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Topics
 Sale Main Functions
 Use Cases
 Configuration
 Conclusions
Use cases
Tablet Sales
Plan
• Sale Team
• Day Plan
• Trip Plan
• Warehouse and
Team Mapping
• Moving Product
to Van
Warehouse
Sale man Syn To tablet
Sale
• Follow Day Plan
• Choose which
Customer to go
• Create new
Customer
• Create Sale
Order
• Issue Invoice
Syn
• Syn New
Customer
• Syn Sale Order
• Import Back Sale
Order to
OpenERP
• Auto update –
Warehouse and
Sale
• Syn Customer
Visit
• Analysis
Configuration
 Configuration for Sale Team and Product
 Configuration for Day Plan
 Configuration for Trip Plan
 Configuration for Warehouse Location
(VAN) with team
 Configuration team and sale tablet
Sale Manager need to configure below at ERP Side
Before Sale at ERP
Manage Team
Day Plan
Trip Plan
Price Plan
Promotion Plan
ERP Server
Sale Manager
Configure at ERP
Day 1 – 21 each team in city basic
Trip Plan for going out city
Tablet Sale Dashboard
1.Create Sale Order
2. Sale Plan
3. Trip Plan
4. Collect Payment
5. Stock Delivery
6. Syn Product, Detail
Tablet Sale Syn Below Data
from ERP
Syncing
to
Tablet
Customer
Day Plan
Trip Plan
Promotion
Plan
Products
AR
Collection
Inventory
Sale team
 Configuration for Sale Team and Product
 Configuration for Day Plan
 Configuration for Trip Plan
 Configuration for Warehouse Location
(VAN) with team
 Configuration team and sale tablet
Sale Team Creation
Dry Cell Team Detail
Mapping team with
Sale member
Team and Product Mapping
Mapping team with
Products
Tablet Sale Main Functions
 Syning Customer, Warehouse, Product, Daily Plan,
Trip Plan, AR Collection, Delivery, Price Plan,
Promotion Plan
 Customer Listing/Searching
 Create New Customer
 Product Listing/Searching
 Create Sale Order, Issue Invoice
 Customer Visit Survey
 Follow Day Plan -> Customer-> Create Sale order
 Issue Invoice using with Bluetooth Thermal Mobile
Printer up
Tablet sale can run on any Andriod tablet on any brand and
Design to work with 7-8 inches screen
Customer Listing and view
customer with photo as well
Searching Function with initial word
Syn related customer based on day plan, trip plan
Product Listing and Viewing
Searching Function with initial word
Day Plan is for City based
Customers
 Day Plan is the arrangement of sale team to go to which route and
which customers in one week, Rainbowbridgement is planning day
plans for a month for each team to which route and which customer to
go
Route 1 - Alone Customers
Team A
Route 2 - Yankin Customers
Team B
Trip Plan is for Outside City
based Customers and going
outside town
 Trip Plan is the arrangement of sale team to go to which route and
which city to city and which customer to meet
Route 1 – Bago Customers
Team A
Route 2 – Mandalay Customers
Team B
Day Plan
Follow the
day plan
and click
the day
plan
Drive to
customer
Visit
Customer
and visit
survey or
sale
Create
Sale Order
Day Plan – Setup 1
Click on Day Plan and see customer List
Create Sale OrderDifferent price plan for different cust
Like whole sale price, Retail Price
Sale Order Page
System auto apply promotion
Based on promotion plan
Support Cash, Credit, Consignment Sale
Sale Order Line
Enter each sale order fast and
easy
Enter
product
code initial
and auto
complete
and qty
enter
System auto
price
update
based on
price plan
configure
Discount
auto update
based on
price plan
Unit price
auto update
Sale with different type
Sale order and discount and
delivery
Sale with delivery and
Delivery partial support
Discount on % or Qty
Receivable amount
After Apply Promotions
System auto discount on sale order lin
Or buy one get one free and combina
Print Receipt with Bluetooth
Thermal Printer
Bluetooth
Issue Receipt
Delivery Qty for Sale Order
Customer Visit Record
Sale Order Lisitng
Price Plan
 Price plan is to give discount based on qty
 Give different price based on customer
based , Sale manager can plan the price
plan in ERP system and tablet can syn
 Sale person can sell easily choose just sale
price plan and system automatically
follow
Configure Price Plan
 Can configure based on product basic
 Or Product Category basic or
 Qty basic to reduce the price
 By Period
Price List
Price Plan in Table Sale
Syn from ERP System and bring down to tablet
Promotion Plan
 Tablet Sale features Promotion plan also and
Sale manager can plan the promotion in ERP
 Then syn to Tablet Sale.
