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.

Are you Looking for Sales team Web Based Solution? We are having another application for you.
Checkout our Business Assist App

If you are in Pune, Mumbai or Nagpur, we are available to discuss the requirement in-personal.

If you want to Whitelist and Customize application. Please Contact Us

Sales Assist

Rated 4.69 out of 5 based on 16 customer ratings

(16 customer reviews)

Category: Mobile

Features

Sales Assist order integration with woocommerce.
Print Your Order From Anywhere Using Bluetooth Printer.
Guest Mode Configuration to Show Product Images/Catalog By Handovering Mobile to Customer by keeping safe all data.
Easy To Manage Sales and Purchase Order
Centralised Google Spreadsheet for Multiple User to Export and Upload Order .
Easy to View Customer’s Order and Product History While Taking Order
Cart Feature to Preview Order before Placing the Order.
Export Orders In Multiple Template Via CSV file and Share Order As Text , Excel And PDF.
Daily Beat/Route Plan for Sales Executive With Beat Feature
Reminder Notification for Backup, Order Delivery and Low Inventory.
Order Draft which Save Time To Recreate Order.
Secure Application Data through Backup-Restore and Login Feature
Easy to Manage Products With Category, Product Image and user define product Attribute
Easy to Manage Stock and Track Inventory.
User Define Customer Attributes in Customer Management
Helps with Extensive Reports of Product, Customer and Low Inventory.
Commission and Broker Management.
Daily Beat/Route Plan for Sales Executive With Beat Feature
Reminder Notification for Backup, Order Delivery and Low Inventory
Help Videos and Document for Better Understanding
It has the most powerful catalogue system which can impress your buyers
Manage Application dashboard and drawer Modules and can hide/disable some not required features from application.
Easy to select customer and view details while creating an order.
Easy to add signature and company logo in Order PDF and Excel sheet to share with customer.
Create Delivery memo of your sales order to keep track of inventory.
Create Goods inward list for your purchase order to keep track of inventory.
Easy to Get Total sales and purchase report for Day, Week, Month and year.

Request For a Feature

Do you have any other additional business specific requirement? We can always help you to customize the module as per your need. Let us know.

Videos

Sample CSV File

salesAssistCommission

salesAssistCustomer

salesAssistCustomerAdditionalAttributes

salesAssistInventoryProduct

SalesAssistOrders

salesAssistOtherLanguageProduct

salesAssistProduct

salesAssistProductAdditionalAttributes

User Guide

Upcoming Feature

Following are the list of tentative features we plan to release in future versions:

- Order Payment Method
- Advance Order form with Checkout
- Accounts and Ledger Management
- Order to Invoice and Bill
- Sales Leads
- Estimation and Quotation of Order
- Order Cart
- Cashbook/Bankbook
- Return and Investment
- Configurable product
- Goods Return and Refund
- Daily Sales Report
- Pie Chart
- Profit and Loss
- Income and Expense
- Goals/Targets and present status.
- Calculator
- Speed improvement.
- More order/Invoice template.
- Dashboard with userdefine password protection

FAQ

Can guest customers submit quote?

– Yes, guest customers can submit quote by filling some mandatory fields of request for a quote form i.e email, name, etc

How do we customize what fields show on the checkout? We’d like it to only say “Tax ID” and “Apply Tax Exempt”

– Fields can be customized on Checkout to show ‘Tax ID’ field and the ‘Apply Tax-Exempt’ button only. For this, we need to do some changes to module files.

Will tax exempt work with mageplaza one step checkout for both guest and registered customer?

– No, the default module version will not work with mageplaza one step checkout. But we can achieve this by doing customization and make our module compatible with mageplaza one step checkout.

Can I display VAT Exempt text/messages on the Product detail page?

– Yes, guest customers can submit quote by filling some mandatory fields of request for a quote form i.e email, name. Etc

Does your VAT Exempt magento 2 module support Configurable products? How to enable a vat exempt flag for it?

