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Sales Assist

sales-assist

Sales Assist


    Features:
  • Modern, intuitive user interface
  • Support Multi Language
  • Easy Language configuration
  • Rate history management
  • Manage sort configuration
  • Manage Tax and Unit of measurement
  • Import and Export Data
  • Backup and Restore of database
  • Share order data from multiple orders
  • Bulk adding customer and product details via CSV sheet
  • Helps with Payment followup
  • Easy to duplicate previous orders which helps in generating new order
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Version : 1.8.9
Sales Assist User Guide.pdf

Screenshots :

Product Description

Sales Assist is an 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.

Using this order booking software, person can view address details of customer, make call and share message. sales order booking application is faster and more accurate than traditional paper-based methods, and can handle large data. Sales Assist App can be used as like a Sales Order Note or Sales Order Booking Apps.

It helps in following activity :
– Sales Order
– Purchase Order
– Inventory
– Payment Followup
– Customer call
– Rate history management to help with quoting rates
– Import Products
– Import Customer

Sales Order features:
– Standard Sales order form with product rates pre populated
– Standard Sales order form without Product rates
– Sales order form with Tax option on total as percentage of total
– Share orders by using WhatsApp,Facebook,Emails,Messages and other social media
– Export order in csv
– Edit order
– Delete order
– Message Order
– Message order data from multiple orders
– Search order by customer
– Search product by name in order form
– Search customer
– Easy to add customer details
– Easy to add product details
– Works Offline
– Reset functionality for order form

Purchase Order:
A simple purchase order system has been integrated.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.

Inventory:
– Simple inventory system
Here user can update inventory and use that as a reference while taking sales order.

Payment Followup:
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.

Customer call:
This helps sales executive to call customer with ease.

Rate 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.

Import Products:
With a simple CSV its possible to import products.So if you export product list from your accounting or CRM software in a predefined format and just import you will be done.

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.

Other features :
– Easy to use
– Support Multi Language
– User friendly interface
– Fast response to user input
– Login configuration
– Product Listing, Order Form Message and Currency Configuration from Setting
– Can be used on Tablets

In sales assist application, includes user friendly sales order form. It has a rich graphical user interface, which makes it easy to learn and to use.
Sales Assist can adapt to match most business situations according to the current locale.

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Screenshots

Video

FAQ,

Import/Export related FAQ’s

1.How to import customers ?

:- To import customers you have to create CSV file first .

Following step required to create CSV file.

    • Open Microsoft Excel.
    • Take a new excel file refer the sample file to create the CSV in import/export under customers .
    • CSV file format should be from first row,Column A to Column C.
    • Heading should be Customer Name , City , Contact Number as we have provided in the sample file under customers in import/export .
    • After creating file choose Save As option from the file menu , Give the title to the file without space .
    • Select Save as type option to CSV [Comma delimited] [ .csv ] .
    • Check mark the Edit filter option below the Save as type and save the file .
    • After that one pop up will display click on [ keep current format] .
    • Again another pop up will display Export text file .
    • Select character set to Unicode [ UTF-8 ] and click on OK to save the file in CSV format .
    • Go to Dashboard >>Import/Export>>Customers>>Import
    • Select the CSV file from the file manager

2.How to import product ?

: – To import products you have to create CSV file first .

Following step required to create CSV file.

    • Open Microsoft Excel.
    • Take a new excel file refer the sample file to create the CSV in import/export under products .
    • CSV file format should be from first row,Column A to Column H.
    • Heading should be Category, Product Name, Net Weight, Sort Order, Status, Rate, Alias, Code, Net Volume, Default UOM, Other UOM as we have provided in the sample file under products in import/export .{ Please do not change the sequence of the column name.}
    • After creating file choose Save As option from the file menu .Give the title to the file without space .
    • Select Save as type option to CSV [Comma delimited] [ .csv ] .
    • Check mark the Edit filter option below the Save as type and save the file .
    • After that one pop up will display click on [ keep current format] .
    • Again another pop up will display Export text file .
    • Select character set to Unicode [ UTF-8 ] and click on OK to save the file in CSV format .
    • Go to Dashboard >>Import/Export>>Products>>Import
    • Select the CSV file from the file manager

3.How to import Product in other language ?

:- To import Product other language you have to create CSV file first .

Following step required to create CSV file.

    • Open Microsoft Excel.
    • Take a new excel file refer the sample file to create the CSV in import/export under Product other language .
    • CSV file format should be from first row,Column A to Column D.
    • Heading should be Product Name , Code, Language and Defined as we have provided in the sample file under Product other language in import/export .
    • After creating file choose Save As option from the file menu .Give the title to the file without space .
    • Select Save as type option to CSV [Comma delimited] [ .csv ] .
    • Check mark the Edit filter option below the Save as type and save the file .
    • After that one pop up will display click on [ keep current format] .
    • Again another pop up will display Export text file .
    • Select character set to Unicode [ UTF-8 ] and click on OK to save the file in CSV format .
    • Go to Dashboard >>Import/Export>>Product other language >>Import
    • Select the CSV file from the file manager

4. How to Export Customers ?

:-Steps to Export Customer are as follows:-

  • Go to Dashboard>>Import/Export>>Customers>>Export
  • On clicking Export one pop up will display [Choose Type]

1.Export to drive .

