Online Order App

Online Order App helps you quickly start selling online, both wholesale and retail. With it, you can create a mini-site with a product catalog and information about your company. The product catalog and prices are constantly synchronized with Kladana, so you do not need to check or update them manually.

In the app, you can create two types of catalogs:

• Public link — for retail sales and customer acquisition. The catalog works like a full online store: you can set a custom address for it, for example, my-market.kladana.shop. You can share the link on social media, in ads, or in messengers. Public catalogs are open to search engines, so customers can find products in Google.
• Counterparty link — for wholesale sales, regular customers, or partners. The catalog is created for a specific counterparty with their individual prices and assortment. These links are not indexed and are available only to users who have the catalog link.

Customers can place orders via the link either immediately or after signing in to their account. Their order history is saved in the account, allowing them to view previous purchases and reorder all or some of the items.

• Installation
• General Settings
• Create Product List Link
  • Create Public Link
  • Create Personal Link
  • Share a Link to a Product from a Product List
• Currency Settings
• How to create an order (instructions for the customer)
• Common errors

Installation

1. In the Kladana workspace, select Applications → Online Order App.
2. Click Install.
3. Click Open app.

General Settings

You can add additional information pages (About Company, Contacts, Delivery and Payment, etc.) and your company logo to your product lists. These customization options allow you to turn your product lists into a fully functional website.

To add company information and a logo:

1. In the Kladana workspace, select Applications → Online Order App → Additional Settings for Your Company.
2. Click Add for Your Company in the card of the legal entity you want to add information for.
3. To add your company logo, click +Logo.
4. Select an image from your device. Click Publish.
5. You can replace the logo by clicking Replace Logo or remove it by clicking Delete Logo. Then click Publish.
6. To add company information, click +New Page. You can add up to seven additional pages, such as About Company, Delivery, Payment, etc.
7. In the window that opens, enter a page title and the text you want to add. Format the text as needed.
8. You can create lists, sections, and multiple heading levels, as well as add links, including links to images.
9. To see how the text will appear, click Preview. You can preview the page in two modes: desktop and mobile. To return to editing, click Edit. To save your changes, click Save.
10. You can change the order of pages by dragging and dropping them.
11. Click Publish. Your company logo and additional information pages will appear in the app and be visible to customers in the product catalog.

Create Product List Link

You can create a public link to a product list available to all customers, share a link to a specific product from the product list to promote it, or create a link to a dedicated product list for a specific counterparty. All public links are available on the Online Order App home page.

Create Public Link

To start selling products online quickly, create a link to your product list. The link works like an online store: customize its URL to include your brand name, share it through your sales channels, and start receiving Sales Orders in Kladana.

1. In the Kladana workspace, select Applications → Online Order App → Product lists links.
2. Click +Public link.
3. Choose the seller company. If you work with multiple legal entities, select the appropriate one from the list.
4. The link is generated automatically. You can customize it as needed, for example, by including your brand name. Make sure the link is correct before creating it, as it cannot be edited afterward.
5. Enter the link title. The title is visible only to you, not to your customers.
6. Select Item groups available on the link — Products from the selected groups will be added to the product list.
   When filtering by group in the product list, only products from top-level groups are displayed. Products from second-level and deeper subgroups are included but not displayed.
   By default, the selected product groups are used as the product list available for ordering. If you don’t select any group, all products and services from your catalog will be included.
7. Select the Warehouse whose products you want to display in the product list.
8. Choose which items to display in the product list: All products, services and bundles, Only On Hand products, or Only Available products.
   • If you select Only On Hand products or Only Available products, services and bundles will not appear in the product list.
   • If you select Only On Hand products, the remaining stock quantity is taken into account when customers place orders. To ensure accurate stock tracking, select Allocate ordered products to committed stock.
   • If you select Only Available products or Only On Hand products and specify warehouses, only products from those warehouses will appear in the Online Order App product list. If you select All products, services and bundles, warehouse stock levels are not taken into account. However, if you specify warehouses, they will be included in the Sales Order.
9. Select Allocate ordered products to committed stock to prevent selling more products than you have in stock.
10. Select the Type of price appropriate for your sales channel. For example, if you sell products through social media, select Retail. If you want to attract additional customers through online maps, select For Offline Store. By default, Sale price main is selected.
11. Select Show products description to display product descriptions from Kladana product cards in the product cards visible to customers.
12. Click Create.
    

