My company
Each company has its own account in the Vitrager system.
The company can have multiple users and/or with the same permissions – just like a regular company. More information – ➤ here
The company in the system can operate through one or several legal entities, each with its own company details. More information – ➤ here
A company can sell its own windows directly or through other companies in the system, providing partner terms (dealer discounts) to other companies in the system. Such a company (a window supplier in the Vitrager system) can either create dealer companies (new accounts) in the system for specific email addresses or grant partner access to a dealer's email if it is already registered in the system.
Detailed information on how this is done can be found in the section ➤ Pricing
Any company can create its own products in the system (become a supplier) and offer Partner Terms / create dealers for other companies. Detailed information on how this is done can be found in the section ➤ Company Products
Having your own products or dealer access (partner discounts) from another supplier in the system allows the creation of commercial offers in different languages. Detailed information on how this is done can be found in the section ➤ Company Orders
A company can have one or several different websites configured within a single account.
Having your own products or dealer access (partner discounts) from another supplier in the system allows such a company to create its own website for selling windows using a simplified (eCommerce) window/door configurator and to receive leads or sell windows online. Detailed information on how this is done can be found in the section ➤ My Websites
The mandatory steps for minimum website setup are described ➤ here
Basic information
The "Basic Information" block is configured to store and display essential information related to your company. This block allows you to add:
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Logo
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Trade name
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Year of establishment
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Company currency
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Country of registration
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Measurement system
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Company language. This item is set during registration. In the current window, it is for informational purposes only — it cannot be changed.
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Default commercial offer template – allows you to configure the type of PDF commercial offer that will be selected by default in professional orders and which will be generated on the website and in online quotations by the user.
This information can optionally be displayed on the homepage of your website in the "About Us" block. It is also used when generating commercial offers and PDFs.
You can also delete the company in this window by clicking the Delete company button.
After filling in all the fields, you must click the Save button. If everything is entered correctly, the window will close.
Company description
Company Description is a short text that describes your company, its products, and services.
The information provided in the company description can be displayed in an HTML block on any page of your website.
On the "Company Description" page, you can add the company description and provide various translations of this text in different languages. This is necessary for multilingual versions of your site.
To configure the company description:
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Click "Add Description"
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Enter the required information in the text editor field
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Click Save
If needed, you can add descriptions in other languages:
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Click "Add Translation"
Please note! The source language is selected automatically based on your organization’s language settings.
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Select the target translation language from the list
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Enter the translated text into the text editor field. Make sure the text is written in the correct language.
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Click Save
Legal entities
Legal entities represent organizations that provide services. They can either be independent legal entities or part of a holding. Based on the legal entity's information, invoices and other documents are generated.
To add a legal entity:
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Click "Add"
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Fill in the following fields:
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Company trade name
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Legal address
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Physical address
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Phone number
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Email address
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Full name of the director
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Click Save
After saving the general settings of the legal entity, it must be activated and configured.
To activate a legal entity:
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Open the created legal entity by clicking on it
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In the Active entity block, switch the toggle to the active position
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Once the checkmark turns blue, the legal entity is activated
Next, configure the following:
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Cash register (if required)
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Payment methods
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Footer for the PDF order confirmation file
Cash register
Cash Register refers to the Software-Based Fiscal Cash Register. To add a cash register:
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Go to the Cash Register section and click "Add"
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In the modal window, enter the following details:
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Name (required field)
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Cash register license key (required field)
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Cashier's PIN code (required field)
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Service – select the required ПРРО service from the list
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Tax code
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Terminal ID
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Seller ID
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After the cash register is added, you can configure the products and services that will be displayed on receipts. To do this:
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Click the Product Directory button
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Select a product or service
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Fill in the necessary information
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After saving, the item will appear in the list
Payment methods
Payment Methods are payment systems linked to a legal entity. To add a payment method:
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Go to the Payment Methods section
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Click the "Add" button
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In the modal window, select the required payment system
Please note! For the Stripe payment system, you can directly proceed to create an account within the system.
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Fill in the necessary details and save the payment system
Please note! Payment systems like Stripe and Liqpay support up to 10 payment methods (such as Visa, Mastercard, Google Pay, Apple Pay, etc.)
