# NOBITA
Nobita – “All in One” Solution – Order Management, CRM, Marketing Automation – All In One.
Nobita - The optimal solution for comprehensive operation for online businesses. With the principle of serving Online sellers, optimizing operations to help customers achieve the best results, Nobita has been striving to become the most used solution, bringing the greatest value to Shops Online in Vietnam.
Is your business doing online business? Are you "aggressively searching" for a new solution, a new direction to solve the problems of advertising, operating costs, and increasing profits? It's time to use Nobita.
Nobita connects all the software operating systems you are using on one Control Panel. With easy operation, you can completely change order status, manage customers quickly. This great application can help you to control your order tracking efficiently, saving you time. Thereby increasing the rate of successfully delivered orders, minimizing the situation of return orders.....Nobita approaches customers through all channels: Facebook, Zalo, SMS, Email, Call Center, App....At the same time connecting with channels to well meet the needs of customers:
* Connect Nobi Chat
* Connect Nobi San
* Connect POS to create order
* Connect to the delivery company
* Multi-channel connection of Customer Service & MKT
* System automation
With a strong technology platform, professional services, and enthusiastic support staff 24/7, Nobita is proud to be the "optimized solution for all-round operation for online traders" that has been trusted by more than 10,000 customers. trust in current use.
# Home Page
You can manually select the functions displayed outside the interface by adding Widgets.
## 1. Add the widgets.
**Step 1:** Click the (+) icon in the lower right corner of the screen.
**Step 2:** Select the content you want to add to the Widget page.
**Step 3:** You can change the title and data export time (if you want).
**Step 4:** Click "Add Widget" to add.
## 2. Arrange the widget position.
To arrange the position of the Widge for convenient tracking, drag the Widget and drop it into the desired position.
# Starting with the Nobita system.
To get started with Nobita software - ALL IN ONE solution for online businesses, follow these setup instructions.
**Step 1**: Add customers
**Step 2:** Set up warehouse -> Add products
**Step 3:** Connect the delivery company.
**Step 4:** Set up Marketing
**Step 5:** Place the orders -> Send the orders to the delivery company.
Are you ready? Join us to experience the surprising features of the Nobita system right now!.
# Login/Logout
When registering to use Nobita software, you will be provided with a system domain name and an account to log into the system.
## 1. Login.
To use Nobita, you first need to log in to the system by following these steps:
**Step 1:** Access the provided system domain name (You can use Chrome, Coc Coc, Firefox browsers)
**Step 2:** Use the provided account to log in to the system
* (1) Enter your username
* (2) Enter the password
* (3) Click "Login" -> Access the system
**\*\* Note:** Each account has a different authority granted by the manager. Therefore, the system only displays the functions that the account is authorized to use.
## 2. Log out.
To log out of the system, follow these steps:
(1) Click on account management in the upper right corner of the screen
(2) Click "Log Out"
So you have successfully logged out of the system.
# Update the account
Nobita system supports you to change account information to access the system. To change your information, please follow the steps below.
## 1. Update the account information.
To update your account information, please follow these steps:
(1) Click on account management (icon in the upper right corner of the screen)
(2) Click on **"Account"**
(3) Click **"Update Account"** -> The form to update account information appears.
(4) Fill in the information according to the fields
(5) Click **"Update"**
So you have finished updating your account information.
## 2. Change the password.
To change the password for your account, you can choose 1 of 2 ways:
* **First way**: Go to the account section to change the password
(1) Go to account management (The icon in the upper right corner of the screen)
(2) Click on "Account"
(3) Click "Change password" -> Password input form is displayed
(4) Enter the required information in the form
(5) Click "Update"
* **Second way:** Go to the change password section
(1) Go to account management (The icon in the upper right corner of the screen)
(2) Click **"Change Password"** -> The form to change password is displayed
(3) Enter the password
(4) Click **"Update"**
# Overview report
The overview report provides you with information about:
* Sales report for a period
* Revenue by time frame
* Revenue by produce
* Revenue by staff
## 1. Sales report
(1) Revenue = Sales + VAT (If applicable) - Shipping fee (If freeship) - Product discount - Order discount / Promotion
*(\*\*) Sales = Total (Price when creating order \* Qty)*
(2) Profit = Revenue - VAT - Capital - Marketing expenses (If applicable)
(3) Orders = Total number of orders excluding delete and cancel orders
## 2. Revenue by product
(1) Revenue by product = Sales + VAT (if applicable) - Shipping fee (If freeship) - Product discount - Order discount / Promotion
*(\*\*) Sales = Total (Price when creating order \* Qty)*
(2) Number of orders = Total number of products in each order - (deleted order + canceled order)
(3) Number of return orders = Total number of products in each return order
## 3. Revenue by staff
(1) Revenue = Sales + VAT (If applicable) - Shipping fee (If freeship) - Product discount - Order discount / Promotion
*(\*\*) Sales = Total (Price when creating order \* Qty)*
(2) Number of orders = Total number of products in each order - (deleted order + canceled order) of that staff
# Marketing report
The Nobita system provides you with a Marketing report, through the statistics in the report, you can evaluate the effectiveness of marketing, the effectiveness of advertising campaigns, advertising c
## 1. Marketing Effectiveness
Click **Overview -> Marketing report -> Marketing effectiveness**. The interface is displayed as shown below:
With the Marketing effectiveness report, you can view reports by branch, time frame, budget, or use filters to output the data that interests you.
(1) Sales = Total value of all orders created for leads
(2) Ads budget = Total Ads budget of all campaigns
(3) Lead average cost = Total Ads budget / Total leads
(4) Order average cost = Total Ads budget / Total orders
(5) Orders closing rate = Total number of closed leads / Total number of leads
(6) Ads-to-sales ratio = Total advertising budget/Total sales
(1) Ads budget = Total Ads budget of that campaign
(2) Number of clicks = Total number of click
(3) Number of leads = Total number of campaign's leads
(4) Number of closing orders = Total number of orders created for that campaign
(5) Nuber of products = Total number of sold product
(6) Cost per lead = Budget/Leads
(7) Cost per order = Budget/Orders
(8) Orders closing rate = (Orders/Leads)\*100
(9) Sales = Qty\*product price when created order
(10) Sales after discount = (Qty\*product price when created order) - Discount
(11) Budget/Sales
# Nobi Chat report
Nobichat report helps you to statistic the number of messages, new customers, orders, phone numbers sent to the page by customers.
## Overview
Statistics number of messages, phone numbers, orders, customers, new customers today, this week, last week...
## Ranking
The Nobichat report allows users to see the ranking order by interaction, by the number of orders, or by orders ratio.
* Number of interactions: Number of conversations the staff interacts with
* Orders: Number of orders closed from the conversation
* Ratio = Orders/ Interaction
* Successfully closed orders: Number of orders successfully delivered to customers
## Productivity
* The number of messages from comments: The number of messages pouring from comments.
* Comments: Total number of comments staff responded to customer comments
* Number of sessions reply by comments: Total number of comments the staff responded (Replying to many comments to the same customer, the number of sessions = 1)
* Number of messages: Total number of messages that staff responded to customers
* Number of sessions to reply to messages: Total number of inboxes that staff responded to (Send multiple messages to the same customer, the number of sessions = 1)
* Phone numbers obtained: Customer sends phone number to the page, the staff who responds first will calculate the phone number to bring back to that staff.
**\*\*Note:** The staff must reply back to the comments/inboxes of the customer sent to the page to count on statistical.
## Effectiveness
* Number of inboxes: Total number of inboxes that staff interact with
* The number of new customers: Number of new customers who sent messages to the page, staff replied back. (This is the employee's new customer number)
* The customer has a phone number: The staff reply in any conversation that has phone number will be counted for that staff's statistic.
* The customer has closed the order: Number of customers who have successfully closed orders by staff (Meaning that the order was created by staff, and this order has been successfully delivered to the customer).
* Number of closing orders: Number of orders created by staff (Except for cancellations and deletions)
**\*\*Note:** - When creating an order at Nobichat, if staff A chooses the seller as staff B, the report will count the number of closed orders for B.
## Conversation tags
* Total number of tags: Total number of conversation tags set up for the page
* Number of tags in use: Number of conversation tags in use
* Tagged Conversations: Total number of tagged conversations.
* The average number of tags/conversations: Total number of cards in use/Total conversations tagged
## Fanpage
* New customers: Number of new customers inbox/comment to the page
* Phone number of the day: The number of phone numbers sent to the page, added to Nobita during the day.
* New phone number: The number of new phone numbers first sent to the page, added to Nobita.
* Comments by customers: Comments from customers sent to the page
* Comments by page: Comments submitted by page.
* Messages by page: Page Messages: Messages sent by the page.
* Messages by customer: The number of messages sent by the customer to the page.
* The number of old customers texting again: The number of old customers who texted back to the page.
* Number of closing orders: Number of closing orders from customers (from Nobichat)
## Interact
* Number of messages: Number of messages sent by customers to the page
* Number of comments: The number of comments that customers send to the page.
* Phone number: Customer's phone number
* Number of closing orders: Number of orders create for customers (Including all statuses except delete orders)
* Number of successful closing orders: Number of orders successfully delivered to customers.
## Phone number
Statistics of customer phone numbers sent to the page are added to Nobita
**\*\*Note:** This phone number cannot be filtered when duplicated, which means the same phone number, if you send it twice, the report will be counted twice.
# Potential customer report
The potential customer report helps you to calculate the number of potential customers of your shop in a period of time you want to display. At the same time, the potential customer report also statistics related to the potential customer.
Click **Overview -> Potential customer report**. The interface is displayed as shown below:
Click the button to see details of each label
# FB ads effectiveness
With the strong explosion of science and technology and the Internet, it is impossible for online businesses to use advertising strategies. Each advertising strategy will include the campaign. Each campaign can have one or more ad groups. Each ad group can have 1 or more ad groups. Therefore, to help online businesses easily manage and measure the effectiveness of advertising strategies, Nobita integrates the Facebook Ads performance reporting feature.
To view the Facebook Ads Performance report, at the Nobita admin page, go to Overview -> Marketing Reports -> FB Ads Effectiveness.
* Advertising account tab: Displays ID, name, and account status.
* Campaigns Tab: Displays ads campaigns and campaign statistics.
* Ads group tab: Shows all ads groups of campaigns and statistics.
