Order FAQs

The old version of Order Express was to create a dht scene in the product/commodity object. The new version no longer uses this method, but configures the mobile terminal summary field in the product/commodity list, and the upstream and downstream are synchronized.

In the mobile terminal summary field settings of the product/commodity object, select to display images.

After enabling OrderPass, a [Graphic and Text Description] rich text field will be added to the product/commodity by default. By editing this field, the graphic and text details can be displayed in the mall.

After enabling OrderPass, a [Product Label] field is added to the product/commodity object, edit product/commodity information, and maintain this field.

In-sale transaction rules > When creating a new sales order, select the product on the mobile terminal to support the input quantity and custom fields, turn on this switch, and the shopping cart supports displaying the input quantity and custom fields; (after version 800, the shopping cart will refer to the order product component, The display of various fields can be set in the order product layout. (Currently supports up to 8 exposed fields)

This should be that the downstream orderer has assigned multiple order business types. Since the order type needs to be pulled out for layout judgment in the commodity card, shopping cart and other links in the ordering mall mode, the order type is upgraded to a global parameter, enter the ordering and select the business type once, and the business can be switched in the shopping cart and the personal center type.

As a processing strategy: 1. If there is only one business type downstream, remove multiple business types, and there will be no pop-up selection; 2. If there are indeed multiple business types, users need to be guided to choose. If the customer cannot accept the pop-up window, the mall mode can be turned off.

The online customer service is enabled by default by enabling OrderPass, which acts as a web channel portal.

Check whether the layout of the object is configured and assigned to the corresponding object.

The lower version of 360 browser has its own ad blocking plug-in, and the ad rotation component may be blocked. It is recommended to switch or upgrade the browser.

The current downstream orderer role is not configured with the applet template Applicable scope:

If the latest v3 version of OrderPass is grayscaled, the web page template of OrderPass needs to be set accordingly, as follows:

If there is no grayscale V3 version, you need to set the web application template of the channel portal, as follows:

Attachment: After the 815 version of the whole network (July 29th 24:00), the Lianhutong application will be released by default. After the downstream orderers have configured the layout of the Lianhutong, they can operate the order in the Lianhutong:

In [Interconnected Roles], view and add custom roles, and assign permissions to different roles in [Privilege Settings].

Please contact the relevant implementation personnel to submit for approval, grayscale [Ordering WeChat side preset object jump mini program grayscale], note: you need to grayscale by object one by one, if multiple objects are involved, please fill in multiple apinames. Pay attention to fill in the apiName of the correct object, the approval template:

The pre-set objects on the WeChat side of OrderPass jump to the gray scale of the applet

appld : FSAID_ _11490c84

apiName:XXXXX

Online environment gray enterprise ea=XXXXX

Approver: Yuan Jie

Please pay attention to the "Switch to select products based on products" under the FMCG business plug-in [Select Product Settings]. If an SPU company wants to select products based on products in the product list, it needs to turn on this switch. After opening, the product list is displayed in the product dimension.

If it is not enabled, the product list still displays products (you can search and query the list based on product rules).

A: It is necessary to check whether the price list and the range of sales are configured correctly: if it is applicable to channel customers, whether to select Yes, whether the available customers, available products, and the available sales list are set correctly, and whether the available products are selected [follow the price list]

A: [Order Product] and [Shipping Address] components are automatically added to the layout of OrderPass, which can be grayscaled as needed. After grayscale, you can configure the layout of the bottom of the shopping cart, shopping cart list, and sales order products:

A: Check whether [Mall Settings] is set to the order management menu in the web application view of the order management application:

After version 830, new products on the homepage are launched - [Mini Program & web] The new product launch component on the homepage is upgraded to [product list], which supports the configuration of multiple data sources

Scenario: Customers can configure and display product lists with corresponding tags (hot sale, recommended, new products, etc.) on the home page

Function: The new product on the homepage will be upgraded to a product list component, which can be clicked to enter the details page or add carts; support configuration styles, display numbers (up to 20), margins, and cart button styles (only for mobile terminals )

A: 1. You need to check whether the customer field is set in the order layout [default external responsible person]:

2. Check whether the external related team permission is set under the customer object, so that the address, contact person, etc. under the customer will be seen by default

3. After V800, all objects of OrderPass follow the standard interconnection data permission, that is, the order has an external person in charge or an external related team, and only the downstream can view it. Orders submitted by OrderPass have an external person in charge by default, while orders created by CRM do not have an external person in charge by default, so orders created by CRM are not displayed downstream.

