What’s a business without its employees? As the owner, you might be the driver, steering the car where it needs to go. But the people you employ are the engine—they do the work to get your business from A to B and beyond. To drive fast and true, you need to invest in your employees. Your team directly impacts: The relationships you have with your clientsThe quality of work you’re deliveringYour ability to produce work…
Setting up proper payment systems and methods is an essential part of running a small business. Whether you’re initiating payments for your business expenses or setting up various payment schemes for your customers- it’s a good idea to keep recurring payments in mind. But what exactly are recurring payments, and why should they matter to your company? What are Recurring Payments? In simple terms, a recurring payment is a repeating payment. This cost or payment…
Print Queue is developed by the SalesGURU team to ensure if your mobile application is not connected to a bluetooth printer, you can go back and print the transaction using the print queue after you are connected to the printer. What goes into print queue list InvoicesPayment receiptsSales returnsComplementary issues Note: You can delete the items in the print queue by swiping left and selecting delete button.
Select the menu icon.Select Remind option from side menu.Select the Customer that you want to send a SMS reminder.Press Send button to complete. Note: Selected customers will receive a SMS with outstanding balance information, Sales representative name and collection date.
Press deposit button in the home page.Select either cash or cheque to deposit.Select individual Collection items or select all that needs to be deposited.Select the deposit bank from the dropdown.Write down the system generated reference no. in the bank deposit slip.Capture and Save the deposit slip image.Press Confirm button to complete the deposit. Note: Once the deposit is complete Cash in hand or cheque in hand will reduce from the list.
Select Collection module from home page.Select Customer.Select the Payment Method.Enter Collection Amount.Get customer e-Signature if required for confirmation.Press Confirm button to complete the payment collection. Note: Once a payment is collected by a customer his due balance will reduce.
NOTE: Customer payments can be recorded both through SalesGURU mobile application as well as the admin. panel. Collection through Mobile App Login to the app.Select Collection from the Module section in the home screen.Select the Customer.Pick the Payment method.Enter payment amount.get customer e-signature for confirmation.Press confirm button to save the collection. Once the payment collection is saved customer outstanding balance will reduce. Collection through Admin. Panel Select Collection from side menu.Press the Create Collection button.Fill…
There are 2 ways to add inventory items. Purchase order methodCreate inventory method NOTE: We recommend the Purchase order method, as this will link the inventory to its supplier. Purchase order method Select +Button at top of the page.Select Purchase orderComplete the purchase order fields.Enter the delivery address in message display text box if needed.When you’re done, select Create to save the Purchase order. The purchase order is saved as a draft – until you approve the purchase order. Approve…
A purchase order is the contract between buyer and seller agreeing to purchase whatever goods or services are being bought. Create and save a purchase order Select +Button at top of the page.Select Purchase orderComplete the purchase order fields. Enter the delivery address in message display text box if needed.When you’re done, select Create to save the Purchase order. The purchase order is saved as a draft – until you approve the purchase order. Approve the purchase order…
“PO” stands for a purchase order. A purchase order is the contract between buyer and seller agreeing to purchase whatever goods or services are being bought. For example, if a local coffee shop agrees to buy five cases of espresso from their favourite distributor, they might sign a purchase order when they buy the product, and the distributor will issue an invoice upon receipt of the coffee. In general, an invoice is issued by the seller,…