Add an option to an order placed by a reseller

What is this feature for?

This feature allows you to sell an option (e.g., video) at the counter to a customer who has booked their activity through a reseller. It allows this sale to be processed internally in Yoplanning, while maintaining a clean accounting between reseller revenue and direct sales.

Steps to add an option to a reseller order

1. Access today's session

• Log in to your Yoplanning.pro dashboard.

• Go to the Sessions section or the schedule and locate the relevant session.

• Click on the session to view the participants.

2. Add the resource to the participant

• Click the Manage button in the Participants section.

• Select the customer you want to add an option to.

• Click on Add Resource.

• Select the relevant resource (e.g. video option).

• Click Add.

• When the system asks "Do you want to update the order?", reply No.

• Click Save.

3. Create a new order for the option

• Still in participant management, go to the Resources tab.

• Locate the resource you just added.

• Click on Create Order.

• A new order will be created, linked to the end customer, separate from that of the reseller.

Best practices

• This method ensures that the option is accounted for in an independent order, paid for by the end customer.

• It also allows fees to be correctly allocated to staff if a bonus is defined on this resource.

• Please note: never add a resource directly to the order without going through the sessions, otherwise you will not be able to pay your staff automatically.

Staff compensation on this option

• If a bonus is set on the resource (via the Fees tab in the administration), the staff assigned to the session will automatically receive the expected remuneration.

• No further action is required once the resource is assigned and the order is created.

Special cases and frequently asked questions

Is the reseller's turnover distorted?

No, because the added option is recorded in a separate order, in the name of the end customer. The revenue attributed to the reseller remains limited to the initial order.

Can the cash register be used to cash in the option?

Yes, once the new order is created, you can immediately cash it at the counter via the Payments section.

Can we track this supplement in statistics?

Yes, since the order is separate, it appears as a separate sale. You can analyze it in your reports like any other direct order.

Conclusion

This procedure allows for the correct management of the sale of options over the counter for reseller orders, while ensuring fair accounting and reliable calculation of fees for supervisors.