Factsrwd

Page 1

FactsRWD Tablet based sales order taking module


What is FactsRWD Windows based tablet application for customer wise order taking in market Application to view outstanding balances Stock balance and stock details

Prepare sales order and generate print outs


Selecting a customer Sales man is ready to take order from the customers with his tablet Once a customer arrives, he use two method to identify the customer, 1. Scan loyalty card

2. Enter customer detail in search bar


Loyalty Card Loyalty cards are given to customers . Benefits of loyalty card: 1. Acquire customers that are likely to repurchase even though this may be at the expense of initial raw response 2. Recognize which customers are unlikely to repurchase and limit your marketing spend for this segment accordingly 3. Focus the marketing budget on those who exhibit the same profile as existing repurchases but have yet to buy a second time. 4. Retain existing customers


Loyalty Card scanning Application provides a scanning window to scan QR code/Barcode entered in loyalty card.


Customer selection by typing Customer can be searched with various fields, 1. Phone number 2. Name of customer 3. Code of customer 4. email address


Customer Actions Once the customer is searched , two options are available 1. Start Shopping : To start order 2. View Details


Basic Info In this option, salesman can view the customer basic details including,

1. Balance credit 2. Debit 3. Credit

4. PDC’s 5. Credit limit and Credit Days


Outstanding Details Adjacent to Basic Info tab, we can found the outstanding details of the selected customer. It includes, 1. Particular with document date, number and remarks 2. Debt 3. Credit 4. Balance


Stock Search Stock can be searched in following means, 1. Stock name

2. Stock code 3. Brand 4. Class

5. Category


Stock Basic Info Stock Basic Info gives basic information's on 1. Product full description 2. Price 3. Available Qty

4. Unit 5. Grouping details


Stock Details Get all details of particular stock from stock master


Similar Products Below every stock details, we can find the similar products in same variety ,origin for easy access


Order a Product Quantity can be ordered from 2 window. In main stock search there is option to enter quantity and upon click on ORDER button it is added to cart. Also in detail window we can order, using Ordered Qty textbox and ADD TO CART button


CART Items ordered are kept in Application Cart.

Cart window link and items added in cart can be shown on right top of the page. No. of items added in cart are shown in green colour


Shopping Cart


1. Shopping cart gives complete summary of all products ordered. 2. We can change quantity from cart, if needed 3. Sales remarks can be entered in Remarks textbox

4. To purchase further , we can use CONTINUE SHOPPING option 5. To complete order , Click CHECKOUT option 6. On clicking CHECKOUT button, all data will saved as Sales Order on main server and a print out preview of Sales Order will generate on tablet 7. To print document click PRINT button on print preview page


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.