Beauty Advisor

Beauty Advisor - exports

Screenshot_2020-04-29_at_19.12.41.png Getting started

The administrative panel allows the following actions:

Descriptions of each of the above have been included in the following chapters of the article.

info2.svg  RememberExport - an operation that allows to generate data stored in the administration panel, to a file, usually with the extensions .xlsx or .csv, which can be downloaded to a local disk.

info2.svg   RememberFor basic information on BA commerce, see the article Beauty Advisor - getting started.

Table of contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Export of BA consultants

BA consultants can be exported by navigating to the section Import / Export> Export / POS Users (1). Navigating to the tab will automatically initiate the export operation and you will receive a screen with a summary of the performed operation and the option to download the finished file (2) to a local disk.

Screen_with_a_summary_of_the_export_operation.png
Screen with a summary of the export operation

 

The generated file contains the following data. A description of each parameter can be found in the article Beauty Advisor - mass imports (chapter: "Mass Update of BA Consultants").

 

 

Screenshot_2020-04-29_at_19.12.41.png Export of BA customers

The export of BA customers is possible in the section Import / Export> Export / contacts. Due to the current limitations when exporting Excel files, there are two possible types of exports (export in full version (2) and in lite version (3)). Each export type is described in the following chapter. Current exports are limited to approximately 100,000 rows. This limit will be extended with subsequent updates.

In the Filters tab (1), the scope of the generated data can be narrowed down as needed. For a description of the parameters in the tab, see the article Beauty Advisor > Contacts - viewing and managing BA clients. The table and possible actions in the tab Beauty Advisor / Contacts are described in the article Beauty Advisor > Contacts - viewing and managing BA clients.

Section_Import_Export___Export___contacts.png
Section Import/Export > Export / contacts

 

Full export version

The full version generates all BA customer data available in the panel. Below you will find a list of parameters included in the generated export file. Each parameter is described in the article Beauty Advisor - mass imports (chapter: "Mass update of BA customers").

Lite version

The generated file in the lite version contains four columns with data of BA customers. Below you will find a list of parameters included in the generated export file. Each parameter is described in the article Beauty Advisor - mass imports (chapter: "Mass update of BA customers").

 

 

Screenshot_2020-04-29_at_19.12.41.png Export of BA orders

There are two types of NA order exports (export in full version and in lite version). Each type is described in the chapter below.

Full export version

A full version of the export of BA orders is possible in the section Beauty Advisor > Orders / list, by selecting the Export to XLSX button (1). The scope of the generated data can be narrowed down using the criteria available in the Filters tab. All parameters appearing in the tab are described in the article Beauty Advisor > Orders / list - viewing and handling orders.

 

Section_Beauty_Advisor___Orders___list.png
Section Beauty Advisor > Orders / list

 
Below you will find a list of parameters included in the generated export file. Each parameter is described in the article Beauty Advisor > Orders / list - viewing and handling orders.

Lite version

BA orders in lite version can be exported in the section Import/Export> Export / orders, by selecting the Export to XLSX button (2). The scope of the generated data can be narrowed down using the criterion Processed on, available in the tab Filters (1).

 

Section_Import___Export__Export___orders_.png
Section Import / Export> Export / orders 

 

Below you will find a list of parameters included in the generated export file.

Beauty Advisor - message templates

Screenshot_2020-04-29_at_19.12.41.png Getting started

The SMS templates section in the Customers module contains a table with a list of SMS templates that are used on the BA customer data preview screen (for details, see Beauty Advisor > Contacts - viewing and managing BA clients). The table allows to activate the template, define the type of template, edit, delete and add a new item. The templates are sortable and each item can be managed using the drag and drop method.
 

SMS_Templates_section_in_the_Beauty_Advisor_module.png

SMS Templates section in the Beauty Advisor module


Table of contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and managing templates SMS

Below you will find a description of the table and the actions that can be performed in the SMS templates tab.

SMS_templates_tab_in_the_Customers___SMS_templates_section.png
SMS templates tab in the Customers > SMS templates section
Send_SMS_column_on_the_BA_customer_preview_screen.png
Send SMS column on the BA customer preview screen

 

 

Screenshot_2020-04-29_at_19.12.41.png Adding a new SMS template

To create a new SMS template, you must complete the fields: Name, Content, Is active and Type.

Screen_for_adding_a_new_CMS_template.png

Screen for adding a new CMS template

 

In the Content field you can use variables and any placeholders.

info2.svg  RememberPlaceholder - Attribute, used as a temporary filler or auxiliary text in a text field.
The content in the placeholder can be anything.

Types of variables:

Placeholder construction:

Example:

Mrs. {% n} Thank you for our conversation.
This is your unique code for free delivery with your next order.
I wish you pleasant shopping at www.yves-rocher.pl.
Best regards, {%ba}

info2.svg   RememberThe placeholder can be used in the body of the message, but be sure to remove it before sending it to the client. Otherwise, the application will prevent sending the message with the following warning:

 

Warning_about_incomplete_template.png

Warning about incomplete template

Beauty Advisor - getting started

The Beauty Advisor functionality allows BA consultants to place an order on behalf of BA customers, and manage orders, customer base, and POS stores.

