Exploring the Soolutions Marketplace

Thank you for your interest in the Soolutions Reseller Suite. Through this brief guide, we aim to offer you an initial introduction to the features and functionality of our platform. The Partner Portal serves as your gateway to our Market Platform, specifically designed for our partners. For our Resellers, we've crafted specialized onboarding and sales tools like the Wizard, which can be created, managed, and monitored directly through the Partner Portal.

Our suite of unique tools caters to each Partner category, streamlining operations by automating processes, expanding your sales reach, and simplifying the user experience for end-users.

Inloggen

Using the login details provided below, you'll gain entry to the Partner Portal. Within this portal, you have the capability to set up and manage your Wizard. Additionally, it allows for the monitoring of all configurations created through your Wizard.

By following the link below, you will be directed to the login screen of the Soolutions Partner Portal.

Login Information

https://portal.soolutions.jibe.cloud/

Login Details (Please note the sensitivity to case)

Login Name: Your email address

Password: ChangeMe01 - So please remember to change it after logging in (under 'users')

Role: Reseller Admin

Reseller

The pinnacle of the Reseller Suite is the Reseller level. At this tier, you have the privilege of designating which products and installers can or cannot be utilized by the Wizards within your organization. Additionally, it allows for the specification of which users have access to this uppermost tier.

Through product selection, you indicate the suite of platform products that are available for use within your organization's Wizards. Should all products be selected in the designated right-hand side box, then every product becomes accessible for use across all Wizards.

The same selection process applies to choosing installers.

Wizards

As a Reseller, you have the capability to create multiple Wizards for different brands or locations within your organization. Each Wizard can be fully customized to give a unique look and feel to your customers or to perfectly align with your business processes.

Navigate to the “Wizards” menu item to manage existing Wizards or to create new ones. To modify a Wizard, you must first select the desired Wizard from the Wizards overview.

Within the Wizard, the following items can be configured:

Reseller: This is where you input the business details of the holding company or corporation that will encompass all Wizards.

Wizard Name: This refers to the specific name of the Wizard as it will appear within the portal.

Address: Input the address information for the respective Wizard here.

Phone Number: This is the contact number that customers will see and use when interacting with the Wizard.

Email Address: The contact email address displayed to customers utilizing the Wizard.

Settings: These are the specific settings that apply to this Wizard.

Terms and Conditions: If the Wizard is set up so that the “Reseller” is the customer owner, the terms and conditions for this particular Wizard must be uploaded here.

Display Cookies Content: With this option, you dictate whether privacy cookie notifications should be displayed and require acceptance. If the Wizard is not integrated into a website, this feature should be enabled. Otherwise, it can utilize the cookie settings of the host website.

Display Installers Page: This setting allows you to choose whether users of the Wizard can select an installer themselves or if one is pre-selected for the end-user.

Installation Companies: This option lets you specify which installation providers the end user can select from if this feature is activated.

Wizard Link: This is the unique link that grants end users direct access to create new configurations.

Wizard User: Here, reseller users who have access to the specific Wizard can be managed.

Wizard settings

Within the "Wizard Settings" menu, you have the flexibility to customize each Wizard by selecting its logo and favicon, choosing the color scheme that best represents your brand, and inputting the company information that will be utilized for that specific Wizard.

Configuration Management

The Reseller administrator has the privilege of accessing the Configuration section from the order menu, offering a panoramic view of previously established configurations.

Configurations spring to life the moment an individual initiates a new request through the designated Wizard. Each new configuration is blessed with its own unique link, allowing users to effortlessly revisit the latest status of their request without the need to start from scratch.

The configuration overview is meticulously organized into columns, detailing the following aspects:

• Customer: Name (clicking here will display the configuration details page);
• Car Type: If applicable, as this field is optional; (once the user submits their quote, the vehicle is added to the overview table based on the selection made in the Wizard)
• Product Level: This column remains blank in the Overview
• Wizard: The specific Wizard where the configuration was created
• Created At: The date and time when the configuration was initiated;
• Order Link: A unique link that provides access to the order/quote details of this configuration.
• Order Status - Quote/Order (Once the user submits their request, a quote is generated in the partner portal. This quote transitions into an order upon completion and approval of the inspection process by Soolutions Admin)
• Installation Company: The selected installer for this configuration
• Place: The location where the installation is to be carried out
  

❗The columns for Order Link and Order Status will display "N/A" until the customer submits their application and a quote is generated in the partner portal. The Order Status column reflects the various stages of the process, including submission, pending inspection, awaiting payment, awaiting shipment, completed, and canceled.

Nieuwe configuratie toevoegen

Customer: Provides a dropdown list of previously added customers, yet allows the administrator the flexibility to add a new customer by clicking on the green "+" icon or to modify an existing customer by selecting the yellow "edit" pen icon) - for further details, refer to the Customer section.

Cartype: This field is optional and is only completed if the administrator has this information about the user's vehicle.

Km driven: Similar to the vehicle type field, this section pertains to the approximate annual mileage driven by the user's vehicle. It gets populated based on the user's input in the Wizard once they submit their quote request.

Installation company: previously designated installation provider must be selected for this installation.

