About Yelo

  • Platform

  •  “Yelo” builds online storefront and online marketplaces for entrepreneurs, businesses and communities who wish to list stores and sell products, provide rentals or services.

    Yelo offers a hassle-free onboarding process and intuitive user interface through our self-service product that allows you to build your online marketplace in a matter of minutes, all within a few clicks.

    With Yelo, you can easily create online marketplaces for retail and goods, service booking or space & goods rental, with our ready to use templates. You get a powerful admin dashboard, ordering marketplace website along with Android and iOS mobile apps as per the plan you choose.

    The advantage with Yelo is that you get a complete technology suite that provides easy integration with Tookan, a delivery management software manage your hyperlocal deliveries, Kato for advanced business analytics, Bulbul for customer relationship management and Hippo for customer chat support.

  • Capabilities

  • Yelo is a flexible and scalable marketplace platform built for diverse B2B and B2C models. The SaaS-based, DIY(Do-It-Yourself) marketplace platform takes care of end-to-end requirements of online merchants. Truly mobile ready marketplace platform uses the next generation technology-stack to build stores that perform seamlessly on all mobile devices as well as desktop.

    Technology

    Yelo is a global technology led platform which enables our customers to create all types of marketplaces. Our core technology comprises of the administration system for your marketplace, allowing you to manage sellers, orders, products as well as logistics, billings,  subscriptions and more.

    Modules

    The platform is modularly built, allowing you to create any type of marketplace by choosing the relevant module; be it a marketplace for products, services, events, places or holidays. Whether it be setting up time-based menus for food marketplaces, reverse bidding for Freelancers, or having P2P apps for rentals, Yelo takes care of the minute details of the domains that it serves in.

Onboarding

  • Filling In Personal Details

  • Fill in the following information to sign up on the platform:

    • Name: Enter the name of the marketplace owner. 
    • Email Id: All communication regarding platform will be shared on this e-mail id. This will also be used for the future login.
    • Password: The minimum length for the password field is 6 characters. This password will be used for future login
    • Phone Number: This Phone number will be used for future communication with the marketplace owner

    Yelo Home

  • Choose your Domain

    • What is a Domain?

      A domain name is a way for customers to reach your website. You can choose a free domain name for the website of your marketplace. domainame.yelo.red will be configured for your account. You can migrate to your own domain later.

    • What can be entered in the Domain Field?

      The domain name can be alphanumeric. The domain will be assigned to you if it is available at that time.

  • Choose your Marketplace type

  • Yelo has the capability to set up several different types of the marketplace, like Food, Laundry, Grocery, etc. You can choose one of these and proceed – the system will automatically be configured as per your choice. 

    The table below showcases the theme you can refer to when setting up your marketplace.

    Retail goods

    Ideal for selling physical goods e.g. eBay, Amazon, Flipkart, Etsy

    Service bookings

    Ideal for service appointments and searching by keyword e.g. Thumbtack, Talklocal, Handy

    Rental goods 

    Used for equipment rentals with a calendar scheduler which allows searching by keyword e.g. Yardclub

    Space rental

    Ideal for renting out physical unused space e.g. Airbnb, Homeaway

Marketplace Setup

  • Configure

  • You can now configure general settings, admin and customer notifications, customer, merchants and business categories in this section.

    • General
      • API Keys: Application programming interface key can be integrated with the YELO application for Android, IOS, Web-app, and dashboard.
        Go to Home>Marketplace>Configure>General>API keys
      • Time zone: You can set up the operating time zone with respect to the country you operate from.
        Go to Home>Marketplace>Configure>General>Timezone
      • Distance-Unit: Select the distance unit according to your convenience. Choose from miles or KM.
        Go to Home>Marketplace>Configure>General>Distance Unit

    • Notifications: The email and dashboard notification templates can be edited based on your requirement.
      Go to Home>Marketplace>Configure>Notifications

      • Admin/Merchant Notifications: You can enable notification for the order placed, new signup and order reminder via email.
      • Customer Notification: You can enable customer notification via Email for the order placed, accepted, dispatched, delivered, rejected, canceling and reminder fields
      • Some of the events for which you can configure customer notifications:
        • Order Placed
        • Order Accepted
        • Order Dispatched
        • Order Delivered
        • Order Rejected
        • Order Cancelled
        • Order Reminder
    • Customer
      • Sign Up: The sign-up module allows you to set-up customer signup fields. This would require customer verification through the mail or mobile number. Also, you can let the customer signup via social media signup like Facebook, Google, and Instagram.
        Go to
        Home>Marketplace>Configure>Customer.You can change the template by editing or adding more fields to it.
      • User Tags: User tags to the customer can be applied through the admin Dashboard depending upon the data insights captured by the responsible.
    • Merchants
      • The sign-up link is available for the merchants, which could also be changed with respect to the admin
    • Business Categories
      • We can make different business categories and add merchants to them.
  • Design

    • Layout
      • What are banners?

