Before you can allow a new registered seller to fill a storefront with goods and start selling something, you need to get all the information about him. The module allows you to create a personal account for the vendor, where the seller will have to enter all the necessary data. Until he does this, he will not be able to proceed to the next operations..
Suitable for facilitating the interaction of the marketplace with vendors.
When registering a new seller, there is no need for the marketplace to separately request documents and check the vendor. The seller fills out the questionnaire on his own, enters the data into his personal account. The marketplace independently determines the priority of information (less important documents can be sent later).
1. To configure a module, go to the "Modules" tab, in the pop-up menu, select "Modules Management" and the "MAURISWEB" section.
2. In the list that opens, select the module you are interested in and click on its name, highlighted in blue or black.
3. На открывшейся странице выберите вкладку "Основные", перейдите в раздел "Лицензирование" и в поле "Лицензионный ключ" введите лицензионный ключ, который имеется в вашем аккаунте на www.maurisweb.ru в списке купленных модулей и также выслан вам на электронную почту.
4. In the "Available domains" and "Test domains" sections, check the correctness of the specified domains. You can add additional domains by clicking on the white "Add Domain" button on the right side of the page. The total number of domains should not exceed three.
5. Go down below, select the "Basic settings" section and tick the box "Save data when removing the module" so as not to lose them when reinstalling the module.
6. Go to the "CRON" tab. Set up the frequency of notifying sellers about status changes after moderation, so that sellers receive an email about the administrator's decision by e-mail, to do this, enter the CRON command in the scheduler.
7. Save the module settings by clicking on the blue "Save" button at the top right of the panel.
Privileges are the access rights to the personal account that the administrator or user receives.
1. To set up administrator privileges for the "My Account" module, go to the "Buyers" tab and select the "User Groups" tab in the drop-down menu.
2. In the list that opens, select the required group and click on its name highlighted in blue. Make sure the group is of type "Administrator".
3. In the window that appears, go to the "MW: Personal Account" section. In order for the user to have access to his personal account, you can check all the items by ticking the box "Select all" or check those items that you want to provide the administrator with access to:
"Moderation" - gives the right to moderate information from sellers;
"View notification templates" - allows you to view notification templates;
"Delete downloaded files" - allows you to delete downloaded files;
"View uploaded files" - allows you to view uploaded files;
"Editing notification templates" - allows you to edit notification templates;
"View moderation" - allows you to view the moderation list;
"Editing data" - allows you to edit data;
"View Blocks" - allows you to view blocks;
"View pages" - allows you to view the pages of your personal account;
"Editing pages" - allows you to change the appearance of the pages of your personal account;
"Editing blocks" - allows you to change blocks on your personal account page.
4. Save your changes by clicking the blue "Save" button at the bottom right of the window.
1. To set up seller privileges for the "My Account" module, go to the "Buyers" tab and select the "User Groups" tab in the drop-down menu.
2. In the list that opens, select the required group and click on its name highlighted in blue. Make sure that the group has the type "Seller".
3. In the window that appears, go to the "MW: Personal Account" section. In order for the user to have access to his personal account, you can check all the items by ticking the box "Select all" or check those items that you want to provide the seller with access to:
"View pages" - allows you to view the pages of your personal account.
4. Save your changes by clicking on the blue "Save" button at the bottom right of the window.
FUNCTIONALITY OF THE MODULE
For the full functioning of your personal account, you must create at least one page, as well as for the "My Account" tab to be displayed in the seller's profile. Later on the page will be placed separate blocks that the seller will have to fill out.
1. To create a new page, go to the "Website" tab, in the drop-down menu, select the "Personal account for the vendor" section and then "Pages".
2. On the page that opens, click on the blue button with a plus sign located in the upper right part of the men
3. Select the "General" tab and in the "Title" field enter the name of the page to be created.
Please note that fields marked with a red asterisk are required!
4. In the "Position" field, specify in numbers where to display this page.
5. By default, the "Location" item is set to "Root level", but the menu can be made two-level by clicking on the plus sign next to it.
