Aaptak Business (B2B Mobile app) for order booking by Salesmen/Retailers
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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🚀🛒.
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.
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.
👥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!
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.
🧰 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.
📆 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.
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📘✔️.
🖥️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.
🧾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.
🧾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✅.
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! 🚀📱🧾