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Seller Partner Handbook A guide to sell on MarketStreat.com V 2.1 updated 15-Jan-2016

MarketStreat Seller Manual

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Page 1: MarketStreat Seller Manual

Seller Partner Handbook A guide to sell on MarketStreat.com

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This guide has been prepared to help anyone wanting to Open a Shop, List Items and process Orders as a Shop Owner in MarketStreat.com

2 About this handbook

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• Provide Shop information via a guided workflow

• Send for Admin Approval

1. OPEN SHOP

• Add your offerings to your shop

• Classify and Categorize the Items for easy discovery

2. LIST ITEMS • Manage Shop Open

days • Process Orders • Accept &Decline

Requests • View Earnings

3. OPERATE SHOP

3 How is it organized?

This guide covers 3 broad topics, namely Opening a Shop, Listing the items and Operation of the shop under which all the details of that section is elaborated along with screenshots

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4 1.0 OPEN SHOP

Opening a Shop involves providing the below information via an easy to understand step-by-step navigation workflow. You are able to complete the steps all at once or as and when you have the information ready.

1.1 Shop Profile

Provide details such as Shop name, Location, preferred URL

1.2 Shop Brand

Brand your shop with a logo and banner that represents your shop

1.3 Item Classification

Create custom groupings for the items that you intent to sell in your shop

1.4 Shop Info

Add links to your existing blog and policies that are specific to the shop

1.5 Listing Template Create a reusable template that saves time at the time of adding new items to your shop

1.6 Financial Info

Provide your Bank details used to receive sale money and set payment method options.

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§  Shop Name – Provide a name of your shop, think about a catchy and unique name, if you don’t have one already, which your customers can relate to your Products and Services.

§  Shop URL - Enter a text to coin a unique and easy to remember URL that your buyers can

use to directly reach your Shop. Ex. Marketsreat.com/shop/theawesomeshop   §  About the Shop - Describe your items and their USP in 150 words. Mention famous items

that set you apart from the competition and talk a about the work that goes into creating these items, especially if you have a unique process.

§  Location - Mention the location/city from where you operate the Shop. The dropdown will

auto suggest names as you start typing and you can pick one from the list. §  Shop address - Mention the postal address of the shop, this will be used for your

customers to locate you in Pickup and Eat-in type Orders

As a 1st step towards creation of the Shop, you will be asked to provide some basic details like name, shop location etc.

5 1.1 Add Profile Information

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6 1.1 Add Profile Information

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§  Logo Image – Click the Camera icon to Upload an image with dimensions: 190 X 180 PX

§  Banner Image - Upload an image of size 1288 X 180 PX. Ensure that the image is clear and not pixilated.

Add your logo and banner image to create a unique identity for your shop. The Banner and the logo will be displayed in your shop-front as shown the following screenshot

7 1.2 Brand your Shop

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8 1.2 Brand your Shop

Banner Image

Logo Image

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How to do it? : Type the classification text

that you want to create and click the ADD

button.

You can edit the same by clicking on

previously added text which will make it

appear in the text box, you may then make

the changes and press the Update button or

Delete it.

If you sell several items in your Shop, you

may optionally create custom classifications

& logically group your items. This will help

your buyers to easily discover your offerings.

Please note this classification is unique to

your shop and does not affect the site

navigation or any other workflow of the site

9 1.3 Create Item Classification

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10 1.3 Create Item Classification

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§  Magazine Link - By default, the textbox will show the link to our magazine, The Square. However, you can replace it with any link of your choice so long it’s related to the Shop or to your offerings. If you write for The Square, you can add the below link and replace xxxx to your author ID.

marketstreat.com/square/author/xxxx For those who do not have either, you can leave the default link as it is.

§  Shop Policy - You should add a well detailed Shop Policy here that explains your Refund

rules, Cancellation policy, Shipping details and other relevant policies. It's very important to have a shop policy that covers all bases.

Your Shop-Front can have links to personal blogs, websites, social media profile or other relevant content related to your shop and this step allows you to add those links. In addition, you can also add details about the various policies and procedures of your shop in here.

11 1.4 Add additional Shop Information

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12 1.4 Add additional Shop Information

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In order to simplify and reduce the time taken to complete the listing process, in this step, we collect certain information that are mostly common to all the items and use it to prefill the details when you are ready to list new items. Think of it as a reusable template.

13 1.5 Add reusable listing details

§  Where do you intend to sell your offerings ? - Choose “Only in your City” if the item is available for purchase where your Shop is located, else select “All over India” if you itend to supply it anywhere in the country.

