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Sales Assist Help Guide2024-01-18T12:42:10+00:00

Sales Assist Help Guide

How to integrate Sales Assist Order with Woocommerce ?2022-05-23T11:36:09+00:00

Required Plugin:

Download wordpress and configured it with woo-commerce
API Plugin’s for the application. You need to install this plugin’s to your Web Portal (WordPress).
Note: To download this plugin’s visit the below URL

Sales Assist order integration with woocommerce Plugin’s :
https://oscprofessionals.com/salesAssist/Woocommerce-SalesAssist.zip

How to configure:

A) Web Portal End:

Go to wordpress dashboard

Go to woocommerce > Settings > Advanced > REST API > Enter details with READ & WRITE permission > Click on Generate API key

Then you can see Consumer Key & Consumer Secret Key.

B) Android Application end:

Go to Android application, Then click on woo-commerce plugin icon on dashboard,

To add connection, You need to enter your store URL with Generated Consumer Key & Consumer Secret Key
Also you can scan it by QR code

Save Connection
And Use it to upload orders on web portal

How to use:
Import Product and Customer from Woo-Commerce and import to app through csv, but format should be the same which is used in app

ex. SKU of product from woo-commerce replace with product code in csv of product or while adding product manually

You have to do same with customer csv as well.

Customer id of customer from woo-commerce replace with customer code in csv of customer or while adding customer manually.

From order List page you can upload Multiple Order by Long click on any order.
Then upload orders by click on upload order icon.

Note:
Tax order can not uploaded. Only Standard and Inventory order uploaded.
Edit price will not reflected in admin of Woo-commerce.

How to start using Sales Assist app in 15 mins?2022-05-23T11:37:01+00:00

– There are 3 easy steps to start using it.

1. Install App.
2. Add or Import Customers.
3. Add or Import Products.

There is no registration required to use the app.

How do I create Transaction in Sales Assist?2022-05-23T11:37:40+00:00

– After installing application when you open app, you will see dashboared screen.
– On dashboard, You will see Sales and Purchase icon.
– To create sales and purchase order, first add product and party name.

Sales Order :

– There are three separate sales order forms under Sales >> Order form.
– User can use any order form as per their business need.
– Select customer and add product on order form, Also user can add Tax, Discount, shipping, addotional charges and additional information, any image attachment and delivery date as per need in order and save it to create order.
– Record order as delivered.
– After order created, you can share it with customer/party in Text, PDF, Excel or can print order and provide receipt.
– If user want to create order but temprary its on hold,or in case of Estimation/quotation then user can use order draft feature by clicking on “+” icon on order form.
– This created order pending payment can be added in payment followup under account section.

Purchase Order :

– There are two purchase order form under purchase >> PO form.
– Also you can create PO from Sales order directly.
– User can create order and share message with supplier to purchase item.

Note: You can customize order configuration from settings like show firm detail in order message, configuration, Currency, order message, PDF configuration, Inventory configuration.

Which features help me in Sales Activity ?2022-05-23T11:37:58+00:00

You have to install application from playstore and you can start using it. No need to register and no trial period. Free application with complete sales activities as below.

– Add your products or or Bulk data by using CSV file.
– Add your Customers and Vendors/Suppliers manually or Bulk data by using CSV file.
– Now you can create Sales and Purchase Order by clicking on that icon.
– Share order as text, PDF and Excel to customer and vendor
– Share Multiple Order in PDF
– Edit, Copy and Delete Order, product, customer and vendor
– Manage inventory/stock
– Payment followup for reminder to receive payament from customer
– Import and export orders and share multiple order with your boss.
– keep bacup of your data for safe your yaor data
– Low stock, Backup and order delivery alert.notification on mobile
– Create Purchased order from sales order
– Custemize app as per your business needs from settings
– Helps with some other sales activities like Reports, Sales Visite plan, Commisssion and Broker.

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