Main Functions

patisco accounts are based on "company".  Every user account will belong to at least a company.

Via the admin account, other subordinate accounts can be issued with various permissions. Only the authorized accounts can: invite customers or suppliers, contact with specific customers or suppliers, exchange files with specific customers or suppliers, edit  products and catalogs.

Login

Trial User

On the desktop, you will see some basic information and functions, and the trial user will only see one supplier of our company "Sino Systems Co., Ltd.". If you want to subscribe for patisco, you can enter the catalog from here and select the required package and place the order. We will provide a service contract and invoice, and you can  contact us for services via the message icon on the upper right corner.

Invited Users

If you are invited to log in, the inviting party should have invited your company as a buyer or seller, so the invited user will see that the inviting company "other than Xinosys" to be listed as a supplier or customer. If the inviting company is a supplier: you will be able to browse the catalogue prepared by them, and you can then discuss or place an order. If the inviting party is a customer: you can receive orders, discuss it ,or issue a Proforma Invoice to the inviting company for confirmation. After subscribing patisco: you can organize your customer or supplier network, and the initial inviter will become one of your many customers or suppliers.

Company Admin

The information you provide during the setup process must be true and detailed, because it will be repeatedly retrieved to generate various documents. The template setting will make the massive change easy. 

Basic Settings

The company's basic information represents the main body of the company, and it will be automatically brought into all document to define the issuer of the documents. Among them, the terms & conditions and currency will be the default values of your products.

Default Contact

The first user will automatically become the default contact of your company. This setting can be changed in the permission setting. The default contact has the highest permission of the company.

Header Setting

The header is normally printed on the company letter head to indicate the company's trademark. You can scan the letter head, and screenshot the letter header, and upload it into the system, so the documents generated within patisco will also have the same header.

Product Unit Template

When you are creating product info, there is product unit drop down list for you to choose from. This data will also correspond to the shipping document when calculating the ordered quantity, so be sure to set it correctly. The system will provide the most commonly used units for selection, and you can add them if you have other needs.

Order Delivery Template

Order delivery information refers to your company's order receiving address. The default address will be automatically generated based on the company's basic setting. If there are multiple delivery addresses, it can be created separately.

Exchange Rate Basis

The exchange rates given by banks are different among companies, so the exchange rate basis will not link to the financial exchange services. This design is for catalogs and public pages. When the exchange fluctuation exceeds the pre-set value, just by adjusting the Exchange Rate Basis, the catalogues and public pages prices will all be changed at once.  Please note that: 1. only mono direction calculation is performed.  If you want to do the reverse calculation, you must set it up separately.  2. The exchange combination cannot  repeat. The system will provide more commonly used currency options, if you have other needs, you can add them yourself.

Product Import Price Adjustment Template

When you want to create or add product information on the system, patisco provides multiple methods, including from: existing product information, orders, quotations, inquiries, or catalogues issued by suppliers. When multiple products are selected for import, in order to facilitate batch pricing modification, you can choose a suitable template to modify all prices at once.

Basic User Info

Account Settings
User IDs are determined when applying for a trial, being invited, or when the company issues an account and cannot be changed. Passwords can be reset, but companies have the right to reset and override passwords. When the user finds that the password has been changed, it means that the company has changed it.


Basic Info Settings
The setting of Basic User Info is to make it easy for company authorize its users for internal and external messaging, data transmit, or share the information in the system through the message mechanism. The number separator (used in Europe) and the language family can also be defined by yourself.

Co-Work Documents

Co-Work Document includes most of the international trading required documents. It can be used independently, but the users will need to manage the product detail by themselves.  All the negotiation and confirmation will be recorded for inspection by both parties. Every confirmation will be concluded by a PDF copy to leave evidence.


Purchasing Orders (PO)
Users on behave of buyers can choose products from the suppliers' catalogs, or create their own suppliers and products, and  placing purchase orders. Users can then negotiate and discuss their orders with suppliers on patisco. 

Proforma Invoices (PI)
Users on behave of sellers can directly build or confirm buyers orders by issuing proforma invoices.  When consumers place an order on B2C online shop, a proforma invoice will be automatically generated to confirm the order.

Quotation Management
Users on behave of sellers can build customers data and product info.  They can also use the products from former documents to build quotations for customers. Items that have been quoted can be reused in the system.


