Aaptak Business (B2B Mobile app) for order booking by Salesmen/Retailers
YouTube: Aaptak B2B A Mobile App for Order Booking by Salesmen and Retailers
📲 Welcome to the Aaptak Online Ordering App by Logic ERP
Welcome to the Aaptak Online Ordering Application provided by Logic ERP. This tutorial will walk you through the key features and functionalities of the app to ensure a seamless, smooth and efficient ordering experience🚀🛒.
📥Downloading and Logging In
Step 1: Download the App 📱 Available on the App Store – search for Aaptak Online Ordering App.
Step 2: Login Process 🔓 Open the app & enter your mobile number. 🧑💼 Check “Login as Agent” if applicable. 📩 Enter the OTP sent to your phone. ✅ Click Validate OTP to log in. 🔐 Once logged in, you’ll access features based on your role.
🔐Once logged in, users can access various features based on their assigned roles.
🏠Homepage Overview
Upon successful login, you will be directed to the Homepage, which provides a summary of bookings, including:
📦 Total Orders
⏳Pending Orders
⚙️Processing Orders
🚚Dispatched Orders
This overview allows agents to monitor the current status of their orders efficiently. Click on Open Booking to proceed to order management.
🛍️Placing a New Order
👥Navigate to Customers List. 🔎 Use search bar to locate a specific customer.
➕ Tap New Order to initiate an order. 🧾 A list of available items will appear. Select the desired items and specify quantities. 🧃 Filter products by category, brand, or keyword.
🛒 Tap the Cart icon to review selected items.
✅ Click on Place Order and confirm when prompted. 📊 Once the order is placed, pending order count for that vendor will update automatically.
💡This streamlined process ensures that all orders are accurately recorded and tracked!
📑Managing Orders
👁️Viewing and Modifying Orders
Click on View Orders🔍 to access all existing orders.
🧾Select an order and click View to see the order summary, including details such as items, quantities, and payment status.
✏️ If modifications are required, use the Modify button to adjust order details before final processing.
📦 Checking Stock Availability
🧰 Click on Stock Status to view available inventory.
Stock can be viewed in multiple formats:
📌Item-wise
📌Category-wise
📌Brand-wise
📌Brand & Category-wise
🧠This feature helps agents make informed decisions when placing new orders.
📊Generating Reports
📒 Ledger Reports
📆 To generate a ledger report, define the required date range.
📤Click on Generate Report to retrieve the relevant data.
📈 Reports provide detailed insights into transactions, helping agents track payments and order histories.
💰Agent Collections & Payments
Navigate to the Agent Collection section.
View a list of Pending and Completed payments💳.
To add a new payment:
➕Click Add.
Choose the Payment Type💵 (e.g., Cash, Cheque, Online Transfer).
Enter✍️ the Amount and relevant details.
Add remarks🗒️ if necessary and Save the entry.
Click Yes✅ to confirm.
For cheque payments🧾 :
🏦Enter Account Details, including account number, cheque number, and bank information.
Click Save💾 to complete the transaction.
Payments are automatically recorded and linked to corresponding orders, ensuring accurate financial tracking📘✔️.
🔁Syncing Orders with Logic ERP Software
🔄Processing Orders in B2B Manage Orders
🖥️In the Main Menu, click on the Utilities section and open the B2B Manage Orders window under the B2B cloud section in the software.
🔧Change the order status from Pending to Processed.
🔃Then, click on Refresh to sync the order from the app with the software.
🧾Select the order and click Save.
🧾Billing and Collection Management
🧾Navigate to the Billing section in the Main Menu and click and open the Sales Bill option.
🔍Enter the party name and retrieve📥 the order.
Save the bill once the order is retrieved.
Navigate to the the B2B Manage Collections💳 window, under the B2B cloud section by expanding the Utilities section.
✔️Select the payment entries and save them.
📘Verifying Ledger Entries
🧾Access the Ledger section to verify the saved payment entries.
📲The entries recorded through the app will now be reflected in the software ledger, ensuring financial consistency✅.
🏁Conclusion
By using the Aaptak Online Ordering App:
✅ Manage orders with ease 📦 Track inventory in real-time . 💳 Accurate financial management. 🔗 Sync everything with Logic ERP
Your ordering and billing just got smarter, faster, and more efficient! 🚀📱🧾
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