Sales Assist Help Guide 2018-05-09T07:11:55+00:00
How to use ADD Product ? 2018-05-08T07:51:57+00:00

– first select category from drop-down arrow, if you have to define new category then select add new category, from there itself so that category field will open in add product page.( this added new category will saved in your category list. You can Update and delete this new category whenever you want.
– Generate code -by clicking on Radio Button it will automatically create product code according to product name or user can manually fill product code.
– Here bar-code scanner on upper right corner helps to add product by scanning bar-code number through mobile camera.
– Alias is useful your for defining product name in other language which is understood by user.
– Sort order is useful for defining product list according to our priority Product. For using this feature first we have to enable “show product by sort order ” from setting config.
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– Net package weight and volume is useful for shipping of goods.
– UOM/ units : User can select unit from list and if unit not present in list then user can define it from manage UOM.( Open drawer >> select manage UOM>> click on add icon on upper right corner >> enter your unit and save.)
– if user want reminder notification to purchase product before all product sold and to avoid shortage of product then that time user can define ” Minimum stock qty” so application will notify by sending notification on mobile, when the stock is below than defined qty.

How to use Product List? 2018-05-08T07:58:58+00:00

– It shows the products list which we have added.
– we can add new product from this page also and search product by name from toolbar
– Import helps to add bulk product list directly through csv.( for detail go to import/ export help guide )
– Export helps to exporting product list from Application to drive or mobile application.( which is easy to share and also help to add products, then again you can import it.)
– By clicking on product name you will be able to see the product detail, which you can update if you want.

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– If user wants to delete multiple orders at a time, then long press on any order (as we do on android mobile) then check-box will open ,checkmark the orders which you have to delete and click on delete button.
– User can Edit order by swipping to right side and delete order by swiping to left side respectively.

How to use Inventory Management? 2018-05-08T08:22:47+00:00

– As name shows it helps to manage stock of all products.
– If user manually wants to make changes in product stock then by clicking on ‘+’ and ‘-‘ signs or by giving direct input in box field, qty will be updated in box field and then finally click on ‘update inventory’ button.
– When user purchase any product it get automatically added into stock if enable from Inventory configuration(setting >>Inventory configuration>>Manage Inventory>>Add stock on purchase order).

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– When user Sale any product it get automatically deduct from stock if enable from configuration.
– User can import and export bulk data of inventory through csv.( read our import/export document).

How to use Inventory Movement? 2018-05-08T08:25:04+00:00

– This feature is very useful and important for tracking stock IN/OUT of a Particular Product, selected by user and also for all products.
– Here user can use date filter to see particular product data or all product data for particular date or span of days.

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Manage category ? 2018-05-08T08:28:18+00:00

– 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.

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Stock in / Stock out 2018-05-08T08:29:49+00:00

Stock in

If user want to update stock of available products without creating order , Then user can increase stock by going on Stock In Page.
– Select product name, quantity, unit and click on save.
– Now stock will update and user can see this stock movement in Inventory movement.

Stock out

If user want to update stock of sold products without creating order , Then user can decrease stock by going on Stock Out page respectively.
– Select product name, quantity, unit and click on save.
– Now stock will update and user can see this stock movement in Inventory movement.

How to use Add Customer? 2018-05-08T08:33:19+00:00

– You can add customers manually or can be added from the phone book by clicking on the phone book icon, given in toolbar.
– user can save billing and shipping details which helps while dispatching orders.
– Additional attribute is very important feature. If user want to add some another details of customer which is not defined in application then user can add it by going in Attribute list page and then coming back to add customer page and by clicking on additional attributes(field) user can view the added attributes(field) and fill the value in added attributes.

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How to use Attribute list? 2018-05-08T08:37:05+00:00

If user wants to save the bank details, tax information, landmark or addidtional address information etc. or other information as user wish which is not provided in system defined application then user can use this feature.

Steps to be followed:
-By clicking on add button from toolbar user can add his required fields with sort order.
– user can edit and delete this added attribute(field)
– After adding attribute in list, it will show in “add customer form” where user can fill the value for that particular customer.

