Sales assist-user-guide (2)

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Sales Assist
User Guide
1.9.4
www.oscprofessionals.com

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 Content
 Introduction
 How to Use
 Screen – Dashboard Description
 Manage Product with User Define Attribute
 Manage Customer With User Define Attribute
 Manage Orders
 Purchase Product other language Order
 Payment follow-up List
 Orders
 Order History
 Stock and Inventory Management
 Price History Management
 Search Rate
 Vendor
 Reports
 Mange Commission
 Broker
 Manage Tax
 Manage UOM
 Import/ Export
 Create CSV File
 Setting
 Language
 Choose Language
 Backup and Restore Database With Backup Reminder

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 Introduction :
Sales Assist is a Native Android Application for Sales Assistance. With the help of
this app you can manage sales order related activity more efficiently.
It allows the salesmen to download and upload product through CSV sheets, take
orders, message order in the field and export order. Its a very simple but a very useful
application. Sales Assist App can be used as like a Sales Order Note or Sales Order
Booking Apps
Sales Assist is on filed sales and purchase application. It allows the sales executive to
take orders, message order in the field and export orders.
It has import export facility for products and customer. It has export option for sales
orders. It can be used offline as well.
This sales order application has many features with focus on easy order input. It has
different sales order forms interface for different business scenario making it very
versatile sales order mobile application.

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 How to use
After installation of the application, when you open the “Sales Assist”application
you will see the first page “Dashboard with message”.
 If user select “Yes” option for sample data then system data imported and it will help
user to understand the functionality of app.
 User can delete sample data after work done from setting.
 User can avoid this sample data by selecting “No” option

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 Screen Description
 Dashboard Screen
After installation of the application, when you open the “Sales Assist”application
you will see the first page “Dashboard”.

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 Manage products
To use App you need to add your product in App . So that you can take your order
and avoid paper work and maintain accuracy. To add product in App you can follow
one of the process
- Add Product Manually
- Upload Product CSV file
 Add Manually:
 To add the product follow the steps:
 Open Drawer - Select Product icon from dashboard.
 Click on Manage Products - Click on Product list.
 Click on Add Product icon or - From footer click on Add
 Add your Product Details - Add your Product Details
 Click on Add Button - Click on Add Button

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 Upload Product via CSV file
Click on product >> Product list >>Select Import >> Select the product csv file
from the device
 By clicking on Export one pop-up will get display as Choose Type
1. Export To Drive
2.Export To Mobile
If user select option as "Export To Drive" then CSV file will create in Google drive. and
if user select option as "Export To Mobile" then CSV file will create in mobile storage.
 After Adding Product, It get display in Product list.

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 Stock Management:
User can maintain stock or availability of product in stock management.
 User can select stock management from dashboard or drawer.
 Stock management contain product and quantity of product.
 User can set quantity of available product and click on update stock.
 By clicking on Reset button, User get previous quantity of product.
 After placing order stock quantity get automatically reduce and update.

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 Stock Movement :
 The stock Movement Report shows the opening and closing information between
dates, information such as purchases made, Scrapped items and order. This is useful
for tracking stock movements over a set period of time

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 Manage category :
- This helps to add, edit, delete category from list.
- User can add and search Category of products from toolbar.
- When user delete the category it ask for confirmation.
- If user wants to delete category with products then click on delete.
- If user wants to delete only category and not products currently present in that
category then user can move that products into another category.
- To move products in another category select category in which you want to move
the products.
 Stock In/ Stock Out
If user want to update stock of available products without creating order , Then user
can increase or decrease stock by going on Stock In/stock out Page.
- Select product name, quantity, unit and click on save.
- Now stock will update and user can see this stock movement in Inventory
movement.

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 Manage Customers
Customer who is purchasing your Products. To add Party Name in App you can follow
any one of the Process
- Add Customer Name Manually
- Upload Customer Name CSV file
 Add Manually:
 To add the Customer Name follow the steps:
- Open Drawer
- Click on Manage Customer
- From footer click on Add Customer
- Add your Customer Details
- Click on Add Button
or
- Select Customers from Dashboard.
- Select Add customer or customer list.
- Add your Customer Detail
- Click on Add Button

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 Customer List :
 User can edit, update and delete customer details later.
 By clicking on right upper corner user can search customer name from list.
 By Clicking on Filter, city list pop-up get open.
 Select City and sort citywice customers

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 Upload Customer CSV file
 Click on Customer >> Select Import >> select the Customer csv file
from the device
 By clicking on Export one pop-up will get display as Choose Type
1. Export To Drive
2. Export To Mobile
If user select option as "Export To Drive" then CSV file will create in Google drive.
and if user select option as "Export To Mobile" then CSV file will create in mobile
storage.