        Banners are a way to highlight what you are selling and advertise particular businesses/products on your marketplace.

      • Where do they show on the website?

        Banners show up on the main marketplace page where all the merchants are listed. There is also an option to upload an individual banner image for the marketplace which will show on the merchant landing page if the merchant hasn’t uploaded their own banner image.

      • What should be the size of a banner?

        The recommended size for the banner is 1920*240px.

      • Header Color

        Choose a header color for your website and along with it, also choose the color of the header elements like Login button, Notifications icon, back icon, language selector etc.

      • Tagline

        The tagline is the unique representation of your website landing page. You can enter your unique slogan or catchphrase for your website/ business from there. It should be of 60 characters max.

      • Headline

        In Freelancer, marketplace Headline is customizable text which is provided on the home page as heading before category listing. You can enter the maximum of 60 characters for Headline.

      • Category headline

        In Freelancer marketplace whenever the user selects a category which has further subcategories. The user is redirected to a page where he/she can see category Headline with all subcategories of the selected category. You can enter a maximum of 60 characters for Category Headline.

      • Category subheadline:

        In Freelancer marketplace whenever a user selects a category which has further subcategories. The user is redirected to a page where he/she can see category Sub Headline with all subcategories of the selected category. You can enter a maximum of 60 characters for Category

    • Loader Image
      • What is a loader image?

        Loader image is shown while loading your web app for better user experience.

      • What type of image files can be set as a loader image?

        You can Upload .jpg file extension images as your loader image.

      • From where to upload loader image for the marketplace?

        You can open sidebar & choose Design option under Marketplace heading and upload your loader image.

    • Theme
      • Theme Settings

        Theme settings are the panel where you can customize your theme-specific content. For example, you can customize footer, landing page etc from this panel as per your theme.

      • Header

        In this, header background color and font color is customizable. Admin can change these variables as per their taste.

      • Footer

        Footer customizations are available in the section ‘theme settings’. Here you can add text, social links, copyright text, columns, colors etc as per what the theme offers.

    • Terminology
      • You can change the default terminologies used in your marketplace according to your needs. You can also select the language you want to display.

    Design Yelo

  • Finance

  • Currency

    We support all currencies on our platform. If any currency is not available, you can contact the support and we will get that added.

    How can we change the currency on the platform?

    Admin Dashboard -> Side Menu -> Marketplace ->Finance -> Select the Currency and update. New currency will be set for the platform.
    Finance

  • Delivery

  • Manage all your setting related to the delivery of your orders from here. As Yelo is seamlessly integrated with Tookan some of these settings are specific to Tookan.

     

    Delivery modes

    In the hyperlocal product marketplaces like Food, Grocery, a customer can either ask for an order to be delivered to his/her address or place an order for self-pickup. From this setting, the admin can decide the delivery modes that the marketplace supports. If a particular delivery mode is enabled, each merchant can further decide if their particular store supports that delivery mode (That can be configured from merchant’s own configurations).

    If Tookan integration is enabled, for every order of type home delivery, a P&D task is created on Tookan. For self-pickup orders, no tasks are created on Tookan as there is no role of a delivery agent in this case. You can enable delivery modes here.

    Home>Marketplace>Delivery>Delivery modes

    Note that ‘Self-Pickup’ & ‘Delivery’ are configurable terms and can be edited from the terminology settings.

    Flow on Tookan

    You can decide whether the flow of pickup and delivery be from Merchant to Customer or Customer to Merchant. The former is preferred in most cases.

    Home>Marketplace>Delivery>Delivery flow on Tookan

    Delivery Time

    If a customer places an order to be delivered at 2:00 pm, how long before that would you schedule the pickup task? Manage this duration from this setting.

    Default Delivery Manager

    This is enabled only when you enable the extension – ‘Merchant Delivery Management by TOOKAN’. This is a default setting which applies to all merchants – it decides whether the merchant does their delivery or is it managed by you. You can override this setting for any particular merchant from their configurations.

    Static address

    If you serve at only specific exact addresses, enable this option and add those addresses. During checkout, a customer will select one among those addresses.

    Tip

    Allow customers to give tip for your delivery agents. You can set a minimum tip and also give some options as a suggestion for the user to pick. E.g. 5%, 10% tip or $5, $10 tip.