The order created upstream has no external person in charge and external related team by default. You need to set the associated external data in the [Customer Name] field in the order details page layout (if the new/edit page layout is enabled, then in the new/edit page layout). The authority is set to "external responsible person", so that after the upstream creates an order, the external responsible person is automatically assigned, and the downstream can view it. For the historical order data, you need to use the function to refresh the external person in charge.

As a B2B ordering platform, Zhuhutong defaults to view order data according to the enterprise dimension, that is, no matter which purchaser is, you can view the company's orders. Bring it up if necessary.

Please add the "Dianhutong" application in the available applications of the [Enterprise User] role. At this time, you will find that there is also a [Product] object in the [Enterprise User], and all the functional permissions are granted. Cancel the product related here. Permissions will be normal. Other permissions can also be checked similarly.

Add permissions to external personnel in the management background - interconnected roles - permission settings - contacts

As an independent business, inventory needs to be opened by the administrator separately (path: [Management] - [CRM Platform Management] - [Business Rule Management] - [Inventory Management], find "Inventory" and assign the [Inventory] object to the downstream , and configure object-related permissions (the inventory list supports viewing inventory by warehouse);

After opening, the downstream can check the inventory at any time and replenish in time. In addition, when the order is submitted, the inventory will be frozen. When the set inventory is not enough, the order is not allowed to be submitted, and the stock needs to be replenished in time, otherwise sales or downstream orders cannot be placed. (Inventory solutions or manuals can be contacted @ Chuanxi)

The online customer service is enabled by default by enabling OrderPass. If you cannot add the online customer service component in the web application view, please purchase the online customer service product first.

Add a custom object in the object management of OrderPass, and then add the custom object to the web or mobile portal.

Although OrderPass has full access to Paas capabilities and on-sale capabilities, its core capabilities are still in the mall model, including homepage cards, product list/details, shopping carts, and ordering pages. This is a relatively fixed mall order process. The operation does not currently support custom functions and ui events. But the form mode (new order like crm) is supported, and other open custom custom objects are also supported by default.

Custom buttons are generally on objects. Custom buttons (business button types) on objects such as orders, payment returns, and invoices are now supported, but ui button types are partially supported.

Find the report or statistical chart to be opened in the web and mobile portals of OrderPass, and configure it on the home page. (Note: The bi report can only be configured on the homepage for the time being. 810 plans to provide a data cockpit as an independent menu or bottom navigation. Students in need can directly give feedback to @江长会)

supported. OrderPass presets the role of "orderer" by default, and new roles can be created as needed. Then create multiple page templates on the web and mobile. Assign different page templates to different roles.

supported. By default, the mall filters product data based on the customer's sales range, but if you want to place an order based on the contract and project, it means that you still need to filter based on the contract and project on the basis of the customer's sales range.

The implementer can write a function to filter, and then enable the [sellable range filtering] capability in the management background, enter the field to be filtered, and enable this capability, then the upstream and downstream will filter the sellable range. Downstream distributors enter the ordering mall, and then they can select contracts and items and then place orders.

OrderPass itself only supports one-level ordering, but multi-level ordering can be achieved through 1+N. For example, the model of brand owners-first-level distributors-secondary distributors. The brand owner opens the ordering link and provides first-level dealers with orders. First-tier dealers purchase the dealer version and open OrderPass to provide second-tier dealers with orders.

supported. After enabling multiple organizations, add a main customer and produce sub-customers based on different organizations. The Internet account itself is based on sub-customers, so OrderPass naturally supports multiple organizations. After enabling multiple organizations, you need to switch accounts on OrderPass (equivalent to switching stores) to order from the same brand. The difference between commodities and prices sold by different organizations can be set by the organization in the sales range and price list.

The default [Online Customer Service] application is given when purchasing OrderPass. You can find this app in the main navigation More, if you can't find it, check whether you are an app administrator in the background app management.

In the online customer service, the web page plug-in and customer service group of OrderPass have been preset, and customer service personnel can be classified according to needs. For detailed functions, please refer to: Customer Service Manual.

If the enterprise account is bound upstream, you can directly follow the enterprise account, find your company’s enterprise account in WeChat [Address Book]-[Enterprise Account], click to enter, and then click [Order] to enter the home page of Order ( This mode supports both tenant and non-tenant mode.), online ordering can be completed directly without using the FunShare APP, it is recommended to log in and bind as soon as possible after receiving the text message.

The specific settings are as follows:

[Backup Link], fill in: https://help.fxiaoke.com/2615/de6c/8b20/8310#header-31

This is a wrong password. Too many logins are locked. You can log in after the account is locked for 30 minutes. If you forget the password, you can log in with the verification code.

Turn on the filter of the available range to filter by order type, contract, and project.