Communication between a BA consultant and a BA client takes place via three channels: telephone connection, SMS, or messenger (chat and messenger).

info2.svg  RememberBA consultant - administrative panel user with “Beauty Advisor” rights. For more information about rights, see User groups in the administrative panel.

info2.svg  RememberBA customer - a consumer appearing in the BA customer base located in
the module Beauty Advisor > Contacts. Contacts are created using BA customer import. For more information, see Beauty Advisor - mass imports.

info2.svg   RememberPOS stores - retail outlets, created in the administration panel. For more information, see Beauty Advisor > POS retail – store management.

Due to the complexity of the functionality, the individual modules have been described in separate articles:

Beauty Advisor - system settings

Screenshot_2020-04-29_at_19.12.41.png Getting started

The general settings of the Beauty Advisor module is available in the Beauty Advisor / Retail Orders (2) tab, located in the System> System / settings section. To go directly to the tab, use the search engine (1) and type “beauty”. The next chapter will describe the configurable parameters.

info2.svg  RememberFor basic information on the Beauty Advisor module, see the Beauty Advisor - getting started.

System__System_Settings_section.png
System> System Settings section

 
Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Description of parameters in the Beauty Advisor / Retail orders tab

 

Beauty_Advisor___Retail_Orders_tab_in_System__System_settings.png
  
Beauty Advisor / Retail Orders tab in System> System settings

 

User groups in the administrative panel

Screenshot_2020-04-29_at_19.12.41.png Getting started

Each administrator of the administrative panel is assigned to a specific group of users. Each group is characterized by various sets of rights, described in the following chapters of the article.

info2.svg  RememberUser groups - predefined authorization groups thanks to which panel administrators are able to view the content and perform specific actions. The scope of the content that can be viewed and the scope of possible actions depends on the assigned group.

info2.svg   RememberAdministrator - a user who has an account set up in the administrative panel.

info2.svg   RememberUpon the customer’s request, the development team can create completely new groups with a different collection of user rights.

Upon the customer’s request, the development team can create completely new groups with a different collection of user rights.

Table of contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png User groups from the Beauty Advisor family

Administrators with an assigned user group from the Beauty Advisor family have access to the Dashboard and the Beauty Advisor module.

Section_Cockpit.png

Section Dashboard

 

The user groups included in the Beauty Advisor family are:

info2.svg  RememberAll the above groups have access to the same application modules. Only the Super Beauty Advisor and Super Beauty Advisor Franchise groups have access to the additional POS retail section. More information on the POS retail section can be found in the article Beauty Advisor > POS retail – store management.

In the Dashboard, the administrator can see two tabs: Planned interviews and Past interview. Details can be found in the article: Beauty Advisor > Contacts - viewing and managing BA clients.

In the Beauty Advisor module, the administrator can:

Beauty Advisor > POS retail – store management

Screenshot_2020-04-29_at_19.12.41.png Getting started

The POS retail section in the Beauty Advisor module contains a table with all POS stores, susceptible to sorting, with the possibility of editing stores, viewing and adding new stores.

info2.svg  RememberPOS stores - retail outlets, created in the administration panel. Shops can be added individually (it is possible from the POS retail tab) and imported in groups from external files. For information on importing, see Beauty Advisor - mass imports.

POS_retail_section_in_the_Beauty_Advisor_module.png
  POS retail section in the Beauty Advisor module


Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and managing POS stores

Below you will find a description of the table and possible actions in the Beauty Advisor / POS retail tab. All the following parameters (except the ID parameter) are editable in the
administration panel.

Beauty_Advisor___POS_retail_tab_in_the_POS_retail_section.png
Beauty Advisor / POS retail tab in the POS retail section
Window_for_editing_store_data.png
Window for editing store data

Beauty Advisor > Pending orders - viewing orders

Screenshot_2020-04-29_at_19.12.41.png Getting started

The Pending orders section in the Beauty Advisor contains the table (2) with the BA’s order pending list. The table is susceptible to sorting, it allows to preview and search for orders. The Filters section (1) allows for selecting orders that meet the specified criteria, described in the
Filters chapter.

info2.svg  RememberPending BA Order - BA’s placed order, awaiting customer approval.
Once accepted, the orders go to the BA order table in section Beauty Advisor> Orders / List. For more information on order acceptance on the customer’s side, see Beauty Advisor > New order - description of the ordering process.

Pending_orders_section_in_the_Beauty_Advisor_module.jpg
Pending orders section in the Beauty Advisor module


Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters

The Filters tab allows to narrow down the list of pending BA orders, based on the date range during which the orders are waiting for customer approval. Orders that meet the Creation time criterion will be displayed in the Orders / list tab.

 

Wizualizacja_sekcji_Filtry_w_module_Beauty_Advisor___Zamo_wienia_oczekuja_ce_w_panelu_administracyjnym.png

Filters tab in section Beauty Advisor> Pending Orders

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing pending BA orders

Below you will find a description of the table with the list of pending BA orders and the possible actions in the Orders / list tab.

