Sales and Transaction

Question 1

1009 Can I delete default price?

Answer 1

It’s possible on app.

• If you assign default price to specific tier, it will disappear for customer not assigned to the tier.
• If you set default price as 0, it will not be shown on the app.

It’s Impossible on web. It is required to input figures although 0 is accepted as price.

Question 2

1027 How do I record credit note?

Answer 2

• Credit note is required when customers ordered but not received delivery or place return
• If customer requires document, you need to make manually, but in SENRI, you edit transactions or record return

Question 3

1032 What is difference between created-at and uploaded-at of transactions?

Answer 3

• Created at: Time when field staff start recording transactions
• Uploaded at: Time when the record was sync to server

Question 4

1046 Payment is disabled, but the FS can still see it on the mobile app

Answer 4

Viewing payment information is available on the app even if payment function is disabled. Field Staff can check the payment status of sales with pay later

Question 5

1056 Can we calculate weight of order items?

Answer 5

Weight of order items can be calculated if weight for SKU is set.
When it’s set in SKU detail, it shows in transaction detail, invoice and delivery assignment on the web.
In addition, the weight amount of each category sold can be checked in Product Amount of Sales Trends.
When the unit of SKU is different from the unit of category, weight need to be set for SKU in order to calculate the weight in the same unit.

Example;
Category is Paint
SKU is Paint bottle 500g

1. Set Unit as “Kg” in Category “Paint”
2. Set Unit as “g” in SKU “Paint bottle 500g”
3. Set the wight to 0.5 for SKU “Paint bottle500g”
4. If 1 qty of “Paint bottle 500g” is sold, it will be counted as 0.5kg in the Sales by Product amount

Question 6

1057 What is variant, amount, scale and unit?

Answer 6

Example
Product name: Coca Cola
SKU name: Coca Cola 200mlPET×10
Amount: 200ml
Scale: 10
Unit: ml
Variant: 200mlPET×10
Weight: 200

• Variant is a name used to distinguish between SKUs in the same product on only the app.
• Normally, SKUs in the same product have the same name and different quantities, colors, etc. Therefore, when displaying SKUs on the app, instead of showing the official name of the SKU, a variant is displayed to avoid duplication.
• It’s displayed after selecting a product in sales order on the app.
• Amount, Scale, Unit can be viewed in sku detail in order taking and product category on the app.
• If weight is set with unit, total weight can be referred in transaction, deal export and delivery assignment. on the web.

Question 7

1058 What’s happen when record replace and return to sales amount and inventory?

Answer 7

Replace: Detected from sub-inventory and no change in sales amount

Return: No change in both sub-inventory and return.

Question 8

1059 Can I set default value in payment and delivery information when recording sales?

Answer 8

Manager can set default value blow;

■Payment
- Due date:
1. Customer & Reports > Customers＞ Click the name of customer
2. Click the Payments tab under the name of customer
3. Click on the upper right dot and click edit
4. Go to “Default Number of Days for Payment Due” and edit it,

• Type:
  
  1. Admin Console > User setting section > Uses
  2. Click the name of Filed staff which you want to set the default value
  3. At the Sales Setting section, set “Default Payment Type”
• Method:
  
  • It is automatically copied from previous transactions

■Delivery
- Delivery assignee:
1. Admin Console > Service settings section > Delivery Settings
2. Set the “Default Delivery Assignee”

• Delivery status: It is automatically copied from previous transactions
• Due date: No settings

Question 9

1061 Can Field Staff edit price or make discount?

Answer 9

Fied staff can edit the price or make discount when managers allow them in the user setting beforehand.
Managers can choose either allow or restrict Field Staff to edit price or give discount it at the following these steps.

How to change the setting in user
1. Admin counsole > users
2. Click the user name which you want to change the authority
3. The bottom of page, you can choose the setting below
・Deal Discount (Percentage)
・Deal Discount (Fixed Amount)
・Edit Price
・Free Sample
・Replace
・Return

Question 10

1064 What is Edit Order Time in New Request on web?

Answer 10

Field staff can set the date of transactions in sales order if the order date needs to be different from the day.

