Sales and Transaction Flashcards
1032 What is difference between created-at and uploaded-at of transactions?
- Date: Time when field staff start recording transactions
- Uploaded at: Time when the record was sync to server
1061 Can Field Staff edit price or make discount?
“Managers can choose either allow or restrict Field Staff to edit price or give discount it at the following settings in user.
Deal Discount (Percentage)
Deal Discount (Fixed Amount)
Edit Price
Free Sample
Replace
Return
1072 Which information of SENRI is tax reflected and not reflected?
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 reflected Transaction, Payment Management: Reflected Mobile;Home, Record sales: Reflected
1081 What is the difference between Ordered Item List and Invoiced Item List?
- 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)
1084 What’s happen to past transactions if I delete product or customer etc…?
Transactions will not be deleted. Basically in SENRI, even if you delete product, user, customer etc, no related records does not disappear.
1089 What is the difference between orders and sales?
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
1108 What kind of application (usage) do we expect for Web transaction page?
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
1111 Can I remove some SKUs from some customers?
Set price 0 for specific tier so that those SKUs are not shown in the customers under the tier
1112 Can I restrict some field staff to sell or see specific products?
Please set item category assignment for Field Staff so that those items are not shown to them.
1116 Can we set discount and promotion rules by the size of purchase? What kind of rule can be applied?
SENRI has 3 types of promotion rules by the size of purchase, which called price scheme.
- Free sample e.g. Buy 2 quantity and give 3 quantity of free sample. It is multiplied when 4 quantity bought.
- 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.
- Discount fixed e.g. Buy 2 quantity and give 10USD discount. It is not multiplied when 4 quantity bought.
1119 Can both field staff and manager collect part of payment?
Both of them can collect part of payment.
1185 Why SENRI does not have visualization for data tables (e.g., sales)?
Usually visualization reduce the amount of information include and most of customer request visualization only before start using and do not do it while using.
Besides, effective visualization is varied between companies so we will achieve with GDS.
1195 What do you need to confirm when prospective customers asking if they want to manage sales target?
We need to check unit and period of target.
Unit: per customer, field staff, SKU by field staff
Period: daily, weekly, monthly
1197 How can I check all the order list coming from one field staff?
Go to transaction list and filter with one field staff.
1215 Is there any case when using order taking function is not highly recommended?
It may happens to B2B industry clients who match the below condition.
a) Deal with product with high levels of flexibility.
For example, kitchen is customised to each customers. Field staff need to agree height, width or the number of gas individually but SENRI order taking functions may not fit to their way of order taking.
For example, label for bottle is also customized to each customers. Field staff need to agree design with graphics. Those people often use design tool as order taking system.
b) The number of daily orders and frequency of orders are not high
Simply speaking, if you have to deal with high number of orders, more mistakes happen and orders tend to delay so value of using order taking make high but if not value may go below. It rarely happens to FMCG customers but B2B industry.
c) Speed from order to delivery are not very important
If you deal with highly commoditized products, speed matters and it can be competitors advantages.
However if you deal with less commoditized products, it matters but not so much as FMCG.
It does not means we cannot sell SENRI to them but need to emphasize value in addition to order taking functions.