– yes, it supports a Configurable product. You should set VAT Exempt flag to ‘Yes’ for configurable as well as to its associated simple products.

Does VAT exempt support https://www.onestepcheckout.com/magento-2/

– yes, our module supports one step checkout but this is a custom solution.Let us know which Version of checkout is using? We will provide this solution with additional cost.

Does your vat exemption extension work with Paypal Express?

– Yes

Is it possible to display two options: personal/charity in VAT Declaration for and make it functional accordingly?

– Yes, we have a custom solution for this. We will provide this solution with additional cost.

Does VAT exempt support https://amasty.com/one-step-checkout-for-magento-2.html

– Yes, our module supports amasty one step checkout but this is a custom solution. Let us know which Version of Amasty checkout is using? We will provide this solution with additional cost.

Does your vat exemption extension work with SagePay?

– Yes

Does this allow telephone orders to be put through VAT Exempt as well (orders through admin) or is it front-end only?

– Our module allows you to create vat exempted orders from the backend too.

Can VAT Exempt for Magento® 2 be put on the basket page?

Yes, using our module you can display VAT Exempt declaration form on the cart page. There is a module configuration setting available to on/off display VAT declaration on the cart page.

Is it possible to change the field labels (“Name of person the goods are for”)

-Yes, we can change the field labels.

Is it possible to not display the “Their Condition” and “Tax Type” fields during checkout?

-Yes, it is possible to not display these fields during checkout.

How to integrate Sales Assist Order with Woocommerce ?

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?

– 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.

After import CSV file or if we want to change the data in CSV file and then again import the file. what will happen the old file remain as it is or show double entry of new file or the new file take place of old file?

After updating product or customer CSV and importing it, If Product Code found same in app, then product data will Update/Replace in app.

If product code does not exist or not found in app, then it will create new product after importing CSV.

How do I include “product code” in the purchase order message which i would share with vendor to place order?

Please check following steps for your query of product code:

– You can share PDf of order with your vendor instead of message to use product code.

– First, configure PDF from setting section and enable “show product code”.

– Then share your order as “PDF”, So now you can share product code with order also.

May I Use Product Catalog in Application?

– Yes, You can use application as product catlog to show your product detail to your customers.

As there is some powerful features in catlog –

– Multiple product image to share with customer.
– Product discription
– Multiple price

How do I share delivery note with my customers?

Currently ” Create Delivery Memo” or “Create Goods inward” Feature is their, but no share option in application.

For now you can share “Dispatch order”(which is delivered) with your customer in text, PDF, Excel.

How do I Create Delivery memo and Goods Inward from orders?

– There are two ways to create delivery note and Receipt as below:

1. Create delivery note from sales order detail directly.
– From order detail >> click on ” create delivery memo” from right upper corner of toolbar >> Now, save Delivery memo.
(Follow same steps to create goods inward also.)

2. Create Delivery memo of order manually from order form without using order.
– Select Inventory icon from dashboard >> Now, select delivery memo/goods inward form to create record of delivered goods and received goods.

How do I make an order as completed?

– Currently this feature with completed status is not available in application, We have plan to release it in upcoming releases.

For now you can change order status as “Dispatch” from “Open” Status. It will help you to distinguish order.

You can change status from Order detail >>select ” Dispatch” status from right upper corner. Now your order staus will change. So from order listing you can filter orders as “open” and “Dispatch”.

When i am taking sales order then the orders which i sent to boss goes in pdf to whatsapp and other apps. So can i send that daily data to boss as an excel sheet also?

Yeah, you can export orders from import/export screen and share with your boss. That file will be in “.csv” but you can view it in excel also.

Is there any restriction for number of orders or data entries to be entered in a day, In a day 2000 sales orders can be taken.

– There is No limitation, but as we have tested with 1000 orders.so if you have any problem then please let us know.

What is use of Sort order in app?