  §  Area(s) within your city your item(s) available/delivered ? - You may optionally

include specific area within your city where the item is available for purchase ex. MG Road  

§  Do you want your customers to send a request before placing an Order ? – Customers can pre-order items before placing an order via a request, this provides you the flexibility to pick and choose which orders to accept. If you have such items you should choose Yes.

§  What’s the minimum number of days you require to prepare the items ? - If you require advance notice to prepare the Items, please enter the time required in number of days. If your products are readily available, please enter 0

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14 1.5 Add reusable listing details

§  Till when can the customer initiate a cancellation request to get a refund ? – You may specify a cutoff time before which customer can initiate cancellation request of Orders. Please enter this value in days, enter 0 if you plan to allow cancellation anytime before delivery.

§  How would you like your customers to receive your item(s) ? – Customers can do Take Aways, You can ship the Items to their address or Host them at your place. Depending on what is relevant for your shop, you may choose one or more of these values including Takeaway, Delivered, Eat-in or NA if this is not relevant for your Item

§  How many days do you require to deliver items to the customer after

preparation? – This time is usually the time on transit when the item is sent for delivery. Enter the approximate number of days it would take for the customer to receive it. If you are delivering products,. Enter 0 for same day delivery and also for Eat-in/Takeaway

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15 1.5 Add reusable listing details

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§  Do you want to allow your customers to choose a specific date & time slot for their orders? - If you want your customers to choose a specific day/time deliveries, please choose Yes. Choosing No will show a system calculated estimated delivery date. This value is arrived by adding the preparation time and the transit time to the next shop open day.

  §  Create time slots for specific date Orders – Specific date orders are when the

customer asks for your items to be delivered on a specific day. In such cases, you can provide the time slots to choose for the customer. You can create the timeslots by selecting the values from the From and To select boxes and pressing the ADD button.

You can remove the previously added time by clicking the X symbol.  

§  Delivery Charges - When you choose Delivered as a delivery option, you can add the

delivery charges you intent to charge the customer. You can add different prices for Delivery within in the city and outside the city . You also have an option to charge a reduced rate for additional items purchased from your shop.

§  Enter the minimum order value for which delivery charges will be waived off - You

can decide if you want to offer free delivery to a customer if the purchases exceeds a certain amount. If not, type in 0.

16 1.5 Add reusable listing details

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17 1.5 Add reusable listing details

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§  How would you like your Buyers to pay for your items? - Choose the mode of payment you'd want to offer to your customers - COD, Online or both.

  §  Are taxes applicable for any of the items that you sell? If taxes are available, please

mention the percentages that are applicable under Service Tax, VAT or Other.   §  Bank Details to be used for settlement - Please provide the details of the bank such as

the Bank name, Account number etc., IFCI code and name of the account holder.

In this final step, you can choose the different payment methods that you want to offer to your customers, tax details if it’s applicable and the bank account details to receive money

18 1.6 Add Financial Information

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19 1.6 Add Financial Information

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Once you are done providing details across the 6 steps, you are ready to Submit the information to the Administrator for Approval. You can review the information you have provided and click the button “Send for Admin approval” to complete the process. You will receive a notification from us once the approval is done. In the meantime you may start listing your Items under your shop and for which the instructions are provide in Section 2 of this manual.

20 1.7 Profile Summary

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21 1.7 Profile Summary

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22 1.7 Profile Summary

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23 1.7 Profile Summary

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24 1.7 Profile Summary

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25 2.0 LIST ITEMS

This section will show you how to list your items that you want to sell in your shop and also group items into Selections, which is an optional feature.

2.2 Add Selection

Selection allows you to group your items into a logical theme like Festive specials, Seasonal etc.

2.1 Add Item

Provide Item details such as Name, Description, Price quantity etc.

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26 2.0.1 Listing View

From the listing view you can click the “Add an Item” to add new Items and Selections. You can also edit previously added entries by clicking the name of the Item or Selection.

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§  Images - Add up-to 4 images of the items you have for sale with dimensions of 640 X 360 PX. Please use original images and not stock images. It would be a good idea to invest in a food photographer to get top quality images which attracts buyer’s attention.

§  Name - Give a descriptive name with a maximum of 30 characters. §  Category – You should choose between one of the 4 Master categories namely Cuisine,

Confectionary, Accompaniments and Food services.

ü  Cuisine – All prepared dishes like Pasta, Steak, Kebab, Curries etc. will fall in this Category ü  Bakes & Sweets – Items like Cookies, Sweets, Chocolates, Bakery Products should be part

of this Category ü  Pantry – Products like Cheese, Pickles, Spices, Non-Alcoholic beverages would go into

this bucket ü  Food Services – Chef Services, Creative services such as Photography, Branding,

Packaging and similar will fall into this category.

