Video guides for sellers

Kup2B is a platform where companies buy from companies.

Each seller has its own catalogue, and the price he assigns to each buyer separately.

Registration is free and goes by TIN.

Let’s start as a seller: click “I sell.”.

We choose the type of participation “Selling”.

So the site understands that the company will keep a catalogue and take orders.

Now enter the company's TIN.

And press "Find.".

Kup2B will check the organization on the state register and substitute the details.

Indicate the company’s email: it will receive notifications and requests for transactions.

And a work phone. It's blurred in the video.

Accepting site documents.

And keep the props.

The Start Up page will open: four steps to the company’s audit.

Account mail has been confirmed. Next, you need to confirm the phone and contacts of the company, download the documents and send the company for verification. We'll do that in the next video.

This is the Start-up page: four steps to checking the company.

The account's email is confirmed at login. The next step is the phone.

Press "Get a number.".

The plaza shows the number. I need to call him from your phone. The call is free and no one will answer.

The check goes by itself and the phone is confirmed. The same number of the company does not need to be confirmed again.

That leaves the company's mail. Click on "Send a letter.".

The letter comes to the address of the company. Open the link from the letter.

Company contacts confirmed, details ready.

The last step was opened: documents for verification.

Select the document type and file. The title and content in the video are hidden.

Press Download.

When documents are added, click "Send for verification".

The company has been sent for review. The catalogue can already be prepared, and the publication will open after confirmation.

Your company is audited and the sales office is fully open. Let's see what's in it.

On the left is the name of the company and its status: "Verified". Below is a link to the public page: this is how customers will see your catalogue.

At the top of the tip: to publish products, you need at least one warehouse. That's where we start.

The menu is broken down by task. First deals: orders, contractors and price requests.

Then the catalogue: goods, categories, tags and properties.

Prices: Price types and policies. And logistics: warehouses and delivery.

Data exchange and import are needed to download the directory from Excel and 1C.

Rate and payment, staff and settings are collected at the bottom.

The review below contains company documents. The agreement on the processing of personal data is not necessary for everyone, the details are in the certificate.

Start with the warehouses. Press Warehouses.

Next in the series: How to add a warehouse.

A warehouse is needed to publish goods: it stores the remains, and delivery depends on the address.

Open the Warehouses section.

It's empty. Press "Add.".

The name of the warehouse, for example, "Main warehouse".

The warehouse code is needed for exchange with the accounting system. It is filled in from the name itself, if necessary, it can be changed.

Address: From it are considered the distance and cost of delivery.

Include “By default”: this warehouse will be the main one. The Active Switch is already on.

Save it.

The warehouse appeared on the list, and the clue about the warehouse disappeared.

The mode of operation of the warehouse is configured separately: we open the "Shipping and Schedule".

Here are set working days, holidays and the deadline for assembling the order. By default, the warehouse works every day.

Next in the series: Categories, properties and catalogue tags.

The directory begins with the structure: categories, properties and tags. Categories first.

Opening Categories.

Press "Add.".

The first category is chandeliers, the upper level section.

Save it.

The second category will be nested. Add again.

Let's call it "Ceilings" and pick a parent, "Candles.".

Save it. The list shows a tree: "Ceilings" inside the "Chandelier".

Properties: They describe the product. Part is already in the system: color, material, power. Yours are added next to you. Open Properties.

Add the property "Number of lamps": click "Add" and enter the name.

Type - "Number", and "In the filter" include, so that buyers select chandeliers for this property.

Save it. The new property appeared in the list below the system.

Tags are labels for collections and shares. Open the tags.

Add the tag "New": click "Add" and enter the name.

Save it.

Structure ready. Next in the series: Add the first products.

Goods are the main thing in the catalogue. Opening Products.

Press "Add.".

Product name: "Ceiling chandelier "Aurora", five lamps".

The article helps to find the goods and compare it with the accounting system.

“Published” status: while the product is drafted, buyers do not see it.

For the goods shipped, weight and dimensions are required: they are considered the assembly period and delivery. We put weight in grams.

Dimensions of goods: diameter and height. And the dimensions of the box, in millimeters.

"Categories and tags" tab. We note the category "Ceiling" and the tag "New".

The Properties tab. Specify the color of the valve, the base and the number of lamps: buyers will filter the catalogue.

Prices and balances tab. Set the retail price and stock balance. The remaining prices will be calculated by politicians, about this in the next video.

And pictures: choose a photo of the product.

Save it.

Goods are safe. The "View" button will open his card in the window.

And in the list of goods it is visible with status, price and balance.

Next in the series: prices for different buyers.

If there are many products, you do not need to add them one by one: the catalogue is downloaded from the file. CSV, Excel, XML and JSON are suitable. Open the Import.

Each source is a configuration: what we import and in what format. Press "Add.".

Choose "Catalogue": products, categories, properties and tags. The format is CSV, you can save a table from Excel.

We will download the file manually, so the address remains “upload”. Columns are called standard, so you do not need to specify the correspondence.

Save it.

Now click "Download file".

Choose a table with goods: article, name and category.

Save it.

The file is checked, lines are turned into product cards, and categories are tied to a catalogue tree. It usually takes a few seconds.

Ready: in the runs you can see how many lines are processed and what products are created.

New cards appeared in the "Goods" drafts: check them and publish.

