Functionality that allows you to grant permissions and assign them to specific roles.

See the entire graph with areas >>click<<

Right

Client area:

orderpath area:

Authorization to create offers by merchants.
In the configuration, you can add a permission that allows you to create offers. The operator to whom it will be assigned can create a new offer for the selected customer. However, if it is not assigned to the operator, he will not be able to create new offers.
Creating a new permission:

Go to Configurations -> Company -> Roles -> New Role

• In the area field, select "orderpath" -> in the action field: Create an offer
  After assigning the action, you can create a new role. The role should be assigned to a merchant who can create offers in the ONe system.
  If a given operator does not have a specific right, then when trying to create or copy an offer, the following message will be displayed: "You are not authorized to perform the action".
• Extending the right to create offers for a specific customer branch.
  Added according to pt. 1. the authorization may be extended to include branch information. In this case, it will be possible to create offers for customers from a specific branch.
  To do this, you need to configure according to point 1. permission to add a new condition: "Customer Branch". The condition will be met when the condition is assigned according to the following scheme:
  Customer branch -> equal -> {OPERATOR_DEFAULT}
  {OPERATOR_DEFAULT} – means that an operator with the assigned right can create offers only for customers from his branch. Branch information will be taken from the context of the operator.
  In the value field, you can also provide information about the "branchID", i.e. the ID of a given branch. The permission assigned in this way will allow you to create offers for customers with the same branch ID.
  If a given operator does not have a specific entitlement, then when an attempt is made to create or copy an offer to a client from a branch other than the one assigned in the entitlement, the following message will be displayed: "You are not authorized to perform the action".

Settings area:

Authserver area:

CMS area

Giving this permission means that the user will have access to the entire CMS tab on the backoffice.

pricing area:

This area applies to price, campaign, and view permissions.

Configuration examples:

invoice area:

Additional ONe configurations

1. Minimum prices for products on offers

i.e. the possibility of setting a minimum price for products. The new feature allows customers to set minimum prices for their products in up to 10 levels, which means that one product can have up to 10 different minimum prices. In this article, we will discuss in more detail how this new feature works and what benefits it can bring to ONe users.

Customers can set floor prices for their products in up to 10 levels. This means that one product can have up to 10 different floor prices.This functionality only works on offersand minimum prices and their levels must be entered through the integration API.

The next step in the rights is the ability to configure settings for a specific minimum price level that applies to the selected role of the operator. This means that a Merchant with the appropriate permissions will not be able to set the price of a product below the minimum price that applies to its level.

For example, if we have a product X with two levels of minimum prices (PLN 20 and PLN 30), the first operator has a minimum price level of PLN 20 set in the rights, he will not be able to set the price of this product below PLN 20 on the offer. However, the second operator with the rights for the minimum price level of PLN 30 will not be able to set the product price below PLN 30 on the offer.

Creating a new role and assigning it to an operator (salesperson)

1. From the left menu, select "Configurations",
2. Select "Company" from the left menu
3. Go to the "Roles" tab,
4. Press the "New Role" button,
5. Enter role name in input,
6. Press the "Create" button,
7. Press the "Add permission" button,
8. From the "Area" list, select "orderpath"
9. From the "Actions" list, select "Offer view"
10. Press the "Add permission" button
11. From the "Area" list, select "orderpath"(Note that there must be two separate orderpath areas)
12. From the "Actions" list, select "Offer Approval"
13. Press the "Add/edit conditions to action" button in the line of the previously added action
14. From the "Condition" list, select the "Minimum product line price" option
15. In the "Value" field, select the level of the minimum price that will apply to the offer
16. Click the "Update" button
17. Press the "Add permission" button
18. From the "Area" list, select "clients"
19. From the "Actions" list, select "Client View"
20. Press the "Update" button

What will be the result of the following actions?

After adding a product to the offer, the operator can edit the price of the product. If we have set the minimum price for this product to PLN 30 and the Merchant wants to set PLN 25, it will be highlighted in green and in the basket he will not be able to process the order. The merchant will receive the following message.

Link to API documentation and instructions on how to add price levels >>CLICK<<

2. Bonuses for individual products

What is the business purpose of introducing bonuses? 

The simplest example: When you sell X products of this manufacturer, after exceeding the limit of units sold, sell your products cheaper, you as a distributor of this manufacturer can then charge yourself higher margins/sell these products cheaper.

• A new endpoint has been created in the integration API in the Price Helper microservice, which allows you to add bonus levels for a specific product.

Instructions and explanations on how to add bonuses via the API >>CLICK<<

• The administrator in the backoffice has the option of assigning the bonus level to the role of the operator from the trader's panel. More than one bonus level can be assigned to one operator.
• At the price editing modal level, it is possible to expand information about the bonus on the offer. The information that is visible is the percentage of the bonus along with the purchase price calculated on its basis and the margin including the bonus, calculated on the basis of the commission factor.
• This factor is one for each client platform and can be configured in Settings > Price helper > Trade commission factor / trade_margin

What is the trading commission factor?

The commission factor is the extra compensation that traders get for selling products. The value of this factor is determined in the system settings, where in the general configuration, in the orderpath section, a decimal value can be set. The default value is 1, which means that the commission is not included in the calculations. If we want the values ​​in the offer to be reduced by the commission factor, then this value must be lower than 1, e.g. 0.8. This will allow you to observe whether, despite taking into account the commission factor, the margin on the product is still appropriate and whether it can be offered to the client. It is worth noting that the margin displayed on the product line is multiplied by the trade margin factor, which can also be set in the configuration.