Foundation Administrator Tasks: Difference between revisions

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Read frequently mailbox "DoliStore - Asssitance à traiter"
Read frequently mailbox "DoliStore - Asssitance à traiter"


== When there is failed payment ==
== If a member ask the dolistore 20% discount ==
* First check user is a valid member (subscription is up to date)
** If no ask user information about its last subscription to be sure.
** If yes, go onto dolistore.com backoffice and check member as an account.
*** If no, ask hom to create a dolistore account first
*** If yes, edit its account and add "Foundation Members" to its groups, and modify default group to "Foundation Members"
 
== If a customer has a not valid link ==
When: When a buyer has paid a module but link he received did not works:
When: When a buyer has paid a module but link he received did not works:
* Go onto Dolistore admin - Orders - and read state of order.  
* Go onto Dolistore admin - Orders - and read state of order.  
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*** If not, answer to ask customer the paypal payment email that confirm transaction. Do previous point, once received.
*** If not, answer to ask customer the paypal payment email that confirm transaction. Do previous point, once received.


== When receiving a dispute Paypal email ==
== If a paypal dispute email was received ==
Just read dispute and try to find a solution.
Just read dispute and try to find a solution.



Revision as of 23:36, 7 March 2013

Goal of this page is to describe different tasks the foundation administrator must work on.


Web site

Post news

When: When a topic to post a news come

When a new version or module is released, post a news onto dolibarr.org and dolibarr.fr by creating a new article into joomla admin console of portals.

Add new survey

When: Once a month

Add a new survey and post a news onto web site. This should post news onto other media with twitterfeed. Post also news onto foundation mailing list.

Accountancy

Conciliation

When: Once a month

Conciliate at end of month bank account. For this:

  • ...
  • ...

Assistance Dolistore

When: Once every two days

Read frequently mailbox "DoliStore - Asssitance à traiter"

If a member ask the dolistore 20% discount

  • First check user is a valid member (subscription is up to date)
    • If no ask user information about its last subscription to be sure.
    • If yes, go onto dolistore.com backoffice and check member as an account.
      • If no, ask hom to create a dolistore account first
      • If yes, edit its account and add "Foundation Members" to its groups, and modify default group to "Foundation Members"

If a customer has a not valid link

When: When a buyer has paid a module but link he received did not works:

  • Go onto Dolistore admin - Orders - and read state of order.
    • If status is "payment accepted", send customer the file.
    • If status is "payment accepted":
      • If confirm email was received by customer or if paypal account payment was recorded into paypal dashboard, modify status into dolistore to "Payment accepted".
      • If not, answer to ask customer the paypal payment email that confirm transaction. Do previous point, once received.

If a paypal dispute email was received

Just read dispute and try to find a solution.

Other email

Keep them into the inbox.


Note: Once processed, EMails found into "DoliStore - Assistance à traiter" must be moved to "Dolistore - Assistance traitées"

Promo Dolistore

When: Once a month

Once a month, choose a product with editor allow to make a 50% promotion. Setup dolistore to add promotion and post a news onto facebook - twitter - mailing list foundation.

Assistance Wiki

Adding URL to pages

When: When a email is received to be included into partner/user list.

There is some page to list companies that use Dolibarr or provide support on it (For example all subpages of page List of Dolibarr partners and providers. Visitor can add their record themself, except for their URLs because of antispam system (only white-list URLs are allowed). If a visitor send a mail to ask to add its URL, this is what to do:

Specific development

When: When we can enhance this.

This is specific works. For example:

  • dolibarr fix bugs or tasks
  • enhancements into dolistore module

Specific task

When: When required by the foundation.

This is example of specific works. For example:

  • upgrade of software tools