2.Export to mobile .

  • Choose appropriate place to save the file .
  • Export to drive [ File will be saved in excel sheet to Google drive .]
  • Export to mobile [ File will be saved in CSV file to internal device .]

5. How to Export Product ?

:-Steps to Export Products are as follows:-

  • Go to Dashboard>>Import/Export>>Products>>Export
  • On clicking Export one pop up will display [Choose Type]

1.Export to drive .

2.Export to mobile .

  • Choose appropriate place to save the file .
  • Export to drive [ File will be saved in excel sheet to Google drive .]
  • Export to mobile [ File will be saved in CSV file to internal device .]

6.How to Export Product in other language?

:-Steps to Export Products are as follows:-

  • Go to Dashboard>>Import/Export>>Products other language>>Export
  • On clicking Export one pop up will display [Choose Type]

1.Export to drive .

2.Export to mobile .

  • Choose appropriate place to save the file .
  • Export to drive [ File will be saved in excel sheet to Google drive .]
  • Export to mobile [ File will be saved in CSV file to internal device .]

7.How do I Export orders in excel file ?

:-Steps to Export orders are as follows:-

  • Go to Dashboard>>Import/Export>>Orders>>Export
  • On clicking Export one pop up will display [Choose Type]

1.Export to drive .

2.Export to mobile .

  • Choose appropriate place to save the file .
  • Export to drive [ File will be saved in excel sheet to Google drive .]
  • Export to mobile [ File will be saved in CSV file to internal device .]

8.When I import products it shows the error message ?

:-May be some column missing while creating csv file .Refer the sample file which we have provided

in import/export under products .

Go to dashboard<<import/export you will see there link for sample file[Click here to sample file] ,

The csv file should be in that format or you can refer the user guide by clicking on the ? Icon on the

right side .

Settings

Configuration related FAQ’s

1. How do I Log in ?

:- To log-in the application go to the Dashboard>>Setting>>User management click on “Need

Log in”you will enter the log in page enter the user id and password .

2. How do I reset my password ?

:- It is very easy to change your password .Go to Dashboard>> Setting >>Change Password. .

Enter the new password and confirm the password which you have to changed .

3. I have forgotten my password ,what should I do ?

:- IF you forgot your password go to Dashboard>>Setting>>User management >>Forgot

password .After clicking on forgot password you will enter in new page .Type your email id ,

New password will be sent to your email id .

4. Don’t want to show Total Weight in the order list ?

:-As u don’t want to show the Total Weight in order list you can configure from the Setting page

Go to Dashboard>>Settings>>Order Form Configuration>>Show Total Weight. Click on Show
Total Weight button it will get off and will never show total weight in the order list unless you put it On .

5. Can I add new Unit of Measurement ?

:- Yes you can add new units of measurement . Go to Dashboard <<Manage Products << Add << Other units of

measurement . Here you can Add the new unit of measurement it will add in the UOM list .

6. How I choose and Add currency in application ?

:- Go to Dashboard<<Setting<<Currency configuration and select the currency you want to apply.
To add new currency Go to Dashboard<<Setting<<Currency configuration click on add icon

on the right side corner .

 

Product/order Related FAQ”s

1. How to delete sample data from the application ?

:- To delete sample data following step are required :

  • Go to >>Dashboard>>Products .
  • Swipe the product name to left side the product will delete.
  • After that enter the new products manually .

Same as you can delete the customer list

  • Go to >>Dashboard>>Customer .
  • Click on delete button which is on the right side

2. Can I change my order once it has been placed ?

:- Yes . You can change your order once you placed .

Following steps are required :-

  • Go to Dashboard>>Orders>>Details>>Edit
  • After clicking on the details you will enter the next page where you can edit your order.
  • After editing click on update button to save the changes

3. What is Product other language ?

:- It is defined as other language name for the product . You need to make sure Product Name , Product Code must be define while using this feature . For example.

4. Can I copy the order of the same customer which I have order first ?

:- Yes. You can copy the order .To copy the order of the same customer .

Following step are required :-

  • Go to Dashboard<<Orders
  • Click on the copy Icon which is in the right side of the order which you have to copy .
  • And click on Save to save the order

5. How do I share the order to my customer ?

:-While creating order after saving , by default the application ask you to share message,At

that time you can share the order to the customer .

6. How do I delete an order from the order list ?

:- To delete an order from the order list

Following steps are required :-

  • Go to Dashboard<<Orders
  • And swipe the order to the left side which you have to delete .

7. Do You Support Other Languages ?

:- Yes we support Hindi, Arabic ,Bengali, French, Indonesian, Korean

Portuguese , Russian, Spanish, Turkish, Urdu languages other than English .

 

Others FAQ”s

1.Where I can learn more about this sales assist application ?

:- Well, you can have a multiple choices , We highly recommend our users checking our website

,User guide and video as well .

2. Do I need to pay for Annual Maintenance Charge (AMC)?

:- No AMC charges ,It’s Absolutely free application. Take advantage of this sales assist application

framework and receive free upgrades lifelong .

3.Does this application require internet connection ?

:-No, there is no need of internet connection to run this sales assist application .Only for sharing

message and to export data to the Google drive internet connection is required.

4. My query is not answered above. What to do?

:- Please drop an email to sales@oscprofessionals.com and we will revert back shortly.

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