5.1. After clicking, a window will open with a list of available pages. To select a page, just click on its name.
5.2. Now the created page will be linked to the desired one.
6. Check the "Show in menu" checkbox to display the page in the menu.
7. To set access to the page by privileges, check the corresponding item.
8. Check the box "Required to fill in" if the page asks for information without which you cannot continue working with the seller. In the "Personal Account" menu, initially only mandatory pages will be displayed. The rest will be available to the seller only after filling out and moderating these pages.
9. In the "Status" item, select the page status: "On." (enabled), "Hidden", "Off" (turned off).
10. When finished, click the blue "Create" button in the upper right corner of the menu to create a page.
Blocks are required to fill the pages.
1. To create new blocks, go to the "Website" tab, in the drop-down menu select the "Personal account for the vendor" section and then "Constructor".
2. Click on the blue plus button at the top right of the menu.
3. On the page that opens, select the "General" tab and in the "Name" field enter the name of the created block and its position.
4. When finished, click the blue "Create" button in the upper right corner of the panel to create a block.
5. A page will automatically open showing the position and name of the block. Click on the name highlighted in blue.
6. Go to the "Subblocks" tab.
7. By default, each block has one field, which can be of one of several types:
"Entry field"
"Button"
"Selection box"
"Your own version"
"Profile field: Company"
"Profile field: Administrator"
An input field is a graphical user interface element designed to enter text without line breaks or to upload files.
8.1. By default, this type is already set when you open the "Subblocks" tab, but you can select it yourself by expanding the list of field types by clicking on the arrow next to the name. On hover, the type will be highlighted in blue. To select, click on the required item with the mouse.
8.2. Click on the next item "Properties" highlighted in blue.
8.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
8.4. Check the box "Required to fill in" if you need information from this field.
8.5. Enter the text for the input in the "Text in default input" field. This text will be displayed in the block itself until the seller starts to enter his information there.
8.6. In the "Block Description" field, enter its name. This text will be displayed above the block.
8.7. If necessary, you can fill in the "Hint" field. On the page, it will be displayed as a question mark next to the field name, and when you hover the mouse, a tooltip will pop up.
8.8. You can also fill in the "Text under the block" field. This text will be displayed below the block.
8.9. In the "Block Type" field, select the "Text" or "File" option, depending on what information you want to request from the seller.
8.9.1. If you select the "Text" block type, you must select one of four options for filling:
"Free input" - the seller will be able to enter any text in the field;
"Email address" - the algorithm will track whether the entered text matches the format of an email address;
"Phone numbers" - the algorithm will keep track of whether the entered text matches the format of phone numbers;
"Postal code" - the algorithm will track if the entered text matches the format of the postal code.
8.9.2. In the adjacent block, you can select the type of field: "Small input field" or "Large input field".
8.9.3. If you select the "File" block type, enter the name of the button to be created in the "Button name" field.
8.10. Go to the field "Type of uploaded files" and select one of the four offered options: "Documents", "Videos", "Images", "Archives". It is also possible to put a tick next to the "Select a group of files" item, which makes it possible to upload multiple files.
8.11. In the upper right corner, opposite the "Input field" and "Properties" designations, there are three buttons highlighted in blue: "Add" (an icon in the form of a plus sign), "Duplicate" (an icon in the form of two files) and "Delete" (an icon in the form of a cross). With their help, you can add a new field, duplicate or delete an already created one.
Button - an element of the graphical user interface, when clicked, a mechanism is activated.
9.1. To select the "Button" type, expand the list and click on the required item.
9.2. Click on the next item "Properties" highlighted in blue.
9.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
9.4. In the item "Button name", enter the name of the created button.
9.5. If necessary, you can fill in the "Hint" field. On the page, it will be displayed when you hover the cursor over the button.
9.6. In the "Button type" section, expand the list and select one of the proposed options:
"To save the entered parameters" - the button will be used to save the data;
"To upload files" - the button will be used to upload files.
A selection box is an element of the graphical user interface that allows you to select one of the already specified values.
10.1. To select the "Selection field" type, expand the list and click on the required item.
10.2. Click on the "Properties" item highlighted in blue.
10.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
10.4. Under "Block Description", enter a description for the block to be created.
10.5. Check the box "Required to fill in" if information from this field will be required in the future.
10.6. Under Selection Option, enter the required selection options. To create a new variation, click on the blue highlighted plus sign next to the text entry box.