Sort order is help full to manage sequence of product, as per your requirement.

By default product list show in “alphabettical `1order”, but if you have some products which important and want to show first, then sort order is usefull for you.

EX:
Below is product and its sort order

Broccoli – 3
Collard greens 1
Rice 8

if configuration is on(as given in screenshot), then product list will show according to sort order no. Assign to product as below:

Collard greens 1
Broccoli – 3
Rice 8

How do I print my orders and reports?

– For printing orders,first have to Subscribe print feature(but you can check trail period)
– Now, Connect device with bluetooth printer.
– From order detail, click on “+”icon >> Share>>Select print option
– Application search for bluetooth printer device and connect.
– Now, when you click on print option the order detail will print.
– This feature is integrated with 2inch and 3inch printer, so easy to carry for executives.
-Order as well as report can be print using this feature.

How Do I Create new tax class and tax rate and use them in Orders?

Steps :To add new tax class and tax rate:

– From Dashboard select Utilities >> Manage Tax.
– Click on “+” icon on right upper corner to add new tax class and rate.
– Select tax class from dropdown or add new tax class.
– Now, add tax rate discription and its percentage value and click on submit.
– Now your tax is added and it will reflect on tax order form when you place order.
– You can add product based and order based tax.

How do I Add product image? Is app support multiple product image?

Yes, You can add multiple image for single product and can use product detail as digital catlog.

Steps:

– On add product screen, In additional Attribute section, clcik on browse option.
– Select product image from gallary
– Now, when you click on add button, your product with image willl save.
– Then any time you can show you product image to your customers

How do I Attach Image to Transactions/Order?

While creating order on Tax order form, there is option to add/upload/attachment image with order to share with third party.

Steps:

– On tax order form, click on middle “+” icon.
– Now, click on “order image”
– Attach any image as per requirement and save it.

How do I create Transaction in Sales Assist?

– 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 custemize 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 ?

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.

What is use of Sort order in app?

Sort order is help full to manage sequence of product, as per your requirement.

By default product list show in “alphabettical `1order”, but if you have some products which important and want to show first, then sort order is usefull for you.

EX:
Below is product and its sort order

Broccoli – 3
Collard greens 1
Rice 8

if configuration is on(as given in screenshot), then product list will show according to sort order no. Assign to product as below:

Collard greens 1
Broccoli – 3
Rice 8

How do I use barcode in application?

– Barcode help for fast order creation.
– For that first you have to associate/add barcode number with every product by scanning barcode number from scanner(mobile camera) by clicking on “Barcode Icon” on upper right corner.
– Now, on order form, on upper right corner there is option to scan product, After scanning product will be automatically added in order.

What is default UOM and other UOM?

-Uom means unit of measurment. Your products, that you sell in KG, GM, LTR….or any other unit then that is default unit.

Other UOM: Currently no use.(But in future releases, will make it as useful )
EX: Many time it happen that one product that, we give in KG, GM, BOXES.

Steps:

– From Dashboard select Utilities >> Manage UOM.
– From upper right corner, clickon “+” icon, to add any new UOM which you required.
– This added unit will reflect in add product and order form.

How do I delete/edit a product?

– You can delet/edit product from product list and deatil.

– Select Product from dashboard.
– Click on product
– Now frpm product detail you will get option to edit and delete product.

For more info go through our Help Guide section on every screen of app and Userguide with in application and video’s.

When I try to import a product list the app closes. Please advise ?

– Thank you for contacting us. Please Email us at supportchandrakant sir. with following details.

1. csv file which you try to import
2. Application version
3. Mobile detail(Mobile model and android version)

No Application Available to View File. Please install Application to view.

– Application not allowed to import csv file name with space, Please remove Space and try again
Ex. SalesAssistProduct.csv and not as Sales Assist Product.csv.

Selected File is not in CSV Format.

The file you try to import should have “.CSV”extension and not other extensiomn like “.PDF”, “.xlsx” etc.

