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 a new Product

Menu: Product -> Add Product Enter product name and relevant details. If “Is serial Number mandatory” check box is checked, Product Inventory is managed based on serial numbers only. Enter root price and click the set button to calculate pricing details based on Price Categories. How to add related products?:- Select category to auto populate product models. Select required product models and then click right arrow button to appear product on right side box. Enter […]

How to Schedule

When checked Allot Executive, this window will appear After Scheduled, following screen displayed in parent page. More resources How to Schedule Service Follow up info Details How to manage Up-Coming Preventive Maintenance Service How to find customers involved in service and provide appropriate service

How to save Supplier Outward Details

Menu: Ser.Stores -> Supplier Outward Entry search supplier After selecting supplier, product details will be added. More resources How to add a new Supplier How to manage Supplier How to create a complaint entry

How to manage Contracts for admins

Menu: Service -> Contract List This page is visible for Admins & managers. They can view all contracts created by all executives in their location. Only Super Admin can search based on location. The status shows whether the contract is approved by Admin or not. Edit : Click Edit link to edit already existing contract. Cancel : Click this link to cancel the contract. View : Click this link and the page as shown below […]

How to manage Contracts for executives

Menu: Service -> Cancelled Contract Executives can view contracts created by them. Executives cannot view contract created by others. Edit : Click Edit link to edit already existing contract. Cancel : Click this link to cancel the contract. View : Click this link and the page as shown below could be viewed Create Quote : Click Create Quote to make contract quotation More resources How to find customers involved in service and provide appropriate service […]

How to manage Contract Approval Details

Menu: Service -> Contract Approval List Note: Admins only can view this page. All contracts needs to be approved by an admin before it can be released to customer. Billable Contract Approval Non – Billable Contract Approval More resources How to find customers involved in service and provide appropriate service How to add Service Contract Type

How to manage / renew Expired Contracts for admin

Menu: Service -> Expired Contracts Employees with Admin role can only view this page. Admins will be able to search and view contracts locked to their location. Admins can contracts created by the executives in their location. Only Super Admin can search all locations and view contracts created by all employees. Contract that will expire in next 30 days and those contracts expired in last 60 days can only be searched and viewed. More resources […]

How to manage Up-Coming Preventive Maintenance Service

Menu: Service -> UpComing PM List This list comes from the contract entry based on Expiry date and Next service date. Click on “Set” to create a new Schedule for service maintenance. Click on “Update” to update a Schedule created for Preventive Maintenance. More resources How to find customers involved in service and provide appropriate service How to add Service Contract Type