Salesforge

USER ACCESS CONTROL:

• Unique login id for each DSR for each tally company
• User can work with multiple company. The company will be chosen while login. Based on the DSR (ID or Username), the products and Dealers shown will be restricted.
• Validate the DSR location. Fallback to GSM Network where GPS signal is not available

CUSTOMER LIST :

• DSR can view the list of Dealer details such as Dealers contact details along with or without outstanding amount based on login.
• Option to send Email or SMS or to make a phone call. For sending an SMS, 2 options available, one from server using third party SMS package and other one from SMS via mobile network.

PRODUCT LIST :

• DSR shall be able to view all the list of product group details and thesn by clicking a product group the product names under that group will display along with or without available quantity
• DSR shall be able to view the list of all product details such as product name along with or without available quantity based on login.

SALES ORDER:

• View Customer bill wise outstanding.
• Unique Sales Order Number generated to maintain the respective DSR’s sales activity.
• DSR wise Customer list (View only in Android App).
• DSR can view the products sold to any Top 5 or 10 dealers, with quantity for analytical purpose.
• For selected dealer, it shows only mapped products in product selection screen (If not mapped with any products then it shows the all the products).
• View DSR wise Sales monthly target.
• View Dealer wise product monthly.
• View last time dealer purchased products.
• Retrieve Product Gift Scheme: On creation of sales order, gift based on the number of quantities. Can avail the alternative, product will be given to customer as Gift.
• Retrieve the RBP (Retail Billing Price) rate from product master and same can be used in Sales Order creation using Android App.
• Multiple DSRs can create sales order (To get the sales order generated by particular DSR).
• Sales Order created based on the outstanding amount for the corresponding customer. If the customer does not meet the credit limit, then sales order not created.
• Sales Order Print Format: Detailed and minimal (2 formats) which is suitable for printing format.
• Print functionality – App need to connect with Print hardware device.

SALES INVOICE:

• Sales process flow for the DSR region-wise.
• Unique Sales invoice Number generated to maintain the respective DSR’s sales activity.
• Sales Invoice created based on the outstanding amount for the corresponding customer. If the customer does not meet the credit limit, then sales invoice not created.
• Sales Invoice Format: Detailed and minimal (2 formats) which is suitable for printing format.

RECEIPT:

• The Receipt number auto generated for each receipt
• Option to select the Payment mode – Direct Cash or Cheque/DD 
• Adjustment amount will be notified. The reference as follows:
  • Advance: When the money is received or paid in advance. Can adjust this advance amount while making receipt entry.
  • Against Reference: When adjusting against a previous reference, i.e., adjusting against a bill marked new reference.
  • New Reference: If a new bill is raised for the customer, then it is added to the list of outstanding. The reference number is unique to identify the details for reference later.
• Sending SMS – After making the dealer payment, the payment acknowledgement SMS shall be sent to the corresponding dealer. 
• Receipt Format: Detailed and minimal (2 formats) which is suitable for printing format

ENQUIRY:

• Unique Enquiry number generated to maintain the respective DSR’s sales activity
• Multiple DSRs can create enquiry (To get the enquiry details generated by particular DSR)
• DSR can send an Enquiry form for new and exist customers

ATTENDANCE:

DSR shall be able to register his attendance on daily basis .
ser can edit his attendance for a same day.

REPORTS:

• Recent sales Transactions
• Receipt register-DSR/Admin.
• DSR wise all receipt register
• DSR wise cash receipt register
• DSR wise bank receipt register
• Sales Order register -DSR/Admin
  •      DSR wise sales Order register
• Outstanding Amount-DSR/Admin.
  • Each DSR wise outstanding receivables report.
  • All DSR wise outstanding receivables report
  • Location based outstanding receivables report.
• Customer bill wise outstanding-DSR/Admin.
  • DSR wise customer bill wise outstanding report
  • All DSR wise customer bill wise outstanding report
• Order Outstanding-DSR/Admin
  • DSR wise sales order outstanding report.
  • All sales order outstanding report