Please note! For each payment method, you can enable integration with the Fiscal Cash Register
Footer for order confirmation PDF file
Footer for Order Confirmation PDF File – settings for the commercial offer PDF. The data configured here will appear at the bottom section of the document. Only the central block is configured manually; the left and right blocks are populated automatically.
Please note! The right block is populated automatically only if the Bank Transfer payment method is added in the Payment Methods section.
To add data:
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In the Footer for Order Confirmation PDF File section, click the Edit button
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Fill in the fields in the modal window and click Save
Employees
This section allows you to add and remove employees of your company, as well as configure individual access rights to different functions of your website.
Please note! To create user accounts, you must first add a legal entity (company).
Role-based Access Details:
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Manager – A sales manager is responsible for handling and creating customer orders. Other features of the account remain limited.
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Content Manager – Responsible for creating and managing textual and visual content for the company’s websites and products.
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Top Manager – Has access to all features except pricing.
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Administrator – Full access to all features, except deleting the company or the Owner account.
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Owner – The highest level of access with unrestricted permissions.
How to Add an Employee:
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Click the Add button.
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Fill in the Email field (Note: the invitation will be sent to this email address).
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Fill in the First Name and Last Name fields.
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Select the Role from the dropdown list.
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Click Send.
Upon clicking Send, the system will automatically send an invitation email to the address provided.
Please note! The invited employee must accept the invitation and complete the registration process before being able to access any functionality.
Contact person
A contact person is an individual designated as the point of communication for specific matters within an organization.
When a company is registered, a primary contact person is automatically created. All messages submitted by users on the website are sent to this person's email address. Contact persons are also displayed in feedback blocks, the website header, and footer for further communication.
How to Add a Contact Person:
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Click Add.
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Upload a profile picture (avatar).
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Fill in the fields Contact Person's Name and Position.
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Add translations for users in other languages.
Please note! You can translate both fields or only one, depending on your needs.
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Optionally, add the city name and office address.
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Enter an email address.
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If needed, add a website.
Please note! The website URL must begin with https://
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Add a phone number.
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Optionally, add social media links.
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Select the preferred language of communication.
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Click Save.
Warehouses
A warehouse is a location where goods are stored before being distributed to dealers or shipped directly to end customers. Warehouses are integrated within a unified e-commerce system to facilitate efficient interaction between dealers and manufacturers.
Adding a Warehouse:
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Click the Add button.
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Fill in the required fields:
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Warehouse Name
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Region
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Address
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Optional fields:
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Link for directions (You may use a Google Maps link)
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Contact person
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Phone number
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Working hours
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Click Save.
After saving the warehouse, you can edit or delete it.
To edit a warehouse, click on it.
Main Information: This includes the data provided when the warehouse was added. To make changes, click Edit.
Additional Information: Warehouse specifications such as:
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Type of warehouse
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Storage area
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Equipment
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Unloading machinery
To edit additional information, click Edit.
Gallery
The Gallery contains photo and video materials from the company’s projects, sample works, and presentations. These images or videos can be used to illustrate content on website pages by using the Gallery block.
To fill the gallery, you need to either create a new album where images and videos will be stored or select an existing one.
To add a new album:
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Click Add Album.
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Enter the album name in the Album Name field. The album name must be in the company's primary language.
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Click Save.
To add content to the gallery - select an album and click on it.
To add photos:
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Click Add Photo
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Fill in:
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Title img
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Alt img
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Image description
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Please note! You can add translations for the photo/video description. Click Translations to do so.
To add videos:
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Click Add Video
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Enter a YouTube video link. The link must start with https://
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Add a video description
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Click Save
Documents
In the Documents section, the company stores general documents (certificates, extracts, and others). You can add, edit, and delete documents as needed.
Before adding documents:
- Create a folder to store them:
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Click the Add Folder button.
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Enter a name for the folder. The folder name can be up to 75 characters.
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Click Save.
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Adding documents:
Click on the created folder. On the opened page, you can add a document. Supported file formats: .csv, .doc, .docx, .gif, .jpeg, .jpg, .ods, .odt, .pdf, .png, .ppt, .pptx, .rtf, .xls, .xlsx.