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 After Adding Customer, It get display in Customer list.
Attribute List :
An attribute are additional information and the values allowed for a customer. Attribute
component allows the user to maintain an unlimited amount of attributes and user define
attribute for your organization's customers. The field labels are also customizable for your
specific business needs.

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 Select Attribute List from Customers screen.
 User Can save Confidential and user define attribute as per their business
requirement.
 After adding attribute it get display in list and usefull while filling
customer detail.

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 Sales
It include all detail of order form for product where user can order products .
 In sale window you will see three order forms they are as follows :

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 Order Form
 For placing order Select Order form icon, It will display Three order form
1. Standard Order form .
2. Tax order Form .
3. Order form Inventory.
 Standard order form
Standard Order form is where user can order the product and placed an order to the
order list . Here in this page user has to select the customer name from the drop - down.
Then add product quantity ,User can search particular product directly in the search
block . After adding product to the list click on “Preview” .

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 Here preview will show the products which you have added with total amount and
weight.
 After that close the preview and click on “Reset” button ,so that the product which
you have added will be cancel .Re-enter the new product and the new customer name
and click on “Save” ,So that your order will be placed to the order list

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 Tax Order Form:
 Click on order form
 Select Tax Order
 Add detail
 Click on Save
Select tax :
 By clicking on“Select tax” field, select the Tax value from dropdown.
 If you want new Tax value then click on Add new tax
 Then fill Tax value and click on Submit.
Select Shipping :
By Clicking on Shipping value, dropdown will open, select one of following.
- Free Shipping
- Enter shipping value

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 Enter Discount if any
 Here preview will show the Tax which you have added with total amount, shipping
value, tax rate, quantity and weight.
 After closing Preview, click on Reset so that you can edit new tax order.
 Order Form (Inventory):
Here user can update inventory and use that as a reference while taking sales order.
Order form with inventory is where user can order the product as well as maintain stock.
Here user has to Follow Following steps:
 Select Customer Name from dropdown.
 User can search particular product directly in the search block.
 By clicking on “ +” user can select quantity of product from product list.
 By Clicking on preview, user can check order details like Total amount, weight, and
quantity before sharing with the seller.
 By clicking on Save button user can share the order with your seller through social
media.

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 Orders
It provide the list of orders. User can view placed order record and status of
order.
 Select Orders from Drawer
OR
 Click on Sales from Dashboard.
 Select Orders.

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Detail
 By clicking on Detail icon Customer detail will open.
 User can Edit, Delete,copy and share order.
 User can change the order status from “open” to “Dispatch” By clicking
on Record Order Delivery from upper right corner.
Copy
 By clicking on Copy Icon new order will generate with same order detail
user can update this order and generate new order with different ID
 Copy option save users time to generate new order
Add
 User Can Add new order from upper right corner.
Share
 user can share order in pdf format and in text file.
History :
It Maintain the record of Order and Price history.
Click on sales >> History
In History window you will see three History they are as follows :
1. Order History
2. Price History
3. Search rate

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Order History
Order history contain the placed order List.
 Select customer name whose order history user want.
 By selecting customer name, order history of that particular customer will display in
screen.
 User can select the order which has to place again by clicking on checkbox.
 Here preview will show the products detail, total amount, quantity and weight before
sharing with seller.
 By clicking on share message option user can share the order through social media.

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Price History Management:
In this system data for rates charged on previous deals with product name,date and
rate are saved and can be used as reference to quote.
 Select Price history management from History or drawer.
 Add the detail like Customer Name and Product Name from dropdown menu.
 Select date by clicking on calender icon.
 Enter price and select unit from drop-down or user can enter new unit name.
 By Clicking on SAVE button one toast message will display.

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 Search Rate :
Rate history management to help with quoting rates.
 Select Search Rate icon from dashboard or drawer.
 Add detail and click on Search button.
 Search rate display the Amount and date for that particular product and customer.
 This added rate can be seen by User for future purpose in search rate icon on
dashboard.
 Draft List
Draft is useful for saving order temporary in draft before placing orders.
- Which reduce our time to re-create order from standard order or from order
form inventory, but suddenly when you click on back button before saving the

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order then application ask for " save as draft".
-After clicking on "yes" it will be saved in Draft list which you can place later.
(It also save our time to place total order again).
 Purchase :
A sales executive can install this on his buyers Android and train them to create
purchase order and send message. Also a sales executive can use for his own
procurement related to business activity.
- Select Purchase order from drawer.
- Add purchase order detail
- Click on Save from Footer.
OR
 Select Purchase from Dashboard.
 Select Purchase order form or purchase order List.