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How to use Customer List? 2018-05-08T08:40:00+00:00

– User can add, edit and delete customer from here.
– User can search and filter customers from upper right corner on toolbar.
– User can import and export bulk data of Customers through csv.( read our impot/export document).
– By clicking on customer name user can view details of customer and from there only user can call the customer by clicking on calling icon.
-If user wants to delete multiple customers at a time, then use long press on any row, then checkbox will open and user can select and click on delete button.

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How to use Standard order form ? 2018-05-08T08:48:12+00:00

– Here in this page user has to select the customer name from the drop – down. – – Add product with quantity.
– User can add product scanning bar-code.
– User can search particular product directly in the search block .
– Here “preview” will show the products which you have added with total amount , weight with customer detail before sharing it with customer.
– If user want to recreate order by discarding current changes of order form then user can use “reset” button on footer.
– By clicking on “save”, user can place order and share with customer by going on orders page as text or pdf.
– Here bar-code scanner on upper right corner helps to add product by scanning barcode number through mobile camera.

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How to use Tax Order Form ? 2018-05-08T08:55:45+00:00

– If user want to use tax, shipping and discount in additional with order, that time user can use tax order form.

– Same as standard order form select customer and add products.
– User can add product using barcode from upper right corner .

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, drop-down will open, select one of following.

– Free Shipping
– Enter shipping value: single blank field will open and user can fill the detail of shipping.

Discount : User can add discount for order( if any).

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– Here “preview” will show the detail of order before share with customer like products which you have added and total amount , quantity and weight, shipping value and tax rate, and customer detail.
– If user want to re- create order by discarding current changes of order form then user can use “reset” button.
– By clicking on “save” user can place order and share with customer
– Here preview will show the Tax which you have added with total amount, shipping value, tax rate, quantity and weight.

How to use Order Form (Inventory) ? 2018-05-08T08:59:37+00:00

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.

– Select Customer Name from drop-down.
– User can search particular product directly in the search block.
– By clicking on “ +” or “-” 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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Note : For managing stock on sales order, Go to (setting >>Inventory configuration>>Manage Inventory) and enable the setting to ON

How to Manage Order List? 2018-05-08T09:04:42+00:00

– In orders user can see all the list orders which user had placed .
– User can search, filter( by status and by date) according to requirement from toolbar drawer menu.
– User can directly switch from order list to order form page by tapping on ” +” button from toolbar.
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– In order list, user can view the order detail and copy order
By clicking on order detail icon full details of order is visible to the user.
– After clicking on detail icon, user can view, edit, share, copy and delete the order. By clicking on Copy icon- User can Easily refer to previous orders which helps in generating new order.

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– If user wants to delete multiple orders at a time, then use long press on any order then check-box will open, check-mark the orders which you have to delete and click on delete button
– From toolbar drawer, user can record order it as “dispatch” while transporting the order. Which is useful in order list to sort according to open/dispatch.
– Orders can be edited and deleted by swipe in right and left respectively.

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How to use Order history ? 2018-05-08T09:11:19+00:00

Order history contain the placed order List.

– Select customer name whose order history you want.
– Select date filter and click on search button.
– 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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How to use Price history? 2018-05-08T09:22:05+00:00

In Price history, rates charged on previous deals with product name,date and rate are saved and can be used as reference to quote.

– Add the detail like Customer Name and Product Name from drop-down 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.
– This added rate can be viewed by User for future purpose by going on search rate page.

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How to use Price history? 2018-05-08T09:25:11+00:00

In Price history, rates charged on previous deals with product name,date and rate are saved and can be used as reference to quote.

– Add the detail like Customer Name and Product Name from drop-down 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.
– This added rate can be viewed by User for future purpose by going on search rate page.

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How to use Search rate? 2018-05-08T09:34:44+00:00

Rate history management to help with quoting rates.

– Add detail and click on Search button.
– Search rate display the Amount and date for that particular product and customer which you have added from price history management.