When customers use the link, they must enter their name or company name and phone number. This information is added to the Sales Order comment. In Kladana, the Sales Order is assigned to the counterparty Customer.

Create Personal Link

1. In the Kladana workspace, select CRM → Customers & Suppliers.
2. Select the counterparty in the list of counterparties.
3. In the Discounts and prices section, select the prices you want to set for the products for the counterparty.
   
4. Click Save.
5. In the Online Order App section, click Counterparty link.
6. Select the company you want to create the link for.
7. Enter the link title. The title is visible only to you, not to your customers.
8. Select Item groups available on the link — Products from the selected groups will be added to the product list.
   When filtering by group in the product list, only products from top-level groups are displayed. Products from second-level and deeper subgroups are included but not displayed.
   By default, the selected product groups are used as the product list available for ordering. If you don’t select any group, all products and services from your catalog will be included.
9. Select the Warehouse whose products you want to display in the product list.
10. Select the items to display in the product list: All products, services and bundles, Only On Hand products, or Only Available products.
    • If you select Only On Hand products or Only Available products, services and bundles will not appear in the product list.
    • If you select Only On Hand products, the remaining stock quantity is taken into account when customers place orders. To ensure accurate stock tracking, select Allocate ordered products to committed stock.
    • If you select Only Available products or Only On Hand products and specify warehouses, only products from those warehouses will appear in the Online Order App product list. If you select All products, services and bundles, warehouse stock levels are not taken into account. However, if you specify warehouses, they will be included in the Sales Order.
      
11. Select the Allocate ordered products to committed stock checkbox to prevent selling more products than you have in stock.
12. Select the Type of price appropriate for your sales channel. For example, if you sell products through social media, select Retail. If you want to attract additional customers through online maps, select For Offline Store. By default, Sale price main is selected.
13. Select Show products description checkbox to display product descriptions from Kladana product cards in the product cards visible to customers.
14. Click Create.
15. Click Save.

When customers place an order using the link, their counterparty details (name, company name, and phone number) are filled in automatically. Customers only need to enter a comment for the order. The counterparty details are also automatically filled in the Sales Order in Kladana.

Share a Link to a Product from a Product List

To share a link to a specific product from a product list, copy the link and share it, for example, on social media or via email. You can share a product link from any product list, whether public or personal.

1. In the product list, select the product you want to share.
2. In the product card that opens, click the link icon next to the product name. The link is copied to the clipboard.
   
3. Paste the link into a message or post.
4. When customers open the link, they are taken directly to the product card. They can also browse other products in the same product list and return to the original product card.

When customers place an order, the settings of the product list from which you copied the link apply.

If the product list uses a public link, the Sales Order in Kladana is assigned to the counterparty Customer. If the product list uses a personal link, the counterparty details are automatically filled in the Sales Order.

Currency Settings

Prices are displayed in the accounting currency set in Kladana.

To change the currency in the app, modify it in Kladana. The prices will remain the same and must be adjusted manually. For example, if you change the accounting currency from rupees to dollars, the price of 100 rupees will become 100 dollars. To ensure the prices are accurate, calculate and specify them manually.

How to create an order

When your customer follows the link, the catalog of products opens. The customer can choose the items and place the order. To share the following instructions with your customers, copy this link or the URL of the page.

1. Click + to add items to your order. To find a particular product use the search or scroll the list.
2. Indicate the number of product items to order using + and — to increase or decrease it. If Only On Hand products are selected in the app settings, it is not possible to order more units of the product, than are available in stock.
3. Click on the cart and check the items added. If it is correct, click Place order.
4. Indicate your contact information: phone number, the name of the contact person, or the name of the company (only for new customers).
5. Add a comment to the order if necessary. It could be, for example, a delivery address.
6. Click Place order. After you have successfully placed an order, you see the following message:

Common errors

If errors occur when creating online orders, check the Sales Order settings:

1. In the Kladana workspace, select Sales → Sales Orders.
2. Click .
3. In Order Settings, in Additional fields, check the Field is required checkbox. If the checkbox is on, uncheck it.
   
4. Click Save.