Orders___list_tab_in_Pending_orders_section.png
Orders / list tab in Pending orders section
Detailed_order_view.png

Detailed order view

Beauty Advisor > Orders / list - viewing and handling orders

Screenshot_2020-04-29_at_19.12.41.png Getting started

The Orders / List section in the Beauty Advisor module contains a table (4) with a list of all correctly processed and accepted BA orders (for more information on processing and accepting orders, see Beauty Advisor > New order - description of the ordering process). The table is susceptible to sorting, it allows you to change order shipment statuses, preview orders, export orders and generate labels. With the help of filters, you can extract orders that meet the criteria specified in the Filters section (3), described in the Filters chapter.

info2.svg  RememberBA Order - An order placed by BA consultants in the Beauty Advisor module that has been accepted by a BA customer. For more information on accepting BA orders, see Beauty Advisor > New order - description of the ordering process. For information on BA consultants and BA clients, see Beauty Advisor - getting started.

Table of contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Generating a CSV file with orders and printing labels for the courier

In the Orders / list section, you can perform 2 mass operations:

Orders___list_section_in_Beauty_Advisor_module.jpg
Orders / list section in Beauty Advisor module

  1. Generate a list of orders for the courier in CSV format by selecting the Generate CSV file for courier button (1). After selecting the button, the application generates a csv file and takes you to the operation summary view, where you can download the file to a local disk, using the Download file button.

A_message_with_a_summary_of_the_operation.png

A message with a summary of the operation

 

info2.svg  RememberYou can generate a list of all orders for the courier only for orders with the status “Ready to be sent”.

caution.svg  Note After generating the file, orders with the status “Ready to be sent” will change their status to “Sent”.

  1. Generate an order label using the Print all button (2). The application generates a PDF file and displays the generated labels, the options are: downloading the file to a local disk or printing directly.

Generated_label.png

Generated label

 

info2.svg  RememberYou can generate a list of all orders only for orders with the status “Waiting for preparation”. 

caution.svg  Note After generating the file, orders with the status “Waiting for preparation” will change their status to “Under preparation”.

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters

The Filters tab allows you to select orders in terms of the criteria described below. Orders that meet the selected criteria will be displayed in the Orders / list tab.

Screenshot_2020-12-17_at_19.47.38.png

Filters tab in section Beauty Advisor> Orders / list

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and handling BA orders

Below you will find a description of the table with a list of BA orders and the possible actions in the Orders / list tab.

Orders___list_tab_in_section_Beauty_Advisor__Orders___list.png
   Orders / list tab in section Beauty Advisor> Orders / list
Pop-up_with_the_option_to_enter_the_weight_of_the_package.png

Pop-up with the option to enter the weight of the package

 

Order_details_in_Beauty_Advisor__Orders___list.png
  Order details in Beauty Advisor> Orders / list

 

Beauty Advisor > New order - description of the ordering process

Screenshot_2020-04-29_at_19.12.41.png Getting started

The New Order section of the Beauty Advisor module allows BA consultants to submit an order on behalf of BA clients. BA consultants have control over the granted discounts and the selection of gifts added to the order. BA consultants can also modify the customer’s data, as well as choose the method of confirming the purchase. The ordering process consists of several steps. Each process involves different actions, described in the following chapters of the article.

info2.svg  RememberBelow you will find URL links to articles that describe:
- What is a BA order
- Who is a BA customer and a BA consultant

New_Order_section_in_Beauty_Advisor_module.png
  
New Order section in Beauty Advisor module

 

Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png “Add product” tab

The tab allows you to add a product to an order using two methods: Product selection by name or SKU code or Selecting product from catalog. Before adding a product to the order, you can select the number of items (3) and change the price (catalog or promotional) (4). The product is added to the order by clicking the + Add to order button (5).

Product selection by name or SKU code

To add a product to your order, enter the product’s SKU or name in the SKU field (2). The Paste SKU button (2) allows you to paste the SKU code from the clipboard. The search engine automatically suggests products (6) whose name or SKU code contains the entered characters. The search engine displays only products marked as active in the catalog.

Add_Product_tab_in_Beauty_Advisor__New_Order.png
Add Product tab in Beauty Advisor> New Order

 

The Promotion price field (4) contains the current promotional price of the product. If the product does not have a promotional price, the catalog price is displayed. The Promotion Price field (4) allows you to change the price before adding a product to the order. After selecting the + Add to order button (5), the product will appear in the “Order” tab.

info2.svg  RememberCatalog price - basic price, not including the promotional price of the product.

Add_a_product_in_the_Add_Product_tab_in_Beauty_Advisor__New_Order.png
 Add a product in the Add Product tab in Beauty Advisor> New Order

 

Selecting a product from the catalog

The second method of adding a product to the order is to select the button

Open a product catalog session (1). You will be taken to a new view where you can view the entire catalog of the store’s products, taking into account all categories and subcategories (8), using the product finder (7) (you can search for the product by the name or SKU code). The top menu with categories (8) and the list of products are fully configurable from the administration panel. For more information, see the articles:

info2.svg  RememberThe list of products and the top menu with categories correspond 100% to the content available on the store’s website.