* Advertising tab: Show all ads of ads groups and statistics
# Online report page
Customers want to calculate the commission for the person on the page according to the revenue of the leads they have brought (Transferred into leads from the conversation).\
\
To view the online report, at the Nobita admin page, go to **Overview** -> **Marketing Report** -> **Online report page**. The interface will display as shown below.\
This feature only applies when the customer from the conversation is transferred to a lead, after the leads are successfully created, the revenue is also calculated for the lead creator in this online report.
Who is the lead creator?
1. As the customer consultants, support to answer customers from the fan page, then transfer the customers on the fan page into a lead for another staff to create the order.
2. As a system: Conversations that do not have a manager but are automatically transferred to leads
3. As the manager of that conversation, when the conversation is transferred to a lead that already has a manager, that lead has a creator who is a conversation manager
# Ads channel report
The advertising channel report helps you make statistics and understand which advertising channels generate how many orders in the time period you want to display. From there, we know which advertising channels are effective and which are not so that we can devise an appropriate strategy for each channel.
To view the advertising channel report, at the menu bar, go to Overview -> Marketing Report -> Ads Channel Report. The interface will display as follows:\
# Customer lifetime value
# Coupon statistic
# Sale Report
Revenue, profit, and loss are always the top concerns of businesses. To evaluate the growth and development of a business, the Sale report plays a very important role.
Therefore, in order to support businesses to capture business operations quickly and save time, Nobita integrates sale reporting statistics. Sale report of Nobita system includes:
* Sales Staff Ranking
* Effectiveness of Leads
* Sales Reports
* Revenue Reports
* Data Sales Reports
Let's learn about each type of report.
# Sales Staff Ranking
With the sales ranking report, you can choose to rank by each branch or all branches for a certain period of time in a particular department. Sales ranking report helps you to rank employees quickly and easily with just a few steps, saving maximum time.
To view the sales staff ranking report, at the Nobita homepage, go to **Overview**-> **Sale Report** -> **Sales Staff Ranking**. The interface will display as shown below.
# Effectiveness of Leads
The effectiveness of leads report helps you to statistic the number of close orders compared to the number of leads of each employee at a branch or all branches in a certain period of time.
To view this report, at the Nobita home page, go to **Overview** -> **Sale Report** -> **Effectiveness of Leads**. The interface will display as shown below.
# Sales Report
Nobita provides you with sales reports to help you easily manage and control the number of orders and sales of one or all branches in a certain period of time... From there, offer a good sales strategy to increase the number of orders for your business.
To view the sales report, at the Nobita home page, go to **Overview** -> **Sale report** -> **Sales report.** The interface will display as shown below.
(1) Department: All departments in the branch
(2) Staff: All the employees of departments in the branch
(3) Sales = Total order value (Selling price \* quantity)
(4) Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable).
(5) Deposit = Total prepaid amount by customers
(6) Number of orders = Total number of orders that the staff has created
(7) Number of products = Total product sold by staff
(8) Average Daily sales = Total sales/total days
(9) Average Order Sales = Total Sales/Total Orders
(10) Average Products per Order = Total of Orders/Total Product
# Revenue Report
Nobita provides you with a revenue report so that you can manage and control sales in a certain period of time, over time, by product, by customers, by number of leads.... come up with the best sales strategy to increase sales.
**Nobita supports 9 basic revenue reports on the system, including:**
* Revenue report over time
* Revenue report by time frame
* Revenue report by staff
* Revenue report by products
* Revenue report by warehouse
* Revenue report by lead sources
* Revenue report by customer groups
* Revenue report by order source
* Revenue report by delivery company
## 1. Revenue report by the time.
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## 2. Revenue report by time frame.
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **3. Revenue report by staff.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **4. Revenue report by products.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue= (Qty\*price) - Discount.
## **5. Revenue report by warehouses.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **6. Revenue report by Lead sources.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **7. Revenue report by customer groups.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **8. Revenue report by order sources.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
## **9. Revenue report by delivery company.**
Please go to **Overview** >> **Sale Report** >> **Revenue report**
**Notes:**
* Please hover on the blue question marks to view details of the column (descriptions, formula).
* The column " Orders" means the total of the orders except for the deleted and canceled orders.
* Revenue = (Qty\*price) - (change COD if applicable) - (shipping fee paid for the carrier if free ship) - Discount - (shipping fee when creating order - actual shipping fee)( if free ship) +(shipping fee when creating order - actual shipping fee) (if the customer pay fee) + VAT (if applicable)(revenue includes partial return order, not full).
# Data Sale Report
Data sale report is a statistical report on the number of leads received, duplicate leads, and leads of sales staff in one or all branches over a certain period of time. From there, measure the percentage of closing orders and the sales achieved by each employee.
At the Nobita home page, to track data sale reports, go to **Overview** -> **Sale Reports** -> **Data sale** **report**. The interface will display as shown below.
# Bill of Lading Report
The coupon statistics feature helps you to statistic the number of customers using a discount code of a certain branch in the period you set up.\
\
To view the coupon statistics report, at the Nobita admin page, go to **Overview** -> **Marketing** **Report** -> **Coupon Statistics**. The interface will display as shown below.
# Orders Report
The Nobita system provides flexible order reporting to help you easily customize the information to suit the statistical you need.
Please go to **Overview** >> **Bill of Lading Report** >> **Orders Report**
There are 7 types of reports that Nobita supports in this section:
* Orders report by the time
* Orders report by staff
* Orders report by staff processed
* Orders report by the products
* Orders report by Fanpages
* Orders report by the delivery company
* Order report by the order status
## 1. Orders report by the time.
## 2. Orders report by staff.
## 3. Orders report by staff processed.
## 4. Orders report by products.
## 5. Orders report by Fanpage.
## 6. Orders report by delivery company.
## 7. Orders report by order status.
# Inventory Report
Nobita's inventory report template will help you:
* Capture the branch/system-wide inventory.
* From the report, make the decision to import/handle inventory quickly, saving time.
* Accessing real-time reports anytime, anywhere.
Please go to **Overview** >> **Bill of Lading Report** >> **Inventory Report.**
# Importing/exporting Goods Report
The import and export report is a statistical report on the number of goods imported, sold, canceled products, products returned to suppliers, returned products, and how much inventory is left in the
In this report, you can view the report by a specific date or time period, you can view the report of a product group or a specific product.
Please go to **Overview** >> **Bill of Lading Report** >> **Importing/exporting Goods Report**.
# Delivery Report
There are many orders your shop has created every day, they come from many different provinces. How do you calculate which provinces have many new orders? How many successful orders or how many returns/cancellations? How do you calculate the total shipping cost or the total amount the carrier has collected for you?
All of the above "how" questions will be answered by the Nobita system's delivery report. You can view the delivery reports by custom filters: Select the branch you want to view, time period, display selection, or order status.
At the Nobita home page, to track the delivery report, go to **Overview** -> **Bill of Lading report** -> **Delivery report**. You can choose to display the report by province or by shipping unit.
***By the provinces/cities:***
***By the delivery company:***
# Return Orders Statistics.
Returns report will give you statistics of the number of return orders of a branch, in a day or a period of time you want to see. You can choose to display return orders by time, by staff, by product, by delivery company.
At the Nobita homepage, to track the return orders statistics, go to **Overview** -> **Bill of Lading** **Report** -> **Return Orders Statistics**.
The display statistics in the result table has the fields include:
* Total Returned orders
* Partial Returned orders
* Fully Returned Orders
* And their fees
# Marketing Campaign
Marketing Campaign includes the features that not only help you to set and manage it but also give you a closer look on how efficient your campaigns are performing.
## I. Campaign
*This tab allows you to add, edit or delete the campaigns that you are running. You totally can manage in detail all the information such as staff in charge, the number of leads, spent budget, etc.*\
\
**To add, edit or delete the campaigns that you saved in Nobita:**
* **Step 1:** On your computer, log in to Nobita.
* **Step 2:** Click **Nobi Marketing** from the Menu Bar **>** Click **Marketing Campaign**  > Select tab **Campaign** at the top.
* **Step 3:** Add, edit or delete campaigns:\
\
**+ Add:** Click Button **Add New** > Fill out all the required fields in the popup window > Click **Add** to finish.
**+ Edit:** Click Button **More**  **>** Click **Edit** **>** Change the information needed **>** Click **Update/ Cancel** to finish
**+ Delete:** Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
* **Step 4:** Add budget for the campaign:\
Next to the **Spent Budget** column, Click Button **Add**  **>** Fill out all the required fields in the popup window **>** Click **Save** to finish.
**\*\* Tips:**\
\- In case that you have not added a campaign in Nobita for an existed Ladipage campaign yet; when you connect that to Nobita, the system would add a new campaign automatically with the name of the form once it receives a lead from that URL.\
\- See instructions to add the Ads Channel ***CLICK HERE***.\
\- See instructions to add the Connection Type ***CLICK HERE***.
## II. Campaign Group
*When you have several campaigns on the system, you may want to group them together so you can easily use filters in order to find and manage them better. On this tab, you can create, change or delete the campaign groups quickly in one view.*\
\
**To add, edit or delete the campaign groups that you saved on Nobita:**
* **Step 1:** On your computer, log in to Nobita.
* **Step 2:** Click **Nobi Marketing** from the Menu Bar **>** Click **Marketing Campaign**  > Select tab **Campaign Group** at the top.
* **Step 3:** Add, edit or delete campaign groups:\
**+** Add: Click Button **Add Campaign Group**> Fill out all the required fields in the popup window > Click **Add** to finish.\
**+** Edit: Click Button **More** > Click **Edit** > Change the information needed > Click **Update/ Cancel** to finish.\
**+** Delete: Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
## III. Ads Channel
*This tab supports you to classify the ads channel, put an accurate channel for the campaigns so it helps you in managing and observing them easier.* \
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**To add, edit or delete the ads channels that you saved on Nobita:**\
**Step 1:** On your computer, log in to Nobita.\
**Step 2:** Click **Nobi Marketing** from the Menu Bar **>** Click **Marketing Campaign**  > Select tab **Ads Channel** at the top.\
**Step 3:** Add, edit or delete campaign groups:\
**+ Add**: Click Button **Add** **Ads Channel** >> Fill out all the required fields in the popup window > Click **Add** to finish.
