Sales Agent App - Customer details

In this section, learn how to create orders, invoices and receipts for customers from the app. Administrators can see all the customer details; but as sales agents they can only see their allocated customer details.

Create Order

Lets see how a order can be created by the agent for a customer.

Create Order on behalf of Customer

1. Select the customer name
2. Open Order tab
3. Click the Plus button.
4. Click Add button.
5. Select the product items names to the orders.
6. After selecting the items, click Add Item.
7. Now, the products is adding to the orders screen.
8. Then, click Create Order button. Orders now created for this customer.

Create Invoice for a customer

To create the invoices follow below steps,

How to Create Invoice

1. Select the customer name
2. Open the Invoice tab
3. Click the Plus button.
4. Click Add button.
5. Select the product items names to the invoices.
6. After selecting the items, click Add Item.
7. Now the products are added into the screen.
8. Then, click Create Invoice button. Invoices now created for this customer.

Create Receipts

To create receipts follow below steps,

Create receipts to collect the amount from the customer

1. Select the customer name
2. Open Receipt tab
3. Click the Plus button.
4. Click Add button.
5. Select the invoice number to create receipts.
6. After selecting the invoice number click Add Item.
7. The invoice details are added into the receipts screen.
8. Then, click Create Receipt button. Receipts now created to this invoices.