An_open_session_of_the_product_catalog_in_the_Beauty_Advisor_module.png
An open session of the product catalog in the Beauty Advisor module

 

(9) - buttons used to navigate through the open session of the product catalog.

(10) Close - a button used to close the session and return to the section New order in the Beauty Advisor module.

To add a product to the order, select the Add to order button next to each product. After selecting the button, the following message will be displayed in the upper right corner of the browser window and the product will appear in the “Order” tab.

A_message_confirming_that_the_product_has_been_added_to_the_order_from_the_open_session_of_the_product_catalog.png
 
A message confirming that the product has been added to the order from the open session of the product catalog

 

 

Screenshot_2020-04-29_at_19.12.41.png “Order” tab

The tab contains products added to the order. You can change the catalog price for products, give discounts, and set the cost of delivery. Below you will find a description of the possible actions in the Orders tab.

Order_tab_in_section_Beauty_Advisor__New_order.png
Order tab in section Beauty Advisor> New order

info2.svg   RememberDiscounts may not be combined.

info2.svg   RememberOnly the price of gifts can be “0”. If the product is not a gift, an attempt to submit an order will end with an error.

info2.svg  RememberA product with several color variants has an additional section Available colors in the Order tab, where you can choose one of the available colors (example below).

The_ability_to_choose_the_color_of_the_product_in_the_Order_tab.png
The ability to choose the color of the product in the Order tab

 

 

Screenshot_2020-04-29_at_19.12.41.png Tab “+ Add gift”

The tab allows to add a gift to the order using the visible buttons. Each button represents one gift. After clicking a chosen button, a present will appear in the tab “Order” tab. The headers and gifts assigned to the given buttons are configurable from the level of the administration panel (the configuration method is described in detail in the chapter Configuration of parameters in the “+Add gift” tab).

 

Add_gift_tab_in_section_Beauty_Advisor__New_order.png
 
Add gift tab in section Beauty Advisor> New order

 

 

Screenshot_2020-04-29_at_19.12.41.png “FIDEN2” tab

The tab contains the customer’s FIDEN2 points balance, it allows to award of additional points for the order (points will be added to the pool of FIDEN2 points). The tab also contains the customer’s loyalty card number (mother card number) and the points that the customer will receive for the placed order.

 

FIDEN2_tab_in_section_Beauty_Advisor__New_Order.png
 
FIDEN2 tab in section Beauty Advisor> New Order 

 

The data of the FIDEN2 tab will be filled in automatically upon choosing the Place order button in the section Beauty Advisor> Contacts (the process is described in the article Beauty Advisor > Contacts - viewing and managing BA clients). After choosing this button, you will be taken to the FIDEN2 tab with the automatically filled data.

 

 

 

Screenshot_2020-04-29_at_19.12.41.png "Delivery methods" tab

The delivery methods tab allows Beauty Advisor employees to select the desired delivery method. This tab is only visible if at least two delivery methods are assigned to the selected BA altshop. At least 1 delivery method must be assigned to the altshop, or there will be a notification, that the order cannot be created, as no delivery method is selected.
POWERPNT_ARukdtmN4s.png
  Delivery method tab visualization

The delivery method tab contains available delivery methods with their logo, name, and regular delivery fee for a selected range of cart value. This fee doesn't apply additional costs for the customer but is only informational for the employees on what fees are normally used. The fee may change depending on the configuration of the delivery method - for example, in this case, Balik do Ruky has a delivery fee of 119Kc between 0 and 899 cart value, and between 900 and 9999999 it has a delivery fee of 0kc.

If the selected method is a pickup point delivery, then in the customer address tab there will be an additional field, where the employee is able to select the point.

info2.svg  RememberYou can find information about configuring the delivery methods in the selected altshops in the Delivery costs / list - browsing and managing delivery costs article.

 

 

Screenshot_2020-04-29_at_19.12.41.png “Address data” tab

In the address data tab, you can enter the personal data of customers (1). If the selected delivery method uses pick-up points you will see a Delivery point field, which allows you to select such delivery point. By pressing the Select button you will open the delivery point map. You can also indicate the method of payment for the order (2). After selecting the payment method, the BA customer will receive the option to confirm the purchase via SMS or e-mail (according to the method chosen by the BA consultant) and the order placed will be visible in the section:

Payments with the required BA customer confirmation include the following methods:

info2.svg  RememberThe options Place order with COD and confirmation and Place order with on-line payment will only be available if the E-mail field is filled in.
Remember that both COD and PayU payment options need to be assigned to the altshop used in the Beauty Advisor module in order for them to work.

POWERPNT_LgXPHvudzB.png

  Address data tab in section Beauty Advisor> New order
POWERPNT_hftspFbbdq.png

  Visualization of the delivery point map

info2.svg  RememberYou can find more information about the delivery point widget in the Delivery point widget article.

Below you will find an example of an SMS with the option to confirm the order and an e-mail confirming the order with the option to display the order status.

Widok_wiadomos_ci_SMS_z_moz_liwos_cia__potwierdzenia_zamo_wienia.png

  SMS message with the option to confirm the order 

 

__Widok_e-maila_potwierdzaja_cego_z_oz_one_zamo_wienie_.png

E-mail confirming the submitted order

After clicking on the link Pokaż status zamówienia (show order status), the BA customer will be taken to the page with the order summary and the possibility of payment. For this purpose, use the Do płatności (to the payment) button.
 

