Merchant and client

Client team member

As a Client team member, you follow your company’s orders and products in the Ysend Client workspace. You check order progress, download delivery documents, propose stock references and prepare product labels, and you pass every order change to the Client administrator.

Sign inAll role guides

Start-up guide

  1. Open the sign-in link in your invitation, then enter your work email and the password provided.
  2. If you forget your password, choose “Forgot password”, then “Send recovery instructions”.
  3. The Sign in button opens the app in this page’s language.
  4. After sign-in, the Client workspace opens on the Dashboard. The “Your account at a glance” block shows your company and the Orders in scope.
  5. Check that the company name is yours and that Recent orders lists your company’s orders. If the Dashboard asks you to Select a client scope, your account is not yet linked to a company: ask the Client administrator.
  6. In the navigation, locate Orders (your order book), Catalog (the Products and references screen) and Account & security.
  7. Open Orders once and look at the Client work panel above the list: it shows the items waiting for your company.
  8. Locate the Open assistant button in the header of the Client workspace; the Assistant opens in a side panel on any screen.

End-to-end workflows

Follow an order through to its delivery note

Starts when: A customer or colleague asks where an order stands, or a new order appears in Recent orders.

  1. On the Dashboard, read Recent orders: each row shows the Order Number, the customer, the requested date and the Status.
  2. Click a row to see it under Selected order, or click View all orders to open the Operations Workspace on the Orders tab.
  3. For the full record, open Orders in the navigation and select the order; its details open beside the list.
  4. Open the order page and read the Overview tab for the current status and delivery information.
  5. Open the Shipments tab to see the shipments created for the order, then the History tab to see the events recorded on it.
  6. Check the Charges card for the amounts billed on the order.
  7. Click Delivery note (PDF) to download the delivery note for your customer or your records.

Result: You know the order’s current status, its shipments and its history, and you have the delivery note as a PDF.

Next: If the order must be changed, put on hold or cancelled, send the Order Number and the reason to the Client administrator.

Review orders that need attention and hand them over

Starts when: The Dashboard shows a banner such as “3 orders need review”.

  1. On the Dashboard, read the banner that counts the orders needing review.
  2. Click Review orders: the Operations Workspace opens on the Orders tab with the Needs attention filter applied.
  3. Open each listed order and note what is missing or blocked.
  4. In Orders, switch on Needs attention or Only show slow or stuck to find the same orders in your order book.
  5. Read the Client work panel on the Orders page; each card explains the decision or missing data the item is waiting for.
  6. Send the Order Numbers and your notes to the Client administrator, who corrects, holds or cancels the order.
  7. Return to the Dashboard later: once the orders are handled, they leave the Needs attention list and the banner count goes down.

Result: Every flagged order is either moving again or with the Client administrator, together with the details needed to act on it.

Next: The Client administrator corrects the order data, places the order on hold or cancels it.

Propose a stock reference for a product

Starts when: Your goods carry a merchant SKU or a barcode that is not yet linked to the product in Ysend.

  1. Open Catalog in the navigation; the Products and references screen lists your Products.
  2. Select the product; its details show Specifications, Traceability and Aliases & packaging.
  3. In Propose a stock reference, choose the Identifier type: Merchant SKU or Barcode.
  4. Enter the Identifier value exactly as it is printed on the goods.
  5. Click Submit mapping proposal; the proposal now waits for approval.
  6. Ask the Client administrator to review it under References awaiting approval. Once approved, the reference appears under Aliases & packaging with the status Approved.

Result: The merchant SKU or barcode is linked to the Ysend product and listed with the status Approved.

Next: The Client administrator approves or rejects the proposal. If it shows Rejected, check the value and submit a new proposal.

All features

OMS

  • OrdersOrder management

Intelligence

  • AssistantView the current page context, available views and actions, and the assistant connection and memory status.

Catalog

  • ProductsProduct catalog

Work

  • Task ActionsShows work queues and the actions allowed for each task by your role.

What you can open

The areas below describe the access assigned to this role.

  • Orders
  • Products
  • Assistant

Everyday tasks

Download a delivery note

  1. Open Orders and select the order.
  2. Open the order page.
  3. Click Delivery note (PDF) and save the file.

Print a product label

  1. Open Catalog and select the product.
  2. In Prep product label, click Prepare PDF, or Prepare ZPL for a label printer.
  3. When the label is ready, use «Open PDF to print» for a PDF. For ZPL, download the prepared label file instead; the PDF printing link is not shown for ZPL.
  4. Print the PDF through your browser, or send the ZPL file to a compatible label printer.

Ask the assistant

  1. Click Open assistant in the header.
  2. Type your question, for example about an order or a product.
  3. Confirm important figures on the related order or product screen.

Check the Client work queue

  1. Open Orders.
  2. Read the Client work panel; “No urgent work right now” means nothing is waiting for you.
  3. Click Refresh queue to reload the items.

Prepare an order request for the client administrator

  1. Open «Catalog» and choose the required product from the displayed list on «Products and references». Read its product reference rather than relying only on its description.
  2. In «Aliases & packaging», check the approved identifiers, unit of measure and units per package. State clearly whether the requested quantity is units or packages.
  3. Prepare the product references, quantities, recipient contact, full delivery address, requested date and any special requirements for your client administrator. This is a business handoff, not an in-app submission or a shared draft.
  4. Send that information through your usual company communication channel to ClientAdmin. After the administrator submits it, obtain the order reference and find it in «Orders»; do not assume the request itself created an order.

Limits and help

You cannot submit, change, hold or cancel orders, create products, approve stock references or manage team access. Ask the Client administrator for these actions.

contact@ysendgroup.com

Help centre

Common questions

Why is there no + New Order button on my Orders screen?

Only the Client administrator can submit sales orders. Send them the products, quantities and delivery details you need.

Can I create a new product myself?

No. Creating a product requires the Client administrator. You can propose a merchant SKU or barcode for an existing product.

My stock reference is not shown as Approved yet. What should I do?

The proposal waits until the Client administrator approves it under References awaiting approval. Ask them to review it.

The Dashboard asks me to Select a client scope. Why?

Your account is not yet linked to your company. Ask the Client administrator to check your access.