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How to use Draft List? 2018-05-08T10:37:55+00:00

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 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).
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How to use Vendor? 2018-05-08T10:31:40+00:00

– User can add new vendor from “Add vendor” page.
– User can see all vendors in vendor list, where user can see detail by clicking on vendor name.
– From vendor detail page user can call to vendor.( if and only if user has saved contact number in add vendor page)
– By long press on vendor list row, checkbox will open, so user can select and delete multiple vendor at a time.
– By clicking on edit or delete icon, user can edit or delete vendor.

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How to use Purchase Order? 2018-05-08T10:39:56+00:00

A sales executive can install this on his buyers mobile 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 language of Product by clicking on icon of upper right corner of screen.
– User can select category of product by clicking on select category option.
– User can select vendor name from drop-down 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.
– User can change unit of product(kg, Pcs. Lit) and quantity of Product by clicking on “ +” sign.
– By clicking on Preview user can check the detail of order before sharing through social media.

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How to use Purchase order List? 2018-05-08T10:43:05+00:00

– In Purchase orders list user can see all the list orders which user had placed .
– User can search vendor name from toolbar search icon.
– User can directly switch from order list to order form page by tapping on ” +” button from toolbar.
– In order list, user can view the order detail and copy order

– After clicking on detail icon, user can view, edit, share, copy and delete the order.
– By clicking on Copy icon- User can Easily refer to previous orders which helps in generating new order.
– If user wants to delete multiple orders at a time, then long press on any order then check-box will open, check-mark the orders which you have to delete and click on delete button.
– Orders in list can be edited and deleted by swipe in right and left respectively.

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How to use Commission? 2018-05-08T10:48:46+00:00

Commission is very useful and important feature for brokers, customers and vendors.

a. How to use Add Product commission :

– by clicking on Add commission user will see the list of products.
– If you have to add commission for particular product, then click on arrow of that products, then select commission type ” fixed” or “percentage” from dropdown.
– Enter value of commission and update it and from there only user can delete commission type and value for product by clicking on delete button.
– you can select ” +” icon from toolbar to add commission to the products on which commission is not defined so you have to follow steps:
search Product Name from drop-down arrow >> select Commission Type from drop-down arrow >> enter value >> click on add button below.
– user can use multiple delete ( long press on any product will open checkbox, select check-box which we have to delete and click on delete option) to delete single or multiple products.
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b. How to use Commission List :

– By clicking on commission list, as mentioned on previous products option as “Add product commission”added commission for product is calculated automatically for every order we had placed.
– By clicking on order arrow, the detail of commission is opened and
the total commission as per our product commission set, is calculated.
– There is also one field ” commission add manually” which helps to set commission as per user requirement.
– now coming back to manage commission, user can use date filter as per requirement by clicking on drop-down.
– there is one total commission field to right side of date filter which shows the total commission of all orders which can’t be edited.

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How to use Import/Export? 2018-05-08T10:50:56+00:00

– Available in application

Import/ Export Help Guide for Customer Group Tier price?

Import Product Tier Price sheet via CSV file, The format should be like from first row column A to Column D are user for Heading.

1.Heading will be Product Name, Product Code, Customer Group, Product Qty, Tier Price.

2.Please Use same sequence which we have mentioned in point number1.

You Can see sample file Sample file format for Importing CSV of Tier Price.

Another easiest way to check Sample CSV file is export the Tier price Sheet and as per your requirement you can update Information.

3.Product Name : Enter Product Name For which user want to set customer group and tier price.

Product Code: Enter unique code of product which is already exist for previously added product into application.

Customer Group: Enter customer group on which user have to set Tier Price. If user keep this column blank then It will take customer category General automatically.

Product Qty: Enter Qty of product on which user have to set Tier Price.

Tier Price: Enter Tier Price of particular product based on Qty.

4.Product Name, Product Code must be defined while using this feature.

How to Specify/defined product Code and Product name?

Make Sure Combination of product Code and product Name is unique and same like, when product added first time in application.

Product Name and Product Code Combination Should be Unique.