This will be sent to manager as a request of changing order date and manager needs to approve the request to reflect the data to the transaction.

If manager doesn’t approve the request, the change won’t reflect to the transaction.

Question 11

1071 What is rank of products for?

Answer 11

Rank can control order of list products on mobile app.

If you want to edit the rank at the following these steps.

1. Admin Console > Servive setting section > Products and SKUs under the Sales
2. Click the name of product, ou can set the rank.
   If there are many products, you can import data form on the upper right dot.
   You can get the import format from “Data Downloads”.

Question 12

1072 Which information of SENRI is tax reflected and not reflected?

Answer 12

Basically, transactions or payment are inclusive of tax and analytics for Field Staff activity does not.

• Web;
  
  • Sales trends, Activity report, Dashboard, Target Management:
  • Not reflectedTransaction, Payment Management: Reflected
• Mobile
  
  • Home, Record sales: Reflected

Question 13

1073 Why does some product not appear in mobile app?

Answer 13

There are some possibilities.
1.Price is 0
2.Price is not assigned to tier of that customer
3.Product category is not assigned to field staff

If you want to appear them in mobile app, manager can change the setting below;
<In the case of 1 and 2>
Admin Console > Service Setting section > Sales > Products and SKUs
Click the name of SKUs
Click Price Settings under the Edit SKU
Set Price at the Default Section

<In the case of 3>
Admin Console > User setting section > Users
Click the dot on the right side and Assign Item Categories.
You can check the items which you want to assign.

Question 14

1080 Why some transactions are approved although I do not approve transactions?

Answer 14

Even if you do not approve it, it is automatically approved when:

• Delivery status is delivered
• Web users edit orders and saveThus, for someone doing van sales, orders are usually approved automatically.

Question 15

1081 What is the difference between Ordered Item List and Invoiced Item List?

Answer 15

• Ordered Item List: order which field staff input
• Invoiced Item List: latest orders after edit or approve by web users (from business perspective, this is confirmed orders)

Question 16

1084 What’s happen to past transactions if I delete product or customer etc…?

Answer 16

Transactions will not be deleted.
Basically in SENRI, even if you delete product, user, customer etc, no related records does not disappear.

Question 17

1089 What is the diffrence between orders and sales?

Answer 17

Order is what Field Staff collect on the app whichever it is approved or not. Since most of orders may not approve within a day. It is show in Activity Report and Daily Activity Summary on Dashboard.

Sales is what is either approved by web user or delivered. It is show in Sales Trends and Monthly Summary Summary on Dashboard

Question 18

1108 What kind of application (usage) do we expect for Web transaction page?

Answer 18

a) Share order processing status to FS in real time- approved or not, if there’s any changes in q’ty
b) Process orders within the warehouse - to check order and give it to warehouse (often the case with printed document) for delivery

** Payment status / Credit balance to be reviewed in payment management page

** Checking orders / reviewing orders - not sure if that gives any vaules”

Question 19

1111 Can I remove some SKUs from some customers?

Answer 19

Set price 0 for specific tier so that those SKUs are not shown in the customers under the tier

Question 20

1112 Can I restrict some field staff to sell or see specific products?

Answer 20

Please set item category assignment for Field Staff so that those items are not shown to them.

Question 21

1113 When is transaction marked as pending automatically?

Answer 21

Transactions are automatically marked as pending after any of web users open the transaction details.

Read and unread status are managed by each managers so if one user does not open the transaction and other web users do open the transaction, the transaction will be marked as pending and all other web users will see the same status

Question 22

1116 Can we set discount and promotion rules by the size of purchase? What kind of rule can be applied?

Answer 22

SENRI has 3 types of promotion rules by the size of purchase, which called price scheme.

1. Free sample - e.g. Buy 2 quantity and give 3 quantity of free sample. It is multiplied when 4 quantity bought.
2. Discount rate % - e.g. Buy 2 quantity and give 25% discount. It is not multiplied when 4 quantity bought because it will reach to 100% in the end.
3. Discount fixed - e.g. Buy 2 quantity and give 10USD discount. It is not multiplied when 4 quantity bought.