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 User can select language of Product by clicking on icon of upper right corner of
screen.
 User can select category of product by cling on select category option.
 User can select vendor name from dropdown or can add new vendor.
 Fill the detail of new vendor and click on add button, User can select the newly
added vendor from “select vendor” drop-down list.
 Select Broker Name or add new Broker if Required.
 User can change unit of product(kg, Pcs. Lit) and quantity of Product by cliking on “
+” sign.
 By clicking on Preview user can check the detail of order before sharing through
social media.
 By clicking on Save button user can share the order with your seller through social
media
 Purchase Order List
 Select orders from dashboard or drawer.
 Here user see the Purches order list.
 By clicking on “+” icon on screen, It will jump on purchase Order form screen .
 Purchse Order form Screen contains a Form where you can fill and detail and place
order.

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 In order list, user can see the order detail and copy the order icon.
 By clicking on order detail -
- Customer detail
- Order information
- Here user can Edit, Share, Copy, Delete the order.
 By clicking on Copy icon- User can Easily refer to previous orders which helps in
generating new order.
 The order form will open with same data and automatically generate different id.
 User can update the data and save it.
 This order saved in order list with different id.
 Vendor
 Select Vendor from dashboard.
 User can add new vendor by clicking on “ADD NEW VENDOR”(As disscussed)
 Fill the detail of new vendor and click on add button.
 By clicking on ADD button new vendor name added in list.
 User Can edit and delete VENDOR from list.
 By Clicking on edit icon User can update the detail.
 By clicking on Update button, the edited vendor Save in list.

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Accounts:
Select Account from Dashboard >> Click on Payment followup list
 Payment followup list :
A simplified interface where sales executive can enter payments due and make call as
per dates set.Also can delete these payment followup entries once received.
 Select Payment Followup list from Drawer or Dashboard.
 Select “+” icon from upper right corner of screen.
 Add detail as customer name, select date by clicking on calender icon and enter
amount whatever user has to take.
 Click on Save
 This Amount will be save in list

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 Reports :
Sales reports track the value of products moving between you and your customers as
you make sales and process returns. A sale is made when a customer places an order.
There are Three type of report Provided as follow:
General Report:
 Product Wise Report
The Product-wise report provides detailed information of sales made to different customers.
(selected by user)
 Customer Wise Report :
This report is used to keep track of the items purchased by customers for a given
period( selected by user).

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 Select Report from Dashboard
 Click on product wise or customer-wise report whatever user want.
 For Ex. Select product wise report.
 Select Product Name, Time duration and Click on Show.
 It will display the selected product quantity sold with amount and date.
 Low inventory report.
- It shows the report of product which is low in stock.
- For this first we have to add detail of stock and low stock in add product page.
- user can add new product by clicking on '+' icon from upper left corner of toolbar .
- User can search product by name and view detail of product by clicking on product
arrow.

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b. Graphical report:
- It shows Last 30 days sales and purchase order placed report in graphical manner
which is easy to understand.
- On graph horizontal line is showing last 30 days date and vertical line shows order
placed.
- With colorful line it shows on which date how many order placed by user.

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 Broker:
It is useful and helps in Business where person who arranges transactions between a buyer
and a seller for a commission when the deal is executed.
Add Broker:
 Select Broker from dashboard.
 Click on add broker icon.
 Fill the Detail and click on Add.
 Broker can be added in the Broker List.
Broker List :
 It will display the Broker list.
 User can edit and delete Broker name from here.
 By clicking on add new Broker user can add new Broker in List.

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 Commission :
Commission is a form in which a salesperson gets paid a certain percentage of the sales
price or revenue earned on a sales transaction.
 Select Commission from Dashboard.
 By Clicking on add Product commission, List of product will display.
 By clicking on Add icon, User can set commission value and for
particular product.
 Select commission type as fixed or percent and click on add button.