     

    Delivery Yelo

  • Content Pages

  • Yelo Marketplace’s customizable homepage allows marketplace admins to customize various visual features of their marketplace. These customizations allow marketplace admins to personalize their sites.

    You can access the homepage editor in your admin Dashboard>Marketplace>Content.

Catalog Management

  • Catalogs

  • What does the Catalog consist of?

    The catalog page has:

    • Categories
    • Products
    • Product Details – these are additional details corresponding to a product – variants and schedule (in case of services)
    Where can I manage a merchant’s catalog from?
    • Side Menu > Merchant > Select a particular Merchant > Catalog
    • If there are no merchants available, you can add them and proceed to add their catalogues
    • Merchants can manage their own catalog through the catalog option in their side menus
    How do I add catalog?
    •  Start with adding categories by including name, description, and image. We can add more categories by clicking on the ‘+’ icon
    • Hover on a category to see the menu which has options to edit, disable, delete the category and add products to it
    • Catalog View – Throughs this setting at the top-right corner, choose either list or grid view to change the presentation of products on the customer end.

    Bulk Upload
    • Make a csv having the details like category, product, product image URL with no duplicate entries.
    • Go to Side Menu > Merchants > Select a Merchant > Catalogue > Import icon on the top right corners
    • Can I get CSV file template?
      Yes, on the CSV upload popup, there is an option to download the default CSV templates

    Restaurants

  • Product

  • Products

    Products can be added to any of the categories and include the following data:

    • Product Name (Mandatory)
    • Price (Mandatory)
    • Minimum quantity of order (Mandatory)
    • Inventory (Enable/Disable)
    • Description
    • Long Description
    • Image
    Variants/Add-ons

    You can add single select or multi-select options with a product with the price associated with them for the customer to be able to customize the offering to their needs

    The sequence of the product can be changed by dragging each product and dropping them to the position required.

    Product

  • Consultants (Typically used for Freelancer marketplace)

  • Adding a Consultant
    • Side menu > Consultant > Add Consultant
    • You can also open up the consultant sign-up from Marketplace > Consultant setup
    • Default Fields for a consultant:

      • Name
      • Email
      • Phone
      • Address
      • Delivery Address
      • Consultant Name
      • Description
      • Serving Radius
      • Logo
      • Banner Images

    Please note, all the fields, except description, banner Image, logo are mandatory

    Can we delete or edit consultant?

    By clicking on consultant ID, we will be redirected to the edit, delete the page.

    Can we block a consultant?

      By hovering on action menu button, we can block each consultant

Customers

  • Understanding customer

    • The customer is the end user purchasing product(s)/service(s) from your marketplace/platform. Yelo targets a wide range of customers that would like to purchase/buy –
      • Food
      • Laundry
      • Groceries
      • Cannabis
      • Rentals
      • Beauty
      • Pharmacies and many more
    • What are the various platform offered for customers to interact with your marketplace/platform?

    Web app and mobile apps(both Android and iOS).

    • Does yelo provide the ability to get additional information from customer suited for only a particular marketplace?

    Yes, yelo provide the ability to get additional information from the customer. In the marketplace/admin panel, there is provision to setup signup template that you can set specifically for customers engaging with your platform.

    Manage customers
    • Find customers from admin dashboard

    Click on the side menu of the admin dashboard and click on customers. The list of customers enrolled on the platform will appear.

    On the side menu of the admin dashboard, Click on customers. The list of customers enrolled on the platform will appear.

     

    • Checking customer’s information. Can we edit the same?

    Once navigated to customers page, click on the particular customer ID. It will show customer’s ID, name, email ID, phone number address and registration date.

    Yes, customer’s information is editable. For this, click on the three dots at the right side and click on edit. You can edit the name, number, email ID and address fields.

    • Blocking a customer

    A customer can be blocked by the admin by referring to the side menu and click on customers. Click on three dots present at the right side for the specific customer and click on block.

    • Bulk import of customer information

    Customers information can be bulk imported. Refer to customer section from admin dashboard and the option to bulk import and export the customer is present on the right side.

    Customer sign up
    • How customer sign up can be managed by the admin?

    For this, refer to the side menu and click on marketplace > Customer sign up. The required fields can be managed by the admin for customer sign up.

    • Custom fields for signs ups

    The admin can decide if the information fields are mandatory or optional during signup. Eg: email ID, phone number

    • Can verification of the customer be done?

    Yes, you can verify the customer using OTP and email verification.

    If OTP verification is enabled, one has to have a Twilio and Plivo account using which OTP will be sent to the customer.

