View supplier order from reseller order

View the supplier's order from a reseller order

What is the purpose of this feature?

When an activity is sold by a reseller team but carried out by another team (the supplier), it is now possible to view the supplier's order information directly from the reseller's order.

This development allows resellers to more easily answer their customers' questions when a change has been made by the supplier.

For example :

• change of schedule;

• session change;

• replacement of one activity by another due to the weather;

• any other modification validated with the client by the supplier.

This allows the reseller to quickly check the latest available information without needing to contact the supplier.

How do I access the supplier's order?

From a reseller order

1. Open the Commands menu.

2. Open the relevant command.

3. Locate the line corresponding to a service performed by another team.

4. Click on the link to view the supplier's order.

A window opens with the main information about the supplier's order.

What information is displayed?

Even if you have no access rights to the supplier's team, Yoplanning allows you to view the information essential for monitoring the booking.

Depending on the order, you can notably view:

• the currently associated session;

• the date of the service;

• the participant in question.

This information is accessible only to allow the reseller to follow up with their customer.

Best practices

Check the supplier's order before responding to the customer.

If a customer indicates they have received a change of date, time, or activity, open the supplier's order before responding to them.

Use this consultation for customer follow-up

This feature is designed to improve customer service for resellers. It allows for quick confirmation of information provided by the supplier.

Frequently Asked Questions

I don't have access to the supplier's team. Can I still view the order?

Yes.

You can access this view even if you are not part of the supplier's team. Only the information necessary for tracking the booking is displayed.

Why can't I see the session name in my command anymore?

This is normal operation.

The session name has been replaced with a link to the supplier's order to avoid displaying information that may no longer be up-to-date after a modification.

The service has changed. Where can I find the new information?

Open the supplier order from the reseller order.

You will find up-to-date information there, including the session, date and participant concerned.