Screenshot_2020-10-28_at_18.55.30.png

Order summary page

 

info2.svg  RememberThe address data will be filled in automatically when you choose the button Place order in the section Beauty Advisor> Contacts in the tab Beauty Advisor / Contacts(the process is described in the article Beauty Advisor > Contacts - viewing and managing BA clients).
After selecting this button, you will be taken to the Address data tab with automatically
filled data.

info2.svg   RememberThe Consumer data tab will be displayed above the “Add product” tab, with a preview of the consumer’s data and the possibility of going to the section View contact, in the Beauty Advisor module, using the Show customer button (example below).

 

The_Consumer_Details_tab_in_section_Beauty_Advisor__New_Order.jpg
  
The Consumer Details tab in section Beauty Advisor> New Order

 

 

Screenshot_2020-04-29_at_19.12.41.png Configuration of parameters in the “Order” tab

In the system settings of the administration panel, you can modify the values assigned to the following parameters in the Order tab:

Orders_tab_in_section_Beauty_Advisor__New_order.png

Orders tab in section Beauty Advisor> New order

To make changes to the settings, go to section System / Settings in the System module, and use the search engine (5) to enter the phrase “beauty”.
After searching for the relevant phrase, the Beauty Advisor / Retail Orders tab (6) will
be displayed. 

The_Beauty_Advisor___Retail_Orders_Activity_tab_in_the_section_System___Settings_of_the_module_Beauty_Advisor.png
   The Beauty Advisor / Retail Orders Activity tab in the section System / Settings of the module Beauty Advisor

 

Discount

The Price discounts (percentages) field contains JSON that defines the color of the buttons and the values assigned to them, which are visible in the Order tab. Below you will find an explanation of the record.

__Price_discounts__percentage__field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png
   Price discounts (percentage) field in the Beauty Advisor / Retail Orders tab in the System / Settings section

 

{"color":"#8b9620","discounts":["5","10","13","15","20","23","25","26","27","30",
"32","33","40","45","50","52"]}

The fragment above contains an object with 2 attributes:

Example 

{"color":"#8b9620","discounts":["5","10"]}

The above notation will look as follows in the Order tab:

 

discount.png
  
Buttons assigned to the Discount parameter in the Order tab

 

Price

The Price discounts (amount) field contains the same JSON, with the same structure as in the Discount field.

The_Price_discounts__amount__field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png
 The Price discounts (amount) field in the Beauty Advisor / Retail Orders tab in the System / Settings section

 

ETD discount

The ETD discount values can be defined in the ETD Discount percentages field. They can be integers or decimals. An empty field will hide the discount in the Order tab.
 

Zniz_ka_ETD.png
   The ETD Discount percentages field in the Beauty Advisor / Retail Orders tab in the System / Settings section


Example

[0.5, 1, 5, 10, 15, 20]

The above notation will look as follows in the Order tab:

Buttons_assigned_to_the_ETD_discount_parameter_in_the_Order_tab.png
Buttons assigned to the ETD discount parameter in the Order tab

Delivery cost

You can change the delivery cost in the Default delivery cost field .

Default_delivery_cost_field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___settings_section.png
   Default delivery cost field in the Beauty Advisor / Retail Orders tab in the System / settings section

 

 

Screenshot_2020-04-29_at_19.12.41.png Configuration of parameters in the “+ Add gift” tab

In the system settings of the administration panel, you can edit the name of the group (1) and the gifts assigned to it (2) in the tab + Add gift.

 

Tab___Add_gift_in_section_Beauty_Advisor__New_order.png

Tab + Add gift in section Beauty Advisor> New order

To introduce changes, go to the Beauty Advisor / Retail Orders tab in the system settings and scroll to the Gifts field. Below you will find an explanation of the notation. 

The_Gifts_field_in_the_Beauty_Advisor___Retail_Orders_tab_in_the_System___Settings_section.png

The Gifts field in the Beauty Advisor / Retail Orders tab in the System / Settings section

 

{"group_name":"I Próg > 59 zł Sklepy Własne ","color":"#8b9620","gifts":[
{ "sku":"P94359","name":"Pur Bleuet dwufazowy płyn do demakijażu oczu z wyciągiem z bławatka BIO 200ml","price":"0.01"}

The fragment above contains an object with 3 main attributes:

Example 

[{"group_name": "II PRÓG > 149 zł", "color":"#b2c11d", "gifts":
[{ "sku": "P76148", "name":"Woda toaletowa Hello Printemps", "price":"0.01"}, 
{ "sku": "P71426", "name":"Przeciwzmarszczkowy krem regenerujący pod oczy", "price":"0.01"},
{ "sku": "PI2171", "name":"Zestaw do makijażu oczu", "price":"0.01"},
{"sku":"2TREE","name":"Zasadz 2 drzewa","price":"0.01"}]}]

The above record will look as follows in the Order tab:  

