Help
Help: using Artisanly
How Artisanly works: stores and prospects, routes and runs, recording a delivery, receipts, payments, commissions and the public API.
Getting started
- Getting startedGetting startedWhat this app is for and what a normal week looks like.
- Getting startedRoles and accessWho can see which shops, and who can change what.
- Getting startedStore statusesWhat each status means and what moves a shop between them.
- Getting startedThe dashboard: Today and the Setup checklistWhat the Dashboard's Today tab shows, and what each Setup check means: shops on no route, no map location, no opening hours or no weekly sales.
- Getting startedNotifications: what you are told about and whereThe five things Artisanly notifies you about, who receives each one, and where to find and clear them on a computer or a phone.
Prospects and chains
- Prospects and chainsProspects and the pipelineHow a shop goes from an idea to a customer, and how to keep track of the ones in between.
- Prospects and chainsChains and their branchesA chain is a shop with its branches under it, and what managed centrally changes.
- Prospects and chainsImporting prospects from a spreadsheetAdd many shops at once from a CSV file, chains included.
- Prospects and chainsCentrally managed chains: one buyer for every branchMark a chain as managed centrally when one buyer decides for all its branches, see how it shows in the pipeline, and keep a buying office off routes.
Routes and deliveries
- Routes and deliveriesRoutes and planningA round of shops visited together, in order, on a rhythm, and how to plan one.
- Routes and deliveriesMaking a runStart a run, work through its stops, take payments, and end it.
- Routes and deliveriesRecording a deliveryWho restocks a shop, what each box means, and how the amount owed is calculated.
- Routes and deliveriesHow much to leave: sells per weekOne number per product at each shop, and how a delivery turns it into a fill level.
- Routes and deliveriesPlan a route: add stops and put them in orderAdd shops to a route from the list or the map, put them in driving order, and set its rhythm, first run and who is responsible.
- Routes and deliveriesStart a run, record each stop and end itHow to start a run from Deliveries, follow the next stop on the map, take payments, leave notes, and end the run, even with stops unvisited.
- Routes and deliveriesSet a shop's weekly sales and use Fill to on a deliveryEnter how many of each product a shop sells a week, see how Fill to is worked out across its routes, and change it on the day of a delivery.
Receipts and printing
- Receipts and printingPrinting receiptsPrint a visit's receipt to a portable Bluetooth printer from an iPhone or Android phone.
- Receipts and printingPair a portable Bluetooth receipt printer (PT-210)What works with a PT-210 or similar 58mm portable receipt printer on Android, iPhone and a laptop, and how to connect it the first time.
- Receipts and printingPrint receipts from an iPhone: RTPrinter or BluefyTwo ways to print a receipt from an iPhone to a Bluetooth printer: send it to RTPrinter from the Share sheet, or print in one tap from Bluefy.
- Receipts and printingPrint receipts from Android with Chrome or RawBTPrint a receipt from an Android phone in one tap with Chrome, or through the RawBT app for printers that only use older Bluetooth.
- Receipts and printingPrinting problems: blank paper, odd characters, cut-offWhat to check when the receipt printer connects but prints nothing, accents come out wrong, the receipt is cut off, or the PDF won't open.
Payments
- PaymentsDirect and consignmentThe setting that decides what a shop is charged for. Worth reading once.
- PaymentsPayments and balancesOutstanding balances, part payments, and transfers awaiting the bank.
- PaymentsPartial payments and Pay laterHow to take part of what a shop owes at a visit, leave a visit to pay later, and record the rest afterwards. Older visits are settled first.
- PaymentsReconcile a bank transfer (Awaiting bank)Why a payment by transfer shows Awaiting bank, where to find the transfers still to check, and how to reconcile one once the money has arrived.
- PaymentsReopen a payment, and why a paid visit can't be deletedHow to reopen a visit's payment with Mark unpaid, what happens to a payment that covered several visits, and why you must do it before deleting.
Sellers and commissions
- Sellers and commissionsYour earningsWhat a unit costs you, what you keep on it, and what your prospects would add.
- Sellers and commissionsCommissionsHow a partner price becomes an earning, how volume improves it, and how it is paid out.
- Sellers and commissionsCandidates and the join pageHow somebody who wants to sell for you gets in, and what they can do before you approve them.
- Sellers and commissionsCommission tiers that depend on who deliversGive a Seller a better partner price on shops they restock themselves than on shops your route delivers to, with a worked example of the sums.
Integrations and security
- Integrations and securityPublic API and integrationsHow other sites and systems read your shop list, and how to control them.
- Integrations and securityAdding prospects from outside the appLetting an AI on your own computer, or any other system, put shops into your pipeline.
- Integrations and securitySupport access: see and end support sessionsWhat a support session is, how long it lasts, where admins see each one with its reason and changes, and how to end one at once.