    For email verification, enable the toggle for email verification by referring to customers set up in the side menu. Enabling this, a verification link will be sent to the customer on their email.

    Signup Template

    The sign-up template is basically used to collect any additional information from a customer apart from the basic information. You can ask their address or any other information suitable to your product and can be defined in terms of numbers, text, email, dates etc. You can access the signup templates following the below steps.

    Click on side menu > design > customer/guest set up > configure > customers.

    Login with Social Media

    You can allow the customer to log in via Facebook, Instagram or Google.

    How do I set up a login with Social media?

    For this, click on side menu > Marketplace > Customer setup. In Marketplace click on Configure > Customer. Enable the toggle of Login with Facebook and enter FACEBOOK APP ID and submit.

    Same steps have to be followed to set up login through Instagram and in case of Google Login, add GOOGLE APP CLIENT ID.

    Please note you need to have a Facebook developer, Instagram developer, and Google Developer account for the same.

Merchant

  • Onboarding as merchants

  • Merchants/Sellers onboard onto the platform in two ways

    By Admin

    Admin can onboard the sellers on the market place by following steps

    Go to side menu>Merchants>Click on the add button at top right side>Fill the details of merchant>submit.

    After adding a merchant, an email to reset password will be sent to the merchant.

    Through sign up

    The merchant can also sign up onto the merchant dashboard by following steps.

    Admin will provide a link of the merchant of sign up to the merchant. He will sign up through that link

    After sign up, the merchant needs verification from admin. After the admin verification merchant will be able to log in on to the same link

     

    For Admin

    Fields of the sign-up page can be customized..

    Admin can send sign up the link through following steps

    Go to the side menu>Configure>Restaurants Tab>Turn on the Sign-up togle>Copy the Link>Send that link to Merchants.

     

Orders

  • Setup

  • Order Management

    Orders, Booking, Contracts – whatever you call it – are the most essential elements of the on-demand business.

    Orders home

    This page is divided into four sections based on the order status.

    Pending, Dispatched/In progress, Completed and Cancelled. This has been done so that the admin/merchant can focus on a certain type of orders at a time and also see the overall progress.

    Setup

    All orders page

    This page lists all the orders in the system. There are filters for order states, merchants and date range along with the ability to export the orders in CSV format.

     

    Order details page

    Each order has this page to display all its details including product/service details and bill breakdown. This page also has the print button to print orders through thermal printers.

    The admin can see all the orders on the marketplace, while merchants can see only their own orders. If the extension ‘hide customer details from merchants’ is enabled, the merchant won’t be able to see the details of customers and just the ones related to orders. This is often required in food or other product marketplaces where admin does the delivery and wants to limit the customer information to themselves.

     

Marketing and Promotions

  • Setting up a referral

  • Referral code is a unique number assigned to a customer account. A customer can use this code to refer friends to the app and get rewarded! When customer refers a friend to the app, their referred friends get some amount (defined by admin) off of their first order when they set up their account with us.

    Referral code can be set up from admin dashboard. In the sidebar, navigate to Promotions, here you have the option to enable or disable (Status toggle button) referrals for your app.

    On enabling referrals, Refer & Earn screen can be accessed in customer apps. In web app, it can be accessed under the profile section on the top bar and in Android and iOS apps, it can be accessed from the side menu.

    Parameters defined for referral in Yelo

    You can edit the following parameters in referrals.

    • REFERRAL TYPE
    • REFERRER DISCOUNT
    • REFEREE DISCOUNT
    • REFERRER MAXIMUM DISCOUNT VALUE
    • REFEREE MAXIMUM DISCOUNT VALUE
    • REFERRER DESCRIPTION (MAX 150 CHARACTERS)
    • REFEREE DESCRIPTION (MAX 150 CHARACTERS)
    • MINIMUM ORDER VALUE

     

    Referral Type

    Referral Type is an option to choose between percentage discount and flat discount.

    If you choose percentage discount, referral discount will be calculated in percentage on subtotal of the cart when referrer or referee place order selecting the referral code.

    If you choose a flat discount, referral discount will be calculated as a flat discount on the subtotal of the cart.

     

    Referrer discount

    Referrer Discount is the discount given to the customer who uses referral code of existing customer in the add a Promo/Referral code section.

    If referral type is in percentage discount, then referrer discount will be calculated in percentage on subtotal of the cart.

    If referral type is flat discount, then the flat discount will be given to the referrer.

     

    Referee discount

    Referee Discount is the discount given to the customer whose referral code is used by a new user while placing an order. The customer can avail it from payment screen while placing an order.

