared Products

• Log in to your Yoplanning account.

• Navigate to the Administration section, then select Booking Module.

• Click on the Product tab at the top of the page.

• Use the filter to select your supplier and view shared products.

• Grayed-out products are not yet activated. Check the desired products, then activate them using the button in the top right corner.

Delete a shared activity as a reseller

Before deleting an activity, the reseller must contact the supplier to inform them. Indeed, deleting the activity from their Team does not affect the activity displayed by the supplier: it will always remain marked as sold on their side. It is therefore essential that the reseller stays in contact with their supplier and ensures that the activity is no longer sold on both sides.

Configure the reservation module for online sales

• If you want to use the booking module for online or direct sales, connect a payment method.

• Go to Administration, then Configuration, and select Online Sales.

• Connect or activate a Stripe account to manage online payments.

• If you are only doing counter sales, this step is not necessary.

Manage Orders

• View and manage your orders from the Orders menu on the left side.

• Search orders by customer name.

• Please note that orders placed directly by the supplier will not be visible in your interface. Only orders you have entered will appear.

Tips and best practices

• You can group multiple suppliers into your team without them having access to your interface. This allows you to easily manage various offers.

• In the staff list, you can remove access to suppliers if necessary.

• Important: When an activity or order is modified, whether by the reseller or the service provider, both parties must notify each other. Indeed, modifications are made manually and are not automatically synchronized. Good communication between the reseller and the service provider is therefore essential to avoid inconsistencies.

Common Problems and Solutions

• Problem: If a shared product is not displayed Solution: Check that you have selected the correct supplier in the filter.

• Problem: Payment module Solution: Make sure your Stripe account is properly connected and activated.

By following these steps and tips, you will be able to use Yoplanning effectively as a reseller, managing products and orders optimally while ensuring good coordination with your suppliers.