How to update sales record in WorQ?

Created by Karthick Raja K, Modified on Mon, 26 Feb, 2024 at 11:16 AM by Karthick Raja K

In Retail management, the employees can perform retail sales activity, assigned tasks, visit activity, visual merchandising, etc.


To access the above activities, the users have to navigate to Mobile App -> Tasks(Bottom Menu)


Beats:


The best plan is the journey plan for the employee to make visits to several outlets at a predefined frequency. This beat plan will be created and assigned by the admin.


After selecting the beat, the employee has to select the outlet.



My Sales:


In My Sales, the employee can record all the sales activities date-wise, by selecting the respective products.


The employee has to follow the below steps to record the sales activities.


Step 1: In Tasks, select the beat and Outlet.


Step 2: Click on "My Sales".




Step 3: Select the respective hierarchy like category, and sub-category of the product and Click "Apply"


Step 4: Select the product and click "Confirm".


Step 5: Update all the sales details and click on "Confirm".


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