Introduction

mSalesApp integrates with Xero to seamlessly automate your Sales Process without manual intervention.

Customers and Products from Xero can be imported in to mSalesApp.

When you generate an invoice for a Sales Order in mSalesApp, it is sent to Xero and posted against the customer's Account. The payments received via mSalesApp can be posted against the Customer Account.

Payments can be received directly in Xero too.

Getting Started

Lets use this help guide to get a clear picture of the basic requirements and online help guide to better understand the functions and features of Peercore mSalesApp.

System requirements

mSalesApp browser and mobile application has following minimum system requirements:

Browser Application

latest versions of Chrome,Firefox or Microsoft Edge

Mobile Application

Android version - Android 5.0 and above

Recommended resolution - 800 x 1280 (minimum screen resolution)

Screen size - more than 8 inch

Memory space - Minimum 2 GB

Create Customers in mSales Web App

• To create a new customer in mSalesApp, you will first have to look for the 'Customers' option on the menu bar.
• Once you enter the Customers page you can click on the 'Create' button located next to the search bar as shown below;
  
  
• After selecting the Create option, you will be prompted to fill in the new customer details as shown in the screen below;
  
  The '*' symbol will indicate mandatory fields that will need to be completed in order to save the details.
  
  
• After entering all the customer data, you can then proceed to save this information by clicking on the 'SAVE' button found on top of the Customer details section. br>
  

If your details were successfully saved, you will receive a 'Saved Successfully' message on top of the customer details section.

If you do not receive this message you may have to check if you have entered the details correctly and in their respective fields.

Getting help

The online help guide provides all the necessary information that the user needs to know in order to understand the mSalesApp mobile and web applications.

Each topic has the help context in detail.

Sales Process in mSales Web App

This section gives an explanation on what needs to be done prior to creating Sales Orders through mSalesApp and how the entire Sales Process Works;

Steps ⇒

• Schedule Customer visits in mSales Web App.
• Create Sales Order in mSalesApp.
• Check the Sales History in mSales Web App for the Orders that were created.
• Confirm the Order to proceed with Invoice Generation.

Schedule Customer Visits

The Customer Routes can be planned for a week in mSales Web App.

• To access the Route Planner page, click on the 'Route Planner' button on the menu.
  
  
• As shown above click on 'Add Visit' button located at the top of the screen.
• Specify the name which will finally get saved under My Routes as indicated below;
  
  
  To select an existing customer, click on the 'search' button which will display the list of your customers as shown below;
  
  
• Select the required Customer name to pay them a visit and select the day from the below drop down list.
• To add the scheduled visit, Click on the 'OK' button.
  
  
• After reviewing the Route Plan for the customer click on the 'Save' button at the top of the screen as shown below.
  
  
• Update the Calendar
  
  The Customer Visits can be scheduled from field Sales -> Calendar in mSales Web App.
  
  
  
  

The Customer visits can be added for a maximum of one week. The time slots can be dragged and dropped for a specified time frame.

The system is designed to support customers in different time zones.

Now you can log into mSales mobile app and create orders for the Customers. This process can be viewed from this link Creating an Order

Delivery Process and Invoice Generation

Steps involved in the delivery process.

Steps for Invoice Generation⇒

• First you will need to click on the 'Sales History' item located on the menu.
  
  
• Select the order to which you want to generate an invoice. This will take you to the View Sales Order screen.
  The below screen provides an Overview of the Order #94.
  
  
  
  Click on Print Order button to view and print the above order #94.
  
  
• Now you will need to select the 'Delivery' tab from the 3 tab at the top of the screen as show below;
  
  
• Tick the box that says 'Ready to Deliver' which will give you the option of clicking the 'Set Quantities for Completion' button or manually enter the quantities delivered.
  
  
• Click the 'Set Quantities for Completion' button.
  
  
• After entering all the quantity details tick the box that says 'Quantities Entered'.
  
  
• Finally review the details carefully before clicking the 'Confirm' button.
  
  
• Click on the 'Payments' tab to view your newly generated Invoice.
  
  
  
  For partial delivery, if the quantity delivered is less than ordered, you will get the option to create a BackOrder.
  
  Now you can go to Data Sync and send the invoice to Xero.
  
  

mSalesApp Login Page

How to log in to mSalesApplication

At first, potential users need to request user accounts to mSalesApp.

After your account is registered, you can log in the application as follows.

Steps ⇒

1. Enter the Username and the Password

2. Tap on 'Login' to Login to the Application

Remember Me - When opted for, will save you from entering the username and the password each time you login to the system. It will allow you to say logged in till you logout of the system.

Main Menu Options

Once the user has successfully logged into the mSalesApplication, swipe to the right will get the Main Menu to appear on the screen.

Tap to select a desired option.

Dashboard

By clicking on the 'Dashboard' option on the menu,you will be provided with the graphical interface of the overall performance.

At a glance the user can view the key performance indicators such a the rep sales, targets and many more.

Your real time performance in terms of Today’s target, Monthly Target, Targets Achieved and Sales Made will be automatically updated and displayed on this screen.

Customers

Select the ‘Customer’ option from the Main Menu to view your customer information.

A list of all the customers who need to be visited on that particular day will be displayed.

You could either scroll down the list OR use the Search function located on the top right side of the screen to find a particular customer.

You will not be able to add a new customer. It will only allow you to edit an existing customer record and save this information.

Customer Details

When you select a customer on the list, all details pertaining to the particular customer will be displayed on the screen.

To view the information for the selected customer, click on the icon. This will bring up the customer details. information.

When viewing Customer detail it will also allow you to create an order, visit note & outstanding collection detail.

