# Aaptak Business (B2B Mobile app) for order booking by Salesmen/Retailers

YouTube: [Aaptak B2B A Mobile App for Order Booking by Salesmen and Retailers](https://youtu.be/vpocduJB6i8?si=j-AE7Nz9G-MGZZ7y)

## 📲 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**

1. 👥Navigate to **Customers List.**\
   🔎 Use search bar to locate a specific customer.
2. ➕ 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.**
3. 🛒 Tap the **Cart icon** to review selected items.
4. ✅ 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**

1. Click on **View Orders**🔍 to access all existing orders.
2. 🧾Select an order and click **View** to see the order summary, including details such as items, quantities, and payment status.
3. ✏️ If modifications are required, use the **Modify** button to adjust order details before final processing.

#### **📦 Checking Stock Availability**

1. 🧰 Click on **Stock Status** to view available inventory.
2. 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**

1. 📆 To generate a ledger report, define the required **date range**.
2. 📤Click on **Generate Report** to retrieve the relevant data.
3. 📈 Reports provide detailed insights into **transactions, helping agents track payments and order histories.**

***

### 💰**Agent Collections & Payments**

1. Navigate to the **Agent Collection** section.
2. View a list of **Pending** and **Completed** payments💳.
3. 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.
4. 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**

1. 🖥️In the M**ain Menu**, click on the **Utilities** section and open the **B2B Manage Orders** window under the **B2B cloud** section in the software.
2. 🔧Change the order status from **Pending** to **Processed**.
3. 🔃Then, click on **Refresh** to sync the order from the app with the software.
4. 🧾Select the order and click **Save**.

#### 🧾**Billing and Collection Management**

1. 🧾Navigate to the **Billing** section in the **Main Menu** and click and open the **Sales Bill** option.
2. 🔍Enter the party name and retrieve📥 the order.
3. Save the bill once the order is retrieved.
4. Navigate to the the **B2B Manage Collections**💳 window,  under the **B2B cloud** section by expanding the **Utilities** section. 
5. ✔️Select the payment entries and save them.

#### 📘**Verifying Ledger Entries**

1. 🧾Access the **Ledger** section to verify the saved payment entries.
2. 📲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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