 Very flexible promotion supports and multple
promotion condition supports
 Sale man will not make mistaken and simply
click apply promotion and it will auto apply
based on promotion plan rules and apply to
sale order or total sale
Conditions Actions
Customer
Category
Promotion Rules
Promotion Plan Features
 Different
Conditions
 Total Amount > X
Amount
 Period Basic- from - to
 Different Action –
multiple actions
 Based on Product
Code
 Qty Combination
 Unit Price
Combination
 Compute Sub
Total of Products
 BUY ‘X’ product,
get ‘Y’ Product
 BUY ‘X’ product,
get ‘X’ Product
 Discount % on
product
 Discount fix
amount
 Fix Amount on unit
price
 Fix Amount on unit
price
Promotion Configure at ERP
Promotion Action condition
Configure at ERP
Tablet Sale promotion plan
and after syn with server
Promotion List
AR Collection
Collect money
From customer and
It will syn back to server
As customer paymment
SYNing with Server
End of the day
When sale man arrive,
He will simply click Syn button and it support cloud or
adhoc sync. The tablet sale will syn to ERP – Sale Order
Server Address IP
End of Day – Syn ERP Mobile
Sale
 Sale Manager check back all mobile sale
from ERP and validate and it all convert to
ERP Sale Order and it will reduce and syn
product from warehouse as well.
Analysis Sale data
To Contact
 Phyo Min Zaw
 +959425014884
 Email: phyo@7thcomputing.com

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Andriod tablet sale_with_odoo_v8

  • 1.
  • 2. Topics  Sale Main Functions  Use Cases  Configuration  Conclusions
  • 4. Tablet Sales Plan • Sale Team • Day Plan • Trip Plan • Warehouse and Team Mapping • Moving Product to Van Warehouse Sale man Syn To tablet Sale • Follow Day Plan • Choose which Customer to go • Create new Customer • Create Sale Order • Issue Invoice Syn • Syn New Customer • Syn Sale Order • Import Back Sale Order to OpenERP • Auto update – Warehouse and Sale • Syn Customer Visit • Analysis
  • 5. Configuration  Configuration for Sale Team and Product  Configuration for Day Plan  Configuration for Trip Plan  Configuration for Warehouse Location (VAN) with team  Configuration team and sale tablet Sale Manager need to configure below at ERP Side
  • 6. Before Sale at ERP Manage Team Day Plan Trip Plan Price Plan Promotion Plan ERP Server Sale Manager Configure at ERP Day 1 – 21 each team in city basic Trip Plan for going out city
  • 7. Tablet Sale Dashboard 1.Create Sale Order 2. Sale Plan 3. Trip Plan 4. Collect Payment 5. Stock Delivery 6. Syn Product, Detail
  • 8. Tablet Sale Syn Below Data from ERP Syncing to Tablet Customer Day Plan Trip Plan Promotion Plan Products AR Collection Inventory
  • 9. Sale team  Configuration for Sale Team and Product  Configuration for Day Plan  Configuration for Trip Plan  Configuration for Warehouse Location (VAN) with team  Configuration team and sale tablet
  • 11. Dry Cell Team Detail Mapping team with Sale member
  • 12. Team and Product Mapping Mapping team with Products
  • 13. Tablet Sale Main Functions  Syning Customer, Warehouse, Product, Daily Plan, Trip Plan, AR Collection, Delivery, Price Plan, Promotion Plan  Customer Listing/Searching  Create New Customer  Product Listing/Searching  Create Sale Order, Issue Invoice  Customer Visit Survey  Follow Day Plan -> Customer-> Create Sale order  Issue Invoice using with Bluetooth Thermal Mobile Printer up Tablet sale can run on any Andriod tablet on any brand and Design to work with 7-8 inches screen
  • 14. Customer Listing and view customer with photo as well Searching Function with initial word Syn related customer based on day plan, trip plan
