How to Leads-Sales-Services

How the app works? User clicks the start button in one of the lists. For Service Page Updation Enters into the update page and fills the Start date and date Selects the status Dropdown list(Present right side to the status text and above the start date) Next enters the remarks and then the number of calls More resources Zone Master – How to add and use it

Tracking & Reporting

How the app works? User clicks the start button in one of the lists. For Service Page Updation Enters into the update page and fills the Start date and date Selects the status Dropdown list(Present right side to the status text and above the start date) Next enters the remarks and then the number of calls More resources How to use S2S tracking app How to update sales/service followup status in s2s mobile app How […]

How to update sales/service followup status in s2s mobile app

How the app works? User clicks the start button in one of the lists. For Service Page Updation Enters into the update page and fills the Start date and date Selects the status Dropdown list(Present right side to the status text and above the start date) Next enters the remarks and then the number of calls For Sales Page Updation Enters into the update page and fills the Start date and date Selects the status […]

How to use s2s tracking app

How the app works? Login ( Get the login details from the S2S Application ) Dashboard – dashboard has 2 tabs ( Future Tasks and Pending Tasks ) Sales is denoted by blue icon on the left and service is denoted by yellow icon Clicks the Start Button and enters into the update page Clicks the start Button present inside the update page After entering all the details and pressing submit button it will redirect […]

How to track employee details

The steps explained about the Employee Tracker for admin report Select Report menu from the menu items. Click on the ‘Track Employee’ from the Employee Tracker section After that you will see the ‘Track Employee’ page Here you should give the tracking date and employee name You will easily track the employee with map track Start Time and to total time spent on the location & etc.. Note: For the tracking to work the employees […]

How to add Stores request for Sales

Menu Link:Enquiry ->Enquiry List admin – admin -> Action -> Stores request If selecting the “Need delivary challan” check box is checked with sales, this entry will added in Stores approval pending list. More resources How to add a new enquiry How to create a direct sales How to Manage Follow Up Details for executives How to Manage pending stores request How to add Stores request for Sales

How to create / edit a Quotation

Menu link: Reach this Page from Enquiry Report for executives or Enquiry Report for Managers Reach this Page from Follow Up Report for executives or Follow Up Report for Managers You can also reach this page from Quotation -> List Quotation Enter Quotation Title Select Product Select Price Category Enter Price Enter Quantity Select Tax Type Click here to save Quotation Details More resources How to Approve Pending Quotation How to View Quotation Details How […]

How to add / edit / delete Customer Type

Menu Link:Company -> Add Customer Type This customer type master can be used while creating a customer. This can be useful to categorize the customers, search customers. More resources How to edit / delete Complaint remarks How to create a complaint entry How to update Follow Up

How to manage Follow Up Details for Admins / managers?

Menu Link:Follow Up List – Admin This list / report is for Admins / Managers who can view their own follow ups as well as follow ups of other executives in their own locations and unscheduled enquiries in their locations. Admins can Set Schedule, Update an Follow Up, Create Quotation from this report. Only Super admin can choose locations. Super Admin can view all executives details. Search for enquiries based on Date range, Enquiry Status, […]

How to manage Enquiries for executives

Menu Link:Enquiry -> Enquiry List This list / report is for executives who can view their own enquiries and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, View the Enquiry, Make Stores Request, Create Quotation from this report. Search for enquires based on Date range, Enquiry Status, Enquiry Type, Enquiry From and keyword. Click on the blue button for options available for that enquiry. Some options may not show depending upon the enquiry […]

How to approve and disapprove pending sales list

Menu Link:Sales -> Pending Sales List How to approve pending sales? 1.Click approve link to view invoice for pending sales. Hit the approve button shows in “invoice page” to approve pending sales product How to Disapprove sales pending? Hit the Disapprove button shows in “invoice page” to Disapprove pending sales product. More resources How to add a new enquiry How to create a direct sales How to Manage Follow Up Details for executives How to […]

How to manage sales list

Menu Link:Sales -> List Sales Return: Click return link, a new page opens like Return. In that change the product status if its defective. Contract: Click contract link, a new page opens like Add Contract More resources How to add a new enquiry How to create a direct sales How to Manage Follow Up Details for executives How to Manage pending stores request How to add Stores request for Sales

How to add Stores request for Sales

Menu Link:Enquiry ->Enquiry List admin – admin -> Action -> Stores request If selecting the “Need delivary challan” check box is checked with sales, this entry will added in Stores approval pending list. More resources How to add a new enquiry How to create a direct sales How to Manage Follow Up Details for executives How to Manage pending stores request How to add Stores request for Sales

Manage approval pending stores request

Menu Link:Menu Link:Quotation -> stores approval Pending list Perfom either approve or disapprove by clicking “Approve” or “Disapprove” button respectively. More resources How to add Stores request for Sales How to add Sales bill How to Create a Direct Sales