CSV File is not in a Proper Format.Please take reference from help guide in Import/Export page.

– Please check column names are proper ,in proper sequence and all columns are present as shown in sample file or refer user guide.

No network connection available.

– If this message is shown, means there may be is Internet connection off/unavailable.So check and try again

Please Enable Storage Permission from Mobile Setting.

Please follow below steps:
Go to Mobile Settings >> Applications>> Sales Assist >> Now allow permissions as per requirement.

Please Enable Contact Permission from Mobile Setting.

Please follow below steps:
Go to Mobile Settings >> Applications>> Sales Assist >>Allow read your contacts.

Commission Module is Disable. Need to Enable Commission Module.

Please follow below steps:
Go to Application Settings >> Commission configuration >> ON and then try again.

No application installed to read csv format/ No application found to view file, please install pdf viewer/csv viewer” to view file.

This message show when you click on file to view. So please install PDF viewer to view pdf, CSV viewer to view CSV, excel file reader to view excel file from playstore.

No Orders Available.

Please check orders are present in order list or not, If not then Place orders from order form and then try to export orders.

Language product not available?

If any other language not assign to product then this message will display.
User can set other language for product from
Utilities >> Language >> ADD
Or
User can import csv file as per given in sample file format from import export.

Need Permission to Access Storage.

Go to Mobile Settings >> Applications>> Sales Assist >> Now allow permissions as per requirement.

Inventory product not available?

If Inventory is not available for product then show this message.
User can import csv file from import/export to add stock of products

Manually add stock of exach product from
Product >> Inventory.

Customer attribute not available?

This Error will show when, if customer’s additional information is not available.

User can set addition al information from

Customers>> Attribute list
or
user can import Additional information Via Csv file from import/export.

Product attribute not available?

This Error will show when, if Product’s additional information is not available.

User can set additional information from

Products>> Attribute list
or
user can import Additional information Via Csv file from import/export

Commission product not available.

This error message will show when Commission for products not assign to calculate commission.
User can set commssion for product from

Dashboard >>commission >>add product commission

or
user can import commission via csv from import/export.

No Commissions Available.

This message will show when, commision for orders not available.

Tier Price not available

This error message will show when, customer group or tier price not availbale for product.

Product >>add product>>Add product details and click on tier price >>add additional prices as per requirement.

user can import/export tier price via csv file from import/export.

Please Check Spreadsheet Id

This Error show when Set ID is not proper,any alphabet from id is missing or deleted or Internet coneection is not proper.

Sheet is Empty Please insert Orders.

This Error message show when, The order csv which you trying to import is not having orders available on csv file.So now Insert orders on csv file and then import order it

Where Do I find Exported PDF, Excel and CSV File?

-Exported file from application will be save in :-
Internal storage >> Sales Assist folder.

How Can I view/Read CSV File in Mobile?

User can view and edit csv file in mobile by using “CSV editor” application , which is freely avalilable on playstore.
Example: CSV viewer, csv editor and excel.

Can I access my data using a different device? Example: I have put the data in my tab, and I want to access it using my mobile phone?

-Currently no direct access is possible, however we have some feature which will help you.

Ex:
a. In our sales assist app, we have Google sheet integration which will allow your team to share real time order.
b.You can import/export – Product/customer by ” CSV” file.
c.You can use import/export of order by”csv”. Please note that to differentiate orders of different executives make sure each team member has a separate order series assigned.

How do I import files from spreadsheet to your app? I’ve tried it several times, following your instructions, but it doesn’t seem to work. Wondering if there’s something wrong with how I translate it?

In this version we have managed product import using spreadsheet which can be imported from Google drive. To do so you need to set spreadsheet id. Please follow below steps:

1. Go to setting >> select product spreadsheet configuration
2. Click on Get ID and select Product Sheet which you have to import.
3. Now ID will Automatically Set.
4. Now Select “import product from drive”, then Product from selected spreadsheet will import.
5. But make sure Column name should be in proper format as given in sample file.
Please find sample Help document in application.

