The «Clients» tab links your firm's clients on iFurn.pro with the counterparties of your accounting system. The counterparty code becomes the client's 1C code — one client corresponds to one counterparty.
First — the manager's sign-in
Client data is commercial, so it is visible only while a manager of your firm is signed in on the «Clients» tab of the download program. The session lasts 4 hours. Next to it, in the data processor, there are the «Check sign-in» and «Sign out» buttons, and the «Program sign-in» field shows who is signed in and until what time.
- «Nobody is signed in to the program» — open the «Clients» tab in the program (see Overview of the program window) and sign in as a manager: email or phone with a password, or a one-time code.
- «The account that signed in is not a manager of this firm» — sign in again with the right account.
- «Sign out» (after a confirmation) ends the manager's session in the program.
Filter and columns
The search goes by name, phone, email, ID and 1C code; the «Clients» filter — all / with 1C code / without 1C code. Columns: ID, «Platform client», phone, email, «Orders», «BAF counterparty» (chosen right in the column — the row is ticked immediately), «1C code», «Status».
Matching
- «Fill».
- «Match by phone and email». The customers of the accounting system that have no link (from the chosen group, if one is set) are compared with the platform's clients: the phone by its full number (a number without a country code is considered Ukrainian, that is, 050… = +38 050…), the email without regard to case. Unambiguous pairs are saved straight away.
- Sort out the ambiguous ones. Nothing is saved automatically if the phone leads to one client and the email to another; if there are several suitable clients; if several counterparties suit one client. The candidates are listed in the «Status» column — choose the counterparty by hand.
- Clients that do not exist in the accounting system should be ticked, then press «Create ticked in BAF» — the counterparty will be created with the phone and the email, in the chosen group and with the chosen kind.
- «Save to the program».
If you clear the counterparty in an already matched row and save, the link will be removed.
If there are many clients
The «AI» button opens the same block as on the «Matching» tab: after «Fill», choose a counterparty group if you want, press «Export for AI» (a JSON with the clients that have no counterparty and the counterparties that have no link, plus the prompt text, will be saved), hand this to a chatbot, save the answer as .json and load it with «Import AI answer». The confident pairs will be ticked — check them and save.
Statuses
- «matched automatically by phone and email / by phone / by email».
- «… lead to different clients», «… suits several clients», «… several counterparties suit» — choose by hand.
- «code N is already used by client …» — the code is taken.
- «in the program queue … operation N» — not saved yet, it will be sent by itself.
If the clients carry codes of another accounting system (codes that none of your counterparties has), simply match them again and save — the old codes will be replaced.
Client orders straight from here
For the current row the following are available: «New order and open» — an order from this client for you, opened in a browser; «Client orders» — the list; a double click or «Order card» — the full card; «Open in browser»; «Download programs» — a zip with the CNC programs (if there are none yet, the data processor will offer to queue the order for generation).
The «1C code» column in the order list is the order code used for the link: click it, type it in and press Enter. Letters, digits, a space and the characters ( ) - / _ . are allowed, up to 50 characters; it cannot be left empty.