Todays Orders

The 'Today's Orders' page will display only the orders that are placed today.

Double click on the invoice line and this will give the details of the selected invoice.

Stocks

The 'Stocks' page from the main menu option displays the stocks per product.

A list of all the available items with stock levels will be displayed on swipe.

Stock - Stock count of all the products.

Products

The 'Products' page from the main menu option displays the product categories and the products in each category.

There is a feature in mSalesApp to add products to FAVOURITES, this will enable you to have quick access to the products for future orders.

To view Product Information under a category, simply tap on a category. The product code, price, information icon and mark as favorite option will be given in the screen.

It allows you to add product as favorite for quick access when ordering. The favorite products will be listed on top of the product list making product selection easy.

Tap on the sign in a product which you want to mark as favourite.

(When you tap on the product the star icon color will change to yellow )

Creating an Order

This process will list out the things to be done in order to create an order for a customer.

Creating an order involves;

• Customer Selection
• Product Selection
• Order Quantity
• View Summary
• Save Order

Steps ⇒

• Select the 'Customer' option from the main menu. A list of customers to be visited today will be given as shown below;
  
  
• By selecting a particular customer from this list, you will see a brief description of that customers details much like this screen shot;
  
  
• Click on the icon to proceed. Selecting the Cart icon will take you to the Category tab.
• Select the Products from the available product categories.
  
  
• Click on a Category. The Product list for the selected category will be displayed much like below;
  
  
  You can use the ‘QR Code’ to scan the product to be added . Or search for the product If you click on the information icon the product information will be displayed.
  
  
• Add quantity for a product:
  a) Select the ‘+’ function (add button) located on top of the search bar. b) The quantity increment for each tap can be selected based on the predefined options.(1, 5, 15, 50) c) Tap on a Product to Add. Depending on the number of clicks on a product the quantity will be increased.
  
  
  
  Reduce quantity of a product:
  a) Select the ‘-’ function (subtract button) located above the search bar b) The quantity decrement for each tap can be selected based on the predefined options (1, 5, 15, 50). c) Tap on a Product to Remove.
  
  
  
  
• newItem33.png
  This will display the Summary of the order with any discounts.
  The total value and weight of the selected products will be given in the header.
  
  
  
  At this stage you can select any item and change the quantity or delete.
  Use the ‘REMOVE’ button to delete a product from the order list or directly edit the quantity.
  After editing the order click the ‘UPDATE' button.
  
  
• Click on the 'Save' bar at the bottom of the screen to save the details.
  You will then have to get the signature from the Customer.
  The signed page will look similar to the below screen;
  
  
  
  Click on 'SAVE' to confirm the Order.
  
  
  
  This will create the order with customer’s current location.
  Based on the sync status set, the application will sync with mSales Web App.
  
  To view your newly created order, click on the 'Visit Note' button at the bottom of the screen.
  
  

Outstanding Collection Detail

Using the icon in Customer Detail screen, you can record a payment for the selected customer against the pending Invoice/s.

• Select ‘Cash’ or ‘Cheque’ in the ‘INVOICE SETTLEMENT’ section.
• Enter the ‘Amount’.
• Select an invoice/s from the ‘OUTSTANDING INVOICES’ section.
• Click on the ‘Process Payment’ tab located at the bottom of the screen.
• Click on 'MORE’ in INFO section to view the OUTSTANDING INFO.

Sync

This allows you to view if the application is in Sync. This can be viewed by selecting the ‘SYNC’ option under Settings in the Main menu.

Full Sync - All records will be retrieved and saved. You should use it when you Login first time into the system, when you log after clearing all your data or when there is a change in the master files(Ex.Product change).

Partial Sync - Sales Rep's pending records such as orders and visit notes will be sent to the server. This function will be automatically triggered before full sync and Log out.

mSalesApp Logout

How to log out from mSalesApplication

You can logout from the application by selecting ‘Logout’ from the main menu.

It will send all the pending transactions before logging out.

Xero integration

mSalesApp integrates seamlessly with Xero to give users an unparalleled experience.

The next 2 sections explain how your data can be effectively mapped between Xero and mSalesApp.

You should have products and customers already created in Xero before you attempt the following steps.

If you don’t already have a business created on Xero, then go ahead and create one. Click here to check out how to set up your business on Xero.

Data Mapping

Data Mapping between Xero and mSalesApp

The figure below provides an overall view of how the data mapping process takes place;

Data Migration Process

Xero Data Migration Process

• Log in to mSales web app, and click the 'Data Sync' button on the menu.
• Once you enter the Data Sync page, click on the 'Login to Xero' button located on top of the search bar as shown in the screen below;
  
  
• After the above step, you will be redirected to Xero where you will be asked to login and grant access to mSalesApp.
  
  
• Once you grant access, you will be directed back to mSalesApp and the Data Sync screen will look like this:
  
  
• Click on the 'Get Customers' and the 'Get Products' button to import customers and products from Xero to mSalesApp.
• Now you can click on 'Customers' and 'Products' menu items in mSalesApp and see the data retrieved from Xero.

Sales Process

• Click the SalesPeople menu item.
• Anyone who is a sales person (mSales mobile app user) should be listed here as a Sales Person.
• The Sales Person should log in to mSalesApp to schedule their visits.
• Click on the Calendar menu item. You can add customers to visit for the week.
• Now you can log in to mSales mobile app and create orders.
• On the mSales web app, you can go to Sales History and find the created orders.
• You can click on the order to process it. Invoice will be generated once the order is processed.
• Go back to the Data Sync screen.
• You can click Send Invoices to send the invoices to Xero.
• If you do payments in Xero or change invoices, you can click Get Invoices to synchronize the Invoices back to mSalesApp.