Prices and balances are loaded by a separate source on the same principle, and for exchange with 1C there is a section "Data Exchange".

Next Next post: How Customers See Your Catalogue.

When the catalogue is ready, customers see it. The link to the public page is always on the left menu, under the name of the company. Open it.

This is how your catalogue looks: at the top of the category and search, on the left filters by price, color and base. These are properties that we have marked in the filter.

Choose the color "Gold": only golden chandeliers remain.

Open the merchandise card.

The buyer sees the photo, price, properties and balance. He can put the goods in the basket or ask for a personal price.

Who to show the catalogue, you decide. Return to the office and open the “Settings”, then the “Catalogue”.

There are three modes. “Public” is visible to everyone and gets into search engines. "Only for my customers" is open only to confirmed counterparties. "Password" opens to those who know the password, but to order such a visitor can not.

The "Show Retail Prices to All" switch decides whether guests will see prices. Turn it off, and the prices will remain only with your counterparties. Save it.

Next in the series: how to connect the buyer and assign him prices.

The main thing is that Kup2B differs from a regular store: you assign a price to each buyer separately. There are price types, buyer groups and price policies for this.

Let's start with the price types. Open "Price Types.".

There is always a type of RRC, retail: this is the price you set for the product. Add the wholesale type.

Call it "Opt" and keep it.

Now a group of buyers. Open “Settings”, then “Buyers Groups”.

We add a group of “Optoviki” and choose the type of prices “Optoviki” for it.

Save it.

Price policy ties everything together. Open "Price Policy" and click "Add".

We call the policy “wholesale prices”. Basic type - retail, target - "Opt".

Rule: fifteen percent off the retail price.

It works for the Optics group.

Save it.

The buyer "Sphere" we previously attributed to the group "Optoviki": how it is done, tell in the video about counterparties. We'll check the results in preview.

Choose the product "Aurora" and the buyer "Sphere" and click "Calculate".

The retail price is twelve thousand nine hundred rubles, and the wholesaler of the same chandelier will cost fifteen percent cheaper.

Next in the series: download the catalogue from Excel.

Contractors are your customers. You work directly with them: assign prices and payment terms, maintain a contract. Opening "Counterparties.".

Above the list you can see how many active buyers your tariff allows.

The buyer asked to connect it: the list of the application from LLC “Sphere”. Press "Confirm.".

Now Sphere is an active counterparty: it sees your closed catalogue and its prices.

We'll give the buyer conditions. Press the pencil.

Choose a group of "Optoviki": prices for it will be calculated by the politicians of this group.

Payment terms – for example, a fourteen-day delay.

Contract number for your account. Save it.

The supply contract is concluded by the parties themselves, the site does not participate in it. The list shows whether it is signed by each party, and the file can be downloaded in the card.

New buyers can be invited by TIN: enter the number and click “Invite the buyer”.

Next in the series: price request and order.

The buyer can request a personal price for the desired volume directly from the product card. Requests come to the “Price Requests” section. Open it.

Here's a request from Sphere: ten Aurora chandeliers and five Northern Lights. Open it.

The table shows your price at the price and the desired price of the buyer. For "Aurora" he wants to pay eleven thousand five hundred.

We offer our prices: twelve thousand for the Aurora and seventeen thousand five hundred for the Northern Lights.

We will specify to what date the offer is valid, and add a comment.

We're sending you an offer.

The buyer will see the offer and be able to accept it. At this point, prices will remain as personal for the Sphere until the specified date.

The buyer accepted the offer: the status of the request has changed, and the prices are already valid.

Next in the series: how to process the order.

The buyer placed an order. It appeared in the "Orders" section, and next to the name of the section, a counter of new ones burns. Opening Orders.

The list shows the number, buyer, status and amount. Opening order.

In the order - positions with prices and tax, the result, history and correspondence with the buyer. The buyer's phone is locked.

If the delivery is paid, indicate its cost and save.

The “Ready to Ship” block tells you when the order will be ready after payment.

Confirmation of order. The buyer can leave a comment.

After confirmation, the following stages appear: “In assembly” and “Shipped”.

The contract of delivery is signed by the parties themselves. The "signed by us" mark you put here.

When the buyer pays, mark the order paid.

Then we transfer the order to the assembly, and after sending the status to "Shipped". The customer sees every step in their office.

Next in the series: team and fare.

The last theme of the series: team and tariff. Let's start with the staff. Opening Employees.

The owner is you: he sees everything, including details and employees. The manager works with the catalogue, prices, counterparties and sales. The buyer only deals with purchases.

To invite an employee, enter his e-mail and select a role.

Click on "Invite an employee." The letter will go to this address, and the employee will confirm the invitation himself.

Place in the tariff is occupied by both employees and unanswered invitations: there are three of them in the Start tariff.

Now the tariff. We open "Tariff and Payment.".

The new company receives a Start tariff and a trial period of ten days: while it goes, the catalogue works for free.

Below are the tariff limits: how many active customers and employees can be connected.

Tariffs “Growth” and “Unlimited” expand the limits, add REST API and webhooks, and senior also priority service.

To extend the tariff, click "Extend the tariff" and choose the term: the longer it is, the greater the discount.

After choosing the term, the site will form an account that is paid for the details. Let's close the window.

The series for the seller is completed. Next is a series for the buyer.