Harvestrolley Docs Last updated: 2022-11-21
This page contains the necessary documents for the usage of Harvestrolley.
Login
Enter your email address in the email address field.
Password is entered in the password field.
If you check the Remember me box, your information will appear on the screen the next time you log in.
If you forgot your password, click on the Forgot Password?
You can log in by clicking the Log in button.Forgot Password?
You can learn how to reset your password from the video below.
The actions in this video will send your password reset link to your e-mail address.
Users
In the Users menu, click the “New User” button to add a new user.
In the window that opens, the user's information is entered and a suitable role for the user is selected from the “Select Role” section.
After all fields are filled, the “Create User” button is clicked.
You can filter users according to certain criteria in the “Filter” menu.
Like Name, Surname, Email, Phone etc.
After the desired filters are applied, the “Filter” button is clicked.
When the “Export” button is clicked, “Successfully Exported” text will appear on the screen.
You can go to My Exports menu to get your User Export file.
Processing in the “My Exports” menu will be finished in a brief time.
After success, you can download it as Excel.
You can add or remove column information from the list using the “Columns” button.
Your User Export file will be sent to your e-mail address after the process is completed.
Users are listed on the screen according to the selections you make from the “Columns” button.
User Delete
To delete a user, Click the “Delete” button.
Do you want to delete this item?
When the question is answered with Delete, the user is deleted from the system.
User Info
When a user clicks on the Users list, a screen opens with information on which a note can be added to the user.
The information can be edited, even the user can be deleted, and the user's logs, orders, addresses are displayed.
You can learn how to use it in the video below.
Roles
You can create a new role from the Add Role window by clicking the “New” button.
Enter the name of the role in the Name field.
In the Periscope column, there are 3 options as Admin>Warehouse>Store. Authorizations and panel change according to the selected scope.
Select the permissions of the role in the “Permissions” column.
You can edit or delete the role by clicking the “Actions” button.
You can watch it in the video below.
How is a role edited?
How to delete a role?
Warehouses
How to create a new warehouse by clicking the “New” button?
How to delete and edit warehouse?
Stores
Columns to be displayed in the list can be selected or removed by clicking the “Columns” button.
You can add a new store from the “Add Store” column.
When trying to add an Add Store, first a logo and current cover image are added.
Store name service and delivery charges are added.
You can see on the map by selecting the number of miles in which the distribution will be made in the Delivery Radius field.
Store working hours and days can be added from the working hours section.
You can access the store list by clicking “Stores” from the menu.
Orders
You can see the orders of all stores in the “All” tab.
You can view pending orders in the “Pending” tab.
You can see the orders on the way in the “On The Way” tab. When you click on the order, you can see the order detail.
You can view completed orders in the “Completed” tab.
You can see the order details of the canceled orders in the “Cancelled” tab.
You can add or remove columns from the list using the “Columns” button.
You can select the store from the Select section on the top right and see the order information of the selected store.
The list can be output by clicking the “Export” button.
You can view users who have an Annual Free Delivery subscription by clicking the “Free Deliveries” button.
My Exports
How to get export?
When are the processing exports completed? - Job completion time may take up to 2 hours depending on the export size received.
How to download Export? - You can click on export which is in Success status and download it as excel.
My Imports
How to import “My Imports”?
If you have previously imported any product etc., it will appear in this field.
Taxes
How to add tax?
How to edit and delete Tax?
Brands
How to add a brand?
How to edit and delete Brand?
Addon Categories
Addon Category creation, editing and deletion.
Sliders
Creating, editing, and deleting Sliders.
Notifications
Creating, editing, and deleting Notifications.
You can send an immediate or future-dated notification by saying future or now.
You can send notifications to all users or to a specific user group.
Promotions
You can see the list of existing campaigns by selecting Promotions/Campaigns from the left menu.
You can add a new campaign by clicking the “New” button.
You can add or remove columns from the list using the “Columns” button.
You can access the campaign edit page by double-clicking on the campaign.
You can see the list of available coupons by selecting Promotions/Coupons from the left menu.
You can add a new coupon by clicking the “New” button.
You can add or remove columns from the list using the “Columns” button.
Reports
How to get reports?
Top selling products
Top selling categories
Top selling stores
Top selling trolleys
You can examine and export the list by applying filters (date, store, etc.), sorting (clicking on the headings on the column) on the relevant pages.