Track Customer Outstanding on your Mobile

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Outstanding management is one of the pain areas across various industries.WebXpress Billing module does help in finding out Branch wise – Location wise outstanding using online ERP system.

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Track Customer Outstanding on your Mobile

  1. 1. Android Customer Outstanding Application
  2. 2. Introduction • Outstanding management is one of the pain areas across various industries. • Manpower has been deployed by organizations to follow up for outstanding amount. • In Logistics domain where billing cycle takes at least 7-15 days or some times month just to generate bills. • Managing outstanding of more than 100 customers becomes real tedious job.
  3. 3. Introduction (Continue) • WebXpress Billing module does help in finding out Branch wise – Location wise outstanding using online ERP system. • WebXpress has come up with innovative idea of finding out customer wise outstanding using android application. • To use the application, use of WebXpress billing system is must.
  4. 4. Features • Integration with WebXpress ERP system. • Outstanding summary of bills can be found out by entering customer name. • Application will show count of total number of bill pending and total pending amount. • Application has the feature of sending email and SMS.
  5. 5. Features (Continue) • Possible to send mails to multiple email ids using separator as “;” • Possible to send SMS to multiple number using separator as “,” • Email format has details of bills like Bill number, bill amount, pending amount, overdue days. • SMS sends the total outstanding amount to the customer.
  6. 6. Benefits • Outstanding reminders to customers becomes easy. • Time & Effort have been saved to find out outstanding and the drafting customer wise mail. • MIS reports can be generated for the customer wise reminders sent via email & SMS.
  7. 7. Application Flow • Let us see the actual flow of the application. • Enter user name. • Enter Password • Click on Login button.
  8. 8. Login Screen
  9. 9. Application Flow • Home Screen will appear, it will have field to enter customer name. • Type the initial character of customer’s name, smart search will show list of all the available active customer. • Select customer and click on the submit button.
  10. 10. Login Screen
  11. 11. Select Customer Screen
  12. 12. Outstanding Details • After click on the submit button, outstanding summary of that customer will appear as shown in slide • Summary will give count of total number of pending bills and total amount of pending. • Clicking on details button will redirect to the screen which has the bill wise details. • SMS & Email option can be used from the same screen as well.
  13. 13. Outstanding Summary Screen
  14. 14. SMS & Email • Slide shows the bill details like bill number, bill date, bill amount and pending amount. • SMS & Email option are available here as well. • Click on email button to send an email. • If in last 5 days email has already been sent to the selected client then it will prompt message that “Email to this client has been sent”. • It gives the option of cancellation and send again option.
  15. 15. Outstanding Details
  16. 16. Alert Message
  17. 17. Email Screen • Enter the correct email address. • Multiple email addresses can be entered using “;”. • After clicking on the submit button, email will be sent.
  18. 18. Email Screen
  19. 19. Outstanding Email
  20. 20. Success Screen
  21. 21. SMS Screen • To send the SMS, enter the number as shown in Fig. 14 • Email will be sent on the desired number. • To send on multiple number enter the number separated by “,”.
  22. 22. SMS Screen
  23. 23. Outstanding SMS
  24. 24. Success Screen
  25. 25. CONTACT US

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