Master Data is the system used to configure various settings that we use throughout your account. These settings are used to decide on certain core settings for your agents and customers.
You have Master Data on the 3 levels of your system, with each level having more detailed control.
- Account level settings change settings for the entire system.
- Portal level settings only affect that specific portal
- Return Type settings are only for that specific returns creation flow.
There are 5 settings that are of effect here, each can be managed in the settings panel
Countries & Default county
On the account level, these countries are used to decide which countries are available to use in the creation of Routes and logistics, as well as creating a shortlist of countries to use in the portal and return type process.
On the portal level, this is used to decide which countries can be selected for a service and which countries are available for a return type.
On the return type level, countries decide which are available for this specific return type for the creation of returns.
Languages on the account level allow the agents to create content, email templates, and various other multi-lingual types of content without exposing those to the customer.
On the portal level, you can enable languages that are available for customers to use so they can create their returns with their preferred language.
Currencies are used for displaying prices in service tasks, repair processes, and various other locations. This item is only available on the account level.
Set the preferred method of notation for measurements. This item is only available on the account level.
Set the preferred method of notation for weight. This item is only available on the account level.
Set the parcel types that can be used by the customer to ship the return.