You can start the listing process by providing details of the items like the Product images, Name, the type it belongs to, Price, Quantity and description

27 2.1 Create new Item

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§  Sub Categories are the next level Categorization of the Master Categories. For ex Cuisine will contain Sub-Categories like Italian, Thai, American, Continental and based on the item an appropriate sub-category should be selected from the drop-down.

§  Attributes can be used to tag or label items to commonly used food types such as Vegetarian, Non-Vegetarian, Organic, Gluten Free, Seasonal etc. This is optional and you can choose as many as you want from the list. The better you categorize and group your products, the easier it is for the customer to filter and find what they want. So it’s recommended to not leave it blank.

§  Shop Classification – From the previously created Shop Classification, which is specific to

your shop, you can associate the item to an appropriate classification. For ex., if you are selling a Chocolate nougat with Caramel, you can classify it under Dark Chocolate, Nuts, Milk Products etc. by clicking the relevant classification as shown in the image

§  Price including tax – Enter the price of the the item inclusive of any tax.

28 2.1 Create new Item - Contd.

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§  Quantity - Enter the quantity and indicate whether it is for Per-day or On-hand by choosing one from the drop-down. Per-day and On-Hand quantities behave differently at the availability calculation at the time of order, the former indicates the maximum quantity you are able to supply for a given day, the latter means the item can be ordered in one or more transactions and until the stock goes to 0.  

When Order or Request is initiated by the Buyer for an item that is listed as Per-day,  On Click of the “Add to Bag” / “Send for Acceptance” button the system will validate if the sum of previously ordered quantity for that requested day and the requested quantity is less than or equal to the Per-Day quantity set by you. In case of the On-Hand type Items, every time an Order is placed the system decrements the requested quantity from the listed quantity until it becomes to 0. You will need to replenish the stock to allow further orders. 

§  Description - Use a minimum of 200 to 250 characters text to provide the basic info of the item. However, it's best if you can elaborate because your content here is equal to your sales pitch and therefore you can go into detail about what sets your product apart.

§  Status - If the item is available, then tick Active, else tick Inactive. Please note that only

Active items will appear on the site for purchase.

29 2.1 Create new Item - Contd.

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30 2.1 Create new Item - Contd.

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§  Item available in – Based on you Selection at the Shop level, Within City or All Over India is selected.

§  Time required to prepare this item – The advance time that is mentioned in the Shop is pre-filled here. You can change it if required.

§  Order Acceptance – Based on your selection at the Shop level Yes or No is Selected

§  Delivery options – Delivery Option chosen during the Shop creation is displayed here. This can be changed if required for this item.

§  Transit time – The value is pre-filled based on what was entered before, this may be changed if required.

The following information is auto populated by the system from the Shop profile. Unless there is a change specific to this item it’s not required to enter anything new.

31 2.1 Create new Item – Contd.

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§  Specific date & time slots – Based on your selection at the Shop Level Yes or No is Selected

§  Delivery Time Slots - The time slots created at shop level is automatically made available

and selected. If a slot is not applicable for this Item it can be deselected §  Delivery Charges - These have already been fed in at Shop Level is filled here.

§  Taxes – If you have mentioned Tax as applicable at the Shop level, Yes checkbox is marked along with Tax rates.

32 2.1 Create new Item - Contd.

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33 2.1 Create new Item - Contd.

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§  Name - Give a descriptive name for the selection using up to 30 characters.

§  Description - Use up to 100 to 150 characters to describe the Selection, its uniqueness, purpose etc.

§  Status - This would show if the selection is active or inactive. Only Active Selections will appear in the site.

Choose all the Items from your shop that is relevant to this selection by clicking the checkbox and finally click the Save button.

You can combine 2 or more Items into a Selection, For example: you can group all the cakes in your shop as Birthday Bashes as shown in the image. The Selections can be highlighted in the homepage and also it will appear in the All Selection page

34 2.2 Create new Selection

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35 2.2 Create new Selection - Contd.

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36 3.0 OPERATE SHOP

You can use the various functionalities covered in this section to manage, monitor and run the shop

3.1 Manage Orders View Order details, update statuses

3.2 Manage Requests View all Requests, take actions on new requests

3.3 View Earnings

View payments received and pending. Commission due,

3.4 Dashboard

Mange Shop Open days, One click open and close days, view key information consolidated for easy reference

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§  Order No - This is the unique number of your shop's order. This number will be in the

form of AX73938 - 1

§  Ordered by - This is the name of the customer who has placed the order.