Wizualizacja_nazwy_grupy_i_przypisanych_do_niej_prezento_w_w_zak_adce____Dodaj_prezent_.png

The name of the group and the gifts assigned to it in the + Add gift tab

Beauty Advisor - description of last activity filter

Screenshot_2020-04-29_at_19.12.41.png Getting started

The last activity filter (1) allows to select BA customers based on the selected date range of the last purchase. Customers are marked with different colors - depending on the time that has passed since their last purchase. These colors and the date range assigned to them are configurable in the system settings. For more information, see chapter Configuration of colors and date range of the “Recent Activity” filter. Clients meeting the criteria specified in the Filters tab will be displayed in the Beauty Advisor / Contacts tab (4). The number of days since the last purchase is shown in the Last activity column (2). The Show data button (3) shows additional information on the last purchases made by the BA customer. Details are available in the chapter Filter - Last activity and customer
data preview.

info2.svg  RememberFor more information on BA clients and the Beauty Advisor module, see Beauty Advisor - getting started.

info2.svg RememberAccess to the configuration is granted to users of the administration panel, with a higher level of rights (min. “Administrator”). For more information on permissions, see User groups in the administrative panel.

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   Contacts section in the Beauty Advisor module

 

Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Filter - Last activity and customer data preview

The Customer data screen shows the dates of the last purchases made by a BA customer in each of the three sales channels: BA commerce (1), in stationery shops (2), and e-commerce (3). Position Last activity item (4), indicates the number of days that have elapsed since the last order of a BA customer in any of the sales channels listed above.

Window_with_BA_client_data_and_information_about_his_Last_activity.png
Window with BA client data and information about his Last activity

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Configuration of colors and date range of the “Recent Activity” filter

To edit the colors and date ranges assigned to them, go to the System / settings section in the System module, and use the search engine (1) to enter the phrase “beauty”. After searching for the relevant phrase, the Beauty Advisor / Retail Orders tab (2) will be displayed.

Widok_zak_adki_Beauty_Advisor___Retail_Orders_Activity_w_sekcji_System___ustawienia_w_module_Beauty_Advisor.png
   Beauty Advisor / Retail Orders Activity tab in the System / Settings section of the Beauty Advisor module


The Activity segmentation parameter contains a JSON record that defines the colors and date ranges that appear in the Last activity filter. Below you will find an explanation of the record.

 

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Activity segmentation parameter settings in the Beauty Advisor / Retail Orders tab in the System / Settings section

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Example of use

To better understand the record, see the example below:

{
"from": 8,
"to": 14,
"color": "orange"
}

The above entry will show an orange label (1):

Beauty_Advisor___Contacts_tab_in_Beauty_Advisor__Contacts.png
Beauty Advisor / Contacts tab in Beauty Advisor> Contacts


Below you will find the final JSON code that would work as follows:

[
 {
  "from": 0,
  "to": 7,
  "color": "red"
 },
 {
  "from": 8,
  "to": 14,
  "color": "orange"
 },
 {
  "from": 15,
  "to": null,
  "color": "#00ff00"
 }
]

Beauty Advisor - mass imports

Screenshot_2020-04-29_at_19.12.41.png Getting started

Using the administration panel, you can perform:

You can perform all types of imports in the Import / Export> Import section Dedicated descriptions are included in the following chapters of the article.

info2.svg  RememberMass import – an operation that allows the to collective add new data to the administration panel as well as modify and delete the existing data. The operation is initiated by loading one import file or a set of appropriately constructed import files in the indicated location in the administration panel.

info2.svg  RememberFor basic information on BA commerce, see the article Beauty Advisor - getting started.

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Import / Export> Import section

Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Description of “Import” tab

Below you will find a description of the possible actions in the Import tab.

Import_tab_in_the_Import___Export__Import_section.png

Import tab in the Import / Export> Import section

 

All types of imports described in the current article can be performed by following these steps:

  1. Select the import file from the local disk.
  2. Indicate the type of import.
  3. Press the Import file button.

 

 

Screenshot_2020-04-29_at_19.12.41.png Mass update of BA clients

Due to the current limitations in the import of Excel files, you can perform two types of import (full version import and lite import). Each type is described in the following section. The current import is limited to approximately 100,000 rows. This limit will be extended with further updates.

info2.svg  RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Administrator
- Super Administrator
- Root
More information on the administration panel user groups is available in the article User groups in the administrative panel

Full import version

The full import version (import type: “Customer contact database for Consultant update”) contains all the updateable data about the BA customer. Below you will find descriptions of the columns in the import file.
 

Widok_zawartos_ci_pliku_importowego__Customer_contact_database_for_Consultant_update_.jpg

Import file content (file type) : „Customer contact database for Consultant update”

info2.svg  RememberThe fields marked with an asterisk (*) are mandatory fields. If the field remains empty, the import of the given record will return an error.

info2.svg  RememberEmpty values in the optional fields will delete the currently existing data in the administration panel, leaving the field empty.

info2.svg  RememberIf the system detects a row with a new BA client in the imported file during import, the import of the given record will return an error.

All the parameters described below modify the data in the tab Customer Data, located in the customer data preview. For details about the view, see Beauty Advisor > Contacts - viewing and managing BA clients.

