Summary of Konfiguracja systemu BaseLinker. Krok 8: Akcje automatyczne

The video provides a detailed tutorial on configuring automatic actions in the BaseLinker system to streamline order processing and reduce manual work. Key technological concepts and product features covered include:

Key Concepts and Features:

• Automatic Actions Functionality: Automates tasks such as order status updates, sending emails/SMS, generating invoices, and Shipment handling, significantly speeding up order processing (up to 7x faster) and reducing errors.
• Triggers for Automatic Actions: Actions can be triggered by various events such as:
  • New order downloaded
  • Order payment confirmed
  • Shipment creation or status changes (e.g., shipped, delivered, returned)
  • Invoice or receipt creation/deletion
  • Product changes in the order
  • Custom user-defined events/buttons
• Conditions to Refine Actions: Multiple conditions can be applied to triggers, including:
  • Sales channel/source (e.g., Allegro, eBay, store)
  • Delivery/shipping method (must match exactly for stores; multiple selections possible for marketplaces)
  • Payment method (e.g., cash on delivery)
  • Product details (name, ID, catalog, manufacturer)
  • Order details (country, city, postal code, currency, package count, fulfillment type)
  • Customer preferences (e.g., whether the customer wants an Invoice)
• Multiple Actions per Trigger: For a single trigger, several actions can be executed, such as:
  • Changing order status
  • Sending notifications (email, SMS, Slack)
  • Creating invoices or receipts
  • Downloading stock or issuing refunds
  • Creating shipments and printing labels
• Grouping Actions: Users can organize automatic actions into groups (e.g., "Order separation") for easier management.
• Integration with Marketplaces: Special considerations for marketplaces like Allegro, including handling different shipping methods and payment types.
• Shipment Status Automation: Automatically updates order statuses based on courier Shipment status updates (e.g., "en route" changes order to "sent").
• Invoice Issuance Logic: Conditional Invoice creation based on customer requests and whether a Tax Identification Number (NIP) is provided; fallback options include issuing receipts or combined documents.
• Custom Event Buttons: Users can create custom buttons on order cards that trigger specific automatic actions, such as creating shipments with predefined courier, package dimensions, and printing labels. Error handling can interrupt actions if issues arise during Shipment creation.
• Multi-package and Multi-button Support: The system supports different Shipment scenarios, such as multiple packages or different courier services, with separate automatic actions for each.

Practical Examples Demonstrated:

• Separating Allegro orders by payment status and shipping method.
• Handling cash on delivery orders with specific delivery forms.
• Changing order statuses based on courier updates.
• Issuing invoices only when customers request them and provide necessary tax data.
• Creating shipments and printing labels automatically through custom buttons.

Summary:

The tutorial guides users step-by-step on setting up automatic actions in BaseLinker, emphasizing how to combine triggers, conditions, and multiple actions to automate complex order workflows. This results in faster processing, fewer errors, and improved communication with customers.

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Main Speaker/Source:

• The tutorial is presented by a BaseLinker system expert or trainer (unnamed), providing a hands-on walkthrough of the platform’s automatic action configuration features.

Category

Technology

Video