§  Order date - This is the date on which the order was placed.

§  Order value -This is the cost of all the items in this order including shipping charges if

applicable.

§  Order Status - This shows the current status of the Order which is automatically

calculated by the system based on the statuses of the individual items that is part of the

Order. The various Order Statuses and Item Statues are explained in the next section.

All purchases made by your customers appear in this screen.

37 3.1 Manage Orders

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§  Customer email - This is the registered email id of the customer

§  Payment info - This is the payment reference id given from the payment gateway if the payment is done via online. If not COD will shown. COD – Cash on Delivery

§  Item(s) - Name of the items ordered will be displayed here. This will show the items in a particular order in each row.

§  Status – It shows the present status of the item. You can change the status of an item by clicking on it and then select an appropriate status from the pop-up window.

1.  Ready for delivery: When the item is ready and can be Delivered to the customer

2.  In transit: When the item is on the way to the customer

3.  Delivered: When the item has reached the customer

If you click on an order number, then the table expands down and displays additional details of that Order

38 3.1 Manage Orders - Contd.

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§  Delivery Option This is the option as chosen by customer. If the customer chooses Eat-in or Takeaway, then the Shop address will be displayed. If the customer chooses the Delivered option, then the customer's address will be displayed.

§  Quantity - This is the quantity as Ordered by the customer

§  Price - This is the per unit price

§  S & H - Shipping & Handling stands for the delivery charges

§  Comm. - This is the commission that you pay to MarketStreat for selling the item via the platform

§  Total - This is the total price of the item excluding the commission. The commission is calculated on the base price

39 3.1 Manage Orders - Contd.

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40 3.1 Manage Orders - Contd.

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1.   Confirmed -  This is shown when the Order is successfully placed by the customer

2.   In Progress - This status is applicable when one or more of the items within the Order has been moved to a “Ready for Delivery” status.

3.   Partially Fulfilled -  When one or more of the items in a particular order is delivered to the customer, the Order will show a Partially Fulfilled status

4.   Cancelled - This Status is shown when all the items in an Order is Cancelled. If there are multiple items in an Order and if only one Item is cancelled the Order status will depend on the status of the remaining items.

5.   Fulfilled - When all the items in a particular order has been delivered to the Customer,

then the status is considered Fulfilled

Orders placed by the Customers will have different Statues at different stages of its lifecycle

41 3.1.1 Order Statuses

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1.   In Progress - This is the default status of all items when an Order is successfully placed.

2.   Ready for Delivery - When items are prepared and ready to be shipped or delivered, you should set this status for the items within that Order

3.   In Transit -  When an Item is Sent for Delivery to the customer, you can update the item with this status

4.  Delivered – When an item is delivered to the customer successfully, the item should be

marked with this status

5.  Cancelled - When an item is cancelled by the Buyer, the Item will be updated with this status by the System.

6.  Refunded – When the Administrator verifies and confirms that the money has been refunded to the customer this status is set.

The items within an Order will have various statuses during the course of the order process

42 3.1.2 Order Item Statuses

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§  Req. No. - The request number generated by the system when the customer places a request.

§  Item Name - This is the item in your shop that the customer has placed a requested for.

§  Customer Name - The name of the customer who has placed the request.

§  Date of request - The day the request has been placed by customer.

§  Request valid till - This is the date and time that you set as a cut-off for the customer to place his order. This is done by you manually when request is processed.

§  Date Required - This is the date by which the customer requires the item. You can work backwards and decide by when the customer needs to place the order so that you have time to prepare it

§  Req. Status - The Requests will have multiple statuses during the course of its lifecycle

If you prepare certain items only on request, then the customer will have to request for it through the request management process. Customers won’t be able to make payments at the time of requesting, they do only at the time of placing an order against an accepted request.

43 3.2 Manage Requests

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44 3.2 Manage Requests - Contd.

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1.   Pending - When the customer sends the approval request and you are yet to act on it

2.   Accepted -  When you have accepted the request and you are now waiting for the buyer to place the order

3.   Not Accepted: When you reject the request

4.   Expired - This status shows up when you have received a request but have not responded before the Require by date.

5.   Void -  This status is displayed when you have approved the request but the customer has not taken an action before the Request valid till date that you have set.

6.  Ordered – When the request gets converted into an Order

The Requests that are made by the Customers to you will have multiple statuses during the course of its lifecycle. Some are set by the system and others by you as a Shop Owner.

