Before You can use our sales module you have to define some prerequisites for example ( Categories , Sub categories , Taxes , Product Brands , Sales MSL ,etc... )
Product Categories & Sub Categories
1- Lets start with Product Categories
Goto Side-menu => Settings => Sales => Product Categories
2- click Add Category , and choose a name , local name(Arabic name )
Click on any category in tree view , a new button will appear to add a sub category under this category , then you. can select a name and local name.
you can Bulk import categories by selecting import categories or import subcategories
Goto Side-menu => Settings => Sales => Taxes
Click on Create Tax
Select Tax name , Tax Rate and Tax type ,
Tax types are inclusive and additive.
Unit of measure
Goto Side-menu => Settings => Sales => Measures
Click on Plus arrow
Choose a measure name and measure factor for example ( Carton X24 and its factor is 24 )
Create your first product
Goto Side-menu => Products
Click on Add Product
Choose a product name , Category (already defined in previous steps) , SKU ,
Tax ( if applicable ) , Local Name (Arabic Name) , Sub Category ( optional) , Default Unit of measure
also you can upload a product image and it will be visible in your representative's mobile app
Now Let's move to variants .
Think of variants like colors , or sizes ( for example if you have a product called American Coffee) this product could have several sizes so we can create 3 variants under the same product , Small ( 3 $ ) Medium (4.5$) and Large (5$)
This approach is very helpful when you go to reports and measure Total sales for American Coffee . (it would give you all sizes's sales ) but of course you can measure single variant's sales for example ) .
so when you are building your product list choose your variants wisely .
each Variant has a name , local name and price .
if you wish to add multiple variants just click on add variants button
Goto Side-menu => Settings => Sales => Sales MSL
What is Sales MSL ? think of it as a container of products. You can create MSLs as much as you want , and assign it to your representatives . This concept is applicable when your representatives work on different product lines , so it wont confuse them to have all products visible in their list , only Sales MSL will be listed in their mobile app .
Create Sales MSL
Choose a name ( for example Detergents)
Click on the eye's icon to add products and variants .
Add a product , variant and click save
Now you have a sales MSL that contains several variants that needs to assign for a specific rep
Go to Side menu => representatives
Choose one of your representatives => Choose the sales tab => and choose a sales MSL for this representative.
Product Brands (optional)
Goto Side-menu => Settings => Sales => Product brands
click add product brand
choose a name , local name for your brand and click Add.
now you can go to products and assign this brand to a specific product
This feature will help you in reporting , which you can filter any sales activity by specific brand .
Test your data with the mobile app
Login into Repzo mobile app as a representative
navigate to Search screen and select a client
Start a visit
Then goto Create Sales Order and you would see products like the image bellow