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ORDER MANAGEMENT IN THE APP

In this tutorial we teach you how to manage your orders from the App: changes of status, edition, change of delinquency, loading invoice and sending messages about one or more orders.

FAQ

The answers you need!

The users module allows you to create, edit or delete users. The administrator user will be able to deactivate any user at any time.

On the platform, in the "Users" section, you can create the operations, carrier and seller users.

You have to enter the user profile you want to create and from there you must complete the following user data:

  • E-mail

  • Name and surname

  • Upload user image

Once added to the platform, the new user will receive an invitation email with the password to register for the first time. You can download the app and operate both on it and on the platform.

From your account, the new user will be able to change the password from the “profile” section.

How to create employee users?

Yes, from Piola App we offer you a configuration and start-up service that includes:

  • Configuration of users, products and clients

  • Digital Academy on our website with videos and tutorials of everything you can do.

  • On-site training.

  • Start up of the application.

However, Piola is designed so that its use is simple and fast.

Permissions of the admin user

You will only see the information corresponding to the clients assigned to your commercial portfolio (client details, orders, messages). You can assign special discounts to your customers.

Seller / commercial user permissions

They are the users who will be in charge of assembling the order, they will not be able to see the sales graph, messages or the details of the clients.

This user has limited access to information about the company in reference to sales and customer data.

User permissions operations

They will only see the information of the orders (not including the messages) and will be able to change the status related to the delivery. You will be able to see the client's telephone number, delivery address and schedules.

Carrier user permissions

From the platform, in the "employees" section, you can create the operations, carrier and seller users.

You have to enter the user profile you want to create and from there you must complete the following user data:

  • E-mail

  • Name and surname

  • Upload user image

Once added to the platform, the new user will receive an invitation email with the password to register for the first time. You can download the app and operate both on it and on the platform.

From your account, the new user will be able to change the password from the “profile” section.

In which countries is the Piola app available?

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