45 3.2.1 Request Status

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§  Special Instructions: This is a message that the customer has added with any special request he might have on the items that he intends to purchase.

§  Action - The Action drop-down allows you, as a Shop-Owner to Accept or Decline the customer’s request.

§  Request valid till – When you Accept a request, you must set a Date & Time before which the customer should act on the request and place the order. This allows you enough time to prepare the item.

§  Your Comment - You can add a comment depending on what action you take, for example, why you are declining a request.

When you click of the Request Number a window pops up where you can see the details of the request and allows you take a suitable action like Accept or Decline

46 3.2 Request Action

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47 3.2 Request Action

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§  Settlement Period: For the purpose of reconciling and making the payments to you, we have divided each calendar month into 2 settlement periods – 1st to 15th and 16th to 31st . For the sales that has happened and delivered during the 1st settlement period the payments will be done within the 1st week of the 2nd settlement cycle.

§  No. Of Orders - It is the number of all eligible Orders that have been successfully delivered during this period. Eligible Orders are the ones with status as Fulfilled

§  Commission – It’s the percentage that MarketStreat charges as a Service fee for carrying your items

§  Order Total – It’s the sum total of all Orders, including any delivery charges that is applicable. This is the amount the customer would have paid.

§  Base Total – It’s is the sum of all Orders without the delivery changes.

This feature allows you to view the money that you have earned, the payments that have been made by MarketStreat, the amount that is due and the orders processed during the period.

48 3.3 Earnings – Contd.

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§  Revenue Split : It’s the amount that is due to you as a Seller and MarketStreat, calculated based on the agreed commission percentage.

§  Buyer Payment - This is the Total payment that the customer has paid either via Online or as Cash on Delivery. Online Payments will appear under MarketStreat column and Cash payments under the Seller Column

§  Payouts - The column Received indicates all Payments made/received by MarketStreat during the settlement period. Pending means the amount that is due to you as a Seller or the amount that you need to pay to MarketStreat. positive value indicates that MaketStreat owes the amount this is displayed and Negative value indicate the amount you owe to MarketStreat towards the Service fee. The second scenario occurs when the all customers have bought items by paying Cash. Clicking on the number under received will show a pop-up window with the details of the payments made.

49 3.3 Earnings – Contd.

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50 3.3 Earnings – Contd.

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§  Shop Status – With just a slide of button you can restrict customers from placing orders and requests for all items in your shop. This is particularly useful when you are on a vacation or taking time off when you can let the customers browse through your items, add comments, Review etc. but do not want them to place an order. When the Shop status is set to close the “Add to Bag” and “Place a Request” are disabled

§  Number of Customers – is the total number of customers who have ordered till date.

§  Number of Orders – indicates the total number of orders that have been placed till date.

§  Earnings - This shows the amount of money you have made – during the current month and the total earnings so far.

The Dashboard shows a total view of all details related to the functioning of the shop. From viewing the ongoing Orders/Requests to setting the days the Shop is open, you can perform all the key tasks from this screen.

51 3.4 Dashboard

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§  Requests for Acceptance -This shows the requests that are awaiting action from you as a Shop Owner or from the Customer to convert into an Order. You can click the request number and a pop-up will open where you can take a suitable action on the Request

§  Active Orders - This shows the Orders that are in the process of being fulfilled by you.

§  Manage Shop open days - You can set the days when the Shop is Open from this view. This setting impacts the delivery date for the Customer, both for specific day Orders and Estimated date Orders.

ü  Select Open All Weekdays and press Update to Open all days between Monday & Friday ü  Select Open All Weekends and press Update to Open all Saturdays & Sundays ü  Click on a specific day and click Update, if the day is previously Open it will be set to

Close, else it will be set to Open

Please note the actions only affect all remaining days/weeks of the current month and it needs to be done individually for each following month. As a best practice make sure at least the next 6 to 8 weeks are updated with the Open and Close days.

52 3.4 Dashboard – Contd.

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53 3.4 Dashboard – Contd.

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Appendix

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55 Canva – Image Processing tool

Canva is an Online image processing tool that you can use for enhancing Product images, cropping to the desired size, designing banners for your shop etc. 1.  Type https://www.canva.com in your browser 2.  Click on Use Custom Dimensions, located in the top right corner 3.  Then enter 640 X 360 PX under height and width 4.  Start designing by following onscreen instructions

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Twitter.com/marketstreat

Facebook.com/marketstreatindia

Instagram.com/marketstreat

Marketstreat.com/square

Pinterest.com/marketstreat

Marketstreat.com/help

56 Connect with us

[email protected] Call us @ 9902 448 902