    If referral type is in percentage discount, then referee discount will be calculated in percentage on subtotal of the cart. If referral type is flat discount, then the flat discount will be given to the referee.

     

    Referrer maximum discount value

    If the referral type is percentage discount,  then only referrer maximum discount is applicable.

    The maximum referrer discount calculated on the subtotal of the cart user can avail while placing an order cannot exceed referrer maximum discount value.

     

    Referee maximum discount value

    If referral type is percentage discount,  then only referee maximum discount is applicable.

    The maximum referee discount calculated on the subtotal of the cart user can avail while placing an order cannot exceed referee maximum discount value.

     

    Referrer Description (Max 150 characters)

    This is the description to be shown in customer apps in refer & Earn screen.

     

    Referee Description (Max 150 characters)

    This is the description which is shared from customer apps to their respective referees.

    Note: Use “<referral>” in your description. This will be replaced by the referrer’s referral code while sharing through social media.

     

    Minimum Order Value

    The minimum order value is the minimum value of cart for which the referral discount can be avail.

    For instance, Minimum order value is 100 and the customer’s cart value is 50, then the referral discount cannot be avail. But when customer’s cart value equals to or above than 100, then only he is able to avail referral discount.

     

    How to share referral code from customer apps?

    Once the admin enables referrals from the admin dashboard, the user can navigate to Refer & Earn screen. In Android and iOS apps, it can be accessed from side menu on home screen and in the web app, it can be accessed under profile section on the top bar.

    In this screen, The “Referrer Description “ ( as entered by admin) has shown and then the unique “Referral Code”  of the customer.

    Some sharing options are also provided for the customer to share their referral codes.

    • Facebook
    • Twitter
    • Whatsapp

     

    On these social sites, they can easily share their referral code by tapping on the respective buttons.

    Admin can edit the data shared to the customers under the referee description.

    For instance, “Share my referral code <referral> to get 20% off of your first order. “

    Here “<referral>”  text is changed by the customer referral code.

     

    How to avail referral discounts for customers?

    Both referrer and referee can avail referral discounts on their orders.

    When a customer(Referee) share its referral code with his friends, then on successfully using that referral code on the first order, his friend (Referrer) can avail Referrer discounts defined by the admin only on his first order.

    After placing that order successfully, Referee can also avail Referee discounts defined by the admin on his next orders.

     

    How many referral discounts can be avail by a customer?

    Referrer discounts can be available once in a lifetime and that on the first order only.

    But referee discounts can be availed any number of times. A customer can invite any number of friends using his referral code. All the successfully placed order using his referral code will provide referee discounts to the Referee.

     

    Can multiple Referral Discounts be availed by Referee in case of multiple successful referral codes in a single order?

    Only a single referral discount can be availed in a single order.

    For instance, if a referee has successfully shared 7 referral codes to his friends and his friends has used this referral code while placing an order. Then he can avail Referral Discounts for 7 orders.

     

    On cancelling an order, can Referee can use the same REFERRAL DISCOUNT in his next order?

    No, A referee can only use the same REFERRAL DISCOUNT only once. Even if they cancel their order, they cannot use the same CODE again.

     

    When an order is rejected or cancelled by admin, what will happen in case of Referee?

    No, A referee can only use the same REFERRAL DISCOUNT only once. Even if admin their order, they cannot use the same CODE again.

     

    On cancelling an order, can Referrer can use the same REFERRAL DISCOUNT in his next order?

    No, A Referrer can only use other customer’s  Referral code only on their first order. Even if they cancel their first order, they cannot use the referee’s referral code again.

     

    When an order is rejected or cancelled by admin, what will happen in case of Referrer?

    No, Referrer can only use other customer’s  Referral code only on their first order. Even admin cancelled their first order, they cannot use referee’s referral code again.

  • Setting up a promotion code

  • A Promo code is a series of letters and numbers that customers can enter into a promotional box on payment screen to avail some discount on their purchase.

    Promotions can be set up from the admin dashboard. In sidebar navigate to Promotions, here you have the option to “Add Promotion” for your app.

    In case you have already added promotions, a list is showing under the Promotions tab.

    Here you can even edit or delete them

    Parameters defined for promotions in Yelo

    You can edit the following parameters in promotions.

    • PROMOTION TYPE
    • PROMOTION NAME
    • DISCOUNT
    • DESCRIPTION (MAX 150 CHARACTERS)
    • FROM
    • TILL
    • MAXIMUM DISCOUNT VALUE
    • MAXIMUM NO OF ALLOWED USER(S)
    • MINIMUM ORDER AMOUNT
    • ALLOW SINGLE USER TO USE THE CODE MULTIPLE TIMES?
    • HIDE PROMOTION CODE FROM WEBSITE?

