Set up Sales Collection

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1. Configuring Sales Collection

▸ Understanding the Sales Collection Feature >

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▪︎ Enabling the Sales Collection Feature (Administrator)

1. Go to Dashboard > Features > Sales.
2. Activate the Use option for sales collection.
3. Set the maximum quantity for sales data entry.
4. Configure the available date range for sales data uploads.Employees can select dates within the set range from the calendar when uploading data.💡This setting applies only when employees collect data via the app. Administrators and leaders can upload data for any date via the dashboard!

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▪︎ Configuring Sales Collection Conditions (Administrator)

1. Go to Dashboard > Sales > Settings.(If the message "No product categories registered." appears, please refer to the "Setting Up Brand and Model" manual.)

2. Select the product category for which you want to configure sales collection conditions.

3. Click "Data to collect" / "Take a photo of sales receipt" to add additional components beyond sales data collection and set whether photo submission is required.

4. Click "Employees who will collect" / "Required date to collect" to assign employees to collect data and specify required collection dates.(For options other than "Collect at any time," the assigned collection date will appear in Today's Task in the employee app mode.)

5. Move specific products from the full product list into the designated collection list for each brand.

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2. Adding Sales Data (Administrator/Leader)

▸ Learn how to add sales data via the dashboard >