The invoice function also needs to enable the inventory function first, and then the CRM administrator can configure the invoice, new outbound and other permissions upstream before it can be used normally.

The reason may be that the supplier has not opened the invoice module. The logistics information is not seen after opening the invoice, the upstream supplier failed to pass the order review and did not deliver the goods, or did not fill in the logistics order number in time after delivery.

The upstream supplier has revised the price, the price list has been updated or the priority has been adjusted. Note that after the price list is adjusted, some products will also be lost.

Already have the ability, please refer to the specific activation steps: Order Express - Mini Program Hosting Configuration Manual

The new version and the old version of OrderPass only have different effects on the ordering side, similar to the new version and the old version of the main website, all the data is in the CRM. For old customers, if they want to use new functions, they can grayscale the new version. If they find that the new version is not satisfactory, they can still use the old version. The two versions can be switched freely without conflict.

There is no difference, you can use OrderPass to complete the required order business. Regardless of whether there are tenants or not, they all enter the same application, except that some tenants enter in the interconnected application. Customers who have enabled tenants can use enterprise internal management tools such as Qixin and CRM.

In order to realize the multi-organization/multi-brand function, the old version added the parameter "saleable range and price control". Individual old customers can switch the price list, but the new version already supports the multi-organization mode, so this parameter is no longer provided. Order Tongtong no longer supports switching price lists, but makes inquiries based on the range of sales. Old customers will upgrade to the multi-organization mode in the future to realize the function of switching price lists.

It is no problem to upgrade the old version to the new version, but the new version does not support the old promotion, but only supports the new promotion (price policy). If you want to upgrade, it is recommended to upgrade the promotion to the new promotion, and the promotion data does not need to be migrated.

The old advertising objects are the same as the old promotions. The new version 810 has opened new advertising objects. Advertising Banner can jump to promotions and commodity/product objects.

Due to the continuous iteration of the function, the menu name may be changed. No matter how the menu name is changed, the web and mobile custom pages are used. Let's see if the above text is "channel portal" or "order pass". In fact, the bottom layer of these two portals is a set of capabilities, but the components in the pages are different, and the appids are also different. The channel portal can be understood as a comprehensive portal, which can be set up with the contents of Order Express, Service Express and Agent Express, while the Order Express portal is an application portal, and only Order Express can be set.

Recommendations and new products are implemented through product labels, which can be used to label products. Currently, the label supports 4 preset labels, "new product", "hot sale", "clearance", and "recommended". New product and recommended labels will directly affect the order In the product display of the new product launch module and the recommended product module in Tongzhong, these two modules will only display the products with the corresponding tags; the promotion will automatically adapt to the price policy, and the promotional products that meet the price policy range will be automatically gathered on the home page【 Promotional Products] page, and there is a sign of [promotion].

Method 1: Add the permission of the external person in charge on the upstream sales order that needs to be viewed downstream Method 2: In the field list of the sales order object management, set the attribute for the [customer field account_id] associated with the search: "Associate external data permission" For the external person in charge: After this setting, two points can be achieved a. The data created upstream will automatically be assigned the information of the external person in charge; b. The downstream will automatically bring out the default information of the customer field when the object is created;

Set the allowed maximum number of digits, decimal places, etc. in the relevant fields such as [Standard Price] and [Available Stock] in the [Product] preset object.

Homepage filter available range: need to set the available range filter:

Shopping cart: Turn on the mall mode, and the shopping cart will open; the online customer service application needs to be opened separately:

Grayscale is required, the service account menu is bound to the Lianhutong application, the official account management adds message templates, and the official account message template configuration mapping is shared

There is no difference, you can use the ordering tool to complete the required ordering business, and the customers who have opened the tenant can use enterprise internal management tools such as Qixin and CRM.

As an independent business, inventory needs to be opened by the administrator separately (path: [Management] - [CRM Platform Management] - [Business Rules Management] - [Inventory Management], find "Inventory". After opening, the downstream can check the inventory at any time and timely Replenishment. In addition, when the order is submitted, the inventory will be frozen. When the set inventory is not enough, the order is not allowed to be submitted, and the order needs to be replenished in time, otherwise sales or downstream orders cannot be placed. (For inventory solutions or manuals, please contact @ Chuanxi)

The upstream supplier has revised the price, the price list has been updated or the priority has been adjusted. Note that after the price list is adjusted, some products will also be lost.

Already have the ability, please refer to the specific activation steps: Order Express - Mini Program Hosting Configuration Manual

The mall supports CPQ (including web and mobile) products when placing an order. You can browse CPQ combined products in the mall, add a cart with one click, and edit the shopping cart twice. Taking the Web as an example, the effect is as follows:

The lower version of 360 browser has its own ad blocking plug-in, and the ad rotation component may be blocked. It is recommended to switch or upgrade the browser.

