Xantatech Sales App

About Xantatech Sales App Android App

The objectives of the new mobile app are :-
1) To improve the relationship with retailers & mechanics by instantly gathering & sharing feedback on various products
2) Better secondary sales tracking.
3) Direct mail of secondary orders to Business Partners.
4) Instant addition of new 2T & 3T partners.
5) Instant Daily Sales Report (DSR) preparation.
User Guide as :

>> After Login a Dashboard screen will come with a Menu list on Left Swipe.

- change your profile picture by tap image icon
- select image from your image gallery

>> To Start Visit click on + ADD NEW VISIT button place on Dashboard.

- click on + PLACE New Order button to take order from respective customer.
- click on ADD Discussion to put/resolve queries of respective customer.

- Click on + ADD NEW VISIT button to start visit
- select customer type (Retailer/Mechanic) whom you are visiting now.
- Then select your visiting Territory & respective customer.

- click on Add to Cart to add Product Items in list one by one after selecting items.
- click on View Cart to see/finalize product list for current sale – order by click Place order button.

- Select BP /Retailer whom you want to forward you sale order-details.
- Enter your local market name and remark if any.
- Tap on signature panel to take customer signature as approval of visit/sale order.
- Finally Click on Confirm Order button to place Sale Order.

>> Click On Add Retailer /Mechanic from Left Side Menu or from Dashboard button to add new customer (Retailer /Mechanic) in the system.
- Enter New Customer-details in respective text fields.

- Enter city name and it will automatically show you all available cities in respective area and when you select appropriate from list it automatically fill the respective Territory , Zone , State, Country, PIN.
- Select Category (A/B/C), Appointed (Y/N), Dealing Wheal Class (by tick –can be multiple), concerned Retailer(by tick –can be multiple), Auto-Electrical(Y/N)

- Tap on signature panel to take customer signature as approval of visit/sale order.
- Tap on Picture panel to take customer’s Shop picture as approval of visit/sale order.
- Finally Click on Register button to ADD customer in system.

- click on side menu MY ORDER to see the history visit/order details any time.
- click on side menu MY DISCUSSION to refer all discussion done so far.
- click on side menu MY HOLIDAY to see all your Holiday availed this month.

- click on side menu PRICE LIST to see the live price list of particular Product group in our complete range.
- click on side Menu MY NOTIFICATION to check all new news/Flyers /Product launched specifications.