Custom is a graphical user interface element that allows the user to enter their own text, which will later be displayed on the page.
11.1. To select the type "Your option", expand the list and click on the required item.
11.2. Click on the next item "Properties" highlighted in blue.
11.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
11.4. In the section "Description of the block", enter the text that will be displayed on the page.
11.5. It is possible to change the appearance of the text or add additional elements thanks to the menu located above the text entry field.
Profile fields: company - a graphical interface element designed to enter a small amount of text according to parameters clearly limited by the administrator. In this case, this is information about the company. One of the features of this type is that the information of the profile fields can be automatically used by the site's functionality (for example, to generate documents).
12.1. To select the type "Profile fields: Company", expand the list and click on the required item.
12.2. Click on the next item "Properties" highlighted in blue.
12.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
12.4. Enter the text for the input in the "Text in default input" field. This text will be displayed in the block itself until the seller starts to enter his information there.
12.5. If necessary, you can fill in the "Hint" field. On the page, it will be displayed as a question mark next to the field name, and when you hover the mouse, a tooltip will pop up.
12.6. You can also fill in the "Text under the block" field. This text will be displayed below the block.
12.7. By clicking on the arrow, open the list in the "Profile Fields" item and select the appropriate item. This parameter binds the generated type to the required profile field.
12.8. If the default profile fields are not enough, you can create a new one by moving to the "Administration" tab and selecting the "Profile fields" section.
Profile fields: Administrator - a graphical interface element designed to enter a small amount of text according to parameters clearly limited by the administrator. In this case, this is information about the employee.
13.1. To select the type "Profile fields: Administration", expand the list and click on the required item.
13.2. Click on the next item "Properties" highlighted in blue.
13.3. In the menu that opens, indicate in numbers in the "Position" item, at which position this field will be displayed.
13.4. Enter the text for the input in the "Text in default input" field. This text will be displayed in the block itself until the seller starts to enter his information there.
13.5. If necessary, you can fill in the "Hint" field. On the page, it will be displayed as a question mark next to the field name, and when you hover the mouse, a tooltip will pop up.
13.6. You can also fill in the "Text under the block" field. This text will be displayed below the block.
13.7. Expand the list under "Profile Fields" and select the appropriate option. This parameter binds the generated type to the required profile field. If the default profile fields are not enough, you can add a new one (clause 12.8).
14. When finished creating all subblocks, click on the "Save" button in the upper right corner.
CREATING PROFILE FIELDS
Profile fields contain various information about the user. Users fill in these fields when registering accounts, editing profiles, or during checkout. Some fields may be required. Profile fields allow you to form pages of your personal account, depending on their filling.
1. To create a new profile field, go to the "Website" tab, in the drop-down menu select the "Personal account for vendor" section and then "Profile fields".
2. To create a new profile field, on the page that opens, click on the blue button with a plus sign located in the upper right part of the panel.
3. On the page that opens, select the "Description" item and enter a description of the profile field.
4. Profile fields can depend on each other, this allows you to additionally branch the personal account menu and show individual blocks to exactly those sellers to whom they are intended. In this case, the check is carried out on two parameters. If you want to make a field dependent on another, indicate which field it should depend on in the corresponding paragraph.
4.1. To do this, click on the arrow on the right side of the "Dependent profile field" block and select the required value.
4.2. Save the change by clicking on the blue New button at the top right of the panel. Otherwise, further changes will not be possible.
4.3. After saving, when you go to the "Variants" section, you will be able to select dependent variants. In the corresponding field, mark those that will be highlighted when the dependent item is selected.
4.4. Thus, when you select one of the options (for example, "Limited Liability Company"), there will be options that are suitable in this case.
4.5. And if you choose another option, suitable ones will appear.
5. In the "Field Name" item, enter the name of the field. It is used as an identifier and can consist of numbers and letters of the English alphabet. The corresponding hint can be obtained by hovering the mouse over the questions icon next to the item name.
6. In the item "Position" it is necessary to indicate in numbers on which position this field will be displayed.
6.1. To define the numerical value to be entered in the "Position" field, first open a storefront. First of all, save the entered information by clicking the blue "Create" button at the top right of the panel.