  • LAST_CUSTOMER_CODE - customer’s FIDEN2 card number.
  • FIRST_NAME * - BA customer first name.
  • NAME * - BA customer's last name.
  • PHONE * - BA customer’s phone number with country code (configuration is described in the article Beauty Advisor - system settings).
  • ACTUAL_SHOP * - POS store number assigned to the BA customer. For more information about stores, see the article Beauty Advisor > POS retail – store management.
  • RANKING * - A range of BA customers ranking (1-999999). You can find a description of this parameter in Beauty Advisor > Contacts - viewing and managing BA clients.
  • CITY - city.
  • POSTAL_CODE - customer's postal code.
  • STREET1 - street.
  • HOUSE_NUMBER - house number.
  • BOX_NUMBER - premises number.
  • EMAIL - BA customer email address.
  • DATE_BIRTH - date of birth of BA customer.
  • LPD_BA - date of the last purchase made through BA channel.
  • LPD_ECOMMERCE - date of the last purchase from Yves Rocher online store.
  • LPD_RETAIL - date of the last purchase made at Yves Rocher store using the customer’s loyalty card.
  • LA - the value of the Last activity filter. For details on the filter, see Beauty Advisor - getting started.
  • ID - unique BA customer identification number. Application generated parameter.

All the parameters below contain information on customer orders made in stationary stores.
Values are created and overwritten only during mass import of BA customers, which represents information stored in the Retail shopping stats tab (details about the tab are available in the article Beauty Advisor > Contacts - viewing and managing BA clients. All fields are optional.

  • TOP1_TO_PRODUCT
  • TOP1_TO_PRODUCT_LABEL
  • TOP1_TO_LPD_TXT
  • TOP1_TO_PRODUCT_PRICE
  • TOP1_TO_TO
  • TOP1_TO_QT

caution.svg  NoteThe value of the "ID" column cannot be modified. "ID" is a key parameter to identify the client.
Based on this parameter, the application performs appropriate operations on data.

Specification of the import file

  • file format: .xlsx
  • file name: any name

Lite version

Import in lite version (import type: “Customer contact database for Consultant
update (lite version) “) allows for update of four BA client data. Below you will find descriptions of the columns in the import file.

Widok_zawartos_ci_pliku_importowego__Customer_contact_database_for_Consultant_update__lite_version__.png

Import file content (file type): "Customer contact database for Consultant update (lite version)"

info2.svg  RememberThe fields marked with an asterisk (*) are mandatory fields. If the field remains empty, the import of the given record will return an error.

info2.svg   RememberEmpty values in the optional fields will delete the currently existing data in the administration panel, leaving the field empty.

info2.svg   RememberIf the system detects a row with a new BA client in the imported file during import, the import of the given record will return an error.

caution.svg  NoteThe value of “ID” column cannot be modified. “ID” is a key parameter to identify the client. Based on this parameter, the application performs appropriate operations on data.

Specification of the import file

 

 

Screenshot_2020-04-29_at_19.12.41.png Import of new BA clients

With the type of import: “Customer contact database for Consultants – import XLSX” you can import new BA clients that do not exist in the admin panel.

info2.svg  RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Administrator
- Super Administrator
- Root
More information on the administration panel user groups is available in the article User groups in the administrative panel.

info2.svg   RememberIf, during import, the system detects a row in the imported file containing the BA client that exists in the administration panel, then the import of a given record will return an error.

The content of the imported file is identical to the mass update of BA clients in the w Full import version.

caution.svg  NoteThe import file cannot contain a column named ID, because it is a parameter generated automatically by the application when performing import. 

Specification of the import file

 

 

Screenshot_2020-04-29_at_19.12.41.png Mass update of BA consultants

Import type: “POS Users” allows modification of data of BA consultants, who are in the administration panel. Below you will find descriptions of the columns in the import file.

info2.svg   RememberImport is possible only for users of the administration panel assigned to one of the following groups:
- Super Administrator
- Root
More information on the administration panel user group is available in the article User groups in the administrative panel

info2.svg   RememberIf, during import, the system detects a row in the imported file containing a new BA consultant, then the import of a given record will return an error.

 

Widok_zawartos_ci_pliku_importowego__typ_pliku__POS_Users.jpg

Import file content (file type): “POS Users”

caution.svg   NoteThe value of “ID” column cannot be modified. “ID” is a key parameter to identify the client. Based on this parameter, the application performs appropriate operations on data.