Inquiry Management
Users on behave of buyer can build suppliers data and product info.  They can also use the products from former documents to build Inquiries for suppliers.  Items that have been inquired can be reused in the system.

Product Management

Product info has 2 status: on shelf (browsable state) and off shelf (in preparation state).


Product Building
There are two way to build products: 1. Self-built, 2. Imported. Self-built products are built manually either one by one, or XLSM files uploading. Import products are from: suppliers' catalogs, or from the formerly created documents. When importing products, batch price adjustment can be done by implementing Product Import Price Adjustment Template . All the products can be classified by tags to help customers facilitate their product search.


Product Display
Products are displayed as general shopping websites. Viewers can choose from the categories on the left and narrow down to the required items, and then click to see the product photos and details. The related products will also be listed at the bottom, which can be further narrowing down through the selection of tags. Product detail will show the pricing relationship between brand, specification, and quantity. 

Shipping Documents
Users will first see a list of shipping documents in progress, from which they can click to continue with the previous jobs. If a new shipping document is added, the system will automatically filter the customers who have proforma invoices not yet shipped and listed.  When clicking on each proforma invoice, the items will be listed. Users can then manually adjust the packing size, net weight, gross weight, shipment quantity, and shipment prices. After the adjustment, a Packing List and Commercial Invoice will be generated.  
Please note that if different versions of commercial invoices is required, please do not adjust the prices here. The system provides the Fixed Commercial Invoice function to meet this demand. 

Catalog Management
Users can create multiple catalogs according to business requirements, and every catalog can contain multiple combination of products. The left sidebar in the catalogs are composed by the selected tags within the products.  Catalogs can be assigned to different public pages or customer accounts for consumers or B2B customers to browse.


Public Page Management
The public page is reflecting to the needs of B2C online shop. Each  public page comes with a set of URL. As long as this URL is linked to the company's website, people from the company's website can directly browse the products in this catalog without login. Each set of public page can be assigned with one terms and condition template, so there prices, currency, terms & conditions, etc. of the products can recalculate according to the template.

B2B & B2C Sales

B2C Online Shop
B2C Online Shops display the catalog with the assigned public page URL, so that consumers can directly browsing the products and placing orders without membership requirement.  After placing an order, the system will automatically engage the payment process and a proforma invoice will be generated after the payment is completed.


B2B Online Shop

B2B Online Shops display the catalog only to  the assigned  customers, so that customers must log in from their account to browse and place orders. After confirming the purchase and shipment details, a proforma invoice will be generated

Buyer, Seller Management

Buyer Management

Buyer data can be added by yourself, or automatically created when filling up the buyer data while producing various documents. There are three buyer statuses. 1. Uninvited: Buyers who have not yet been invited to be associated with, 2. Inviting: The invitation was sent, but have not yet accepted, 3. Invitation Accepted: The invitation has been completed. For buyers who have not yet joined, they can only receive  PDF documents. For buyers who have joined,  they can: 1. directly browsing the online catalog, 2. messaging and discussing via messaging, 3. placing orders directly from the catalog and negotiating prices, 4. receiving proforma invoices, packing lists, commercial invoices, and 5. obtaining all the transaction history at any time. Different buyers can be assigned with different Terms & Condition Template, so that the product prices in the catalogs will change according to their assigned template when browsing.


Seller Management
Seller data can be added by yourself, or automatically created when filling up the seller data while producing various documents. There are three seller
 statuses. 1. Uninvited: Sellers who have not yet been invited to be associated with, 2. Inviting: The invitation was sent, but have not yet accepted, 3. Invitation Accepted: The invitation has been completed. For sellers who have not joined, they can only receive  PDF documents.  For sellers who have joined, they can: 1. directly messaging and discussing via messaging, 2. receiving orders directly from the catalog and negotiating prices, 3. issuing proforma invoices, packing lists, commercial invoices, and 4. obtaining all the transaction history at any time.

Term & Condition  Template

In addition to determining whether the buyers can negotiate prices and payment terms, the terms & condition template can preset the price calculation principles. You can assign different templates to different buyers. When they browse the catalogs, these calculation results will automatically substitute the original prices, so different buyers will be seeing different prices.