Generate Sales TargetGenerate Sales Target feature allows you to set and assign sales targets for your team. You can define targets based on criteria such as sales period, sales representatives, and specific goals. It helps in tracking progress and improving sales performance. From here you...
Read MoreSales Target ReportSales Target Report shows the sales targets set for individuals or teams, comparing the target amount with actual sales achieved. It helps track performance and identify areas for improvement.From here, you can view all types of sales reports, such as daily, weekly, monthly, an...
Read MoreUser AssignUser Assign: This section allows you to assign users to specific roles or tasks. Here, only the assigned product will be visible in the sales section for a salesman. You can assign products to a salesman by following these steps:Select Salesman: Choose the salesman to whom you want to ...
Read MoreProduct Sells ReportA product sales report gives details about the products sold, including who sold them and the quantity sold. From here, you can view the entire product sales report.To see the product sells report just follow the below steps:Select Type: Choose the type of sales report you wan...
Read MoreProduct Distribute ReportA distribution report provides details about the products distributed. From here you can see all the product distribution reports with details such as. To see the distributed report just follow the below steps:Date: Set the date for the distribution report you want to see...
Read MoreRoute PlannerThe Route Planner is a tool used for planning and optimizing delivery or travel routes. It helps in efficiently scheduling trips, calculating distances, and selecting the best routes for transportation, ensuring timely deliveries and cost-effective travel. From here you can set all t...
Read MoreSales InvoiceA Sales Invoice is a document issued by a seller to a buyer, detailing the products or services provided, their quantities, prices, and the total amount due for payment. It serves as a request for payment and includes essential information such as the invoice date, due date, payment ...
Read MorePending PaymentsPending payments refer to the payments that are due but have not yet been received. From here you can see all the pending lists with details. You can see all the payments overview at a time. And also can collect the payments.You can see all the pending lists with details. Such as:...
Read MoreApproved PaymentApproved payments refer to the payments that have been successfully received and confirmed. After approving the pending payment you can see the payment in the approved list. From here you can see all the approved payments at a glance.You can see all the approved payments with deta...
Read MoreRouteA Route is a predefined path or area assigned for sales or deliveries. It helps in organizing and managing customer visits, product deliveries, and sales activities efficiently.Here, you can view all route names and their details at a glance. You can also add new routes. The details availabl...
Read MoreVehicleThe Vehicle section allows you to manage and track company vehicles used for deliveries and transportation. From here you can view all the vehicles at a glance. If you want you can add new vehicles from here.You can view detailed information about each vehicle, including:Vehicle ID: Unique...
Read MoreSettingsFrom here you can configure multiple settings for distribution. Such as:Reminder Notification Config Active: From here you can active/deactivate the reminder notification. If your reminder notification is active then you can also configure the below settings. Such as:When Send Reminder No...
Read MoreStock AdjustmentFrom here, you can see all the stock adjustment lists during distribution. To view the stock adjustment list, follow these steps:Date: Set the date for the stock adjustment you want to see.Select Warehouse: Choose the warehouse where the stock adjustment occurred.Select Deliveryma...
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