6.2. To open the storefront, click on the gray icon in the form of a grocery basket in the upper left of the screen.
6.3. At the top of the window that opens, select the "Become a seller" section.
6.4. Examine the new salesperson questionnaire that appears and decide where you want to add the required profile field.
6.5. Return to the admin panel and go to the "Administration" tab and select "Profile fields" in the drop-down menu.
6.6. In the additional menu on the right, select "Seller Information".
6.7. On the page that opens, select the "Contact Information" section and see what positions are indicated in those fields between which you want to insert your own and decide which position you need to indicate with him.
7. Return to creating the profile fields.
8. On the page that opens, the saved profile field will already appear, highlighted in blue, click on its name to continue filling.
9. Now you can correctly enter the value of the field position.
10. Check the boxes "Profile (Show / Required)" to display the field in the menu and if it is required to be filled out.
11. Save your changes by clicking on the blue "Save" button in the upper right corner.
12. Go to the "Variants" tab.
13. Click the white "Add" button.
14. In the window that opens, in the "Position" item, specify in numbers at which position this field will be displayed.
15. In the "Title" field, enter the name of the required field.
16. In the lower right corner of the window, click on the blue "Add" button to add this option.
17. The page with the created variant will open. At this stage, you can specify which pages and blocks of your personal account will be displayed in it after registration. To configure this parameter, click on the "Pages" or "Blocks" block and select the ones you need from the options that appear.
18. Save your changes by clicking on the blue "Save" button in the upper right corner.
1. To conduct moderation, go to the "Modules" tab, in the drop-down menu select the "MW: Moderation" section and then "My Account".
2. A list of sellers will appear on the opened page. Those sellers and blocks that need moderation are marked with a red circle next to the name, and those that have been moderated are marked with blue.
3. To view the information, expand the item by clicking on the arrow to the left of the name and the circle.
4. Individual sellers and blocks can be moderated using the "Reject" (blue thumbs "down") and "Approve" (white thumbs "up") buttons to the right of the name.
5. Click the required button and in the window that opens, enter the reason in the "Reason" field.
6. To complete the action, in the lower right part of the window, click on the blue "Reject" button (or "Approve" in case of a positive answer). A letter with the text of the template will go to the seller's email.
7. There is also the possibility of group moderation. You can moderate several fields at once, but not all fields from a page, or moderate several pages or several sellers at once. To do this, tick the required items, then click the blue gear-shaped button in the upper right corner and select one of the options: "Approve Selected", "Reject Selected", "Delete Selected".
1. To create notification templates, go to the "Modules" tab, in the drop-down menu select the "MW: Templates Moderation" section and then "Vendor's Personal Account".
2. On the page that opens, enter the text of the notification in the "Text" field.
3. In the "Status" section, select one of the available options for what status this notification will work for: "Approved" or "Rejected".
4. To the right of the "Status" block there are three buttons highlighted in blue: "Add" (an icon in the form of a plus sign), "Duplicate" (an icon in the form of two files), and "Delete" (an icon in the form of a cross). They can be used to add a new notification, duplicate or delete an already created one.
5. To save the result, click the blue Create button at the top right of the panel.
6. The created template will appear in the list of existing ones. In order for it to be displayed on specific pages, blocks and sub-blocks, click on the arrow to the left of the template text.
7. In the section that opens, the "Pages", "Blocks" and "Subblocks" blocks will appear. You can select the desired items by clicking on the field.
8. Save the result by clicking on the blue "Save" button at the top right of the panel.
9. Now, when filling in the "Reason" field during moderation, the notification template will be highlighted in blue. Click on it once and the notification will be automatically filled in.
1. By default, the personal account is initially not available for the seller. The corresponding panel in his profile is empty.
2. When the corresponding privilege is enabled, the "Personal Account" tab will appear on the left side of the page that opens, highlighted in green.
3. And the created page.
4. In the "Personal Account" tabs and blocks will be displayed.
5. Blocks must be filled in, especially those marked with an asterisk.
6. When you hover over the question icon, an additional hint will pop up.
7. After filling in all the items on the tab, you must click on the white "Save" button in the lower right corner.
8. And move on to filling in the next tab..
9. In certain cases, it is required to upload documents or images. To do this, press the white "Download" button to the right of the field.
10. Select the desired file on your computer and download it.