Exported product file or any other file in CSV format in mobile or drive from the app does not get imported, it gets open when we select the exported file to import?

On some mobile devices it happens.

So you have to follow below steps to import CSV.
>>Import/Export
>>Select Product import.
>>Product import from mobile.
>>File Manager
>>Find Sales assist folder
>>Product CSV folder
>>Select your csv file.

Note: Don’t search file directly, import through “Sales Assist” folder.

Help me out to make an excel sheet to upload in sales assist application?

1.Application only import file which have “.csv” extension and not in excel or other formats.
2. Make sure file name, which you have to import, do not contain any space.
3. We provide sample CSV sheets. Keep the same format, don’t change any columns and header, just add your products detail and import it.

How to share multiple order or CSV files at a time?

1.You can share pdf file by using long press on an order and then selecting those file you want to share at order listing page and share with your boss/colleague.

2.Export orders in CSV file from import/export. There are multiple template, so you can choose any and set date filter as per requirement.

3.You can message plain text from order history under sales >>history

4. Also you can upload orders on google spreadsheet, so your boss can view multiple orders from various Sales executive on google sheet.

What is Product type and what we will enter into it and what is the role of it?

– Currently our team is working on this feature improvemeent(so for now no use).
There can be two types of product: Simple and Configurable.
Simple products have no variations. Configurable products are those products which have different variations.

EX: Polo shirt. This is one product but it comes in different sizes (S, M, L, XL) and different colors (White, Blue, Black, Yellow)
Product type is used to distinguish between these products.

What does UOM means and what is its role and use of it?What is default UOM and other UOM?

-UOM means unit of measurment. Your products, that you sell in KG, GM, LTR….or any other unit, then that is default unit.

-Other UOM: Currently no use. (But in future releases, you can ).

Ex: Many time it happens that one product is sold in different units like KG, GM and BOXES.
If KG is default UOM then grams and boxes becomes other UOM.

What is the use of Sort order?

Sort order is used to manage sequence of product, as per your requirement.

By default product list show in “alphabetical order”, but if you have some products which are important and want to show first, then sort order is useful for you.

Ex:
Below are the products and their sort order.

Products Sort Order
Broccoli 3
Collard Greens 1
Rice 8

If configuration is on, then product list will display products according to the sort order no. assigned as given below:

Collard greens
Broccoli
Rice

Is Decimal price with comma supported in app?

No , Its not suppoted.

EX:
When price added as 10,45 for product.

Instead of 10,45 we see its displaying 1045 in order form price column.

Suggestion : Remove “,”( comma ) and replace with “.” ( decimal ) to show decimal price of product.

May I use Different pricing based on customer group? What is the Use of tier Price?

Yes,

You can use differenct prices for different customers By using Tier price. It is usefull when we have product which sale in different price for differenct group of customer like wholesalar, distributor or General.

Also Tier price usefull for offers on product depend on quantity.
EX. Product price 6000
Group QTY price
Wholsale 8 5000
Retailer 10 4500

Please follow below steps.

2. You can set special price, Customer Group price and Tier price for product based on customer group and QTY.
3. Also assign customer groups to customers.
4. On order form, whatever price you assigned to product (depending on customer group and qty ) will reflect.

What does Product Alias and Special price column mean, what is their role and for what purpose they are used?

-Special price – This is useful to give special price or offer on product.
Ex: Original price is 500 Rs. For Diwali sale, we want to reduce price to 450. This feature will be useful in this scenario.

May I use Product Based and Order based tax in application?

Yes. You can use product based tax and GST as below.

>>On product page screen, select Tax Status as “Taxable” and class which you want to apply.
>>Now on tax order form, when you select product with taxable status will get option as “Add Tax”in green color.
>>Click “Add Tax” and select which tax you have to apply .
>>Now, Tax will be applied to product and you can see total tax applied below sub total.