\
**+ Edit:** Click Button **More** > Click **Edit** > Change the information needed > Click **Update/ Cancel** to finish.
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**+ Delete:** Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
## **IV. Connection Type**
*You can manage all connection types in this tab, it is a required field when adding a new campaign so you need to create a type before that.*
\
**To add, edit or delete the connection type that you saved on Nobita:**\
**Step 1:** On your computer, log in to Nobita.\
**Step 2:** Click **Nobi Marketing** from the Menu Bar **>** Click **Marketing Campaign**  > Select tab **Connection Type** at the top.\
**Step 3:** Add, edit or delete campaign groups:\
**+** Add: Click Button **Add New**  > Fill out all the required fields in the popup window > Click **Add** to finish.\
**+** Edit: Click Button **More** > Click **Edit** > Change the information needed > Click **Update/ Cancel** to finish.\
**+** Delete: Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
# Shopee Marketing
This marketing channel supports you to create the campaigns to reach the goals of increasing in sales, raising the customer brand recognition through sending them latest news of new items, promotions.
## I. Shopee Campaign
*This tab allows you to create and manage campaigns that automatically send messages to defined customer groups. It could be about promotions, introducing new products, announcements, etc.*\
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**To add, edit or delete the campaigns that you saved in Nobita:**\
**Step 1:** On your computer, log in to Nobita.\
**Step 2:** Click **Nobi Marketing** from the Menu Bar > Click **Shopee Marketing**  > Select tab **Shopee Campaign** at the top.\
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**Step 3:** Add, edit or delete campaigns:\
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**+** Add: Click Button **Add Campaign** > Fill out all the required fields in the popup window > Click **Add** to finish.\
**+** Edit: Click Button **More** > Click **Edit** > Change the information needed > Click **Update/ Cancel** to finish.\
**+** Delete: Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.\
\
**\*\* Tips:**\
**-** When creating a new campaign please assure that you do not choose to send it to all customers to avoid spam warnings from Shopee.\
**-** You can only edit the campaigns that have not been completed yet.
## II. Shopee Automation
*All messages are scheduled to be sent from Shopee automated processes will be shown on this tab. You can manage the message status to keep an eye on how efficient the installed processes.*
See how to create a Shopee automated process **CLICK HERE**
**To start with this tab:**
Click **Nobi Marketing** from the Menu Bar > Click **Shopee Marketing**  > Select tab **Shopee Automation** at the top.
When you click on Campaign's Name, the popup window should show an overview and details of that campaign.
**To delete a campaign from the list:**
Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
**\*\* Tips:** Please note that, for the scheduled campaigns that have not come to sending time yet; if you delete it, the messages will not be sent.
## III. Interacted Customers
*Shopee customer list will be shown here on this tab, you can manage customers by each shop, filter them by interacted time. Furthermore, you can send messages to each customer with different campaigns.*
**To start with this tab:**
Click **Nobi Marketing** from the Menu Bar > Click **Shopee Marketing**  > Select tab **Interacted Customers** at the top.
For each customer from the list, you can create a specific campaign for them. It is similar to create a new campaign on Shopee Campaign tab, follow these steps to do that:\
Click Button **Send**  > Fill out all the required fields in the popup window > Click **Add** to finish.
# Nobi Mess
Facebook Marketing is trending key for online business, this feature opens a wider way for you to get closer to customers, manage and increase them easily.
# Nobi Mess V2
Still Nobi Mess but now it is more powerful and desirable feature !!
## 1. Extension Nobi Mess V2
Install Nobi Mess V2 Extension here
{% embed url="" %}
Nobi Mess V2
{% endembed %}
## 2. Overview of newly upgraded features
* Send multiple campaigns at same time
* Get UID of multiple pages at same time
* dscs
* Scan customer phone number when sync UID in bulk
* Attach video via Nobichat and Nobimess
* Sync UID with a Business account
## 3. Instruction to send multiple campaigns and sync UID in multiple pages at one time
When sending multiple campaigns, Facebook is "thinking" that you are sending messages to customers. So to avoid Facebook detecting that there are 2 "you" sending messages to customers, we need to do the following steps.
1. Prepare many Facebook accounts with permissions on the page
2. Prepare browser clone profiles or use different browsers
3. Login your prepared Facebook accounts to that browsers/profiles
4. Each browser clone/profile is allowed to send a campaign or sync UID of one page
This is the instruction video\
## 4. New update version for UID scan.
In order to use features such as sending messages for more than 24 hours, sending many photos, many videos, we need something called UID - Short for User ID or Facebook User ID\
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Previously, we had difficulty knowing which customer had a UID or not and encountered cases such as not being able to send many photos, or not being able to send messages to customers who interacted with the fanpage for more than 24 hours. To improve that, Nobita offers a new recognition for customers who already have a UID.\
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**The UID identification part:** is a small improvement, but it helps users to understand the reason why the error is encountered. Recognition consists of 2 parts, UI part and UX part. UI part: Is a blue circle around the customer's avatar. Help users easily identify, that customer has a UID or not.
**The UX part:** When clicking on the customer avatar, Nobita will direct you to the customer's personal Facebook page. This is also for the purpose of checking whether the UID synchronized to Nobita is correct or not.
## 5. Scan customer phone number when sync UID in bulk
A new feature of Nobita when scanning UID in bulk system will simultaneously scan the customer's phone number and save it to the system.
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To use this feature, what we need to prepare is the latest version Nobi Mess extension.
Synchronize the old customer UID, and the customer's phone number will be saved to Nobita.
## 6. Attach video via Nobichat and Nobimess
With this new version, not only Nobichat, Nobimess also allows sending advertising messages to customers with videos.
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**\*\*Note:**
* The maximum allowed size for each file is 25MB
* When sending Nobimess campaigns with videos, it is necessary to set the distance between messages to be at least 15s and add 15s for each video.
## 7. Sync UID with a Business account
Previously, for business accounts. UID synchronization is not possible because the account located in the enterprise is a new type of account, and facebook restricts some features of this account group
For the Nobimess v2 version, the UID synchronization with this account type has been found by Nobita's software engineers to thoroughly overcome this problem. From now on, all types of personal or business accounts can be used to synchronize UIDs to make software operation easier and more suitable for all types of businesses.
## 8. Synchronization UID history
UID sync history feature allows you to save history for the last 3 UID syncs.
Along with that is a feature that allows synchronization from the current time to 1 of the 3 nearest time points. To use, you just need to tick the time stamp, then press the sync button. The UID will be scanned from the current time to the past time point you selected.
## 9. Other improvements
Along with the new features, conditions like can't sync automatic UID for guests coming from ads, sync UID automatically for old customers, etc.\
# Overview
When you connect your Fan pages to Nobita and create the Facebook campaigns, this tab will give an overview look on how they are performing. You can manage whether or not those campaigns are efficient and the total sales from them.
You can also choose to view on each branch, fan page, or filter by a period of time. There is a diagram that helps you to keep on track the number of sent messages and the total sale at some point of time.
# Facebook Campaign
Setup Nobi Mess and manage all the campaigns.
You can create the Facebook campaigns on this tab. It will be sent automatically followed by the setup time to customers ' Facebook messages. Some key figures about the campaigns will be shown here as well for you to manage.
## 1. How to add, edit and delete.
**To add, edit or delete the campaigns that you saved in Nobita:**
**Step 1:** On your computer, log in to Nobita.
**Step 2:** Click **Nobi Marketing** from the Menu Bar > Click **Nobi Mess**  > Select tab **Facebook Campaign** at the top.
**Step 3:** Add, edit or delete campaigns:
**+** Add: Click Button **Add New**  > Fill out all the required fields in the popup window > Click **Add** to finish.\
**+** Edit: Click Button **More** > Click **Edit** > Change the information needed > Click **Update/ Cancel** to finish.\
**+** Delete: Click Button **More**  > Click **Delete** > Select **Agree** to delete or **Dismiss** to cancel.
**\*\* Tips:** \
**-** You can only edit the campaigns that have not been completed yet.\
**-** To see the campaign details, you can click on the campaign's name.
## **2. Setup Nobi Mess.**
Please note that when you create a new campaign, there are 2 sending methods: **Facebook 24h** and **Nobi Mess.**
*Facebook 24h method is used when you create campaigns for only customers that have interactions with your fanpage within the last 24 hours. When you want to send messages to all your customers or a defined customer group, you need to choose Nobi Mess method.*
### a**. Install Nobi Mess**
*There are 2 ways to install Nobi Mess extension.*
**First way**: Download extension from Chrome web store
* Step 1: Go to Chrome web store and search for Nobi Mess Extension
* Step 2: Add to Chrome to finish.
**Second Way:**
Download extension from this link:\
Follow these steps on the instruction video to complete:
### **b. Instructions to sync UID**
***In order to sync the customer's UID, the user when starting to sync has to be assigned a role on that fanpage such as editor or administrator.***
Follow these below steps to start syncing UID:\
**Step 1:** Connect your fanpage with Nobita:
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**Step 2:** Save interacted customer's list
**Step 3:** Sync old's customer's UID:
**Note:** *This will only sync the UID of old customers when you have not used Nobi Mess yet. For new customers, the system will save it automatically.*
**Step 4:** Press the button to start and please do not close this window until the progress finish otherwise you have to start again.
### c. Instructions to create a Nobi Mess campaign.
Go to **Nobi Marketing** >> **Nobi Mess** >> **Facebook Campaign** >>**Add Campaign** in order to create a campaign.
There are 2 types of sending methods:
* Facebook 24h: *is used when you create a campaign for customers who have interacted with your fanpage in the last 24 hours.*
* Nobi Mess: *is used when creating the campaign that sends messages through Nobita's extension. You can send messages to all customers.*
After filling all the required fields and selecting the sending conditions for the campaign, you click the button **ADD** to finish.
**Tips for Nobi Mess:**
* *The content will be created in a structure of 4 parts. Each section is separated by (). In each section, there must be different content sections separated by the character | (follow the sample messages). The system will automatically mix the content but still remains its structure.*
* *Sending gap (s): is the time gap to send messages from this customer to the next customer.*
* *When it comes to the sending time, you have to open this Facebook Campaign tab on otherwise the campaign will not be sent.*
* *Do not open more than one Facebook Campaign tab when sending messages.*
* *When the progress has been started, you totally can either pause or resume it.*
# Fanpage List
Manage all the fanpage that you connect to the Nobita system.
### **1. To add, edit or disconnect Fanpage**
Go to **Nobi Marketing** >> **Nobi Mess** >> **Fanpage List**
**To Add:**
**Step 1:** Click **Connect Fanpage** to connect a new fanpage to Nobita.
* If you are not logged in, the pop-up will ask you to login and add a page.
* If you are logged in Facebook in the browser, the pop-up will ask you to add a page or customize permissions.
**Step 2:** Click **Login and add fanpage >>** Login Facebook >> Continue as (your Facebook name) >> The fanpage list that you are managing will show >> Select the fanpage that you want to connect >> Click **Continue** to finish.
