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Kwekers Blog

Work even more efficiently in Floriday

3 minutes
Gepost op 30-07-2021
door Laura Nowee

Floriday offers growers various functions to be able to offer supply to buyers. By making use of the right quick links, preferences and trade item and/or customer tags, you can set to work extra efficiently and you reduce the number of times that you have to click on the mouse. We will give you a number of time-saving tips in this article. 

Tip 1: Use the quick links on the dashboard

When you log into Floriday, you will be taken to the dashboard. You can perform the desired actions via the menu, such as creating an Auction delivery, sending an offer/purchase tip or viewing the sales orders. You can also click on the dashboard’s shortcuts for certain functions. In this way, you will be taken directly to the screen where you can, for example, create an auction delivery or add a purchase tip.

Tip 2: Make sure that your preferences are set correctly

You can set user-specific preferences in the preferences section via the settings on Floriday. By setting these preferences, you can personalise the work in Floriday. For example, you can select the catalogue prices or rather the batch prices as standard direct sales page, you can specify on the basis of which characteristics the sorting order should be determined and in the sales orders screen you can filter as standard according to delivery date instead of order date. In addition, there are many more preferences, for example in terms of the Auction. By carefully setting these preferences, actions that you repeat often will be optimised and you will save time.

Did you adjust these settings some time ago already? In that case, it’s worth going through them once again. Floriday is constantly evolving, so there’s a big chance that extra options have been introduced that can make things slightly easier for you.
Read more about setting preferences

Tip 3: Work with collections and tags

To make your catalogue clear, you can work with collections. By placing certain trade items in a group, you can manage and adjust the catalogue quickly and easily yourself, and it will be clearly displayed for buyers in the shop.

It is also possible in Floriday to create tags for trade items and/or customers. In contrast to the collection function, you can add trade items to multiple tags and these will not be displayed externally. The buyer will not, therefore, see this. Whenever you are able to select trade items or organizations, for example when creating an offer, you will always be given the opportunity to add a tag. If you frequently add a particular group of trade items or a particular group of buyers, adding these jointly as a tag will save you having to perform lots of actions.

Read more about working with trade item tags or customer tags in our Helpcenter.

Tip 4: Use the ‘Quick setup’ option

If you check multiple trade items in the catalogue, you will see a yellow bar with ‘quick setup’ at the bottom of the screen. By clicking on this, you can configure the other collections, add packing configurations and set the country of origin for the selected trade items. As a result of this, you will not have to adjust this per trade item.

You can also do this in the case of characteristics and photos by clicking on the magic wand or the photo management icon. In the case of characteristics management, you can select which characteristic you want to adjust. You will subsequently be able to see all trade items, so that you can simply adjust this characteristic of the trade items in one go. In the case of photo management, you can quickly add new photos, provide them with a type, or delete them for all trade items in one clear screen.

New! The option of advanced management has recently been expanded for packing configurations. By clicking on the advanced packing configurations management icon, you will see an overview of all trade items. Here you can add, change or delete packing configurations for one or more trade items at the same time.

Saving time

You can save lots of time with the tips above. By optimising the preferences once again, you can do the work that you perform regularly much quicker. Is a change needed in the catalogue? Use the ‘Quick setup’ tip or advanced management. In this way, you will have more time again for other important work.