Add Sales Data

1. App > Adding Sales Data (App Employee Mode)

Reference: The dates on which employees can Upload data are set by Admins. (e.g., Upload today's data only / Upload data for the most Recent xx days including today)

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Uploading Sales Data

1. Menu or Today's Task > Sales > Select the sales Date and sales workplace from the top.

2. Select the Product category for which you want to Register Sales data.

❗Only Product categories for which the user is Planned as an Employee who collected will be displayed. Please check with your Company Admin to confirm whether you have been Planned as an Employee who collected.

3. You can Search by Model name/no. or scroll down to find a model name directly.

• Model name/no. Search
• You can Search for a Model name/no. by entering Text directly.
• You can quickly enter a search term by scanning a Barcode.
• You can quickly enter a search term by dragging a model name in a Photo using OCR scan.

4. Enter the Quantity sold for each Brand - model.

• The method for entering sales quantities varies depending on the Settings of the selected Product category.
• When you only need to enter the sales quantity for a model:
• Click the +, - Icons for the model you want to enter sales quantities for to adjust the Quantity, or enter Numbers directly, then press the [Upload] button at the bottom to Upload.
• The sales quantities for all models with entered data are uploaded in bulk.
• When there is additional data to Enter beyond the sales quantity for a model:
• Click the + Icon for the model you want to enter sales quantities for to Move to the sales quantity Details page.
• Click the +, - Icons in the sales quantity field to adjust the Quantity, or enter Numbers directly.
• Enter any additional data required beyond the sales quantity.
• If a Supporting photo attachment is required, you can attach one.
• After entering all required data, press the [Upload] button at the bottom to Upload the Sales data for that model.

5. For Brands with no sold models, checking 'No models were sold.' directly below the Brand name will immediately Upload it as having no sold models.

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Uploading Additional Data to Already Uploaded Sales Data

1. Menu > Sales > Select the sales Date and sales workplace from the top.

2. Select the Product category to which you want to Add Sales data.

3. Select the Brand > model for which you want to Add data.

4. You can view the Accumulated Sales data for that model.

5. If you need to Upload additional data, press the round blue Icon at the bottom right.

6. Click the +, - Icons in the sales quantity field to adjust the Quantity, or enter Numbers directly.

7. Enter any additional data required beyond the sales quantity.

8. If a Supporting photo attachment is required, you can attach one.

9. After entering all required data, press the [Upload] button at the bottom.

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Deleting/Editing Uploaded Sales Data

1. Menu > Sales > Select the sales Date and sales workplace of the relevant data from the top.

2. Select the Product category of the Sales data you want to Delete or Edit.

3. Activating 'Show only sold models' displays only models with uploaded Sales data, sorted accordingly.

4. Select the Brand > model for which you want to Delete or Edit data.

5. Press the data you want to Delete or Edit.

6. If you wish to Edit > modify the sales quantity and the Supporting photo (if needed).

7. If you wish to Delete > press the 'Delete' button in the top right to permanently Delete the data.

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2. Dashboard > Adding Sales Data (Admin)

Adding Sales Data Individually

In addition to data collected by employees, Admins can also Add Sales data directly.

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1. Dashboard > Sales > Click 'Add data' in the top right.

2. Click the model name entry field.

❗Models must be Added to the List of models to be collected before data can be Added!

3. Model name > Select the Product category/Brand/model to which you want to Add Sales data, then press the Apply button.

4. Enter all of the following: the Date for adding Sales data / Store / Sales employee / Quantity.

5. If there is additional data to Enter beyond the sales quantity, or if a Supporting photo attachment is required, please Enter it.

6. Press the Save button.

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Adding Sales Data in Bulk

When an Admin adds Sales data directly, it can be added in bulk via an EXCEL file.

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1. Dashboard > Sales > Click 'Add sales data in bulk' in the top right.

2. Select the Product category to Add data for > Click Download sample.

3. Open the downloaded EXCEL file and fill in data for the selected Product category in bulk.

4. Dashboard > Add sales data in bulk > Search > Attach the EXCEL file with completed data entry.

5. After pressing Apply, review and Edit the information to be Registered on the Preview screen below.

6. Directly press any Error lines shown in red to Edit them.

7. Select the data for final Upload, then press Save.

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