SalesWorx – Online Documentations

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Android
iPad
Changelog
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SalesWorx Online Documentation

Backoffice
Android
iPad

Getting Started

About the Manual
Introduction

Functional Modules

System Settings
Med Rep
Marketing Products
Customer Management
Sales Rep
Route Management
Communication
Product Management
Commission Management
Orders
Customer Self Service
Approvals
Survey
Merchandising
User Management

Dashboard & Reports

Dashboard
General Reports
Marketing Reports
Summary Reports
Logs
Survey Reports

Addendum, Appendix A, Conclusion

Pharmacy Self Service
Customer Wallet, Coupon, and Deposit Overview
Appendix A: Field Marketing Import Templates
Conclusion

Getting Started

About the manual
Introduction
Start using SalesWorx
Dashboard

Visits

Pre-visit activities
Visits using route plan
Visits without a route plan

Other modules

Products
Unload van
Communication

Reports & Other Activities

Sales Reports
Stock Reports
End of Day Activities
Addendum

User Management

Reset/Forgot Password

Getting Started

Introduction
Starting and logging in
Dashboard
ABOUT THE MANUAL

Management

Route
Customers
Products
Collections
Survey
Communication
Visit Activities

Reports & Other Activities

Sales Summary
Review Documents
Blocked Customers
Customer Statement
Payment Summary
Daily Visit Summary
Other functions

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Online Documentations

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