Send customer notification:Check this option to automatically dispatch an email to the customer, featuring the exclusive configuration link.

Product level:

Wizard: If multiple Wizards have been created within the Reseller, this allows for the selection of the specific Wizard under which this configuration should be registered.

All additional information will be filled in as the customer progresses through the configuration. Once the configuration details are complete, the administrator can hit the "Save" button, effectively storing the new configuration. Following this action, the Configuration Overview screen will be updated with a new entry, placing the freshly created configuration at the top of the list.

Additionally, initiating a new configuration is seamless within the wizard process itself. By starting the wizard and either selecting “Save” or “Help me,” administrators can effortlessly input customer details, further streamlining the process.

2.1 Orders Section - Read-Only Access

The Reseller admin can navigate to the "orders" section from the menu. This action opens a comprehensive view showcasing previously created quotes and orders.

The overview presents the following details:

1. Ordernummer: Partner Portal Order Number (this number is also visible in the configuration section; when the administrator clicks on it from here or from within the Configuration section, the Order Details page will be displayed);
2. Ordertype: Quote/Order;
3. Status: the current status of the quote or order
4. Final price: the final price to the end customer for both the hardware and installation fees
5. Created at: date and time the quote was generated;
6. Reseller: The Reseller associated with the order
7. Sales user: The Reseller user who initiated or managed the quote or order on behalf of the customer
8. Wizard: the Wizard associated with the order
9. Configuratie: The configuration session number that generated the link, granting the user access to submit their request.

Customers

Customers

The Reseller admin has the ability to navigate to the "Customers" option within the main menu. This action unveils a comprehensive list of previously created customers. By clicking on a customer's name, you're provided with detailed information about the selected customer.

1. First Name;
2. Last Name;
3. Email Address;
4. Shipping Address;
5. Billing Address;
6. Company;
7. Gender;
8. Phone number;

On the right side of this page, there's a button labeled "Add Customer" accompanied by a "+" icon. Clicking this button allows the Admin to introduce a new customer into the system. The page that appears next contains all the fields mentioned previously. For shipping and billing addresses, you can either pick from a dropdown list of previously entered addresses or add new ones by clicking the green "+" icon, or edit an existing address by selecting the yellow "pen" button.

❗Please note that currently, each customer must be assigned a distinct address, as there's a validation process in place ensuring every customer has a unique shipping address and a unique billing address. However, we're in the process of removing the validation for billing addresses, and discussions are underway regarding the shipping address requirements.

Adressen

When adding a new customer, both installation and billing addresses are required. These addresses can be seamlessly integrated using the "+" icon directly within the Customer form, or, before a new customer is introduced, the business administrator has the option to pre-populate these addresses from a dedicated section accessible on the left side of the screen under the Users menu.

On the right side of this page, you'll find a button labeled "Add Address" adorned with a "+" icon. Clicking this button empowers the Admin to add a new customer. The page that emerges presents several fields:

1. Country (Required) - Dropdown menu to select the country;
2. State/Region (Required) - Text field to enter the region;
3. Street (Required) - Text field for adding the street name;
4. Number (Required) - Text field for the house or building number;
5. Extension (Required) - Text field for any additional address details;
6. City (Required) - Text field to specify the city;
7. ZIP Code - Text field for entering the postal code;
8. Additional Information - Text field for any extra address details;
9. User - Dropdown list to select the associated user.
   

Users

Under the "Users" section, Reseller administrators can manage user access and roles within their system. Here, a distinction is made between "Reseller Users" and "Wizard Users." Reseller Users are granted comprehensive access, allowing them to view all data and interact with every wizard available in the Reseller account. In contrast, Wizard Users are assigned to work exclusively with specific wizards they are designated to.

! Please note that Wizard Users are limited to being assigned to only one wizard. Should a user require access to multiple wizards, they must be set up as a Reseller User.

Setting Up the Wizard on Your Website

Through the I-frame code provided below, the Wizards can be seamlessly integrated into any website.

 
<iframe width="100%" height="750px" scrolling="yes" id="configurator"></iframe>

<style>iframe{border:0;}</style>

<script>

    crossorigin="anonymous"

    src="https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/4.2.10/iframeResizer.min.js">

</script>

<script type="module">

  import { initializeConfiguratorModelIframe } from"https://configurator.soolutions.jibe.cloud/1.0/init.js"

    const parameters = {

      iframeId: 'configurator',

      integrationId: 'XXXX’,

      configuratorId: ‘YYYYY-YYYYY-YYYYY-YYYYY-YYYYY’,

     language: "nl"

    }

    window.onload = () => {

      initializeConfiguratorModelIframe(parameters);

      iFrameResize({heightCalculationMethod: 'taggedElement'},`#${parameters.iframeId}`);

    }

</script>

Behind the "Integration ID," you must input a unique integration code for the wizard (XXXXX). You can locate this by navigating to the "Wizard" menu and then clicking on "Wizard integrations." If you haven't yet created a wizard integration, you'll need to do that first. All that's required here is to enter the URL of the location where this Wizard will be deployed.

Behind the "Configurator ID," you must enter a unique wizard/configurator code (XXXXX). This can be located under the "Wizard" section, specifically beneath the "Wizard ID" heading.

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