Question 23

1118 Which invoice will be paid when I registered payment in payment management page?

Answer 23

Basics is first in first out so invoice with oldest creation date is paid when payment registered in Payment Management.

Question 24

1119 Can both field staff and manager collect part of payment?

Answer 24

Both of them can collect part of payment.

Question 25

1120 What is importing outstanding balance?

Answer 25

Transactions will be created in back date. It accepts both positive and negative amount. It helps to adjust outstanding balance and setup starting balance when start using SENRI.

Question 26

1121 What is the difference between “Enable view” and “Enable record and view” of users settings of payment functions?

Answer 26

Enable view:
Field staff can only check outstanding balance and communicate it to their customers but not allowed to register payment.

Enable record and view:
Field staff can even record payment and it will be reflected to customer’s outstanding balance immediately.

Question 27

1123 Can I make payment method compulsory?

Answer 27

In User settings, you can hide “Not Set” from choices so that Field staff have to choose either method.

1. Admin Console > Users
2. Click the user which you want to change the authority,
3. Payment method in the Sales Setting, you can check “Not Set” and save.

Question 28

1125 How many photos can be attached to SKUs?

Answer 28

No restrictions for the number of photos.

Question 29

1126 Can field staff give discount to customers on site?

Answer 29

3 types of discount can be made according to the user settings.

1. Free sample
2. Discount rate % - Per each deal or applied to all transactions
3. Discount by fixed amount - Per each deal only

Question 30

1128 Will the order and payment amount be deleted in visit list if transactions or payment is deleted?

Answer 30

Order amount:

It will not deleted because order amount indicates amount Field Staff receives.

Payment amount: It†will be deleted.

Question 31

1148 How prices can be set for Direct Order?

Answer 31

Pricing in Direct Order can be set for each tier as well as the default pricing for Direct Order.

Customers can see the discount rate if the†Direct Order pricing is lower than the SENRI pricing, since in many cases it is a better deal to buy at Direct Order

When several price settings are set to SKU, the basic rules for display price and discount are
The price to display is DO preset price > DO default price > SENRI default price
Discount comparison is SENRI preset price > SENRI default price

Question 32

1150 Why is total of “Order (excl. VAT)” not same as total of order in activity report?

Answer 32

Order of activity report includes what web users create as order-taking and assign to field staff
Visit list only shows customers visited by field staff so it does not include orders by web users
Plus total sales of daily activity report only have approved order including order from web managers

Question 33

1153 Can product name be duplicated?

Answer 33

Product name cannot be duplicated as well as category and SKU names.

Question 34

1156 How many preset price can be set per SKU?

Answer 34

Number of preset price per SKU can be selected from 5, 10 and 15 in Price and Tax settings.

Question 35

1158 When email notification will be sent for transaction?

Answer 35

By settings up email notification functions, emails will be sent at the following times;

To customer

• An order is made by Field Staff or manager
• An order is declined by manager
• An order is canceled by Field Staff
• An order is made with secondary customer
• An order with secondary customer is declined by manager
• An order with secondary customer is canceled by Field Staff

To Internal

• An order is made by Field Staff or via Direct Order
• An order order is declined by manager
• An order order is cancelled by Field Staff
• An order order is approved by manager

Question 36

1202 How can I check total sales coming from single primary customers?

Answer 36

1. Go to sales trends
2. Tick “include secondary sales”
3. All sales amount of secondary customers under the primary customer will be summarized

Question 37

1203 How can I check nearest due date of each customers?

Answer 37

1. Go to Payment management
2. View next due. It’s nearest upcoming due date. If it overdue, it shows past date.

Question 38

1204 How can I check payment due next week to estimate cash flow?

Answer 38

Field staff can input expected amount of payment when they make schedule and manager can view on schedule summary. Extended reports are available with GDS.

Question 39

1218 Why is total of deal different from order value or sales value in SENRI?

Answer 39

It happens when you compare total of deal subtotal in data download and order/sales in activity report.