     

    Promotion Type

    Promotion Type is an option to choose between percentage discount and flat discount.

    If you choose percentage discount, promotion discount will be calculated in percentage on subtotal of the cart when customer place order selecting the promotion code.

    If you choose a flat discount, promotion discount will be calculated as a flat discount on the subtotal of the cart.

     

    Promotion Name

    Promotion Name is the name of the promo code which consists of letters and numbers. This is the code which is displayed in customer apps. On selecting promo code, the customer can avail promotion discounts on their order.

     

    Discount

    Discount in promotional code describes the discount provided to the customer on the subtotal of his cart on selecting the promo code.

    If Promotion Type is PERCENTAGE DISCOUNT, the discount will be calculated in percentage on subtotal of the cart.

    If Promotion Type is FLAT DISCOUNT, then the flat discount will be given to the customer.

     

    Description (Max 150 characters)

    This is the description to be shown in customer apps under promo code. It can describe the promo code to the customer.

    For instance- PROMO CODE- “DISCOUNT20”

    Promo description can be “20% discount can be avail on your orders”.

     

    From & Till

    From in promotional code defines the starting date from which the promotional code is valid. Admin can create a promotional code in advance and set the starting date from which he wants to start using that promo code in customer apps.

     

    Till defines the ending date of the promotional code. After the ending date, that promotional code will no longer be availed by the customer.

     

    Maximum Discount Value

    If promotion type is percentage discount,  then only Maximum Discount Value is applicable.

    The promotional discount calculated on the subtotal of the cart user can avail while placing an order cannot exceed maximum discount value.

    Admin can leave this field empty if he does not want to restrict the customer on the maximum discount value.

     

    Maximum No Of Allowed User(s)

    It defines the maximum number of users which can avail the Promotional Discount. If an admin wants to restrict on the number of users which can avail the discount, he can update the same value here. If he does not wish to restrict on the number of users availing this promotional code, he can leave this blank and by default, that promo code is available to every customer.

     

    Minimum Order Amount

    The minimum order amount is the minimum value of cart for which the promotional discount can be avail.

    Admin can leave this field empty if he does not want to restrict the customer on the minimum order amount. In this case, any customer can avail the discount on any cart value.

    For instance, Minimum order value is 100 and customer’s cart value is 50, then the promotional discount cannot be avail. But when customer’s cart value equals to or above than 100, then only he is able to avail promotional discount.

     

    Allow Single User To Use The Code Multiple Times

    This value defines whether the same customer can use a promotional code multiple times or not. If admin chooses YES, then a promotional code can be used any number of times but if the admin chooses NO, the customer can then use that promotional code only single time.

     

    Hide Promotion Code From Website

    This value refers to whether the promotion code be shown in customer apps or not. If admin chooses YES, then it will not be shown in the customer apps and the customer has to manually type the promotional code to avail discounts. But if admin chooses NO, then it will be shown to customers and customer can choose the promotional code from there.

     

    How can a  customer avail promotional discounts?

    Promotional codes can be availed by customers while placing an order. On Payment screen, if the admin has added some promotional codes from the dashboard, then the customer has list of all the promotional codes(which are not hidden) on their payment screen. From there, the customer can choose the promotional code and avail its discount. And in case of hidden promotional codes, there is an option of  “Add a promo/referral code” from where customers can manually input their promotional code and avail its discount.

     

    Can multiple Promotional Discounts be availed by the customer in a single order?

    No, only one promotional discount can be availed in a single order.

     

    Can Promotional discount be availed by customer with referral discount in same order?

    No, Customer can either avail referral discount or promotional discount in same order. He cannot choose both while placing the order.

     

    On canceling an order, can customer can use the same PROMO CODE in his next order if it restricts to one use per customer?

    No, Same promo code cannot use twice if it restricts to one use per customer.

     

    What happens when an order is rejected or canceled by admin?

    No, Same promo code cannot be used twice if it restricts to one use per customer even if it is rejected or canceled by admin.

     

    Can the same promotional code be used after it expires?

    Yes, Admin can change the end date and again the promotional code can be availed in customer apps.

     

    Can we set a maximum discount on the promotional code so that it does not exceed its value?

    Yes, While creating a promotional code, there is a field for “Maximum discount value”. Here we can set the maximum discount any customer can avail on his cart.

     

    Can we restrict a customer to use promotional code based on the subtotal of his cart?

    Yes, Admin can set the value of field “Maximum order value” while creating promotional code. This value will decide whether the promo code can be available to a customer based on the subtotal of the cart.

