Empower Your Team with Sales Order Automation Software for Teams

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Hello Everyone. Today we will talk about the features of SalesOn Mobile App. SalesOn can be used by distributors/manufacturers or admin on their laptop/browser And by sales people on their mobile phones. Sales people can use SalesOn mobile app to mark attendance, mark retail visits , add retail outlets, take orders and payments, view balance and previous transactions of outlets and their live location can be tracked through this To login to SalesOn mobile app , your admin needs to add you as user and create account through the admin console Using the same mobile number and password created by your admin, you can login to the mobile app As you login , you can see your company details on the top , as well as todays sales and payment transactions Lets go ahead and mark attendance for today Once you click on IN , the time and your current location gets recorded in today's attendance In order to view past attendance records, click on View Timesheets Lets now take sales orders First lets select the beat/route for today which we need to visit. Parties/Customers associated with the particular beat are now listed here To add a new outlet on this beat, click on add party button on top. Enter the business name and add the party. This will automatically track and save the location of the outlet and for navigation through Google maps Let us selected our customer now. Click on location button to navigate to the customer location through Google Maps Let us first mark our visit for this customer that we have reached at correct location. Clicking on Mark Visit button will automatically track your GPS location. You can add optional comment and mark your visit. To take orders, click on New Sale Here you can see your items list You can add discounts or change item prices and add the required items to your cart And you can place the order successfully. To take payment from the retailer, click on Payment In. You can see all the due invoices with amounts listed here. You can select the invoices against which payment is being done, or for outstanding payment enter the amount in 'Others' and click on Save To view the retailer previous orders and payments click on Transactions here You can share it over Whatsapp also All activities of the salesman eg. taking orders or payments, retailer visits and their live location everything is real-time synced with the admin console See you in the next video. Thank you