Summary of Konfiguracja systemu BaseLinker. Krok 2: Ustawienia zamówień

The video provides a detailed tutorial on configuring order settings in the BaseLinker system to streamline order handling. The main focus is on setting up order statuses, groups, and global order processing preferences, as well as managing order lists and individual order cards efficiently.

Main Financial and Business Strategies / Trends:

• Order Status Management: Organizing orders into custom status groups (e.g., New Orders, In Progress, Packed, Sent, Received, Canceled, Complaints, Returns) to improve clarity and workflow.
• Automation Preparation: Setting up statuses and groups in advance to enable smooth automatic actions later in the process.
• Integration with ERP Systems: Using additional fields on order cards to sync ERP document information automatically.
• Order Source Expansion: Adding multiple order sources, including stationary stores, to consolidate sales channels within BaseLinker.
• Efficient Order Processing: Using Barcode Scanners, Packing Assistants, and keyboard shortcuts to speed up warehouse and order fulfillment tasks.
• Customizable Order List Views: Tailoring the order list to show flags, buyer comments, payment methods, product details, and thumbnails for better at-a-glance information.
• Communication Tools: Sending emails and SMS to customers directly from the order card or order list, supported by email templates and message histories.
• Bulk Operations: Marking orders, changing statuses in bulk, printing Shipping Labels, product lists, and PDF documents, and managing bulk shipments with carrier integrations.
• Mobile Accessibility: Using BaseLinker on phones or tablets to manage packing and collection on the go.
• Order Manual Entry and Editing: Creating new orders manually, adding products, editing customer and invoice data, and confirming or completing orders with stock reservation and payment status updates.

Step-by-Step Methodology for Configuring Orders in BaseLinker:

1. Create Status Groups:
   • Navigate to order statuses.
   • Add status groups (e.g., New Orders, In Progress, Packed, Sent, Received).
   • Optionally add groups for complaints, returns, canceled, problematic, wholesaler orders, etc.
2. Add and Assign Statuses:
   • Add new statuses with short and full names.
   • Assign each status to a relevant group.
   • Delete or edit default statuses as needed.
3. Configure Global Order Settings:
   • Go to Orders → Settings.
   • Set preferences for order processing (e.g., whether to break down product sets).
   • Define when stock levels are updated and orders marked complete (packing, sales document creation, etc.).
   • Customize order list appearance (flags, icons, additional info, thumbnails).
   • Customize order card settings (product thumbnails, weight info, grouping of custom event buttons).
4. Add Order Sources:
   • Create additional order sources like stationary stores to diversify sales channels.
5. Manage Automatic Actions and Custom Events:
   • Create custom event buttons for specific order actions.
   • Assign these events to automatic actions for easy access on the order card.
6. Use Order List Functionalities:
   • Mark orders with stars for priority.
   • Bulk change order statuses.
   • Send messages (email/SMS) using templates.
   • Generate sales documents and printouts (PDF labels, shipping lists).
   • Export order data and print documents after subscribing to printouts.
7. Use Packaging and Collection Assistant:
   • Utilize on any internet-enabled device for efficient warehouse operations.
8. Manual Order Entry:
   • Click “Add Order” to create a new order.
   • Add products from warehouse catalogs.
   • Edit customer and invoice data.
   • Confirm and complete orders, updating stock and payment status.

Presenters / Sources:

• The video appears to be presented by a BaseLinker system expert or tutorial creator (name not specified).

Category

Business and Finance

Video