Specification of the import file

 

Screenshot_2020-04-29_at_19.12.41.png Import of new BA consultants

Type of import: “Admin user import XLSX” allows to import of new BA consultants. The description of the imported data contained in the file is presented below.

info2.svg   RememberImport is possible only for users of the administrator panel who have been assigned to the group: “Root”. More information on the administration panel user groups is available in the article User groups in the administrative panel


Widok_zawartos_ci_pliku_importowego__Consultant_import__.png

Import file content (file type): "Admin user import XLSX"

info2.svg   RememberIf, during import, the system detects a row in the imported file containing a BA consultant that exists in the administration panel, the import of a given record will return an error.

info2.svg   RememberImport type: "Admin user import XLSX" only allows you to import employees who are assigned to one of the following groups:
- Administrator
- Super administrator
- Root

Specification of the import file

 

Screenshot_2020-04-29_at_19.12.41.png Import of BA customer anonymization

Import type "Anonymization of the customer contact database for Consultants" allows to import of customer internal IDs located in the .xlsx file and anonymizes all of them in the BA platform. This import triggers the BA customer anonymization, which also can be done manually in the:

BA customer profile > GDPR > Anonymize account (forget customer)

The reason for the anonymization in the BA > Anonymized contacts after the import is set to "Anonymization import".

info2.svg   RememberImport type: "Anonymization of the customer contact database for Consultants" can be used by users who are assigned to one of the following groups:
- MC business admin
- Administrator
- Super Administrator
- Root
The import is not limited to the users assigned POS, so users having one of the above-mentioned groups will be able to anonymize all BA users without any restrictions.

POWERPNT_cQf9DchS5k.png
Visualization of the example BA customer anonymization xlsx file

caution.svg  NoteThe anonymization process cannot be undone after the initiation. Please make sure that the imported file has the correct customers.

Specification of the import file

Beauty Advisor > Contacts - viewing and managing BA clients

Screenshot_2020-04-29_at_19.12.41.png Getting started

The Contacts section in the Beauty Advisor module contains a table (2) with the list of BA clients imported to the administration panel. The table is sortable, it allows for the placement of an order for a given BA customer, displaying their data and searching for the target contact using the search engine. Filters (1) will help you to extract contacts that meet the set criteria. It is described in the Filters chapter.

info2.svg  RememberBelow are URL links to articles where you can find the following information:
- Who is a BA customer
- Beauty Advisor > New order - description of the ordering process
- How to import BA clients into the admin panel

Contacts_section_in_the_Beauty_Advisor_module_in_administration_panel.png
 Contacts section in the Beauty Advisor module

Table of Contents:

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters

The Filters tab allows for the selection of BA clients based on the criteria described below. BA clients meeting the selected criteria will be displayed in the Beauty Advisor / Contacts tab.

Filters_tab_in_Beauty_Advisor___Contacts.png
  
Filters tab in Beauty Advisor > Contacts

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Viewing and managing BA clients

Below you will find a description of the table with the list of BA clients and possible actions in the Beauty Advisor / Contacts tab.

Beauty_Advisor___Contacts_tab_in_Beauty_Advisor__Contacts_in_admininistration_panel.png
Beauty Advisor / Contacts tab in Beauty Advisor> Contacts

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Preview of BA customer data - description of possible actions

The View contact section allows to preview the BA customer data placed in the Customer tab (4), move to the BA orders list using the Orders button (3), and switch between the Personal data (1) and Retail shopping stats (2) views.

Sekcja_View_contact_w_module_Beauty_Advisor.png
Sekcja View contact w module Beauty Advisor

 
Personal data

The view contains the Customer tab consisting of 5 fields, described below.

The field Consumer data contains data about the customer and allows to change the status of the BA customer.

The_Consumer_data_column_in_the_Customer_tab.png
The Consumer data column in the Customer tab

 

info2.svg  RememberInformation about fields: Last BA commerce purchase, Last stationary purchase, Last e-shop purchase and Recent activity is available in the article Beauty Advisor - description of last activity filter.

The Address data section contains the correspondence data of the BA customer and allows transfer to the order placement window - use the Place order button (6). The consumer’s details will be automatically filled in. For more information on submitting an order Beauty Advisor > New order - description of the ordering process.

Address_data_column_in_the_Customer_tab.png
Address data column in the Customer tab

 

The Save the note from the conversation column allows for making a note of the conversation with BA customers and to plan contact with them.

 

Save_note_from_conversation_column_in_the_Customer_tab.png

Save note from the conversation column in the Customer tab

 

The scheduled contact list (7) will be visible in the BA Consultant’s Cockpit. Next to it there is a list of planned contacts from the past (8). The tables contain the first and last name of the BA customer together with the telephone number (if assigned to the customer), the date of the scheduled contact, and the ability to view BA customer data using the Show contact button. You can access the list of all BA clients using the Show all contacts button.

Screenshot_2020-12-16_at_15.34.53.png
List of planned contacts and past interviews in the BA Consultant’s Cockpit

 

For a chronological list of BA consultant notes, see Recent Notes. The prepared notes and applied cannot be edited.

 

Recent_notes_column_in_the_Customer_tab.png

Last notes column in the Customer tab

 
The Send SMS column enables sending an SMS to the telephone number assigned to the BA customer. You can enter any text message or use predefined templates available in the SMS Templates section (more information on creating and editing templates is available in the article Beauty Advisor - message templates.
 

Send_SMS_column_in_the_Customer_tab_.png

Recent notes column in the Customer tab

 

Retail shopping stats

The view contains information on customer orders made in stationary stores. Values are only created and overwritten during mass import of BA clients (for more information on mass imports, see Beauty Advisor - mass imports).

Retail_shopping_stats_screen_in_the_Customer_section.png

Retail shopping stats screen in the Customer section