FAQ

How To Start Using App In 15 Minute.

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 :
http://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.

– 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 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.

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.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Product Management

– 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

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

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

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

– 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.

-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.

– 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.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

– 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.
image

images

– 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.

– 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.

image

image

– 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.

– 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).

image

image

– 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).

– 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.

image

image

– 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.

image

image

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.

:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Customer Management

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

– 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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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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– 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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:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Sales Order Management

– 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”.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

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-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.

– 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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– 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.

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

– 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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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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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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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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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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:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Purchase Order Management

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.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

– 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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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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– 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.

image

image

:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Manage Order

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.

– 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.

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.

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

– 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.

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.

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.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

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.

-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 .

-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.

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

-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.

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

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.

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

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

Yes, you can add you signature and firm logo, Please follow below steps:

1.Take Picture of your signature from your mobile camera.
2. Now in sales assist >> settings >> firm detail >> click on image icon on upper side>> click on signature(browse your signature image)
3. Make sure Signature configuration for PDF should be “ON” from settings(PDF Configuration).
4. Now when you will create Order PDf and share it, It will have that signature will be printed (no need to write signature every time).

:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

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

Following step required to create CSV file.

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

Import/Export?

Note : If you see following error messages while importing/exporting any csv file then use following steps listed below :

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

or

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

– 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)

– 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.

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

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

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

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

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

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

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.

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

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.

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

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

Or

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

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.

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

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.

This message will show when, commision for orders 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.

Or

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

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

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

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

image

-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.

– 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.

image image

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.
image image

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.

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.

image

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.

– 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.

:- 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 .

:-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 .

:- 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

:- 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.

:- 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

:- 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

:- 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

:- 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 .

-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 .

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 .]

-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 .]

-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 .]

-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 .]

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

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.

image image

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

– 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

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.

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.

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 ].

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

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-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.

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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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.

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.

Note: Currently Application not allowed to import Tier Price sheet directly from Drive.

1. What is Commission Product?.
It is product based Commission in which you have to provid Commission value and type For each product.

2. Import Product Name via CSV file the format should be from first row “Column A to Column E” are used as heading.Heading contain Product Code, Product Name, Commission Value, Commission Type, Status.

3.Product Name: Enter product name for which you want commission on that.

4.Product Code: Enter product code for which you want commission on that.

5.Commission Value: Enter Commission value for product

6.Commission Type: Enter Commission Type Fixed/Percent for Product.

7.Status: Enter Status for Commission as 0/1.

3.Please use same sequence which we have mentioned in point number 2. “OR” Under COMMISSION click on “Click Here To See Sample File”

4. Another easiest way to check CSV file is export the Commission sheet and as per your requirement you can update information.

5.Product Name, Product Code and Commission Value, Commission Type are mandatory field.

6.Combination of product Name and Product Code both should be unique and there Combination should be unique.

7. How to Specify Product Code and Product Name?
Make sure Combination of Product Code and Product name are same as main product list.

8. What is Commission Value: It is commission Value for each Product.
What is Commission Type: It is commission type for Product Fixed/Percent
9. For example: Your row will be looks like
Product Code = Spi123, Product Name = Spinach, Commission Type = Fixed, Commission Value = 6, Status = 1.

10.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.

11.You can use this feature in Sales Order.

1.Import Customer Additional Attributes via CSV file the format should be from first row “Column A to Column E” are used as heading. Heading contain Customer Code,Customer Name,Attribute Key, Attribute Value and Attribute key Group.

2.Please use same sequence which we have mentioned in point number 1. “OR” Under CUSTOMER ADDITIONAL ATTRIBUTES click on “Click Here To See Sample File”

Another easiest way to check CSV file is export the CustomerAdditionalAttributes Namesheet and as per your requirement you can update information.

3 Customer Name, Customer Code,Attribute Key,and Attribute key Group are mandatory fields.

4.Make sure Combination of Customer Code and Customer name are same as
application product list.

