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FactsRWD
Tablet based sales order taking module
What is FactsRWD
Windows based tablet application for customer wise order taking in market
Application to view outstanding balances
Stock balance and stock details
Prepare sales order and generate print outs
Selecting a customer
Sales man is ready to take order from the
customers with his tablet
Once a customer arrives, he use two method to
identify the customer,
1. Scan loyalty card
2. Enter customer detail in search bar
Loyalty Card
Loyalty cards are given to customers .
Benefits of loyalty card:
1. Acquire customers that are likely to repurchase -
even though this may be at the expense of initial
raw response
2. Recognize which customers are unlikely to
repurchase and limit your marketing spend for this
segment accordingly
3. Focus the marketing budget on those who exhibit
the same profile as existing repurchases but have
yet to buy a second time.
4. Retain existing customers
Loyalty Card scanning
Application provides a scanning window to
scan QR code/Barcode entered in loyalty
card.
Customer selection by typing
Customer can be searched with various
fields,
1. Phone number
2. Name of customer
3. Code of customer
4. email address
Customer Actions
Once the customer is searched , two
options are available
1. Start Shopping : To start order
2. View Details
Basic Info
In this option, salesman can view the
customer basic details including,
1. Balance credit
2. Debit
3. Credit
4. PDC’s
5. Credit limit and Credit Days
Outstanding Details
Adjacent to Basic Info tab, we can
found the outstanding details of the
selected customer.
It includes,
1. Particular with document date,
number and remarks
2. Debt
3. Credit
4. Balance
Stock Search
Stock can be searched in following
means,
1. Stock name
2. Stock code
3. Brand
4. Class
5. Category
Stock Basic Info
Stock Basic Info gives basic
information's on
1. Product full description
2. Price
3. Available Qty
4. Unit
5. Grouping details
Stock Details
Get all details of particular stock
from stock master
Similar Products
Below every stock details, we can
find the similar products in same
variety ,origin for easy access
Order a Product
Quantity can be ordered from 2
window.
In main stock search there is option
to enter quantity and upon click on
ORDER button it is added to cart.
Also in detail window we can order,
using Ordered Qty textbox and ADD
TO CART button
CART
Items ordered are kept in Application Cart.
Cart window link and items added in cart
can be shown on right top of the page.
No. of items added in cart are shown in
green colour
Shopping Cart
1. Shopping cart gives complete summary of all products ordered.
2. We can change quantity from cart, if needed
3. Sales remarks can be entered in Remarks textbox
4. To purchase further , we can use CONTINUE SHOPPING option
5. To complete order , Click CHECKOUT option
6. On clicking CHECKOUT button, all data will saved as Sales Order on main server
and a print out preview of Sales Order will generate on tablet
7. To print document click PRINT button on print preview page

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FactsRWD

  • 1. FactsRWD Tablet based sales order taking module
  • 2. What is FactsRWD Windows based tablet application for customer wise order taking in market Application to view outstanding balances Stock balance and stock details Prepare sales order and generate print outs
  • 3. Selecting a customer Sales man is ready to take order from the customers with his tablet Once a customer arrives, he use two method to identify the customer, 1. Scan loyalty card 2. Enter customer detail in search bar
  • 4. Loyalty Card Loyalty cards are given to customers . Benefits of loyalty card: 1. Acquire customers that are likely to repurchase - even though this may be at the expense of initial raw response 2. Recognize which customers are unlikely to repurchase and limit your marketing spend for this segment accordingly 3. Focus the marketing budget on those who exhibit the same profile as existing repurchases but have yet to buy a second time. 4. Retain existing customers
  • 5. Loyalty Card scanning Application provides a scanning window to scan QR code/Barcode entered in loyalty card.
  • 6. Customer selection by typing Customer can be searched with various fields, 1. Phone number 2. Name of customer 3. Code of customer 4. email address
  • 7. Customer Actions Once the customer is searched , two options are available 1. Start Shopping : To start order 2. View Details
  • 8. Basic Info In this option, salesman can view the customer basic details including, 1. Balance credit 2. Debit 3. Credit 4. PDC’s 5. Credit limit and Credit Days
  • 9. Outstanding Details Adjacent to Basic Info tab, we can found the outstanding details of the selected customer. It includes, 1. Particular with document date, number and remarks 2. Debt 3. Credit 4. Balance
  • 10. Stock Search Stock can be searched in following means, 1. Stock name 2. Stock code 3. Brand 4. Class 5. Category
  • 11. Stock Basic Info Stock Basic Info gives basic information's on 1. Product full description 2. Price 3. Available Qty 4. Unit 5. Grouping details
  • 12. Stock Details Get all details of particular stock from stock master
  • 13. Similar Products Below every stock details, we can find the similar products in same variety ,origin for easy access
  • 14. Order a Product Quantity can be ordered from 2 window. In main stock search there is option to enter quantity and upon click on ORDER button it is added to cart. Also in detail window we can order, using Ordered Qty textbox and ADD TO CART button
  • 15. CART Items ordered are kept in Application Cart. Cart window link and items added in cart can be shown on right top of the page. No. of items added in cart are shown in green colour
  • 17. 1. Shopping cart gives complete summary of all products ordered. 2. We can change quantity from cart, if needed 3. Sales remarks can be entered in Remarks textbox 4. To purchase further , we can use CONTINUE SHOPPING option 5. To complete order , Click CHECKOUT option 6. On clicking CHECKOUT button, all data will saved as Sales Order on main server and a print out preview of Sales Order will generate on tablet 7. To print document click PRINT button on print preview page