MINTSOFT TRAINING SUPPORT
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MINTSOFT TRAINING SUPPORT *
1.getting set up with us…
5 Glorious steps
If you haven’t set up with us yet, please click here to follow the 5 glorious steps and get set up.
WEBSHOP INTEGRATIONS
Click here to learn how to integrate with the most popular webshop platforms.
2.ADDING PRODUCTS…
ADDING A single NEW PRODUCT
Add a new product to Mintsoft. If you want to add. more than one product, try adding them with the Bulk Upload
Adding multiple products (bulk upload)
Add multiple products with the CSV bulk upload.
Adding multiple products (bulk upload) file template
Add multiple products with the CSV bulk upload.
Creating An asn (Advanced shipping note)
An Advanced Shipping Notification (ASN) is a inbound shipment. Creating ASNs allows us to keep track of expected deliveries coming in.
3.sending in goods to us…
goods in process
Please ensure you follow the goods in process to ensure smooth receipt of your goods. Failure to do so, could lead to a non-compliance charge.
How to place a single order
Find out how to place a manual order
4.PLACING ORDERS on the system…
place multiple orders by bulk upload
Click here to see how you can bulk upload multiple orders
copy an existing order
You may want to copy an order for any reason such as delivery failure or damage simply
adding bespoke labels/paperwork
If you have an order that requires specific case labels or customer booking in documents, please follow this process.
MANAGING BACK ORDERS
When you get a back order, please follow this process to help your orders flow more smoothly through the system
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order queries
When we go to despatch an order, occasionally there will be a problem. Please familiarise yourself with this process to prevent delays to your order.
5.ONGOING STOCK & order MANAGEMENT
viewing stock movements
Audit a specific products stock history
6.your scale 3pl invoice…
VIEW YOUR INVOICE
Find out how to view your invoice
understanding YOUR INVOICE
Click here to understand the detail behind your invoice
when to use Mintsoft operationally
In order to give you the tools to do your job as efficiently as possible, Mintsoft is your ideal IT partner. Please see below some of the things you can do to prevent the need to contact us and improve your customer’s journey with you.
CHANGING AN address for an ORDER
If your customer needs to change a delivery address of an order you are able to update this directly into Mintsoft. Please note, you must do this on Mintsoft. You can do it on your webshop platform, but as we only download your order once and changes you make on your webshop after we have downloaded it will not be reflected on our system. Therefore you must do it on Mintsoft. To do this, please locate the order, click Manage, then Details and make the required change. Only orders in the ‘NEW’ & ‘BACK ORDER’ status can be changed as these have not been picked by us. You are not able to make changes to orders in any other statuses as those orders will either in the process of being packed or have already been despatched.
Removing/Adding a product to an order
If your customer needs to amend an order you are able to update this directly into Mintsoft. Please note, you must do this on Mintsoft. You can do it on your webshop platform, but as we only download your order once and changes you make on your webshop after we have downloaded it will not be reflected on our system. Therefore you must do it on Mintsoft. To do this, please locate the order, click Manage, then Details and make the required change. Only orders in the ‘NEW’ & ‘BACK ORDER’ status can be changed as these have not been picked by us. You are not able to make changes to orders in any other statuses as those orders will either in the process of being packed or have already been despatched.
changing the quantities of a product to an order
If your customer needs to amend an order you are able to update this directly into Mintsoft. Please note, you must do this on Mintsoft. You can do it on your webshop platform, but as we only download your order once and changes you make on your webshop after we have downloaded it will not be reflected on our system. Therefore you must do it on Mintsoft. To do this, please locate the order, click Manage, then Details and make the required change. Only orders in the ‘NEW’ & ‘BACK ORDER’ status can be changed as these have not been picked by us. You are not able to make changes to orders in any other statuses as those orders will either in the process of being packed or have already been despatched.
cancelling an order
If your customer needs to cancel an order you are able to update this directly into Mintsoft. Please note, you must do this on Mintsoft. You can do it on your webshop platform, but as we only download your order once and changes you make on your webshop after we have downloaded it will not be reflected on our system. Therefore you must do it on Mintsoft. To do this, please locate the order, tick the box to the left of the order, and above, to the right of Bulk Actions, please locate ‘Cancel’. Then press ‘Go’ Only orders in the ‘NEW’ & ‘BACK ORDER’ status can be changed as these have not been picked by us. You are not able to make changes to orders in any other statuses as those orders will either in the process of being packed or have already been despatched.