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Click the Add Document button.
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Select the file you want to upload.
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Click Save.
Please note! The document name must be entered in the company's primary language. You can also add translations for the document name in other languages by clicking Translations below the document name.
Company reviews
Company Reviews is a section for moderating reviews left by users in the "Company Reviews" block on website pages or on the Company Reviews page (the link to the page looks like: https://yourwebsite.com/sitelanguage/reviews).
Please note! If you have multiple websites – you can moderate each of them in this section.
To moderate or configure the reviews page:
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In the Company Reviews section, select the desired website by clicking on it.
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In the General Settings section, you can configure:
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Language versions of the page
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SEO parameters of the page
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Page description
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In the Reviews section, you can:
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Publish new reviews
Please note! Reviews are published automatically
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Reply to reviews/questions
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Delete reviews/questions
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Change the date of the review/question
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Add a review source – you can add a link from another resource (e.g., Facebook, Google, etc.). To be able to select the platform associated with the review, it must first be added in the General Information block under the Rating section in the site settings.
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To quickly access the reviews page from this section, click the View button in the upper-right corner of the page.
Services
The "Services" menu allows you to configure the list of services provided by your company. Services can either be included by default with a product or optionally selected. The name of the service can be arbitrary.
Services can be:
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Standalone Service – a regular individual service.
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Service Group – a group can include several service items.
(Example: a Delivery group that includes "Delivery to building entrance", "Delivery to floor", "Delivery to pickup point")
Please note! Services within the same group are mutually exclusive, meaning only one can be selected.
To add a service:
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Click the Add Service button
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Enter the service name (must be in the company’s main language)
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Select the group (if needed; otherwise choose "Standalone Service")
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Toggle the Required service option – the service or group will be included with the product by default
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Click Save
Once the service is created, it becomes active. Next, you need to configure its description and pricing. To do that:
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Click on the desired service
- To edit the service name, group, and required status - click the Edit button
- To add/edit translations for the service name - click Translate Name
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In the modal window, choose the language and enter the translation click Save
- To add a description for the service:
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Click on the Description block
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On the description page, click Add Description
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If needed, click Add Translation to add descriptions in other languages
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- To set up pricing:
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In the Regional Pricing block, click Add Rule
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In the modal window, enter rule name and service region
Please note! You can select multiple regions
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After the rule is created, click its name to configure it
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Inside the pricing rule you can edit the rule name and region by clicking Edit and add pricing details by clicking Add Rule
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In the pricing modal:
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Supplier – select the collections the rule applies to
(If you're the manufacturer, only "My Collections" will appear) -
Service completion time (required) – enter the number of days for service delivery (digits only)
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Available from – the minimum order value required for the service to be available
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Free from – the minimum order value for the service to be free
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Toggle switches Unknown Price – shows a text field for custom message instead of price (e.g. when pricing must be calculated manually by a manager)
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Based on Availability – adds price only if product is in stock
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Per Construction – applies price for each construction item in the order
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Per Linear Meter – applies price per linear meter
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Per Square Meter – applies price per square meter
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% of Order Value – calculates price as a percentage of the total order
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Please note! All prices must be entered in your company’s currency using digits only
Please note! All filled price fields will be included in the final cost of the service
- After saving the rule it will appear in the Supplier-Based Pricing block, showing:
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Supplier
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Price based on availability
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Price per construction
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Price per linear meter
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Price per square meter
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% of order value
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Free from amount
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If any values are missing, a dash (–) will be shown instead
- To edit or delete the rule click the three dots in the upper-right corner of the rule entry.
Integration
Integration is the section where you can obtain a token (access key) to use the API. This API allows you to connect your company on Vitrager with other systems you need.
Here are some examples of what you can do with integration:
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Automate data exchange between your website/app and manufacturing software
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Create synchronization between your Vitrager company and external ERP/CRM systems
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Extend the functionality of your Vitrager company using third-party applications
To get a token for API usage:
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Click the "Add Token" button
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Enter a name for your token
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Click the "Add Token" button again
After saving, a record will appear with the name you provided and the token. To copy the token, click the Copy button – you can then paste it into the system you want to integrate.
For detailed information and documentation, please contact: support@vitrager.com