Autopilot Help Centre

🛍️ Sales team (ERP) All topics →

Sales team (ERP) What is the dark bar that shows when I tick orders? Tick orders in Seller orders and a dark bar floats at the top: how many are selected, Print selected, Factory cards, Send selected to Courier and Clear. Sales team (ERP) How does the Data Entry Man write a note to the cutting or sewing people? Open the order, write in Notes on this order, pick the person in the To list (seller, cutting or sewing) and press Send note. A photo can go with it. Sales team (ERP) Who can write notes on an order, and to whom? Factory workers and the office write order notes to the seller; the Data Entry Man can also write to the cutting and sewing people. The order's seller answers. Sales team (ERP) What are the numbers under the order tabs? On Seller orders, each tab shows how many orders it holds, and the box above the list shows the list's total. Taka amounts show only to the owner and to a seller. Sales team (ERP) Why do seller sales show the full price, not only the cash on delivery? A seller's sale counts the full order price: what the courier collects plus the advance the customer paid before. It is used for the bonus race, salary and team totals. Sales team (ERP) How do I make a replacement order? On the new order form, tick Replace beside Call verified and type the invoice of the order that came back. The replacement gets that invoice plus R. Sales team (ERP) How do replacement orders count in seller sales? A returned parcel counts nothing. The replacement counts its collected amount once its own parcel is delivered, and it is left out of the day's order numbers. Sales team (ERP) In which month does a seller's sale count? A sale counts in the month its delivery succeeds, but a month's own orders delivered by the 5th of the next month still count for that month. Sales team (ERP) How do I see who printed an order? The A4 page and factory card say Printed by, with name and time. The Seller orders list shows it too and filters Printed or Not printed yet. Sales team (ERP) What is on the A4 order print? One A4 page per order: parcel ID with a QR code, your logo and numbers, invoice, customer, amount to collect after advance, factory notes and photos. Sales team (ERP) How do I set the company name, address and support numbers on order prints? Fill Company name on prints, Address on prints and the support numbers in General settings. A seller's office SIM prints as the Sales Officer Number. Sales team (ERP) How do I see an order's photos big, zoom or download them? Tap a photo on the order to open it full screen. Swipe or use the arrows, zoom in, open the original or download it. An order can have up to 20 photos. Sales team (ERP) How does a seller answer a note from the factory? New notes show on the seller's dashboard and as a badge in My Orders. Open the order, read the note in Notes to the seller, press Reply, then Mark done. Sales team (ERP) How is the customer's video added to an order? Tick Video included, paste a link, or upload up to 2 videos straight from the phone gallery. The factory plays it on the order, or asks the seller for it on WhatsApp. Sales team (ERP) How long are order videos kept, and how much space do they use? Uploaded order videos are removed by themselves 30 days after the order is delivered or cancelled. The owner sets the size limit and the days in Couriers & keys › Order v... Sales team (ERP) What is the Sales team (ERP) for Facebook-page selling? ERP's Sales Department tracks each Facebook page and its seller: their orders, daily messages, orders and taka, courier parcels and a bonus race. Sales team (ERP) How do I add a sales page and its seller? Open Sales team, press Pages & people, then Add page. Give a short code (it starts every invoice), the page name, the person running it and a monthly target. Sales team (ERP) How do I give a page's seller their own login? In Pages & people press Give login on the page, type the seller's name, a login name and a password. They become a Seller who sees only that page. Sales team (ERP) How does a seller fill in daily messages, orders and taka? The seller opens Sales Team Update, presses Today's numbers and types the day's messages. Orders and taka fill in by themselves from the orders entered. Sales team (ERP) How do I import an old monthly sales sheet? Sales team › Import from sheet takes a Google Sheet with page columns of messages, orders and taka, one row per date. Upload the .xlsx or paste one month. Sales team (ERP) How do I bring messages and ad spend from Facebook Ads? Connect Ads Manager with an ads_read token and put each page's code in the ad name. Messages and spend then come into the sales days every hour. Sales team (ERP) How do I enter an order by pasting the customer's message? In New order, paste the order text from WhatsApp or Messenger. Invoice, name, phone, address, price and details fill themselves; check every box and submit. Sales team (ERP) How are invoice numbers suggested and checked? The order form suggests the page's next invoice from its recent numbers, skipping typing slips. The same invoice can never be used twice, here or at the courier. Sales team (ERP) How do I add design photos and a special note for the factory? In New order add up to 20 photos (product, fabric, customer screenshot), the customer's video, and a Special Note for Sewing & Cutting, which prints in red on the factory...