Orders

Video presentation

An order, with proper automation, is a straightforward business process, concise in timing, that includes a description of a transaction between a supplier and a customer for each product. The solution comprises a back office (UNA.md) and a front office – UAMobi and UaOrders applications for creating, viewing applications, completing customer information, GPS coordinates of the outlet, viewing tasks from the manager with the ability to view photos from the customer. It allows you to work with a previously configured list of clients for a given sales agent, place orders, and view orders for the current day.

1-st Part

Counterparties and retail points of sale, along with their data/requirements and contracts, are added in the back-office client directory. You can specify a specific payment scheme, percentage of discounts, etc. It’s possible to select the necessary price list and configure routes. Additionally, you can match product attributes – barcodes, internal barcode assignments for scanning. Printing stickers with the necessary merchandise parameters is provided. When creating an order, a reservation of the goods is made – this quantity is taken into account when generating invoices for calculating the goods’ balance. If necessary, you can reflect the actual quantity of delivered goods. The program allows you to print a set of delivery route sheets for recording deliveries. Orders can be printed in a warehouse or vehicle view for both shipping and delivery routes.

Content:

Introduction 00:00 - 0:20
Description of the UA order mobile application 00:21 - 11:16
Orders Journal in the back office 11:17 - 11:48
Adding a client to the classifier (back office) 12:10 - 17:09
Adding a contract with a client (back office) 17:10 - 24:16
Price lists classifier (back office) 19:10 - 20:30
Assigning a route agent for order collection (office) 25:16 - 26:41
Routes classifier (office) 26:42 - 27:07
Adding a new product (back office) 27:09 - 31:25
Configuring clients for the order operator (back office) - 31:27 - 33:09
Adding an order in the back office 33:10 - 37:14
Confirmation of orders for warehouse processing (back office) 37:15 - 40:25
Summary of requests (back office) 40:26 - 48:88
Collecting orders in the UAMobi application 49:00 – 1:00:41
Modifying the invoice for the actual quantity of goods (back office) 58:52 - 1:00:42
Printing FF by document code (back office) 1:00:43 - 1:03:33

2-nd Part

This video demonstrates how to work with the UAMobi application without an existing order, how to create an order at the showroom, record a sale to an individual in the back office, with a demonstration of forming an acceptance document (Goods Acceptance) and an invoice record (Goods Recording).

Content:

Application in the showroom using UAMobi 01:06 - 08:04
Goods acceptance without a request in UAMobi 08:08 - 13:24

3-rd Part

How do I place a new order from a new supplier? Firstly, you need to register their details in the UNA.md application (back office), draft a contract, and add it to the system. Based on the contract data, you can create an order and arrange its acceptance in UAMobi. An example of such a process is presented in this video. Additionally, by using UAMobi, you can automate the inventory of received goods and those available to reflect actual results in accounting. The received data is reflected in the back office (UNA.md) using the Collation List and Goods Re-Classification documents. Furthermore, there is a module available for registering the movement of goods between departments or stores, handling merchandise returns to the supplier while recording the necessary accompanying documents, or registering damaged goods using UAMobi.

Content:

Adding a new supplier (back office) 00:00 – 01:13
Adding a contract with a supplier (back office) 01:14 – 02:51
Creating a request for receiving goods from the supplier (back office) 02:52 – 06:39
Goods acceptance upon request in UAMobi 06:40 – 10:55
Order for goods inventory (back office) 10:57 – 12:14
Adding a document to Fix Balances Before Inventory (back office) 12:15 – 13:02
Physical goods inventory linked with UAMobi 13:03 – 15:06
Adding a Collection Sheet document (back office) 15:07 – 17:12
Creating a Goods Re-Classification document (back office) 17:13 – 17:46
Internal movement of goods in UAMobi 17:49 – 19:49
Returning goods to the supplier via UAMobi 19:50 – 20:54
Canceling goods through UAMobi 20:55 – 22:04