After finishing, your fanpage will show here with **Connecting** status.
**To edit or disconnect:**
**+ Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
**+ Disconnect:** Click Button **More**  **>** Click **Disconnect >** Select **Agree** to disconnect or **Dismiss** to cancel.
### 2. See interacted customers and sync UIDs.
Go to **Nobi Marketing** >> **Nobi Mess** >> **Fanpage List**
**+ See interacted customers:** Click Button **More** **>** Click **See Interacted Customers.**
**+ Sync UIDs:** Click Button **More** **>** Click **Sync old customers' UIDs.**
Please refer to section **b. Instructions to sync UID** in **Facebook Campaign** instructions for more information.
### 3. Add Start button
Nobita supports the feature to add the button Start when they start the conversation with fanpage for the first time.
\+ Add: Click Button **More** **>** Click **Add button Start when customers start a conversation.**
##
# Interacted Customers
This is a feature that helps you manage all customers who have interacted with Fanpage.
Interacted customers tab helps you to manage all customers from your connected pages on Nobita. You either can filter them by the past 24 hours customers or the whole time for each page.
Go to **Nobi Marketing** >> **Nobi Mess** >> **Interacted Customers**
In order to see the customer list, please select Fanpage you want to view and the interacted time first.
For each of every customer, you can send them a specific campaign to match their own interests and demands.
**To send a campaign to any customer, please follow these steps:**
* Step 1: From the customer list, click the button **>>** Fill out all the required fields in the popup window **>>** Click **ADD** to finish.
# Facebook Automation
Nobita helps you to manage all campaigns from the automated MKT process with the tasks related to Facebook.
To manage FB Automation, from Nobita's home page, go to **Nobi Marketing** >> **Nobi Mess** >> **FB Automation**.
## 1. List of FB Automation.
*All campaigns are created from the automated process that includes tasks relevant to Facebook messages will be displayed here. It means when you create a process in the tab **Automated Customer Care** with sending Facebook messages is one of the main tasks, all campaigns relevant to Facebook from there will be shown here.*
* You can refer to the instructions to create the automated processes here.
## 2. Campaign Details.
To view the details of a campaign, click on the campaign's name:
## 3. Delete the automated campaigns.
To delete the campaigns, please follow these steps:
* Click Button **More**  on the right of the campaign.
* Click Delete >> Select **Agree** to delete or **Dismiss** to cancel.
# Message Sample
You can add some message sample to select when creating the Nobi Mess campaigns.
This tab allows you to create the message samples for each type of campaign. It could be customer care content, promotions content, etc. If you have created message samples, you could just select the sample instead of typing again the message when adding the new campaigns.
To add, edit or delete the message samples, please follow these steps:
* Add: Click Button **Add New Message Sample >** Fill out all the required fields in the popup window **>** Click **Add** to finish.
* Edit: Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* Delete: Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Zalo Marketing
# OA List
You can view all your Zalo OA here, this allows you to connect new OA and manage them here.
From the Nobita home page, follow the instruction in the image below to go to this tab:
These are steps to add, edit and delete your Zalo Oa:
* Add: Click Button **Add OA** **>** Follow the steps to connect Zalo OA and Verify log in on the new device if needed **>** Confirm the access permission between Zalo and ECRM **>** Your OA is ready to use.
* Edit: Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Zalo Campaign
You can set up and manage Zalo campaigns that automatically send messages to customers here in this tab.
Please follow these steps to go to Zalo campaign tab:
### **1. To add a new campaign, please follow these steps:**
* Add: Click Button **Add Campaign** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish**.**
**Notes**:
* Please assure that you have connected you Zalo Oa before create the Zalo campaign.
* The campaigns are created and sent to any customer, will be displayed at their customer details.
### **2. To edit or delete the campaigns, please follow these steps:**
* Edit: Click Button **More** **>** Click **Edit >** Change the information needed > Click **Update/ Cancel** to finish.
* Delete: Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.\
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**Chèn ảnh**
# Followers
Nobita includes this features to sync all followers from the Zalo Oa that have been connected with Nobita.
Please follow these steps to go to the Followers tab:
At the list of followers, you can get the user's information by:
Click Button **More** **>** Click **Request to get information**
**Chèn ảnh**
# Zalo Automation
Nobita supports users to manage all campaigns are created from the Automation Process with tasks related to Zalo.
To view all the automatic Zalo messages that had been sent from the campaigns are created from Automation Process, you can access the Zalo automation tab follows these steps:
**Nobi Marketing >> Zalo Marketing >> Zalo Automation**
* From here you can see the list of all the Zalo automation messages, to view the campaign's details of each one you can click on their names.
To delete the Zalo automation, please follows these steps:
* Click Button **More** on the right of the campaign you want to delete.
* Click **Delete**
* Select **Agree** to delete or **Dismiss** to cancel.
# Message Sample
Manage all sample messages to execute campaigns to automatically send Zalo messages to customers.
As same as Facebook, Nobita also supports the feature that allows you to create the message samples before adding a new Zalo campaign. This will help you to create the desired content so you can choose it instead of typing again when adding a campaign.
### 1. To add a new message sample:
Click Button **Add New**  **>** Fill out all the required fields in the popup window **>** Click **Add** to finish**.**
### 2. To edit or delete the message samples:
Nobita system supports you to update or remove the message template if needed. To update or remove the message template, please do the following:
* Edit: Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* Delete: Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# SMS Marketing
# Overview
You can register a Brandname to your own brand, in order to send SMS to customers and manage your account information.
### 1. Instructions to register your own brandname.
You are using Nobita's brandname **CSKH\_ECRM** to send messages with a trial balance is 10.000VND. However, Nobita supports you to register a new one, if you want to register your own brandname please fill the below form.
Please go to the **Overview** tab as below:
To start to register your own brandname, fill out the below form, and after receiving your request, we will contact you as soon as possible to process the registration.
### 2. Manage the information.
From here you totally can manage your personal account (paid account, remaining account), total number of campaigns, total messages sent.
# Customer Service SMS
The customer care SMS feature supports you to create and manage campaigns to automatically send SMS messages to customers who have purchased from Shop.
To create and manage the Customer Care SMS, go to **Nobi Marketing** -> **SMS marketing** -> **Customer Care SMS** tab.
### 1. To add a customer care SMS campaign.
To add a new customer care SMS, please follow these steps:
Click Button **Add New** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish.
**\*\*Note**:
* Successfully added campaigns of any customer will be displayed in that customer's details.
* Make sure you have set up a brand name for the system. For the process of adding a brand, please contact Nobita's customer service department for support.
* Customer care messages must not contain words related to advertising, promotions, discounts
### 2. Edit or Delete the campaigns.
To update or delete customer care SMS, at the customer care SMS campaign list, please follow these steps:
* Edit: Click Button **More** **>** Click **Edit >** Change the information needed > Click **Update/ Cancel** to finish.
**\*\* Note: For campaigns that have sent to customers, they will not be edited.**
* Delete: Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
### 3. SMS Campaign Details
* **Overview tab**: Detailed information about the campaign: Sender, date and time sent, total number of messages sent, total successfully sent messages, total sent messages, number of successfully sent, number of sent errors.
* **Sent tab**: Details of successful recipient's name, date and time sent, date and time received.
* **Sending tab:** Details of the person who is waiting to receive the message, the date and time sent, the date and time received.
* **Tab sending error:** Details of successful recipient's name, date and time sent, date and time received.
# Advertising SMS
You can create an advertising campaign that automatically sends SMS messages to customers.
Please follow these steps to go to the Advertising SMS tab:
### 1. To add a new campaign.
In this tab, in order to create a new campaign, please follow these steps:
Click Button **Add Campaign** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish.
**\*\*Note:**
* Successfully added campaigns of any customer will be displayed in that customer's details.
* Make sure that the advertising message must be sent to more than 20 people.
* Advertising messages must carry the content about advertising, promotions, discounts...
* Customer care content such as congratulations, gratitude, announcements... will not be approved.
* Advertising messages will include part of the content to ask whether or not the customers want to continue receiving these messages.
### 2. To edit or delete the campaigns.
To update remove the Ads SMS Campaigns, at the list of advertising SMS campaigns, please follow these steps:
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed > Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
### 3. SMS Campaign Details
* **Overview tab**: Detailed information about the campaign: Sender, date and time sent, total number of messages sent, total successfully sent messages, total sent messages, number of successfully sent, number of sent errors.
* **Sent tab**: Details of successful recipient's name, date and time sent, date and time received.
* **Sending tab:** Details of the person who is waiting to receive the message, the date and time sent, the date and time received.
* **Tab sending error:** Details of successful recipient's name, date and time sent, date and time received.
# SMS Automation
Manage all campaigns are created from the automation process that has related task is SMS messages.
At Nobita homepage, please follow these steps in the image to go to this tab:
There will be a list of all the campaigns that have been executed from the Marketing automation process related to the SMS sending task.
* *See instructions to create the automation process please refer to **Nobi Automation** instructions.*
**To view the campaign details:**
At the automatic SMS campaign list, to view campaign details, click on the campaign's name that you want to view -> Campaign details will appear.
**To delete the campaigns in this tab:**
Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
**Notes: Campaign details.**
* **Overview tab**: Detailed information about the campaign: Sender, date and time sent, total number of messages sent, total successfully sent messages, total sent messages, number of successfully sent, number of sent errors.
* **Sent tab**: Details of successful recipient's name, date and time sent, date and time received.
* **Sending tab:** Details of the person who is waiting to receive the message, the date and time sent, the date and time received.
* **Tab sending error:** Details of successful recipient's name, date and time sent, date and time received.
# SMS Sample
Nobita supports you to set up SMS templates, manage message templates to apply in SMS Marketing campaigns.
*Similar to social networking channels, Nobita integrates the feature of creating message templates that are automatically sent to customers via SMS. So how can you create message templates with the desired content for each campaign? See how to add a new message template below.*
### **1. To add a new SMS sample:**
Click Button **Add SMS Sample** **>** Fill out all the required fields in the popup window > Click **Add** to finish.
### 2. To edit or delete the campaigns:
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed > Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Email Marketing
# Overview
Nobita supports you with statistics of all email campaigns and automated emails. Displays a graph of email status statistics for the last 30 days.
Email marketing is one of the most popular ways to reach customers. However, with a large number of emails sent out every day, how do you know the percentage of successful emails and failed emails? How do you know out of 1000 emails sent, how many have been opened and read by customers?