1. Check if what is order and sales
   - order amount in activity report should be equal to total of deal subtotal with any manager approval status
   - sales amount in daily activity report should be equal to total of deal subtotal with approved status
   Thus, please check with appropriate figures
2. Check with round settings on decimal numbers
   - Most of companies set round up/down to decimal numbers and when it’s enabled, decimal numbers will be round up/down in transaction total *not deal subtotal. Thus if you purely sum up deal subtotal, all amount adjusted by round up/down will be gap in deal download format and any other SENRI figures.

For example,

SKU1 2102.3
SKU2 1000.3
SKU3 2200.1

When it’s round up decimal number, transaction total will be 5303 and 0.9 will be ignored in transaction and order/sales of activity report but it will remain in deal download format.

Question 40

1227 How new transactions will be automatically approved?

Answer 40

When the delivery status becomes “Delivered”, manager status of the transaction will become automatically “Approved”.
So only when delivery status is not managed in SENRI, new transactions can be approved automatically.

Set up:
1. Disable Delivery function in Function settings by CS which will make default status of all the transaction “Delivered”
2. Do not allow “Edit delivery details” in user settings so that delivery status will not be changed from Delivered to Ordered.

Question 41

1228 Sales is made although no visit is recorded

Answer 41

When SENRI sends orders to ERP, order are invoiced in SENRI and pulled back to SENRI. Then created time is updated to reflect the time from the ERP.
That is the reason why uploaded time is different from created time. Also note if an invoice is made directly made in the ERP, it will pull and reflect to SENRI (without any visits).

Question 42

1246 What is the gaps b/w total sales per product and per customer?

Answer 42

This may affect sales summary and sales trends.
Sales per customers: Total of transaction amount which round/round-down calculation is applied
Sales per SKU/product/category: Total of deal amount which round/round-down is not applied
*Both of them applied discount.
*Round/round-down are applied to total amount of transactions before VAT.
*Transaction is a group of deals which are sales records of one SKU.
*Round settings are available at Admin console > Sales > Price and Tax > Rounding/Digit for Rounding.

Question 43

1252 Why total sales are different by categorisation?

Answer 43

There are some possibilities

1. Deleted customers
   Sales by Customer doesn’t include the sales made by deleted customer while it’s included into sales by other categorisation.
2. Round settings on decimal numbers
   The total sales may differ depending on whether it is calculated based on deal or transaction. This is due to round settings. Please see the detail in this article.
   Sales by Field Staff and customer are calculated based on transaction while others are calculated by deal, there might be difference depending on rounding settings.

Question 44

1263 Why is sales amount for Field Staff different from the actual value

Answer 44

1. User group might be changed
   When user group is changed, the app does not display the sales associated with the previous user group.
   On the web, if the manager is not a member of the previous user group, he/she won’t be able to see the sales data.
   If the manager belongs to both the previous and the new user groups, please pay attention to the User group filter when checking sales amount per Field Staff. In order to see the total value, you need to select both User groups in user group filter.
2. If new Field Staff takes over a user account of resigned Field Staff, the sales amount created by the resigned Field Staff may still be included. This is because sales amount is associated with the account, even if the account ownership has changed.

Question 45

1287 What shows in sales history of customer detail on the mobile app?

Answer 45

Customer’s sales history shows all transactions within a week and all unpaid or undelivered transactions within 180 days by default. By downloading the data, you can view all previous transaction history. Transactions made by others are also included if you have allowed ‘Show sales data made by others in the mobile app’ in the sales settings.
Total amount for last 3 month is shown only when “View sales data made by others on mobile app” settings is allowed and it reflects only the transactions with approved status in last three months not including this month.

Question 46

1291 How can we start using delivery assignment function?

Answer 46

In order to use delivery assignment function, default delivery status must be “Ordered” and default delivery assignee must be “Not assigned”. New orders will then automatically appear on the Deliveries Assign page and a delivery person can be assigned.

Question 47

1300 What is restricted when using multi currency?

Answer 47

Fixed discount for deal cannot be used when using multi currency.

Question 48

1352 Field Staff cannot view assigned deliveries created by different users

Answer 48

Since these are transactions from different users, ensure "View sales records created by others" is Allowed. *Default is not allowed.<br></br>Settings: Admin consoles > Sales > Mobile App Sales > View sales records created by others.