  • Setting up a promotional banner

  • The purpose of a promotional banner is to promote a store. It can be used to display offers, new available items or discounts etc.

    The promotional banner can be added from admin dashboard. In the sidebar, navigate to Marketplace → Designs, here you have the option to enable or disable promotional banners for your app.

    On enabling promotional banners, customers can see them on home screen of their apps. And they are directly redirected to the specified store by tapping on them.

    To enable/disable promotional banners in Yelo, From the sidebar, navigate to Marketplace → Designs on the dashboard. Here you have the option of display banners. You can enable/disable banners from there. On enabling, you have the list of already defined banners in the same tab.

    Parameters defined for promotional banners in Yelo

    You have the following parameters for a promotional banner

    • Name
    • Text
    • Store Id
    • Banner Image

    .Admin will upload the image in “Banner Image” field which he wants to show in customer apps. The preferable aspect ratio of the banner is 4:1.

    Can an admin edit the promotional banner?

    Yes, Admin can edit the promotional banner by clicking more action on the banner list. It will show 2 options either delete or edit. Admin can edit the banner anytime he wants or can delete it when it is no longer necessary.

    How are promotional banners handled in customer apps?

    In customer apps, the promotional banner comes on the home screen on top of the merchant’s list. On clicking on any banner will open the merchant detail page for which the banner is associated.

Payments

  • Payments methods & configuration

  • What are the payment methods that I can use for my marketplace?

    There are several payment methods currently supported by Yelo. New payment methods are being added up in every few days. You can choose one of the payment methods from below depending on the country and the currency supported:

    • Stripe & Stripe Connect
    • PayPal
    • Payfort
    • Billplz
    • Razorpay
    • PayTM
    • FAC

    How to enable a Payment method for my marketplace?   
    • Go to Side Menu > Extensions on the dashboard
    • Choose a particular payment gateway
    •  Enable and Edit the settings to enter the required keys
    • Do make sure that the current currency of the marketplace is supported by the payment  gateway that you are going to select
    • You can enable/disable the cash on delivery option from Marketplace > Checkout

    How to add the various payment gateways?

    If the payment gateways currently available are not supported in your country, do reach out to us from the chat option in the bottom right corners

    Can the refunds be done by the seller?

    If the order accept/reject functionality is ON and order is rejected by the merchant/admin, the full amount is automatically refunded to the customer

    Are the payment gateways which are used on the marketplace secure enough?

    Yes, the payment gateways that we use are the standard and renowned third-party payment gateways and are certified from PCI DSS Payment Gateway Security

     

  • Commission

  • Setting up commission fees

    As a marketplace administrator, you can choose to charge a transaction fee/commission fees from each paid transaction in your marketplace. The fee can be enabled from the “Side Menu” section.

    Side Menu > Extensions > Commission > Enable commission

    How do I configure commissions on my marketplace?
    • Go to Side Menu > Extensions > Commission > Enable commission
    • Commission has the following config:-
      • Default Commission
      • Fixed Amount
      • Percentage     
      • Commission Transfer
      • Offline
      • Online (Available only for Stripe connect as of now)
      • Payout Schedule
      • Real Time
      • Later

    Note: You are just setting up the default commission from here. You can still go and edit the commission rate for any merchant from the merchant listing page (Side Menu > Merchant)

    What kind of commission fee can I charge?

    There are two options for transactions fees: you can either charge a percentage of the total transaction price or a minimum fixed fee.

    Can I choose not to charge a commission fee?

    If you don’t want to charge a fee from transactions, you can always set both the percentage and the fixed fee at 0. You can change the same from the panel.

     

Delivery Management

  • Delivery management setup

  • How to set delivery mode at admin level?

    Go to admin dashboard → go to Marketplace → go to Checkout → Delivery Modes.

    How to set the delivery mode of the merchant from the admin dashboard?

    Go to merchants → click on merchant id → then go to configuration → now you can set Delivery Mode. (if both modes are on at admin level.)

    How to set static delivery charges at the admin level?

    Go to admin dashboard → then go to Marketplace → then go to Finance → now you can set/edit delivery charge.

    How to set dynamic delivery charges (distance wise) at admin level?

    Go to tookan dashboard and on task earnings & pricing toggle and set formula for delivery charges in the template. Now you are able to on Distance wise delivery charges from extensions at yelo dashboard.

    How to allow the stores to manage their delivery operations?

    Go to tookan dashboard and turn on Merchant Module for Marketplace toggle. Now you are able to on Merchant Delivery Management by TOOKAN  from extensions at yelo dashboard.