All of that is now integrated in the Nobita system. And in the overview tab, you have complete control over the status of emails sent to customers.
# Email Campaign
Here you can create campaigns, manage campaigns that automatically send messages to customers via Email.
Follow the instructions in the image to go to the Email campaign tab:
### 1. To add a new email campaign:
Click Button **Add Campaign** **>** Fill out all the required fields in the popup window > Click **Add** to finish.
**Note:** The campaigns that are created for any customers will be shown in the customer details.
### 2. To edit or delete the campaigns:
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed > Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
### 3. Campaign Details:
To view email campaign details, at the campaign list interface, click on the campaign to view.
# Email Automation
Nobita supports you to manage automatic email. These are the campaigns that are created when you execute an automation process related to the Email action.
You can view all the campaigns to send messages via Email from the automation process.
* See instructions to create the automation process in part **Nobi Automation** of this page.
**To view the campaign details:**
At the automatic Email campaign list, to view campaign details, click on the campaign's name that you want to view -> Campaign details will appear.
**To delete the campaigns in this tab:**
Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Setup SMTP
SMTP (Simple Mail Transfer Protocol) is a standard TCP/IP protocol used to transmit electronic mail (e-mail) over the internet.
Before adding the SMTP configuration, you need to get the SMTP configuration information. So how do you get that information? Don't worry, follow the instructions below.
### 1. Get SMTP configuration information.
**\*\* Note:** Below are instructions for configuring SMTP for emails in the @gmail format. If you use email in a different format, please contact your provider for configuration information.
1. Go to the link and log in to your Gmail account.
2. Go to tab **Security**
3. Turn on the **2-Step Verification** (if it's in Off status).
4\. Get the **App Passwords**
5\. Click **Select App** and **Select Device** you want to create a password.
6\. Click **Generate.** Please copy the passwords has shown.
So you have finished getting the SMTP configuration information. Next, let's add new configuration!!!!
### 2. Add the configuration.
Click Button **Add New**  **>** Fill out all the required fields in the popup window > Click **Add** to finish.
### 3. Edit or Delete the configuration.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel
# Email Sample
You can set up and manage email templates for marketing Email campaigns.
*Similar to social networking channels, SMS, Nobita integrates the feature of creating Email samples to be automatically sent to customers. So how can you create message templates with the desired content for each campaign? See how to add a new message sample below.*
### 1. To add a new Email Sample:
Click Button **Add Email Sample** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish.
### 2. To edit or delete the Email samples:
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Registration Web Form
You can create the registration form and send the embed code of the form to the customer, when the customer registers, the information will be automatically saved into the system.
To set up and manage the form, please go to **Nobi Marketing** -> **Registration web form.**
### **1. Add a new customer registration form.**
To add a new customer registration form, at the form management interface, please follow these steps:
**Step 1**: Click "Add form"
**Step 2**: The registration form is displayed, enter information into the form. Note that fields marked with an asterisk (\*) are required fields.
**Step 3**: Drag and drop the fields you want to display on the form
**Step 4:** Click "Save Form"
See details on how to add a form in the video below:
### 2. Edit or delete the form:
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Customize the Form
Here you can customize the registration web form according to your purposes.
In order to customize the form, please go to **Nobi Marketing** >> **Registration Web Form** >> Click **Add Form** >> Click **Customize.**
With the custom Form function, you can customize Input, Select, Textarea, Button, Label.
Here is the instruction to edit input for your reference:
(1) **Text size, color**: Choose the font size and color displayed on the form
(2) **Height/background color**: Dimensions of form cells and background color of cells.
(3) **Border size/border color:** Line size, line color on form
(4) **Padding**:
**Top:** Customize the distance from the top border of the input to the top of the text
**Bottom:** Customize the distance from the bottom border of the input to the foot of the text
**Left:** Customize the distance from the left border of the input to the start of the text
**Right:** Customize the distance from the right border of the input to the end of the text
Other customizations you can do similarly to customize the input.
# Instructions for mapping customers from Ladipage to Facebook Messenger.
To map customers from Ladipage to Facebook Messenger, you need to do the configuration from Nobita's registration form first.
Please go to **Nobi Marketing** -> **Registration web form**. You can either choose to update the old form or add a new form.
### 1. Set up content to send to customers after they complete the registration from Ladipage.
* **Set up the content of the order confirmation form**: This is the information displayed after the customer successfully registers from Ladipage and maps to the message of the Fanpage.
* **Set up the thankfulness after the confirmation**: At the information in the customer message, click confirm, and this message will be sent to the customer.
### 2. How to map.
To configure the form to link with the Fanpage the customer wants to map to, please perform the following steps:
**Step 1**: Get the Ladipage URL
(1) Click to get the form's URL -> The form to get the Ladipage URL will display.
(2) Select the Fanpage you want to map customers to
(3) Copy the Ladipage link.
**Step 2**: Configure in Ladipage
At the Ladipage registration form, follow these steps:
* Click "Save data"
# Call Center (Voice IP)
Call Center is a feature integrated in the Nobita system that helps users call customers directly from the system, store call history and manage operators.
To track call history and manage operators, you go to **Nobi Marketing** -> **Call Center (Voice IP)** Or **Nobi Sales** -> **Call Center (Voice IP).**
### 1. History.
Nobita integrates the call history feature to store all outgoing and incoming call history such as call time, duration, call status, hotline number, customer's phone number, etc.
With smart filters, you can filter data to display the call history.
### 2. Manage the operators.
You can manage the list of operators and update them in this tab.
In order to update the operators, please click the button **Edit** on the right side.
# API to connect Website
Nobita supports users to set up an API key to connect to the website to collect information and customer data to the lead list on the system.
To set up and manage the key, go to **Nobi Marketing** -> **API to connect Website**. The interface will display as shown below.
### 1. Add a new key.
Click Button **Add new key** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish**.**
### 2. To edit or delete the keys.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# API to push orders from Platform websites like Haravan, Shopify.
Users click on the link below to view the API connection documentation.
{% embed url="" %}
(1) Creating the orders.
(2) Get the product type list.
(3) Get the product group list (by the types).
(4) Get the product list.
Instructions for creating API key click [HERE](/nobi-marketing/api-to-connect-website)
# Push leads through API
After setting up the authentication key, please follow the instructions below to push the lead to the system via the API.
**Requirement:** Make sure to set up the authentication key
**Method:** POST
**URL:** https\://\/public-api/leads/createLead
**Headers:**
```
- Content-Type : application/json
- ApiKey: key(key tạo ở key xác thực)
```
**Body:**
```
{
"model":{
"LastName": "họ",
"FirstName": "tên",
"Phone": "0987654321",
"Address": "xyz"
},
"metas":[],
"queryString":{
"link":"https://yourwebsite.com/link/chien/dich"
}
}
```
**In which the fields:**
**LastName**: Lastname (required field): string type
**FirstName**: name (required field): string type
**Phone**: Phone number (required field): string type
**Address**: Address of leads
**metas:** (Optional)
**link**: string type to assign the campaign to leads
# Guide for the operation flow when calling API in Nobita
The operation map to call API as below:
### 1. Call API on Nobita.
Requirements: You must ensure that you have created an authentication key (See instructions on creating an authentication key: HERE)
After creating the authentication key, perform Call API with the newly created key, with the website link and UTM code in the section:
"queryString":{
"link":""
}
Go to **Setup** -> **General Settings** -> **Accesstrade** to set up connection information.
**CHèn ẢNh**
### **2.** Create a Marketing campaign with the URL source link containing the UTM code.
To create a campaign with the URL source link containing the UTM code, go to **Nobi Marketing** -> **Marketing Campaigns** -> **Campaigns** Tab -> **Add Campaign** => Form Add Campaign Display. Here you need to fill in the correct information in the fields.
**\*\*Note: Fill the URL source exactly as URL in API setup.**
**CHèn ảnh**
The purpose of creating a marketing campaign is so that when leads coming in from the website will be assigned to the campaign to report and measure the effectiveness of Marketing, the number of leads, how much revenue from the lead source...
### 3. Set up lead division, create lead tags, and assign tags.
To set up the lead division, please follow these steps:
**Step 1**: Go to **Nobi Sales** -> **Lead Management** -> **Configuration** -> Configure the appropriate lead division according to one of the ways of dividing the lead on the Nobita system.
**Step 2:** At Nobisales switch to **Tasks/Results** to set up the tasks for the lead and the results after performing the task.
**Step 3:** Sales receive leads, assign tags according to customer status -> From the lead's status on Nobita, the information will be automatically updated to your system.
# Lead Management
Displays all leads registered from Form Option, registered from ladi page with link to form options, new added lead and imported lead from file.
With a large number of users interested in your store's products and services, how do you know where that lead is coming from? How to properly distribute leads to employees? How to manage leads when you have a lead data file? All of these problems will become easier with the lead management feature of Nobita software. Do you believe it?
First, you need to go to **Nobi Sales** -> **Lead Management** to display the list of leads.
## 1. Configure the leads division.
At the lead list, click "Configuration" -> The lead divide configuration form is displayed.
### 1.1 Semi-automatic: Self-receiving leads.
(1) The maximum number of leads that can be received: this is the number of leads the staff can receive in the lead list.
(2) Limit that can receive leads: This is the limit that staff can receive leads
(3) Automatic recall after...minutes: If after receiving the lead.....minutes, the staff does not perform the task, the lead will be automatically recalled.
(4) Only divide leads from: Staff will only receive leads from that set time.
### 1.2 Undivided (All telesales can see leads)
If you turn this option on, all telesales can see the lead list.
### 1.3 Turn On: Automatic divide leads.
(1) Time to receive leads: The manager will choose the time to fit the staff's work schedule, so the system will only divide leads as the set time.
(2) Staff: Select the staff who will be assigned the leads at the given time.
**\*\* Note:** The hours are not selected, the leads will not be assigned to any staff.
(3) To add more setup, click this icon.
### 1.4 Turn On: Dividing by priorities
(1) Priority type: Select a priority campaign
(2) Value: The value corresponding to the priority campaign
(3) Time: User chooses lead dividing time (there are 2 default types: By hours and By date)
(4) Value: Select the value corresponding to lead dividing time
(5) Priority for: Select the priority staff to receive the leads (There are 2 default types: By staff and by department)
(6) Value: Select the value corresponding to the priority value.
After setting up the lead dividing configuration, click "Save" to save the above configuration.
So, after setting up, where will the leads go? At this point, please switch to Telesales to experience it.