5. Quantity and Tier Price field only accept Integer value.

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 “ Export to Drive” the CSV File will create on Google Drive.
If User Select option “Export to Mobile” then CSV File will create in Mobile Storage.

How To Import Order From Drive ? 2018-05-08T10:56:28+00:00

This is very useful feature for business owners and sales executives to maintain and transfer daily orders among team , higher authority and owner.

User can Import/Export Orders from Drive and Mobile.

How to Export Order to Import ? 2018-05-08T10:58:47+00:00

Sales Executive

1.Sales executive has to set alpha numeric value (series and numbers) from order setting
Note: This value will help higher authority to identify the sales executive who has placed the order. The series part from this value will be unique for each executive.

Follow below steps to configure:

>> Go to Settings
>> Sales order id configuration.
>> Set order series and Number

2. Now when you will place order, the Order Id will be displayed which will consist of Series and Number.

Example: If a sales executive sets ‘Series’ = ABC and ‘Number’ = 100
Then the ORDER ID will be ABC100. This series value will be same for every order that a particular sales executive will place, only the number part will change for each order.

3. Now, if sales executives want to share order then they have to export choose type as “Export order with user defined columns.”

Follow below steps:

>> Import/Export
>> Click in Export
>> Export with user define column.
>> Now share this exported file with owner or higher authority.

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How to Import Exported Order? 2018-05-08T11:03:29+00:00

Owner or Higher Authority:

1. User have to check first Order CSV file provided by sales executive, if file is in proper format then user can import it.

While importing Orders make sure that File Header or Column name should be in proper format or sequence as below:

Order Id,Order Id No, Order Series,Order Date,Delivery Date,Customer ,
Customer Code,Phone No.,Customer Email,Product Name,Product Qty,Price/Unit, Unit, Amount,Product Code,City,Billing Address,Shipping Address, Total Weight,Total Volume,Total Qty, Tax%, Tax Amount, Shipping Amt, Discount, Total Amount, Comment, Order Status

2.After Importing Orders, User (Owner/Higher Authority) can view orders with details provided by sales executive.

Owner can provide unique series to each executive, it will help him to distinguish “How many daily orders were taken by each sales executive”. So this feature will be helpful to track the order and associated sales excutive

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Note: User can import that file only, which is exported in export type “Export order with user define column” sheet format.

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How to use Language? 2018-05-08T11:13:27+00:00

– Multi language configuration is helpful for people, who are facing language problem.
– By clicking on language, it will open the list of products with column name “defined” where you can see your product name in other language(user defined language).
-By clicking on product name arrow, select language in which you have to define the word.
– Then define the word in that language using required lanaguage keyboard and add it.
– Now coming back on products(language) page, From upper left side(Drawer icon) user can choose required language in which product is defined.
– In product list, user can search and add product from toolbar.
– On right side below toolbar, there are two icon using 1st icon user can sort list and using 2nd icon user can filter, as per requirement.

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This will be helpful in purchase order while placing orders.

On purchase order :
This will helpful in, purchase order page user can choose required language for placing order by selecting menu icon on upper right corner of toolbar.

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How to use Choose language? 2018-05-08T11:15:14+00:00

Primary language :

– With the change of primary language, application language will change.

Secondary language :

– With the change of secondary language,User can see the products in selected language on Purchase Order Form

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How to Use Product Wise report? 2018-05-08T11:20:05+00:00

– By selecting product from drop-down, it shows the report of that particular product.
– If user want to see the all product report then select “all product” from dropdown.
– using date filter you can see product report for today, yesterday etc. and using custom date in date filter you can see product report, From date – To date.

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How to Use Customers Wise report ? 2018-05-08T11:24:10+00:00

– By selecting customer from drop-down, it shows the report of that particular customer.
– If user want to see the all customers report then select all customers from drop-down.
-using date filter you can see customer report for today, yesterday etc. and using custom date in date filter you can see customer report from date – to date.

