RetailCRM

First, connect RetailCRM.

Work on the catalogue

• Get product categories - returns available categories; you can limit the list in the settings.
• Receive goods in category - receives goods of the selected category or category determined by the bot.
• Receive all products - returns the entire catalogue available.
• Search by the criterion - looking for goods by name or article.

For the actions of obtaining goods, you can include additional filtering by labels, minimum or maximum price and balances. For a large catalog, use categories: this reduces the volume of the result and helps the bot to select products more accurately.

Orders and tasks

• Receive customer orders - returns all customer orders or orders with selected statuses.
• Create an order - creates an order with customizable customer data, composition, warehouse, delivery and payment.
• Create a problem - creates a problem with the specified text; you can substitute variables into the text using @.
• Change an order - Modifies one or more order fields within a single action.
• Add dialog tags - adds the tags listed by comma.

Before creating an order, collect the composition, quantity, contacts and customer confirmation. After execution, tell the user the number or other identifier returned by the system.

Settings of the action "Create an order"

1. In the Customer block, specify the name, phone, email and type of client.
2. In the Order Composition block, leave Determine automatically if the bot must use products from previous catalogue receipt actions.
3. In the Shipping and Warehouse block, select warehouse, date and shipment status.
4. In the Delivery block, fill in the type, date, interval, cost, address and, if necessary, comment.
5. In Payment select the type and amount of payment.

Text, numerical, and date values support variables via @. Star fields are mandatory.