The client has a sale through an online store on Instagram.
The main task:
1. commodity accounting,
2. automation of receiving and processing orders from Instagram Direct,
3. automation of workflow,
4. integration with the cash register,
5. integration with Nova Poshta, Ukr Poshta.
What is the best way to set this up on OneBox?
The client has a sale through an online store on Instagram. The main task: 1. commodity accounting, 2. automation of receiving and processing orders from Instagram Direct, 3. automation of workflow, 4. integration with the cash register, 5. integration with Nova Poshta, Ukr Poshta. What is the best way to set this up on OneBox?
1. We can upload the client's product database and in the future the client will maintain it in the CPM 2. To work with Direct, the i2crm service is used, with the help of which we can receive and send messages to Direct in CPM. This is a paid service, the cost can be found on their website. Sam has a ready-made integration, you only need an i2crm account with a subscription (paid). As a result, a business process will be created for messages in Direct, for example, "Instagram Cases", then from this process you will be able to respond to the client back to his messages. 3. According to the workflow, we can create client document templates in the system and create them automatically in processes, for example, when placing an order, create an invoice, invoice and send them to the client. 4. You need to understand the cash register in more detail, because depends on the equipment itself, whether it is possible to integrate with it. 5. The system already has ready-made integrations with Nova Poshta and Ukr Poshta, right in CPM you can automatically create TTN and track their statuses and, depending on the delivery status, switch the order to the desired status.
1. We can upload the client's product database and in the future the client will maintain it in the CPM
2. To work with Direct, the i2crm service is used, with the help of which we can receive and send messages to Direct in CPM. This is a paid service, the cost can be found on their website. Sam has a ready-made integration, you only need an i2crm account with a subscription (paid).
As a result, a business process will be created for messages in Direct, for example, "Instagram Cases", then from this process you will be able to respond to the client back to his messages.
3. According to the workflow, we can create client document templates in the system and create them automatically in processes, for example, when placing an order, create an invoice, invoice and send them to the client.
4. You need to understand the cash register in more detail, because depends on the equipment itself, whether it is possible to integrate with it.
5. The system already has ready-made integrations with Nova Poshta and Ukr Poshta, right in CPM you can automatically create TTN and track their statuses and, depending on the delivery status, switch the order to the desired status.
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