5.Customer Name: Enter customer name as per requirement.
Customer Code: Enter unique code for customers
Attribute Key: Enter additional Information label for customer.
Attribute Value : Enter value for attribute key/additional Information label.
Key Group : Enter group name in which attribute key belongs to.

6.For example : Your row will be look be –
Customer Code = car7894, Customer Name = Carter Pvt. Ltd, Attribute Key = Pan Card, Attribute Value = ABCD1234A, Attribute Key Group = Confidential.

7. 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.
8.You can view this added Customer Additional Field while adding customer.”

1.Import Product Additional Attributes via CSV file the format should be from first row “Column A to Column D” are used as heading. Heading contain Product Code,Attribute Key, Attribute Value and Attribute key Group.

2.Please use same sequence which we have mentioned in point number 1. “OR” Under PRODUCT ADDITIONAL ATTRIBUTES click on “Click Here To See Sample File”
Another easiest way to check CSV file is export the ProductAdditionalAttributes Namesheet and as per your requirement you can update information.

3.Product Code,Attribute Key,and Attribute key Group are mandatory fields.

4.Make sure Product Code should be same as product code in application.

5.Product Code: Enter unique code for product.
Attribute Key: Enter additional attribute key for product.
Attribute Value : Enter value for attribute key.
Key Group : Enter group name in which attribute key belongs to.

6.Product Additional Attribute can be used for product image also.
Please Enter unique image name in Attribute Key, For ex. Image , Image1, Image2, Image3.

7. Enter image url or image path of your device for image in Attribute Value.

8.For example, row should be look for image path for device be
Product Code = BRO362, Attribute Key = image1, Attribute Value = , Attribute Key Group = Image.

9.For example, row should be look for image url be
Product Code = BRO362, Attribute Key = image, Attribute Value = , Attribute Key Group = Image.

10.For example : Your row will be look be.
Product Code = BRO362, Attribute Key = Size, Attribute Value = M, Attribute Key Group = Configurable.

11.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.

12.You can view Product Additional Field in Product Detail Page.

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

Following step required to create CSV file.

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

General

– You can easily transfer your data from one phone to another by using “Backup and Restore”.
– Install sales assist application in new mobile.
– Take backup of application in old phone or drive.
– Restore that “.DB” file means backup in new application.
– Now, your application is ready to use with same order, product and customer data and no need to re-enter it.

– No, Sales Assist is free and offline application. So data is stored in sqlite databse in your mobile.
But we have another application “Business Assist -Distribution and Retail Management” which use wordpress backend .

You can download from below link:
https://play.google.com/store/apps/details?id=com.oscprofessionals.sales_pos

You can use Sales Assist Application in Arabic language, please follow below steps :

>>Select Utilities from dashboard
>>Select Choose language
>>Select Choose primary language
>>Now Select required language and whole application language will be change.

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

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.

-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.

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.

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.

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.

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.

– 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.

-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.

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

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.

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. 

-Alias – This is useful for assigning product name in other language. It will be denoted as alias product name. If your vendor does not know the language in which product name is set then while sharing the purchase order to vendor you can use Alias product name.

Ex: Product name -Rice
Alias – चावल

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-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.

– 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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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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A simplified interface where sales executive can enter payments due and make call as per dates set. Also can delete these payment followup entries once received.

Steps to be followed:

-Select “+” icon from upper right corner of screen.
-Add detail as customer name, select date by clicking on calender icon and enter amount whatever user has to take and click on save button.
– This Amount will be saved in Payment Follow-up List which can be edited and deleted by swipe in right and left respectively.
– By clicking long press in any row will open check-box so user can delete multiple row at a time.

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Yes, You can use application in your known language.

Please follow the below steps:

1. From dashboard, click on Utilities.
2. Then click on choose language.
3. Click on Primary language.
4. Select your required language.

So, now application language will translate.