Add Sales Data

1. Adding Sales Data via the App (Employee Mode)

Note: Employees can only upload data on dates set by administrators. (e.g., Data can only be uploaded for today or within a specified range, such as the last XX days.)

▪︎ Uploading Sales Data

1. Go to Menu or Today's Task > Sales > Select the sales date and workplace from the top.
2. Select the product category for which you want to register sales data.
   ❗Only the product categories assigned to the employee for data collection will be displayed. Please check with your company administrator if you do not see the expected categories.
3. Search for a product name/model number or scroll down to locate it manually.
   • Search by product name/model number: Enter text or quickly input using barcode scanning.
4. Enter the quantity sold for each brand and product.
   • Tap on the product name to go to the detailed sales entry page.
   • In the sales details page, enter the number manually or adjust it using the +/- buttons.
   • If proof of sales is required, attach the necessary supporting documents (e.g., sales receipts).
   • Tap Upload to submit.
5. If no sales were made for a particular brand, check the No sales for this brand box beneath the brand name to instantly upload that information.

‍

▪︎ Adding More Data to Previously Uploaded Sales Records

1. Go to Menu > Sales > Select the sales date and workplace from the top.
2. Choose the product category where you want to add data.
3. Tap the brand > product to which you want to add data.
4. Tap the blue circular icon in the bottom-right corner.
5. Enter the quantity manually or adjust using the +/- buttons.
6. If proof of sales is required, attach the necessary supporting documents.
7. Tap Upload to save the updates.

‍

▪︎ Editing or Deleting Uploaded Sales Data

1. Go to Menu > Sales > Select the sales date and workplace of the data you wish to modify.
2. Select the product category of the data to be edited or deleted.
3. Click on the Total Sales number to display only the uploaded sales data.
4. Tap the brand > product you want to edit or delete.
5. Tap the Edit or Delete option.
6. For edits: Adjust the sales quantity and proof of sales if needed.
7. For deletions: Tap the trash bin icon in the top-right corner, then confirm to permanently delete the data.

‍

2. Adding Sales Data via the Dashboard (Administrator Mode)

▪︎ Adding Sales Data Individually

Aside from data collected by employees, administrators can manually input sales data.

1. Go to Dashboard > Sales > Click Add Data in the top-right corner.
2. Click the Product Name field.
   ❗The product must already be added to the data collection list to be entered!
3. Select the product category/brand/product and click Apply.
4. Enter the sales date, store, employee, and sales quantity.
5. Click Add to save the entry.

‍

▪︎ Bulk Uploading Sales Data

Administrators can also bulk upload sales data using an Excel file.

1. Go to Dashboard > Sales > Click Add Data in Bulk in the top-right corner.

2. Select the product category to upload data for and click Download Sample.

3 Open the downloaded Excel file and enter the data for the selected product category.

4. Go to Dashboard > Add Sales Data in Bulk > Search > Attach the completed Excel file.

5. Click Apply, then review and edit the data in the preview screen before finalizing.

6. If any rows appear in red, click them to edit and fix errors.

7. Select the final data for upload and click Save.

‍