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How to use Purchase Order Report ? 2018-05-08T11:29:57+00:00

How to Check 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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How to Use Low inventory report? 2018-05-08T12:24:38+00:00

– 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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Beat User Guide 2018-05-08T12:41:03+00:00

Introduction of Beat

Beat plan gives your sales/marketing personnel facility to plan your Visits (Say for Sales Order collection, Visual Merchandising, Payment Collection etc) on per Day basis. A Beat Plan defines whom to visit, when to visit, based on Zones and Locality. Just Define the Zone, Define the localities in each Zone and Specify the Locality When entering your Customer. It’s that simple.

Add Customer.

– Its mandatory to Fill field locality (as defined in Beat ) if user want use Beat plan feature.

ocality_in_add_customer_screen

Manage Zone List

Add Zone (city, area, or state) where your customers located and divide localities into different zone from “Manage locality”.

5.Add_new_Zone

4.Zone_List
– User can Add, Edit, Delete zone later from this list.

Manage Locality list:

Same locality which you entered for customer while adding customer, add in “localility list ” in beat and assign this locality to particular zone and make list of locality.
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6.Add_locality

Create New Beat

Here in this screen user can do plan for visit places or store.

– Enter Beat Name and select beat visit date on which date user want to visit.
– Now select zone(If zone not found then first add zone name from “Add Zone”).
– Now select locality of customer( If not found then first create locality from “Add Locality” and This locality must be Assign to Customers from “ Customer >> Add Customer form >> Fill field Locality”).
– Locality must be assign to that particular customer and must be assign to particular zone then only customer list show in that locality and zone.
-Now select your customers from list and click on “ADD”
-User can also specify the day for which the new Beat is. Hence you can create Beat plan for future Dates too.

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Beat List

Here user can view list of added beat plan and manage it.

-User can edit, delete created beat from list.
-User Can view Detail by clicking on row.
-User Can add new beat from this screen.

How to Use Backup and Restore ? 2018-05-08T12:48:22+00:00

– 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 .

– By clicking on Backup, for first time it will ask for google account. Once it selected from next time your backup will save in that selected account on drive with extension “. Db” File
Ex : “Sale assist096217.Db “.image

– Restore :

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

– By clicking on Restore, User will redirect to google drive where user can see previously taken backup means “. Db” files.
– By clicking on ” .Db” file and clicking on select button at footer user can restore data.

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Personal Detail ? 2018-05-09T06:03:14+00:00

Here user can enter his company name which will helpful in printing or sharing pdf.

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User management ? 2018-05-09T06:10:45+00:00

User can enable login for security of application by slider.

– It ask for login only when user has log-out from drawer menu of home page.
– Here user can change user name, change password and forgot password.

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Configuration ? 2018-05-09T06:12:14+00:00

– show product default rate : when it is enable it will show rate saved for product on standard order form. Which will reflect in message while share. But if user not want to show price then user can disable it.

– If user wants to list of product category wise in forms then user can enable from configuration and otherwise user can disable it.

– show product by sort order will help user to get list of product according to sorting number of product. Otherwise user can disable it, and product list will show according to alphabetical order.

– by enabling show uom by sort order, User can mange uom list according to sorting number set for it,

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Date configuration ? 2018-05-09T06:18:00+00:00

– user can set date format by clicking on ‘Choose Date Format’ as per requirment, which will reflect in message and orders.

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User can do language configuration as per requirement ? 2018-05-09T06:25:57+00:00

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User can change currency by selecting “choose currency” option. User can add new currency from upper right corner, edit and delete currency from list. 2018-05-09T06:32:49+00:00

Order message configuration ? 2018-05-09T06:37:36+00:00

here user can manage message configuration while sharing to someone.
If user want to share message with total weight, volume, amount, qty and uom.
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Purchase order message configuration? 2018-05-09T06:40:20+00:00

Here user can manage message, which we share to vendor.
User can enable or disable show order id, show total qty, show uom, show total volume.
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When user want to auto calculate commission when placing order then it should be enable from configuration. Otherwise user can disable it.

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Inventory Configuration ? 2018-05-09T06:43:15+00:00

– By enabling manage inventory stock detail movement of stock will be enable.
– by enabling add stock on purchase order stock will automatically increase when user will place purchase order.
-By enabling “stock deduct on order create stock will automatically deduct on sale order.
– By enabling allow pre-order User can place order even if the the product is out of stock.

