A Reliable ERP Solution for Van Sales

The Van Sales application allows users to effectively manage trips, ability to take orders and plan the route according to the shop visiting priority, which benefits in creating different route locations. The application also provides an efficient functionality to the users which is well integrated with any ERP for real-time data availability and transactions.

The system has a front-end and a back-end, in which the mobile application works on both online and offline capability for taking orders and supply, and marking remarks. The user is also able to view the trip summary according to the products and customers, generate sales returns, receipts, loading, unloading, payments and day closing reports. With real-time updates, intuitive interface, and powerful reporting features, our ERP is designed to help you boost your productivity and increase your revenue.

HIGHLIGHTS

1. INTEGRATION WITH ERP:
   The Van Sales Application is integrated with Odoo platform, allowing for seamless data transfer and real-time updates between the application and the back-end system.
2. REAL-TIME DATA SYNCING:
   The application allows for real-time data syncing between the Van Sales team and the office, ensuring that both parties have access to up-to-date information at all times.
3. AUTOMATIC INVOICING:
   The application generates invoices automatically, eliminating the need for manual data entry and reducing the risk of errors.
4. REPORTING AND ANALYTICS: The application provides real-time reporting and analytics, allowing you to track your stock levels and analyze your performance.

BACK-END FEATURES

A. ROUTES
1. Routes Master Configuration
2. Customer Listing Inside Route
3. Shop Order for Customer in Route
4. Responsible Users in a Route
5. Route Pricelist
6. Route Schedule

B. TRIPS
1. Trips Management
2. Scheduling A Trip with Order, Supply Date and Routes
3. Order Taking – Telecaller or Route work
4. Assigning Vehicle & Salesman
5. Loading – Ordered + Additional Quantity
6. Supply & Billing
7. Receipts, Payments & Returns

C. OTHER MODULES
All other modules and features for counter sales purchase, Inventory, Accounts, HR.

MOBILE APPLICATION FEATURES

• OFFLINE FEATURE FOR ORDER TAKING & SUPPLY
• CUSTOMER SHOP ORDER LISTING
• TAKING ORDERS, MARKING REMARKS
• VIEW OUTSTANDING OF CUSTOMERS
• TRIP SUMMARY – PRODUCT & CUSTOMER WISE
• VAN STOCK VISIBILITY
• B2C, B2B AND CASH SALES MANAGEMENT
• RECEIPTS & PAYMENTS
• SALES RETURNS
• TRIP EXPENSE ENTRY
• DAY CLOSING & REPORTS

INFORMATIVE SCREENSHOTS AND ITS DESCRIPTION

The list of all the routes in Odoo helps to configure the trips assigned by the company or the distributor to multiple shops at each routes.

Hence, a master configuration can be made with the routes. The customers will be listed within the particular route, only if we add the details of the customer/shop while creating a route.

At the trip creation form, the trip type has to be set, the route has to be selected depending on which orders have more number of orders in a specific route.

Initially, the Trip Type should be selected from the drop-down box, “New Orders” or “Deliveries”. After selecting “New Orders” as the Trip Type, choose the respective Route, order date, delivery date, Tele-Sales, Team Lead, and the Additional Routes, if required.. Then, click on the “ADD Customer” button, you will see that all the shops which are under the selected route will be automatically listed down in the route details.

                                        The main menu                                         The navigation bar

The Telesales user logs in to the application, and while clicking the navigation bar, a menu bar will appear which includes Profile, Settings, Update Data, Update Data Separate, and Logout, The Trips in progress button shows the trips that are yet to be made for the tele-sales user to complete the tasks for a particular route.

List of all customers in a particular route                      Order summary of a particular route

The Telesales user gets the list of all the customers of a particular route, and takes new orders by clicking on the “New Order” button of a particular customer (store). While clicking the “+” button, which is at the top-right corner of your screen, a list of available products to order will appear. Then, select any product which needs to be ordered, along with its quantity. You are also able to search for the product at the search bar which is on the top of your device’s screen by entering the item name or the item code.

The above screenshot shows you the list of all the orders from a particular route. Here, if you would like to make new orders from other customers from that particular route, click on the “+” button which is on the top right corner.

Also, if you would like to increase the number of quantity of the existingly ordered product or add more products from a particular customer, long press one of the orders of a particular shop (customer), a dialog box will appear for selecting the option to either view the list of all the products ordered from a particular shop (customer), or to cancel the Order.

When the Summary button in the Trips in Progress page is clicked, the list of all the products that you are going to deliver to different customers of a particular route will be shown.

Hence, in this application, there is a feature to load additional products to the vehicle during the delivery of the products to the customers. These additional products are basically the unordered products which can be sold directly to any customers in-hand if necessarily required to inline with the capacity of the vehicle.

The Logistics in-charge user will be responsible to plan the delivery process by listing all the routes along with its respective status which will be displayed in a dashboard. Then, the vehicle will be assigned by clicking on the “Assign Vehicle” button and selecting the respective vehicle and its driver.

As a Loading in-charge user, once the Load Items button is clicked, all the items to be loaded will be listed. Choose to assign the person in-charge to load the items into the vehicle, and select the date and time of the loading. During the loading process, you will be having a provision to click on the check-box, which is on the right-hand side of the screen to ensure that these items have been loaded. Once the user makes sure that the loading is complete by clicking on the check boxes, the Loading Complete button will be clicked.

At the customer’s list shown above, you will see that at each customer given, there are four buttons: Bill, Return, New Order, and Receipt.
When the Bill button is clicked, you will see the deliveries which are yet to be processed for each customer.

The Stock Listing screen helps you to see the list of all the products in the stock which shows the quantity of stock available, quantity of products returned, number of products already sold, the balanced number of stocks, and the total weight of each product. The entire total quantity, and its respective weight is shown at the bottom of the screen. The Stock Listing details given are,

• Opening Stock (OPN): The quantity of a particular product which is currently present in the vehicle.
• Sale (SALE): The quantity of a particular product which is already sold.
• Return (RET): The quantity of a particular product returned back by the customer (shop).
• Balance (BAL): The remaining quantity of a particular product. Also in brackets shows the quantity of products which is yet to be delivered. If it shows 0 in brackets, it means that there are no pendings for delivery.
• Kilograms (KGS): The total weight of the particular products of a specific quantity.

The Route Summary shows the payment updates such as, Credit bills, Cheque receipts and Cash Receipts, which will be displayed against the customers.

Once the vehicles get back to the warehouse and the trip gets completed, the remaining products after the supply along with some Sales Returned goods while taken back from the market need to be unloaded in the warehouse to complete the Van Sales process. So the warehouse in-charge user gets verified the same by selecting the respective trip and then choosing the products which need to be unloaded from the vehicle.

All the data that was synced online from the mobile data will be displayed in a consolidated view at the backend, which shows the summary of all the day closing reports, which includes the sales reports, orders, receipts, inventory, and the returns.

These are viewed at the very bottom of the route trip when clicked, and while scrolling down, you will see a set of tabs like Route details, Orders, Receipts, etc. which will be able to show you the summary of each operation when clicked.

VAN SALES WORKFLOW

Contact us for more queries on implementing the hassle-free Van Sales solution.