Note: At the Same time, product based and order based tax can’t be applied.

If you have to apply order based tax then first remove product based tax, by unchecking check box.
Then select order based tax after all product added as shown on screen.

How Can I Add Firm logo, product description, barcode, product code signature in pdf for sales order and purchase order?

-User has to “ON” the configuration for product description, barcode, product code and Signature from settings.
Select Settings from dashboard >>PDF Configuration>> On configuration as per requirement.

Now if user added any information will reflect on PDF and Excel.

For Adding firm logo and signature click on Firm Details >> on pop up right upper corner select image of logo and signature >> Now it will diplay on PDF when created .

How I Can add Additional order information?

-If user has to add any other additinal information of order then follow below steps:

>> Go to tax order form
>> After selecting product click on “add button” from middle
>> some fields will open
>> now select order additional information from dropdown or if in dropdown not available then can click on add new addional information.
>> add Additinal information label as per your requirment and add additinal information value.
>> click on Submit
>> Now this added information will add in order information.
EX. Transportation Detail, warrenty terms.

How I Can add Additional charges?

If user has to add any other additinal charges then follow the below steps:

>> Go to tax order form
>> After selecting product click on “add button” from middle
>> some fields will open
>> now select additional charges from dropdown or if in dropdown not available then can click on add new charges
>> add Additinal charges label as per your requirment and add additinal charges amount
>> click on Submit
>> Now this added Charges will get added in order total amount and calculate grand order total Amount.

EX. Lobour charges, packaging charges

The sales order that is shared with my boss in PDF via whatsapp and other apps.can it be shared via excel sheet ?

-Yes, you can export orders from import/export screen and share it with your boss. That file will be in “.csv” but you can view it in excel also.

Is there any restriction for number of orders or data entries to be entered in a day ?

– There is no limitation, but as we have tested with 1000 orders. So if you have any problem then please let me know.

Is there any restriction on the number of orders or date entries that can be entered in a day ?

1.There is order form without rates ( configuration ) populated, so that you can sell at price you want to.
2.You can Edit Price manually while creating order.
3. Also you can save price/ rate of product as default price, special price, tier price, so while placing order it will prepopulate on order form.

Is GST available in this app?

-Yes, It support GST, Product based tax and order based tax.

Is it mandatory to purchase PDF software to view PDF of order?

– No, PDF Softwares are freely available on playstore, so you can download from there.
Ex: Adobe Acrobat Reader

How to upload daily orders on goolge spreadsheet ?

– 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.

How To Upload Order On Google Spreadsheet( Multi User) ?

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.

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.

How to ADD Product ?

– 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.

– 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 manage Product List?

– 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.

– 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 manage Inventory ?

– 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).

– 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?

– 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.

How to Manage Category ?

– 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.

How to manage Stock in / Stock out

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 do I import exported order ?

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.

How To Import Order From Drive ?

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 use Import/Export?

– 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 Manage Vendors/Suppliers ?

– 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.

How to Create Purchase Order?

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.

How to Manage Purchase Orders ?

– 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.

How to create order from standard order form ?

– 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.

How to create order from tax order form ?

– 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).

– 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 check Order history ?

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.

how to check previous price history ?

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.

How to check search rate ?

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.

How to use Draft List?

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).

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 .

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 .

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

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.

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

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

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

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 .

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 .

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 .]

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 .]

How to Export Products ?

-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 .]

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 .]

How To Import Product From Mobile?

1. Import products via CSV file the format should be like from first row Column A to Column N are used for heading. Heading will be Category, Product Name, Net Weight, Sort Order Status,Rate, Alias, Code, Net. Volume,Default UOM,Other UOM, Cost Price,Special Price,Product Type.

2. Please use the same sequence which we have mentioned above OR Under products click on Click Here To See Sample File.
Another easiest way to check CSV file is export the product sheet and as per your requirement you can update product information.

