This article explains Unidades | How the module works: Store in the Yungas platform.
Hello!
In this article, we will tell you everything about the Store module!
⚠️ How to navigate the Store module?
In the side menu, access:
Store >> Products
You will be directed to the page with all available products, where you can sort products by:
🟢 Alphabetical order;
🟢 Product value.
And filter products by:
🟠 Filter by category
Makes it easier to segment the products to be found.
Example: office supplies, cleaning supplies, etc.
🟠 Filter by supplier
Makes it easier to search for a specific supplier registered in the product.
🟠 Search by product name
Attention: If you have any limitation when viewing the Store, clear the filters if any are selected.
Source: Yungas >> Store >> Products >> GIF showing how to sort and filter available products.
🧾 How to make purchases
Step 1
In the side menu, click:
Store >> Products
Step 2
After locating the product you want to purchase, set the quantity and click “Add”.
To remove the product, click “Remove from cart”.
Repeat step 2 for all items you need and, to continue, click the “My cart” button.
Please note that when products are added, the “My cart” button will display a number indicating the quantity of items.
Step 3
In the cart, the suppliers and all previously selected products will be displayed, including their descriptions, values, both item value and total value, and editable quantities.
To delete a product, there will be a trash icon.
This step is very important because, after completing the purchase, it will not be possible to edit the quantity of items. It will be necessary to contact the supplier to edit or reject products/orders.
Step 4
Select the Payment method from the options accepted by the supplier.
If you have any notes, use the Notes field to add comments that will be visible to the supplier and to the Head Office.
Step 5
After selecting the payment method, filling in any notes, and confirming the desired quantity, click “Complete order”.
The message:
“After order confirmation, the person responsible for the product(s) will contact you to confirm the payment method”
will be displayed. This message is predefined by the Head Office.
Then, the message:
“Order accepted! You will be redirected”
will appear, taking you to the completed orders screen.
Done!
Order placed!
Source: Yungas >> Store >> Products >> GIF showing a purchase being made, steps 2, 3, and 4.
From the moment the order is placed, the person responsible for accepting the order will receive an email showing all products and quantities included in your order.
Now, just wait for the order confirmation!
📦 How to track my orders?
To track placed orders, in the side menu access:
Store >> My orders
In My orders, you will be able to identify all placed orders with a summary in three different tabs: Orders, Suborders, and Products.
Orders
🟡 Order ID — code automatically generated when the order is completed;
🟡 Order date;
🟡 Last update date of the order;
🟡 Number of suppliers included in the order;
🟡 Order placed by — user who completed the order;
🟡 Product value, shipping value, and total value.
Suborders
🟡 Order supplier;
🟡 Order ID and suborder ID;
🟡 Selected payment method;
🟡 Suborder status;
🟡 Suborder date, estimated delivery deadline, and last update date;
🟡 Product value, shipping value, and total value.
Products
🟡 Product name;
🟡 Product supplier;
🟡 ID of the suborder that contains the product;
🟡 Suborder status;
🟡 Suborder date, estimated delivery deadline, and last update date;
🟡 Product value, quantity, and total value.
Source: Yungas >> Store >> My orders.
✅ By clicking an order, you will be able to identify the current order status.
Source: Yungas >> Store >> My orders >> Order.
⚠️ Attention!
If an order has been canceled by the Head Office, the status will be marked as “Canceled”.
✅ By clicking the suborder, it is possible to view the following information:
Notes made by the unit user, supplier, or Head Office, as well as add new notes;
Payment method;
Date when the order was placed;
Delivery forecast;
Product name and quantity;
Unit price and total price;
Shipping price.
Source: Yungas >> Store >> My orders >> Order >> Suborder.
Do you have any questions? 🤔
Contact our Support team through the Message icon.
⌚ Support hours: 09:30 to 17:30.