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 By clicking on arrow get the detail of total products commission per
order.
 Here user can add commission manually also
 Be Sure while using Commission, To enable Commission module from
settings otherwise it will not work.
 Manage Tax
 Select Manage Tax from drawer.
 User can Add new tax, edit tax and delete tax from tax list.
 By clicking on '+' icon at upper right corner, Add detail and click on submit.
 New tax can be added as per user requirement.
 By clicking on Edit icon, user can update Tax detail as per requirement.
 Manage UOM:
- Select Manage UOM from drawer.
- User can Add new UOM, edit UOM and delete UOM from tax list.

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- By clicking on '+' icon at upper right corner, Fill detail and click on submit.
- New UOM can be added as per user requirement.
- By clicking on Edit icon, user can update UOM detail as per requirement.
- Sort order define the priority of UOM will be display in selecting unit in Purchase
order.
 Import/Export
 Import customer
With a simple CSV its possible to import Customers.So if you export customer list
from your accounting or CRM software in a predefined format and just import you
will be done.
 Upload Customer via CSV files:
 Open Drawer
 Click on Import/Export
 From Customer touch on IMPORT.
 Create a CSV file (Check How to Create CSV file section) and upload in Mobile
 Select your file from Mobile your import process will begin

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 How to Create CSV file
To create a CSV file open Microsoft Excel, launch Excel and then create your file,
you have to save in CSV format. Choose the Save As option from File Menu, and for the
Save as type option, select CSV (Comma delimited) or CSV (Comma delimited) (*.csv),
depending on your version of Microsoft Excel
First row of the CSV file is will be the column name, it will not going to change
 Customer Name CSV format:
The First row will be the column name, its should not be changed, use an its. Party
Name is compulsory field you have to enter, but city is optional, you skip by writing
“null” in column.
 Product List CSV Format:
The First Row will be column name, its should not be changed, use an its. The
Product Name will be group by the category, remain empty for product which belong to
same category, remain column are compulsory

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 Inventory CSV Format :
Inventory CSV format should be like from first row column A to column C are
used for heading.
- Heading will be Product Name, Product Code and Qty

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 Product Name (Other Languages):
Product Name (Other Languages) CSV format should be like from first row
column A to column D are used as heading. contain
- Heading product Name,Code, Language and Defined.
 Commission:
Commission CSV format should be like from first row column A to column E are used as heading.
Heading contain Product code, Product Name,Commission Value, Commission type and
Status.

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 Customer Attribute :
Customer Attribute CSV format should be like from first row column A to
column E are used as heading. Heading contain customer code, customer Name
Attribute key

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 Orders :
User Can export order with multiple template and share with people.

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 Setting
It help to do following configuration
1. Personal Detail.
2. User management
- Login configuration.
- Change user name and password
- Forgot password
3. Configuration
- Product rate, category, product code, product by sort order
4. Date Configurtion Format(dd-mm-yyyy and mm-dd-yyyy).
5. Language configuration
6. Currency configuration
7. Order meessage configuration
- Show Total weight,Show Total Amount, Show total qty, show UOM.
8. Purchase order message configuration
- Total qty, show UOM, show total volume
9. Commission Configuration
10.Inventory Configuration
11. Sample data configuration

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 Utilities
- It provide the language configuration.
Language [Product other language]
Product other language feature is use to define the product .It also help to
select the other language as per the user requirment .User can import the product with
define language as sample screen provided in the the import/export .
To import Product other language you have to create CSV file first and then import it .
 Go to Dashboard >>Import/Export>>Product other language >>Import
 Select the CSV file from the file manager
Then Go to Language You will see all the product you have imported .All the
product you imported will be undefined .To define the product
 Click on the arrow

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 Select the language
 In defined block define the product in that language you select.
 Now at the header you will see the language and two icons filter and define
respectively
 Select the language If the product is define in that language then the product will
show as defined product otherwise it will show as undefined
 Sort by : When you click on filter the product will sort by Product Name or Product
Code.
- Select the option you want to sort by.
 Filter by : When you click on the filter button one pop up will open
Select the option as you want to list the product by.
 If you select Define all the define product will appear in the list of the language you
have selected
 If you select Undefined all the undefined product will appear in the list of the
language you have selected

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 Backup and Restore
 Backup: By clicking on the Backup all the data of the application will store on the
google drive , It will help user to keep data secure in case of data loss and setting a
system .

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 Restore : By clicking on restore option user can copy files from a backup to the
original place .User can only restore data only when the backup has been taken

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Thank you!
If you have any Queries or Feature Suggestions,
please contact us at:
http://www.oscprofessionals.com/contact-us/
Skype: osc_support
Your feedback is always welcome!

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