## 2. Add leads.
If you want to add a new lead to the lead list, follow these steps:
Click Button **Add Lead** **>** Fill out all the required fields in the popup window **>** Click **Add** to finish**.**
## **3. Import Excel File.**
In order for the lead information to be entered into the system fully and correctly, you need to upload the lead file according to the fields that the system template file provides. You need to click "**Download sample file**" to download the template.
Steps to import the lead file as below:
Click **Import excel file >> Click here to upload file >>** Select the campaign for the leads that are imported at **Campaign's name >>** Click **Upload.**
**\*\* Note:** Lead uploaded from the file will automatically filter leads with the same phone number and email.
## 4. Delete the leads.
There are 2 ways to delete the leads in this view.
**First way:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss to cancel.**
**Second way:** Tick on the **checkbox** in front of the lead, you can select more leads to delete at once **>>** **Tools >> Delete >> Agree.**
## **5. Reassign to other staff.**
In case that you want to transfer the leads to other staff in charge, please follow these steps:
Tick on the **checkbox** in front of the lead, you can select more leads to transfer at once **>>** **Tools >> Reassign to other staff >>** Select the **staff >> Update.**
# Tasks/Results
You can set up the tasks staff need to perform for the lead. Set the results after finishing the tasks.
# Setup
Here, you can set the results corresponding to each lead's task.
After creating the tasks and results, now set the results suitable for each task to easily manage the lead list on the system.
## 1. Setup tasks/results.
(1) Select the task you want to setup
(2) Click Result setting >> Complete the pop-up window
**Note:** Select the corresponding result for the task, if you want to add a new result, click the button (+).
(3) Click **ADD** to finish.
## 2. Change the order of the results.
In order to re-arrange the order of the setup, please drag and drop them into the desire positions.
## 3. Update the setup.
(1) Select the task need to be updated.
(2) Click **More** >> **Edit** >> Complete the pop-up window
(3) Click **Update**
## **4. Delete the setup.**
(1) Select the task that needs to be deleted
(2) Click **More** >> **Delete**
(3) **Agree/ Dismiss**
# Tasks
This is a feature that helps users set up tasks for leads on the Nobita system.
In this section, we will introduce you to the feature of setting up lead tasks. Let's discover together now.
Please go to **Nobi Sales** >> **Tasks/Results** >> **Tasks**
## **1. Add a new task.**
To add a new task, please follow these below steps:
Click **Add task >>** Complete the pop-up window **>>** Click **ADD**
**Note:** *- You can set this task as a default task for all the new leads on the system. That means whenever a new task coming or creating then would be assigned that as the first task.* \
*- If you want to temporarily turn off this task, please tick on the checkbox **Not in use.***
## 2. Re-order the position of the tasks.
To arrange the position of the tasks accordingly, in the task list, drag and drop the task to the position you want. See details in the video below:
## 3. Edit and delete the tasks.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Results
After you have created the tasks for the leads, next please set the results for each task.
## 1. Add a new result.
To add a new result, please follow these below steps:
Click **Add result >>** Complete the pop-up window **>>** Click **ADD**
**Note: - Only apply for task:** If you select a task, this result will be applied for only that task. If you leave it blank, the result will be applied for all tasks.\
**- Not in use:** If you want to temporarily turn off this result please tick on the checkbox **Not in use.**
## 2. Re-order the position of the tasks.
To arrange the position of the results accordingly, in the result list, drag and drop the result to the position you want. See details in the video below:
## 3. Edit and delete the tasks.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Telesales
This is a module that manages all leads registered from Ladipage associated with Form Option.
For leads coming in from Form options or a Ladipage linked to form options, how do you know if those leads have been processed or not? How do you assign results to a lead after performing the task? Let's find out some features on the Telesales module of the Nobita system.
## 1. Automatically assign tags when creating an order, filter view by the customer tags.
With so many leads pouring into the system from form options or ladipage, this will make it difficult for you to review the leads that have not been created an order to process. Understanding that difficulty, Nobita system integrates an auto-assigning feature when creating orders, that means, as soon as you create an order, that lead will automatically assign a customer tag, from which you can filter the orders already up by the customer tags.
(1) Create the customer tags. (Please refer to section **Setup** >> **Category** >> **Assign Tags** for instructions).
(2) Filter the lead list >> **Save filter** (The filter **Except for customer tags** means that you don't want the customers with those tags to be shown on the list).
(3) Create the process to auto- assigning tags when creating an order. Please go to **Nobi Automation** >> **Automated Customer Care** >> **Add process**.
**Chèn ảnh quy trình**
So after completing the above setup, which leads have placed an order, the system will automatically assign a tag to that lead as **"Ordered"**. From there, you can easily filter the leads with or without the order to process.
If you don't want the system to automatically assign customer tags, you can also manually assign tags to the leads as below:
## 2. Receive leads.
In the "Lead Management" section, you have been guided to configure the lead split.
**In case of the configuration of self-receiving leads**: In the Telesales interface, you will see a **"Receive Leads"** button. And the number of leads you receive will be equal to the number of leads you have set up in the self-receiving configuration.
**Note**: After receiving the lead, if the number of leads you have received is enough as in the configuration -> The button to receive the lead will be hidden. If you have not received enough leads, you will be received again, so there will be leads pouring in and receiving until they have enough.
So when will you continue to receive new leads??? If one of the following conditions is met, you will receive a new lead:
* Lead has failed results, lost from lead.
* Lead has successful results, lost from lead
* Lead timed out, being re-called
At this point, the number of leads accumulated in the list will be equal to the number of leads you have set up in the configuration.
In the case of automatic divide lead: Leads will be divided after a period of 1 minute when the user saves the lead divide configuration. Leads will be divided until there are no leads left in lead management.
Leads will automatically divide according to the priority configuration that you have set up in the lead divide configuration.
## 3. Assign the results for leads.
Each lead you receive has a default task, after performing the task on the lead, you will assign the result to the lead corresponding to that task.
* See the Tasks/Results setup guide
In case the lead has a successful/closed result, the system will automatically display an **"order"** button for you to place an order immediately for the lead.
In case of assigning the wrong results, you can click on the assigned result, select "Agree" to return to the previous task to reassign the results.
In case the lead result has the next task, that task will be displayed and executed after the number of minutes you set. (Note section 4).
## 4. Change/skip the execution time of the task.
Although the execution time has been set for the task, you can still change or skip the task execution time.
(1) Click the edit button
(2) In the performance time box, you can edit the time or click the **(X)** to delete the time. Then click "**Update**".
# Operation Process
Nobita supports you to create and manage all campaign/job opportunities of the system.
Please go to **Nobi Sales** -> **Operational Process.**
* Create and manage processes
* Create and manage opportunities
# Processes
Here, the you can set up the system's operation processes and job opportunities.
## 1. Add the process.
To add a process, please follow these steps:
**Step 1**: Click **"Add process"** -> Form to add process is displayed
**Step 2**: Enter information into the form including the following steps: Enter fields, turn ON/OFF features Add or remove process steps Select process cost (See process cost setup guide: **HERE)**
**Step 3**: Click "Save"
## 2. Edit or Delete the process.
* **Edit:** Click Button **More** **>** Click **Edit Process >>** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete Process >>** Select **Agree** to delete or **Dismiss** to cancel.
## 3. Export Excel file.
Click Button **More** **>** Click **Export excel**
# Opportunities
This feature supports users to set up and manage job opportunities in the system.
## 1. Add the opportunity.
To add a new opportunity, please follow the steps below:
**Step 1**: Choose the process that needs more opportunities
**Step 2**: Click "Add opportunity" -> Form more opportunities display
**Step 3**: Enter information in the form
**\*\*Note:** Be sure to set up the opportunity cost first. Opportunity cost setup guide: HERE
**Step 4:** Click "Save"
## 2. Edit or Delete the opportunities.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish**.**
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
# Job Management
The Nobita system allows users to set up and manage jobs. Here you can easily see the job status for efficient processing.
Please go to **Nobi Sales** >> **Job Management**
## 1. Add, edit or delete the jobs.
* **Add:** Click Button **Add >** Fill out all the required fields in the popup window **>** Click **Add** to finish.
* **Edit:** Click Button **More** **>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More**  **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.
## 2. Job's details.
The Nobita system integrates a variety of job display features. You can choose to display by list, by status, by calendar or by date group.
# Purchase orders
Nobita software supports KDOLs to create and manage order lists effectively.
With a large number of orders being sold every day via Facebook, website, phone, shop... how do you easily manage all orders? Don't worry, Nobita's order management feature will help you "troubleshoot" this problem.
1.Users can place orders for all customers from the system
2\. Orders can be placed for customers who register from the optin-form. See instructions for creating an optin-form:[ HERE](/nobi-marketing/registration-web-form)
3\. User can setup the order tabs. See setup instructions:[ HERE](https://help.nobi.pro/nobi-pos/pages/2DUsgPqYDWB2zDUhkfOO#3.-sales) (Go to General settings -> Sales tab)
## 1. Create orders
When customers order through channels, you enter orders on Nobita to be able to deduct inventory and manage revenue and profit, and loss.
## 2. **Order processing**
### a. Completed order
After creating an order successfully, you go through the Confirm - Packing - Collection - Shipping - Complete steps to complete a complete order. For orders with delivery, you need to perform an order-cross checking step to collect/pay for the delivery company.
### **b. Return goods**
In case the customer bought and received the goods but wants to return them, you need to process that order and confirm.
### c. Cancel order
For orders that have not been successfully delivered, you can cancel the order. For canceled orders, the revenue is not recorded.
### **d. Edit order**
This feature helps you change information order, add more goods, change the quantity, add notes for the order. And you can only apply for the order that has not been delivered successfully.
## 3. Order management
This is a feature that helps you manage your order list, know which carrier is in charge, amount of shipping fee, debt control with each customer.
* A detailed order list with smart filters will help you easily track the details of your order status, payment status, and how much customers have to pay for the order.
* Easily manage the status of your orders.
* Easily track which orders are sent to which delivery company, who the shipper is, and easily look up orders to respond to customers when needed.
* In case the customer returns the goods, the system has a feature to process the return goods to update the inventory.
# All
Here you can store all sold orders from Facebook, Zalo, Website, Pancake, sold at shop... and manage all orders.
You can create an order in 2 ways:
* Create order sold at the shop: Applicable when customers buy directly at the store. The order will be saved in **the list of sales orders in the shop** and in **the list of all orders.**
* Create order and delivery: Applicable to orders that customers buy online, need to deliver.