    Can admin allow his merchants to deliver their orders?

    If  Merchant Delivery Management by TOOKAN is enabled at admin yelo dashboard then admin can set delivery manager for a merchant otherwise admin will deliver orders for all his merchants.

    How can the admin set delivery manager (admin/merchant) for each merchant?

    Go to hosts/merchants> host id> configuration. Now you can set a delivery manager

    How can the admin set different delivery charges for each merchant?

    If task earnings & pricing and merchant module for marketplace toggles are enabled on tookan dashboard and  Distance wise delivery and Merchant Delivery Management by TOOKAN toggle enable on yelo dashboard then admin can set different templates for each merchant.

    When can a merchant set delivery mode?

    Merchant can choose his delivery mode only if more than one delivery modes are enabled on the admin dashboard otherwise the merchant’s delivery mode will be considered according to admin’s delivery mode.

    When can a merchant set delivery charges?

    Merchant can set his distance wise or fixed delivery charges only if admin permits him to deliver the orders.

    How the status of orders vary?

    Every accepted order send to the Tookan for delivery. Then tookan agent is assigned for every order. As soon as tookan agent assigned to order, order dispatched and order delivered by agent order status change accordingly on yelo dashboard.

Chat Support

  • How to use

  • Chat support on Yelo is powered by the Hippo communication platform which enables the customers to interact with the admin team for assistance.

    How to use the chat support with Yelo?

    Go to Marketplace > Extensions, enable the Hippo chat support extension.
    Once enabled, the side menu will have an additional option for Hippo chat at the bottom
    Clicking on it will take you to the chat support dashboard.
    For direct logins to the Hippo dashboard, use the same admin credentials as on Yelo

    How can the customers chat with the admin team?

    If the marketplace has the Hippo Chat support extension enabled, the customer will be able to see the chat icon button on the bottom-right corner on the web app and in the side menu on mobile apps
    To initiate the chat, customer types in their queries which are reflected right away on the admin’s hippo dashboard

     

    How to allow the customers to be able to chat with the merchants directly?

    If the admin has enabled this option, customers can chat with the merchants once the order is placed. For this, they can go to a specific order and initiate the chat

Analytics

  • Overview

  • What is Analytics?

    No business is complete without knowing the insights like daily/monthly/yearly earnings, daily user engagement etc. This is where our analytics section comes in. The marketplace owner and their respective stores get an analytics section in their panels where they can get to know all these insights.

    What are the various features in the analytics section?

    The analytics section of yelo is powered by Kato which is a business intelligence and analytics engine. Following are some highlights of this section:

    •  Data on orders, revenue, customers and merchants
    • Real-time, trends, and tables
    • Ability to extract reports
    • Filter based on merchants, payment methods and date range
    • Use functions like Moving average, compared with the same day of multiple weeks
    Can you have your own custom report in the analytics section?
    • Yes, you can have a custom report suited for your marketplace.
    •  You will have to get in touch – with the yelo team and they will get this done and share that particular report with you in your analytics section

    Analytics

  • Custom Analytics using Kato

  • Kato is a powerful analytics platform that lets you visualize your data in many different formats. Yelo is integrated with Kato and gives you the ability to see your Yelo data in Kato itself.

    You can request a custom report from our support team and we can set it up for you. A custom report will let you have your own data in a number of different formats like a table, Pie Chart, Line Graph, Bar Chart, Heat Map, etc. A more complete list of available visualizations is provided further down this document.

    Once you have a custom report, you can see your report’s data anytime from the analytics panel in your  Yelo  Dashboard. You can also download/export the data in CSV, JSON or an API call. There’s also the ability to get a report sent to you on your email at regular intervals. The reports are also capable of showing data in real time (though this may vary for different use cases)

    To request a custom report you will need to provide us with the following information:
    • Information: What information do you want to see in your report. This includes key points like
      • What columns will be available in the report?
      • The exact formulae you would want to use for those columns.
    • Visualization: What visualization do you want to use to represent your data. These can be one or multiple of the visualization types listed below:
      • Table
      • Line Graph
      • Bar Graph
      • Area Graph
      • Pie Chart
      • Heat Map
      • Calendar Heat Map
      • Cohorts
      • Sankey Chart
      • Live Number
      • IFrame / Custom Template
    • Drill Down: Once you have decided what data you want and how you want it visualized, you can also define any specific type of drill down on the data as well. This will let you click any specific bar chart or table cell and see a breakdown of that information on another metric.
    • Dashboard: The visualizations you select for you from the previous setup can now be organized into your own custom dashboards. The graphs/reports you create can be placed in a grid or any orientation.

     

     

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