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How to Use Sales Order Id Configuration? 2018-05-09T06:46:58+00:00

This is Useful Feature for user to Set Order ID as User define and requiremenet.

Set Sales Order Number
If user has to start Order Id number start from particular number while placing Order then user has to set that number as per below:

Select Set Sales Order Number >> Enter Required Number in Diolog box>>Click on OK.

Sales Order number entered by user will be auto increament as per order placed.

Add Sales Order Series

If User has to add prefix on order Id and before order Id Number then User has to Set that particular Prefix as below:

Select Add Sales Order Series >> Enter Required Prefix in Diolog box>> Active/Enable it >>Click on OK

Whatever is the active prefix series and number from setting, that will be display in all Sales Order Forms.

Note: Only Sales order number will be auto-increament but order series will be as it is constant till user change it.
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How To Use Upload Order On Google Spreadsheet( Multi User) ? 2018-05-09T06:51:44+00:00

This is the very important and usefull feature for sales executive to report higher authority about their orders and Admin to view all order report on single spreadsheet from multiple executive.

User has to follow below steps:

Admin(Owner) :

– Owner should have to create blank Spreadsheet and share on email Id of their team or sales executives.


Sales Executive

1.Auto filled Spreadsheet Id:

>>Go to setting

>> Click on Export Spreadsheet Configuration

>> Click on Sales Order Spreadsheet ID

>> Click on Get Id to auto- fill and Select Account where Spreadsheet is saved.

>> Select Account

>> Select shared Order Spreadsheet where user has export order on Drive.

>> Click On Select button( Application will automatically read Spreadsheet Id )

> Click on OK.
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Or

1. Manually Enter Spreadsheet Id

>>User can manually enter the Id of spreadsheet where user have to export order(Copy Selected id from URL as shown in below Screenshot)

> then paste in text/desired fields
>> And click on ok.

Note: While user type spreadsheet Id manually, that time Google Account of that

particular Spreadsheet should be Selected/Login with application. Then only it will work otherwise it will give Error message.

For Uploading Order On Google Spreadsheet (which is shared ) ? 2018-05-09T06:53:58+00:00

– Goto Orders List >> Order Detail >> Select Share from Footer >>Select account (which user selected in setting spreadsheet Id) Select Upload Order To Google Spreadsheet.

4. Your Order is now uploaded on spreasheet.

Like this sales executive can upload daily order to Google Sheet and Admin get all order detail from all sales executive on single Sheet.

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How To Import Product From Drive 2018-05-09T06:57:43+00:00

User can import product from drive also. For that user have to set id of that google sheet as given below :

1. Auto filled Spreadsheet Id:

>> Go to setting

>> Click on Product Import Configuration

>> Click on Get Id Button to Select Account where product Spreadsheet is saved.

>> Select Product Spreadsheet which user have to import from drive

>> Click On Select button (by selecting sheet, Application will automatically read & get Spreadsheet Id )

> Click on OK.

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Or
1. Manually Enter Spreadsheet Id

>>User can manually enter the Id of spreadsheet which user have to import (Copy Selected id from URL as shown in Screenshot)

>then paste in desired field
>> click on
ok.

image

Note: While user type spreadsheet Id manually, that time Google Account of that particular Spreadsheet should be Selected/Login with application. Then only it will work otherwise product will not import.

2. Once Spreadsheet Id is Set then Products of spreadsheet will be automatically imported from drive.

Then Go to Import/Export :


>>Import/ Export

>> Product Import

>> Select Import product from Drive(for first time user has to select google account)

>> Select Spreadsheet and click on select.

3.Now product will be imported from drive successfully.

4. Also user can share product CSV with other sales executive or team member or customer on their mail Id.
So that other user also can import product in their sales assist application

Sample data configuration ? 2018-05-09T06:59:49+00:00

user can delete all sample/system data of product/customer/broker/vendor data at a time.