MoySklad

The agent works with MoySklad in two ways:

• with a token: MoySklad is connected under Integrations like any other service, and the plan is paid with us;
• with the Samreshuuu app from the MoySklad catalog: MoySklad connects itself on install, the agent opens as a window right inside MoySklad, and MoySklad bills the plan.

The general rules of connections (statuses, Read-only, disconnecting) are in Connecting services. Ways to work with MoySklad data are collected on the integration page.

MoySklad with a token

What the agent can do

Reads products, counterparties, orders, stock, documents and reports and, if the permissions allow, creates and changes them.

Before you start

A MoySklad account with permissions for the sections the agent will work with. There is no need to create a separate employee for the token.

Steps

Permissions to grant

The token works with the permissions of the account that issued it: the agent sees and changes exactly what MoySklad allows that account. For read-only work, issue the token as an employee without change permissions or set Read-only in the Changes row of the connection card.

Limitations

If the employee cannot create orders or delete documents, neither can the agent: a MoySklad administrator extends the permissions. How the agent decides which change to make on its own and which to send as a card is in Action approval.

How to revoke access

Delete the token in MoySklad under User menu → Settings → Tokens: access stops at once. The Disconnect button in the connection card removes only our connection, and the token stays valid until you delete it in MoySklad.

Troubleshooting

• Credentials not accepted: the token was deleted or the account's permissions changed. Issue a new token and click Re-enter credentials.
• The agent cannot create or change a document: check the Changes row in the card and the employee's permissions in MoySklad.

The Samreshuuu app in MoySklad

Samreshuuu is installed in MoySklad as an app from the catalog. The same work is available in the app on your phone, on your computer and in the browser, if you sign in to the same account.

What the agent can do

Once installed, MoySklad is already connected: the agent reads products, stock, orders and documents and can change them. Other services (Ozon, Wildberries, Avito, banks, email) are connected under Integrations and are included in the plan, not paid for separately.

Before you start

The app installed from the MoySklad catalog and a plan chosen in MoySklad. An email to sign in to the app outside MoySklad is needed only if you also want to work on the phone or in the browser.

Steps

The MoySklad window opens its own account: MoySklad issues it, and it has no email. If you sign in to the app on your phone or in the browser by email, you get a second account: without the MoySklad plan and without the agents, chats and connections from the window. To keep it one account, link an email in the MoySklad window:

If the app already has an account on this email (for example, you signed up in the app first and installed the app in MoySklad later), at the address step the window offers a This is my account button. Confirm with the code from the email:

• the app in MoySklad then opens in your account;
• the plan and the seat in the MoySklad organization move there, and that organization becomes the current one, so the phone and the website see the plan right away;
• chats, agents and files from the window follow within a couple of minutes.

After that, close the app window and open it again from the MoySklad menu.

Permissions to grant

Every employee who opens the app in MoySklad under their own sign-in gets their own account in the organization and takes a seat. The number of seats is set by the plan chosen in MoySklad: a personal plan has one seat, and there are team plans for several employees. A MoySklad administrator becomes an administrator in the Samreshuuu organization as well.

You can also add an employee by email: Settings → Members → Invite a member. Invited people and those who came in from MoySklad take seats from the same pool. Seats cannot be added in the app: seats are added through MoySklad.

If all seats are taken, the employee sees All seats are taken in the window. Then an administrator frees a seat in Settings → Members or chooses a MoySklad plan with more seats.

An employee's personal chats are visible only to them. What colleagues and the administrator can see is described in Who sees what.

Limitations

The plan of the organization the app is installed in is billed by MoySklad. Payment, renewal, plan changes and cancellation happen in your MoySklad account, not in the app. Under Settings → Billing the app shows the renewal date and a button that opens MoySklad. Prices: on the app's page in MoySklad and on the pricing page. How the weekly limit works is described in Plans.

How to revoke access

Uninstall the app from MoySklad. The window says The app was removed in MoySklad: the MoySklad connection is removed, tasks are paused, the plan is gone. To come back, install the app again from the catalog.

Troubleshooting

If the agent cannot create an order or delete a document, check in this order:

1. The Changes row in the connection card. With Read-only, the agent changes nothing, even when asked. An organization administrator can set Read and change.
2. Permissions in MoySklad itself. If the employee cannot create orders or delete documents, neither can the agent. A MoySklad administrator extends the permissions.
3. Auto-review. A risky action comes to the chat as a card, and an action you did not ask for is blocked: Action approval.

A second MoySklad account or a second store

• A second Ozon store, a second Wildberries account, a second mailbox: in the connected service's card under Integrations, click Add another. In requests, name the account with @ and by name.
• A second MoySklad account connects with a token: Integrations → MoySklad → Add another. The agent works in it with the permissions of the employee whose token you pasted.
• The app installed in a second MoySklad account creates a separate organization with its own plan from that account.

Deleted documents and rolling back changes

MoySklad has a recycle bin. To be able to bring a document back, ask the agent to move it to the recycle bin: such a document can be restored in MoySklad. Deleting without the recycle bin erases the document for good, and it cannot be brought back.

There is no undo-all button: changes go straight into MoySklad. So:

• before the change, ask for an export of the current values: "export the current prices of these products to Excel";
• after the change, ask for a before → after report;
• if too much changed, say so in the same chat: "restore the previous values from the export", starting with a few records.

How to set the limits of a bulk change is described in Action approval.