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FieldMI > SalesMI User Manual (SFA)

SalesMI User Manual (SFA)

  • How to use SalesMI Software
  • SalesMI User Manual (SFA)

Software Setup & Configuration (12)

  • Add User
  • Delete/Archive User
  • Export User List
  • Reactivate Archived User
  • Export User List With Routes
  • Assign Distributor Routes To User

View all 12 articles

Product Configuration (2)

  • Add Product
  • Import Products

View all 2 articles

Customer Configuration (10)

  • Add Customer
  • Archive Customer
  • Delete Customer
  • Reactivate Archived Customer
  • Export Customer List
  • Assign Distributor Routes To Customer

View all 10 articles

Sales Order (2)

  • View/Edit/Reject Sales Order (Secondary Order)
  • Generate Delivery Challan Of Sales Order (Secondary Order)

View all 2 articles

CRM (2)

  • Lead Configuration
  • Opportunity Configuration

View all 2 articles

HR Management (5)

  • View Daily Attendance Report
  • User Wise Leaves Configuration
  • View/Export Monthly Attendance Report
  • Leave Configuration
  • Holiday Configuration

View all 5 articles
  • Software Setup & Configuration
    • Add User
    • Delete/Archive User
    • Export User List
    • Reactivate Archived User
    • Export User List With Routes
    • Assign Distributor Routes To User
    • Add Distributor
    • Add Routes
    • Import Users
    • Add Roles
    • Import Roles
    • Add Distributor
  • Product Configuration
    • Add Product
    • Import Products
  • Customer Configuration
    • Add Customer
    • Archive Customer
    • Delete Customer
    • Reactivate Archived Customer
    • Export Customer List
    • Assign Distributor Routes To Customer
    • Import Customers
    • Use Credit Import
    • Add Beat Plan
    • Approve/Reject Beat Plan
  • Sales Order
    • View/Edit/Reject Sales Order (Secondary Order)
    • Generate Delivery Challan Of Sales Order (Secondary Order)
  • CRM
    • Lead Configuration
    • Opportunity Configuration
  • HR Management
    • View Daily Attendance Report
    • User Wise Leaves Configuration
    • View/Export Monthly Attendance Report
    • Leave Configuration
    • Holiday Configuration
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  • Home
  • Solutions
    • Sales Force Automation Software
      • Sales Automation Software
      • Sales Force Tracking
      • Customer Profile
      • Order Management
      • Field Sales App
      • Route Optimization
      • Expense Manager App
      • Lead-Management
      • Van Sales Automation
      • Loyalty management Software
      • Visual Merchandising
      • Product Promoter Management
    • Distributor Management
    • HR Management Software
    • Service Management Software
  • Services
    • Hire IT Resources
      • Hire JAVA Developer
      • Hire SAP Developer
      • Hire Flutter Developer
      • Hire Power BI Developer
      • Hire iOs Developer
      • Hire SalesForce Developer
      • Hire Android Developer
    • Enterprise Mobility
    • Product Development
    • Digital Transformation
  • Case Study
  • Blog
  • Resources
    • Pricing Plans
    • Testimonial
    • Industry Offerings
      • Building Materials Industry
      • BFSI Industry
      • FMCG Industry
      • CPG Industry
    • How to use
    • Support
    • About Us
    • Career
    • Become a Partner
    • Privacy Policy
    • Trust Center
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