3. Don’t Change sequence of Column Name, if you have changed then it will show error message.

4. Mandatory fields are Product Name, Product Code.

5. Columns like Net Weight, sort order, status and Rate, Volume, Cost Price and special price will accept only integer value.

6. Product code and name both should be unique.

7. For example complete row will look like
Category Name= Vegetables, Product Name=Spinach,Product Code=Spi123,Default UOM=kg, Other UOM=gm,bags,numbers,boxes.

8. By clicking on Export one popup will get display as Choose Type:
1. Export To Drive
2.Export To Mobile
If user select option as “Export To Drive” then CSV file will create in Google drive. and if user select option as “Export To Mobile” then CSV file will create in mobile storage(Exported csv file will be saved in Mobile >> Internal storage >> Sales Assist >> Product CSV> > .

9.What is Default Unit Of Measurement ? Its a default Unit(like Kg,gm,ltr,pcs etc) which we are using for product.

10 What is Other Unit Of Measurement(UOM) ?
If product Unit is different than default units then user can enter Other unit of measurement and that unit will get display.
11.
Category : Under this user can insert name of category which your product name belongs.
Product Name: Enter your product Name.
Net Weight:Enter actual weight of product.
Sort Order: To sort order sequence as per requirement.
Rate: Enter actual rate for particular product. “\n”
Alias: Enter the sub name of product.
Code: Enter unique code for each product. It will be useful while searching.
Volume: Enter actual Volume of product.
Default UOM: Enter default unit which is required for product.
Other UOM: User can enter other units as per their requirement.
Cost Price: User can enter Cost Price of Product.
Special Price: Please enter special price for particular product.
Product Type: Please mention product type. Eg. Simple, Configurable.

Note: The csv file which have to import should not have Space, Otherwise it will show error.

Ex: Should be like – SalesAssistProduct.csv and not like Sales Assist Product. Csv

How To Import Product From Drive

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.

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.

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

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

How to import stock/Inventory of product?

1.Import Inventory sheet via CSV file the format should be like from first row Column A to column D are used for heading. Heading will be Product Name, Product Code and Qty , Low Stock

2.Please use same sequence which we have mentioned in point number 1.
(I application Under Inventory click on Click Here To See Sample File or refer sample file from sample file section on our website). Another easiest way to check CSV file is export the Inventory sheet and as per your requirement you can update information.

Product Name: Enter product name as per requirement.
Product Code: Enter unique code for products
Qty : Please Enter Stock Value of Product.
Low Stock: Please enter Low Stock Alert of Product.

3.Product Name,Product Code is a Mandatory field in Inventory sheet.

4.You need to make sure product name, product code must be defined while using this feature.

5. How to Specify Product Code and Product Name ? Make sure Combination of Product Code and Product name are same as product available in application.

6.”Product Code” and “Product Name” combination should be unique.

7.In Qty and StockValue number field only integers value will accept.

How to Export stock/Inventory of product?

1. By clicking on Export one popup will get display as Choose Type

1.Export To Drive
2.Export To Mobile

If user select option as “Export To Drive” then CSV file will create in Google drive. and
if user select option as “Export To Mobile” then CSV file will create in mobile storage.

How To Export Orders?

Steps to Export Customer 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.
3. Export Order with product in mobile
4. Export Order with product in drive
5. Export with user define columns
Note: Order can be exported in multiple template, so as per requirement user can select.

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 >> Sales Assist Folder>>Order ].

How to Use Import/Export Order?

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

There are two roles in import and export order.
– Sales executive will export daily order and provide to higher authority
– Now higher authority will import this orders provided by executive in application to see order details.

Sales 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.

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-Order
>> Click on Export
>> Export with user define column.
>> Select from choose Type – Export to Drive or Mobile
>> Now share this exported file with owner or higher authority.

How to Import Exported Order?

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

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

How to Import/ Export Customer Group Tier price?