User guide for resellers: How to use Yoplanning

User guide for resellers: How to use Yoplanning

Introduction to Reseller Feature

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

Enable Supplier Shared Products

• Log in to your Yoplanning account.

• Navigate to the Administration section, then select Reservation module.

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

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

• Grayed products are not yet activated. Check the desired products, then activate them using the button located at the top right.

Configure the reservation module for online sales

• If you want to use the reservation 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 only sell over the counter, 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.

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

Advice and best practices

• You can bring together several suppliers in your team without them having access to your interface. This allows you to manage various offers with ease.

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

Resolving common issues

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

• Payment module issues: 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.