The essence of this visit process is to:
● Create objectives for the visit in terms of quantity of products
● Take Stock Checks (shelf and store checks)
● Review your objectives based on the Stock Checks
● Make Sales
● Input the Payment for the sales made
To complete this visit step:
1. You have to select the Sales Type; either Ready Stock (Van Selling) or Pre-Selling.
2. You have to also select the order delivery status.
3. Input your Objectives for the individual products you would want to sell.
4. Input the Shelf Check for the individual products
5. Input the Store Check for the individual products
6. Review the objectives - The system automatically calculates the Objective Review by subtracting the Store and Shelf Checks from the Objectives. This field is then immediately translated to sales. This field is editable; in order to effect changes on the Sales, you have to edit this field as the Sales field is not editable.
7. Make Payment - As the Sales figures are changing, the Total Sales value keeps changing. To make payment, click on MAKE PAYMENT. The app pops up the payment form:
a. Select the payment type ie. Cash or POS or Transfer etc.
b. Input the Reference number if the payment transaction is a bank transaction
c. Input the Amount Paid
d. Click on Make Payment button