Click **Nobi Pos****> Purchase Order.** The interface will display as shown below.
Nobita will support you to perform the following operations:
* Add new order
* Add new order by excel file
* Update orders
* Delete order
* Export orders to excel file
* Send order to the delivery company
* Update delivery information
* Print products list
* Change order status
* Assign order tag
* Filter orders
* Process return order
Now, let's explore each feature!
## 1. Add new order
Step 1: At **Purchase Order** display, click **Add Order** > Display the add order form.
Step 2: Fill in full information to create an order.
Step 3: Click the button **Add New Order.**
**\*\*Note about the input fields in the order form:**
(1) Orders source: See instruction for adding orders source **CLICK HERE.**
(2) Customer: Users can add directly on the form or add customers in the "**Customer**" module **CLICK HERE.**
(3) Customer care notes: This field note for the order.
(4) Bill of landing notes: This field note for the order and send to the delivery company.
The user must enter all customer information + select a product, then the system will display the shipping method.
## 2. Add new order by Excel file
Step 1: At **Purchase Order** display, click the button **import excel file** > Display the enter order form.
Step 2: Upload an excel file, note that the excel file you upload must be following the sample file provided by the system. Download the sample file for reference.
Step 3: Can select order source or leave blank.
Step 4: Can select assign tag or leave blank.
Step 5: Check the free shipping checkbox if you want free shipping for customers.
Step 6: Click upload
## 3. Update orders
Step 1: Click the button 
Step 2: Click Edit > Display the updated order form.
Step 3: Enter the information needed.
Step 4: Click "Update" to finish.
## 4. Delete order
Step 1: Click the button 
Step 2: Click "Delete order"
Step 3: Click "Agree"
\
5\. Cancel order
----------------
Step 1: Click the button 
Step 2: Click "Cancel order".
## 6. Duplicate order
Step 1: Click the button \
Step 2: Click "Duplicate"
## 7. Other tools with orders
To work with other tools order such as: export order excel file, send the order to the delivery company, update delivery company information, print products list... click the button 
Step 1: Select the orders needed.
Step 2: Select the tool that suits your demand.
## 8. Change order status
Step 1: Select the order you want to change the status
Step 2: Click button **Change status**
Step 3: Select the status you want to change
Step 4: Click the **Save** button
**\*\* Notes:**
You can change the order has the status: new, waiting for confirmation, out of stock, moving stock, confirming, packing, waiting to pick up, picked up, delivery, delayed, delivered and EXCEPT these statuses customer cancels, seller cancels, successful, in progress, returned order, confirmed.
You can change the delivery status: new, waiting to pick up, in the process of picking up, can't get it and EXCEPT moving, transferred, delayed, waiting for completion, completed, return the order, returned order.
## 9. Assign order tag
There are 2 ways to assign an order tag:
**Way 1: Tag multiple orders at once**\
Select orders needed > Click the **Assign tag** button > Click the tag you want to assign
**Way 2: Tag each order**
Click button>Select the tag you need to assign
## 10. Filter orders
(1) Filter by the created order date
(2) Filter by seller
(3) Search by customer's name, phone
(4) Search order by product
(5) Search orders by the bill of landing code, order code
(6) Filter orders by tracking code
(7) Filter orders by Fanpage
(8) Filter orders by order status
(9) Filter orders by print status (order printed or unprinted)
(10) Filter orders by order tag
(11) Filter orders by UTM from form Ladipage
(12) Advanced filters
## 12. Process return order
Click the button >Enter return reason > Click
Besides, you can also process multiple return orders at the same time:
Step 1: Select orders that have the status "returned order"
Step 2: Click the button **Process** > Enter return reason > Click the button **Confirm**
\*\*Note: You can set up manual or automated processing by: Go to Set up -> General Settings -> Selling
# Automated order
To display orders automatically, you need to set up the automatic order feature in the Setup section.
* See instructions for setting up automated orders [**CLICK HERE**](/nobi-chat/untitled-1)**.**
Click **Nobi Pos -> Purchase order -> Automated Order Tab:**
All these functions are performed in the same way as ordering in the All Tab.
# Confirm
Here, displays the orders that are in the status: New, Waiting for confirmation, Confirming, Change stock and help you manage orders effectively.
Click **Nobi Pos-> Purchase orders -> Confirm Tab.** The interface will display as shown below.
# Packing
Here shows all orders in status: Confirmed, Packing and In Production and helps you to manage them efficiently.
Click **Nobi Pos -> Purchase order ->Packing Tab.** The interface will display as shown below.
# Waiting for collection
Here, all orders are displayed in the status: Waiting for collection, taking goods to help you manage effectively.
Click **Nobi Pos -> Purchase orders -> Waiting for collection Tab.** The interface will display as shown below.
# Intransit
Here, all orders are displayed in the status: Received, in progress, delivery delay to help you manage effectively.
Click **Nobi Pos -> Purchase order -> Transit Tab.** The interface will display as shown below.
# Complete
Here all orders are displayed with the status: Shipped,Cross-Checked to help you manage them effectively.
Click **Nobi Pos-> Purchase order -> Complete Tab.** The interface will display as shown below.
# Return goods
Here all orders are displayed with the status: Shipped, Checked to help you manage them effectively.
Click **Nobi Pos -> Purchase order -> Return goods Tab.** The interface will display as shown below.
# Return order partial
Here, the orders are displayed in the status: In transit, return goods, returned goods, confirmed and help you manage your orders effectively.
Click **Nobi Pos -> Purchase -> Return order partial Tab.** The interface will display as shown below.
# Customers
The system provides the "Customers" function to help you manage all your customer information in a complete and convenient way.
To track and manage customers, go to **Nobi Pos -> Customers.** The customer list is always updated when you add a new customer in order creation or manually add a new customer. The interface will display as shown below.
Now, let's learn each feature !!!!
# Add customers
Nobita supports KDOLs to add customers and manage customers effectively.
* Instructions for adding customer groups: [**CLICK HERE**](/setup/category/customer-group)
* Instructions for adding customer sources: [**CLICK HERE**](/setup/category/customer-sources)
### 1. Add new customer
Click the button **Nobi Pos -> Customer.**
For this feature, you can add new customers in 2 ways.
**Way 1: Add new customer form system**
**Step 1:** At the customer list interface, click Add new > fill in form > Note that fields with an asterisk (\*) are required and cannot be left blank.
**For individual customers**
\
**For company customers**
Step 2: Click the button "Add"
**Way 2: Add new customers by importing the excel file**
**\*\*Requirement:** The excel file entered into the system must be exactly the same as the fields in the sample file.
**Step 1:** At the customer list interface, click **"Import file"**
**Step 2:** Download the sample file to see if needed
**Step 3:** Upload files to the system
**Step 4:** Click **"Upload"**
When uploading an excel file, the data will not be saved if you select the following features:
* Same phone number
* Same full name
* Same email address
# Customer management
With each customer entered into the system, you can completely edit and delete customers with Nobita's customer management feature.
## 1. Update customers
To update customers, please follow these steps:
**Step 1:** Click the button 
**Step 2:** Click **"Edit"**
**Step 3:** Enter information needed
**Step 4:** Click **"Update"**
## 2. Delete customer
To delete customers, please follow these steps:
Click the button >Click "Delete"
\>
\
# Customer details
Here, you can view, edit customer details, view all marketing campaigns for customers, promotional codes sent to customers...
## 1. Customer details
To view detailed customer information, at the customer list, click on the customer you want to display detailed information. The interface will display as shown below.
## 2. Tabs displayed in customer details
To update customer details, please follow these steps:
**Step 1:** Click on the edit icon to the right of the customer name
**Step 2:** Enter the information needed
**Step 3:** Click **"Update"**
In addition, you can also update customers according to the instructions in section **Customer details**
# View management
You can search, filter data and manage by view in this feature.
To add new and manage views, go to **Nobi Pos-> Customers**
## 1. **Add new View**
To add a new view, please follow these steps:
**Step 1:** Click (+)
**Step 2:** Click **"Customer filter"** > and enter the values to filter
**Step 3:** Click **"Save"**
**Step 4:** Enter filter name (view name)
**Step 5:** Click **"Save"**
**\*\*Note: Customer filter feature**
Nobita system provides you with smart customer filters, you can filter customers and sort customers as you like.
## 2. Customize display on view
After adding a new view, the steps to customize are as follows:
**Step 1:** Click "Customer display"
**Step 2:** Select the fields you want to display on the view by ticking the checkboxes -> The list will update the selected fields.
You can arrange the display position of fields by dragging the field to the position you want to display.
# Export customers excel file
You can export the customer list to an excel file to store or serve related work (if needed). In the list of customers, select and click Export file.
Please follow these steps to export customer excel file:
Click **"Export file"** > Select the list of customers needed > Click **"Export file"** > Click save folder file > Click **"Save"** to finish
# All the functions can do with customers
Nobita provides functions that help users to transfer 1 or more customers at the same time to another group effectively, saving time.
## Transfer customer group
Please follow these steps to transfer customers group:
**Step 1:** Select the customer that needs to be transferred by checking the checkbox in front of the customer
**Step 2:** Click "Transfer the group"
**Step 3:** Select to send the customer to
**Step 4:** Click "Update"
* You can also do all the same steps with Transfer into lead, transfer the staff in charge, share the branch, transfer the branch feature.
# View purchase history of customer
Purchase history helps you to track customer transactions. From there you can monitor the purchasing amount of customers and have a preferential price policy suitable for each customer.
To view purchase history of the customer **Nobi Pos -> Customers ->List of customer -> Customer details -> Select Purchase orders Tab**
* Instructions for viewing customer details:[ **CLICK HERE**](/nobi-pos/customers/customer-details)
**\*\*Note: If the customer details do not have an order tab, go to Settings to set the order tab display. See the instructions:**[ **CLICK HERE**](https://help.nobi.pro/nobi-pos/customers/pages/2DUsgPqYDWB2zDUhkfOO#7.-contract)
# In-store Sales
In addition to online order management, Nobita also supports you to create orders for orders sold at the Shop quickly and effectively manage the list of orders.
For orders sold in the shop, in addition to being stored in the In-stored tab, it is also stored in the ALL tab with the order status "New".
To create a sales order in the shop, you need to make sure you have set up sales before selecting a payment method when printing an order.
Step 1: Click button **Set up** -> Display set up
Step 2: Enter receipt voucher type
* See the instructions for setting receipt voucher type instruction: **CLICK HERE**. Or you can set up a ticket in the form by clicking and the (+) sign -> Display form -> Enter information into the form.
