Autopilot Help Centre

🛍️ Sales team (ERP) All topics →

Sales team (ERP) How do I save an order to submit later? In New order press Schedule This Order, pick a day and press Confirm Schedule. The order is kept aside with its photos until you open it and submit it. Sales team (ERP) How do I send seller orders to the courier? Open Seller orders, find the Pending ones and press Send to Courier on each, or tick several and press Send selected to Courier. Risky customers go one by one. Sales team (ERP) What is the "Advance taken?" question? Before a risky customer's order goes to the courier, the panel asks Advance taken? Write the advance (it comes off the cash to collect) or send it without one. Sales team (ERP) How do I print parcel sheets and factory cards? Tick orders already sent to the courier and press Print selected for the parcel sheet with a QR code, or Factory cards (no money) for the factory. Sales team (ERP) How does a seller cancel an order before sending? Open the order and press Customer cancelled (before sending). A seller can do this on their own orders for a week, until the order is sent to the courier. Sales team (ERP) How do I record an order the customer takes from the factory? Set the order's Delivery to Customer takes it from the factory. When the customer collects it, open the order, write the money taken and press Handed over. Sales team (ERP) How does the seller bonus race work? Each week (Saturday to Friday) and each month, sellers are ranked by the delivered taka of parcels booked in that time. The top places win the prizes you set. Sales team (ERP) How do I set the bonus prizes and start date? Open Seller bonus and use the Prizes card: write the 1st, 2nd and 3rd prize for every week and for the seller of the month, choose Count from, and press Save. Sales team (ERP) How do I set each page's monthly target? On Seller bonus, pick the month in Monthly targets, write a delivered-taka target for each page and save. Sellers see progress; the owner sees who is behind. Sales team (ERP) Why are a week's bonus results held? Bonus results wait until every parcel of the period is delivered, partly delivered or cancelled. The owner sees the parcels holding it and can leave them out. Sales team (ERP) How do I mark a bonus as paid? On Seller bonus, find the winner in the Winners table and press mark paid under their name. It turns into paid with the date; press it again to undo. Sales team (ERP) What does a seller see in the panel? A seller sees only the pages they run: My Orders, Sales Team Update, My Bonus, their own inbox chats, their own parcels and their mistakes and fines. Sales team (ERP) What does a Data Entry Man do? A Data Entry Man sees every seller order, sends it to the courier and prints the invoice and factory card. They cannot make, change or cancel an order. Sales team (ERP) Who can see seller orders? Four features decide who sees seller orders: Sales team every page, Seller own page only, Courier, and Every order see and print. Sending is its own tick.