2024-07-12

Order FAQs

Admin FAQ

1. Page display

1.1 Does the product/commodity list support the configuration of custom fields, and how?

1.2 How can the product/commodity list display pictures?

1.3 Why is there no graphic information in the product details, and how can it be displayed?

1.4 How to display the new product and hot sale labels in the product/commodity list, and how to set them up?

1.5 Can the shopping cart display custom fields?

1.6 Why do I need to select a business type every time I enter a Mini Program?

1.7 Why can't [Online Customer Service] be set in the web channel portal?

1.8 Why are many objects and pages blank

1.9 Enter the order applet, the display is blank, and the error is as follows:

1.10 The web application view is configured in the background, but the front page does not take effect?

1.11 The dealer has multiple roles, can different personnel view different pages?

1.12 Set a custom menu item and add it to the menu entry of the Order Express applet. Why doesn't it take effect?

1.13 Why do companies that are already SPUs still display products in the product list?

1.14 When adding products in form mode and sales order, why doesn't the product come from the price list?

1.15. Sales order product layout cannot be configured? How to configure the order product summary on the order submission page?

1.16. Why can't I find the mall settings in the [Order Management] menu?

1.17. The homepage of the mall not only wants to display new products, but also wants to display products with labels such as hot sale, clearance, and important. How to configure it? ?

2. Data permissions

2.1 Why is there no data or incomplete data in the downstream order list? Submit order customer is empty, no default customer? Can't choose the customer address?

2.2 The downstream needs to check the orders placed by the salesman, how to deal with it?

2.3 For multiple downstream purchasers, can everyone see the company's orders, or can they be viewed separately?

2.4 Why is there no permission to create new products in the [orderer] role, downstream Can products still be created downstream?

2.5 On the OrderPass page, orderers cannot modify the contact address

2.6 After configuring the notification announcement, why can't I select an external contact person?

2.7. How does the dealer check the inventory? Can he specify a warehouse to check?

2.8 Why can't [Online Customer Service] be set in the web channel portal?

3. Custom extension

3.1 Does OrderPass support custom objects, for example, if a customer adds an application for "expense reimbursement", can it be displayed in OrderPass?

3.2 Does OrderPass support custom functions, ui events, etc.

3.3 Does OrderPass support custom buttons?

3.4 The upstream is equipped with bi reports or statistical charts, how to open them on Limentong?

3.5 Does the downstream support custom functions, UI events and other capabilities?

4. Advanced Abilities

4.1 Can the different personnel of the dealer support dealers see different pages?

4.2 Does OrderPay support placing orders according to contracts and projects?

4.3 Does OrderPass support multi-level ordering?

4.4 Does OrderPass support multiple organizations?

4.5 How to configure the online customer service function?

4.6 How does the enterprise service account bind OrderPass?

4.7 Feedback from downstream customers, the order account cannot be logged in, and it shows that the account is locked

4.8 Filter by scope of sale, such as filter by order type, contract, project?

4.9 Why can't I create a new invoice?

4.10 Why can't I see the logistics information of the submitted order?

4.11 Why is the settlement amount different from the previous same order?

4.12 How to activate and use the enterprise-specific mini program?

5. Version question

5.1 After the customer upgrades to the new version of OrderPass, will it be affected, and can they return to the old version?

5.2 Is there any difference between using OrderPass without tenants and with tenants?

5.3 The order mode of the old version has the function of switching the price list, why can’t I find it in the new version?

5.4 The old version uses the old promotion, can it be upgraded to the new version?

5.5 Why can’t I set the advertisement banner in the new version?

5.6 What is the relationship between the ordering portal and the channel portal? Why must it be set in the order management to take effect?

5.7 How to set product data (recommendations, new products, promotions) in the homepage module?

5.8 How does the downstream view the upstream order data on behalf of customers (there is an order range setting in the order management)?

5.9 Are product prices and quantities supported by decimal places?

5.10 Plug-in configuration on the home page [Filter Available Range], [Shopping Cart], and [Online Customer Service].

5.11 Service account not receiving notifications?

User FAQ

1.1 Is there any difference between using OrderPass without tenants and with tenants?

1.2 Can the downstream check the inventory related information?

1.3 Why can't I create a new invoice?

1.4 Why can't I see the logistics information of the submitted order?

1.5 Why is the settlement amount different from the previous same order?

1.6 How to activate and use the enterprise-specific mini program?

1.7 Does the mall mode support CPQ?

1.8 Why can’t the carousel image on the homepage be loaded?

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