Step 3: Select printing template
* See instructions for setting up a printing template **CLICK HERE**
Step 4: Click Save
### 1. Add new order
Step 1: Select product type
Step 2: Select products that customers perchase.
Step 3: Add invoice by clicking (+) and delete invoice by clicking (X).
Step 4: Fill in the information in the order form.
Step 5: Select the button add new (F9)/add new and print (F10).
# Contract
Here you can set up and manage your store's contracts with partners and suppliers.
\*\*Note: All the fields' positions, order, information of add new form, update, import contract excel file can be set in the data field function.
Click **Nobi Pos -> Contract.** The interface will display as shown below.
## 1. Add new contract
Before adding a new contract, you can:
* Set up some contract-related features: [**CLICK HERE**](/setup/settings/general-settings)
* Set up contract owner information: [**CLICK HERE**](/setup/settings/general-settings)
* Make sure to add new [**Contract type**](https://help.nobi.pro/nobi-pos/pages/2DUsgPqYDWB2zDUhkfOO#7.-contract) and [**Product**](/setup/settings/general-settings)
* Set quotation:[ **CLICK HERE**](/setup/category/contract-category/quotation)
To add a new contract, please follow all the steps below:
**Step 1:** Click the button **Add Contract** -> The form to add a contract is displayed
**Step 2:** Enter information into the form, note that fields marked with an asterisk (\*) are required fields.
**Step 3:** Click **Add new**
\+ Update: Click the button >Click **"Edit"** > Enter the information needed > Click **"Update"**
\+ Delete: Click the button >Click **"Delete"** > Click **"Agree"**
\+ Payment: Click the button >Enter the information into form > Click **"Save"**
\+ Contract details: At the list of contracts, to view contract details, click on the contract you want to view. Contract details will be displayed.
## 2. Filter contracts
With the contract filtering feature integrated into the Nobita system, you can filter to monitor and manage the desired contract.
## 3. Customize display
To display field needed, please follow these steps:
**Step 1:** Click **"Customize display"**
**Step 2:** Check the checkboxes for the fields you want to display -> List of contracts displayed
In addition, you can arrange the position of the fields by dragging and dropping in the custom box (As shown below).
## 4. Add view
This feature helps users a new view to store the filtered réults for the purpose of easily tracking and manipulating those contracts.
Step 1: Click (+)
Step 2: Click the button **"Save"**
\+ Delete view: At tab "Add new view", click the button "Delete" to delete the view
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# Quotation
Here you can set up and manage all system quotes, quotes for contracts.
To add and manage quotations, go to **Nobi Pos -> Quotations.** The interface will display as shown below.
## Add new quotation
**\*\*Requirement: Make sure to add quote type: HERE**
At the quote management screen, to add a new quotation, please follow these steps:
Step 1: Click **"Add quotation"**
Step 2: Enter the information into the form. Note that fields marked with an asterisk (+) are required fields.
Step 3: Click **"ADD"**
\+ Update quotations: Click the button **>** Click **"Edit"** > Enter the information into form > Click the button **"Update"**
**+** Delete quotations: Click the button **>** Click **"Delete"**
# Cash book
The cash book helps you to manage the entire cash flow of the store through Revenue - Expense transactions
When performing a sales operation, collecting customer debt... the system will automatically generate a receipt in the cash book recorded for this cash flow.
And for payment transactions when importing goods, paying debts to suppliers... the system will also generate a corresponding payment slip to record this operation.
In business, receipts are created when there is an inflow of cash. Payslips are generated when there is a cash outflow.
Nobita will instructions you:
* [Create and manage payment vouchers](/nobi-pos/cash-book/payment-voucher).
* [Create and manage receipt ](/nobi-pos/cash-book/receipt)
Right now, let's explore with Nobita the creation and management of different types of cash books!
# Receipt
Nobita's receipts feature helps to record the proceeds from sales or debt collection.
To create and manage the receipt, Click **Nobi Pos -> Cash book -> Receipt Tab.** The interface will display as shown below
## 1. Create the receipt
To create the receipt, please follow these steps:
Step 1: Click "Add receipt"
Step 2: Enter the information into the form
**\*\*Note:**
* See instructions for setting up the voucher type: [**CLICK HERE**](/setup/category/cashbook-type)
* Instructions for setting up a payment method: [**CLICK HERE**](/setup/settings/payment-method)
* Fields with an asterisk (\*) are required
Step 3: Click **"ADD"**
\+ Update: Click the button >Click **"Edit"** > Enter the infromation needed > Click **"Update"**
\+ Delete: Click the button >Click **"Delete"** > Click **"Agree"**
# Payment voucher
Payment voucher is a feature Nobita provides to users to help you record money spent from importing goods or paying other expenses.
To create and manage the payment voucher, click **Nobi Pos -> Cash book -> Payment voucher Tab**
## 1. **Create the payment voucher**
To add a new payment voucher, please follow these steps below:
Step 1: Click "Add payment voucher"
Step 2: Enter the information into the form
**\*\*Note:**
* See instructions for setting up the voucher type: [**CLICK HERE**](/setup/category/cashbook-type)
* Instructions for setting up a payment method: [**CLICK HERE**](/setup/settings/payment-method)
* Fields with an asterisk (\*) are required
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\+ Update: Click the button >Click **"Edit"** > Enter the infromation needed > Click **"Update"**
\+ Delete: Click the button >Click **"Delete"** > Click **"Agree"**
# About Nobichat
Nobita integrates Facebook Chat feature (Called Nobichat) to help KOLs easily manage all customer inboxes and comments from 1 page or more, manage customer information, customer order history.
Facebook is one of the social networks attracting a large number of users of many ages nowadays. That's why many KDOLs have taken advantage of this social network as an extremely effective sales channel. Understanding this need, Nobita has integrated Facebook and system to help KDOLs connect and process the information on the Fanpage right at Nobita easily, conveniently, and automatically, shortening the time.
Outstanding features that Nobichat brings to you:
* Conversation management: Manage all customer inbox/comments coming from 1 or more different fanpages.
* Post management: Manage all the posts on fanpage
* Manage customer information, customer order history.
* Easier to create the order even when you are chatting with the customer
# Conversations
Make sure you have logged into your Facebook account and connect the Facebook page to the Nobita system.
* See instructions for connecting Fanpage to Nobita System[ **CLICK HERE.**](#1.-connect-fanpage-to-nobichat)
Click Button **Nobichat** from the Menu Bar > Click **Conversations** 
**\*\*Notes:**
* If your Fanpage has been connected to both Nobita and Nobichat, at the list of chat possible Fanpage, just select the Fanpage you want to put on the message manage tab.
* If you have connected your Fanpage to Nobita but haven’t connected to Nobichat yet, you need to connect in the process.
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**1. Connect Fanpage to Nobichat**
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Click **Button** **> Agree to connect to Nobichat**
At this time, the fanpage you just connected to Nobichat will display in "List of pages that can chat at Nobita". Click on Fanpage to manage conversations.
## **2. The features of Nobichat**
(1) Filter conversations by post
(2) Filter conversations by the time
(3) Filter conversations by staff
(4) Filter conversations by conversation tag
(5) Sync all the conversations
(6) Filter conversations by Messenger
(7) Filter conversations by Comment
(8) Filter unread conversations
(9) Filter unanswered conversations
(10) Filter conversations with phone number
(11) Filter conversations without phone number
(12) Filter processed conversations
(13) Filter unprocessed conversations
(14) Continue process conversation
(15) Assign conversations to staff
(16) Block user
(17) Filter all the conversations of that customer
(18) Mark as unread
(19) View the conversations in Messages Facebook
(20) Sync the message in the conversation
## 3. **Operation in the conversation**
**For the conversation is the message, you can do the following:**
(1) Type message content
(2) Shortcuts and Tips guideline
(3) Select a file to send to the customer
(4) Select the emoji /icon to send a message
(5) Select a sample message to send
(6) Assign customer tag (click on customer tag tab > The interface is displayed as shown)
(6.1) Pin customer
(6.2) Create new tag (See create tag instruction [**CLICK HERE**](/setup/category/assign-tags))
(6.3) Close
**For a conversation that is a comment, you can do the following:**
(1) See when comments arrived
(2) Reply to comments
(3) Other operations with comments including:
* Like comment
* Message with customer
* Hide comment
* View comment on Facebook
* Delete comment
## **4. Create orders**
Click the conversation you want to create the order for, the order sample form will display on the right side of the screen.
(1) History: Show order history of the customer.
(2) Orders: Order form (If the conversation has the customer's phone number and address, the order form will automatically display the customer's information) Now you just need to fill in the rest of the information in the form to complete the order. Successfully created orders will be saved in the "All "tab of the "Order" item.
(3) Automated Orders: If your system has set up an automated order when a customer leaves a phone number, the system will automatically create a draft order.
**\*\*Note: You must set up a warehouse to create automated order**
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# Posts
This tab will show all the posts of the Fanpage that you connected to Nobita, making it easier for you to track the number of customer interactions and the customer's phone number.
To see the list of the posts, at Nobita admin page, click **Nobi Chat** 
**> Posts**. The interface will display as shown below.
**On the list of posts page, you can:**
(1) See a fanpage post (If you want to see other Fanpage's posts, click Avatar Fanpage 🔽).
(2) Enter keywords to search for posts.
(3) Display posts by the "Hide comments/Turn off notifications" option.
(4) Display posts posted in time/period.
(5) Sort posts by: Likes, comments, phone number, last posted date, oldest post date.
(6) Click the checkbox if you want to display the promotional post.
(7) Click "Refresh" to update posts information.
**In the post details you can:**
(1) See who posted the post
(2) See the posted date
(3) See the post's content
(4) See the post's picture
(5) See the number of likes on posts
(6) See the number/comments details of posts
(7) See the phone number if the customer leaves it in the comment
(8) See details of posts on Facebook
(9) Other tools with post
**Other tools with the post:**
(9.1) Hide comments
(9.2) Turn off notifications
(9.3) Send automated messages to customers
(9.4) Download post's comments
(9.5) Download the phone numbers customers leave in the comments of the post
# Conversation tags
This feature helps you set up and manage tags in the conversation
To set up and manage tags, please click **Nobi Chat** **> Conversation Tags** **> Conversation Tags** tab. The interface will display as shown below.
Besides, setting up and managing conversation cards, you can also go to **Set up** **> Category> Assign Tags** **> Conversation Tag**
* See instructions for creating a conversation tag **CLICK HERE**
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