  • 15. Product Listing and Viewing Searching Function with initial word
  • 16. Day Plan is for City based Customers  Day Plan is the arrangement of sale team to go to which route and which customers in one week, Rainbowbridgement is planning day plans for a month for each team to which route and which customer to go Route 1 - Alone Customers Team A Route 2 - Yankin Customers Team B
  • 17. Trip Plan is for Outside City based Customers and going outside town  Trip Plan is the arrangement of sale team to go to which route and which city to city and which customer to meet Route 1 – Bago Customers Team A Route 2 – Mandalay Customers Team B
  • 18. Day Plan Follow the day plan and click the day plan Drive to customer Visit Customer and visit survey or sale Create Sale Order
  • 19. Day Plan – Setup 1 Click on Day Plan and see customer List
  • 20. Create Sale OrderDifferent price plan for different cust Like whole sale price, Retail Price
  • 21. Sale Order Page System auto apply promotion Based on promotion plan Support Cash, Credit, Consignment Sale
  • 23. Enter each sale order fast and easy Enter product code initial and auto complete and qty enter System auto price update based on price plan configure Discount auto update based on price plan Unit price auto update
  • 25. Sale order and discount and delivery Sale with delivery and Delivery partial support Discount on % or Qty Receivable amount
  • 26. After Apply Promotions System auto discount on sale order lin Or buy one get one free and combina
  • 27. Print Receipt with Bluetooth Thermal Printer Bluetooth Issue Receipt
  • 28. Delivery Qty for Sale Order
  • 31. Price Plan  Price plan is to give discount based on qty  Give different price based on customer based , Sale manager can plan the price plan in ERP system and tablet can syn  Sale person can sell easily choose just sale price plan and system automatically follow
  • 32. Configure Price Plan  Can configure based on product basic  Or Product Category basic or  Qty basic to reduce the price  By Period
  • 34. Price Plan in Table Sale Syn from ERP System and bring down to tablet
  • 35. Promotion Plan  Tablet Sale features Promotion plan also and Sale manager can plan the promotion in ERP  Then syn to Tablet Sale.  Very flexible promotion supports and multple promotion condition supports  Sale man will not make mistaken and simply click apply promotion and it will auto apply based on promotion plan rules and apply to sale order or total sale Conditions Actions Customer Category Promotion Rules
  • 36. Promotion Plan Features  Different Conditions  Total Amount > X Amount  Period Basic- from - to  Different Action – multiple actions  Based on Product Code  Qty Combination  Unit Price Combination  Compute Sub Total of Products  BUY ‘X’ product, get ‘Y’ Product  BUY ‘X’ product, get ‘X’ Product  Discount % on product  Discount fix amount  Fix Amount on unit price  Fix Amount on unit price
  • 39. Tablet Sale promotion plan and after syn with server Promotion List
  • 40. AR Collection Collect money From customer and It will syn back to server As customer paymment
  • 41. SYNing with Server End of the day When sale man arrive, He will simply click Syn button and it support cloud or adhoc sync. The tablet sale will syn to ERP – Sale Order Server Address IP
  • 42. End of Day – Syn ERP Mobile Sale  Sale Manager check back all mobile sale from ERP and validate and it all convert to ERP Sale Order and it will reduce and syn product from warehouse as well.
  • 44. To Contact  Phyo Min Zaw  +959425014884  Email: phyo@7thcomputing.com