Manufacture & Distributor Mobile App

HOW TO INSTALL COLS365 DISTRIBUTOR APPS:

Step 1: GO TO YOUR MOBILE PLAY STORE

Step 2: TYPE COLS DISTRIBUTOR ON SEARCH BAR

Step 3: INSTALL THE COLS DISTRIBUTOR APPS

 

HOW TO LOG IN ON COLS365 DISTRIBUTOR APPS:

Step 1: Enter your email add [username] and password,

Step 2: Click Log-In Button.

Note: If you want to remember your account click the box beside remember me. So that next log-in you will click only your name to log-in.

HOW TO ADD CUSTOMER ON COLS365 DISTRIBUTOR APPS:

Step 1: Click Add Customer on home page

Step 2: Fill up all necessary details of your customers.

Step 3: Click Add Button And pop-up message appear “Added Successfully” then click ok.

 

HOW TO SEARCH CUSTOMER ON COLS365 DISTRIBUTOR APPS:

Step 1. Click Search Customer on home page.

Step 2: Click dropdown and select whether you want to search by retailer name, customer name, city, address, account ID or postcode.

Step 3: Type whether you search by retailer name, customer name, city, address, account ID or postcode on the search bar.

Step 4: Click search button.

 

HOW TO SELL ITEM ON YOUR CUSTOMER:

Step 1: After you search your customer, click it to view the account settings page.

Step 2: Click the CheckIn button once you are in the shop already. And the pop-up message will appear “CheckIN Success” then click ok. Note: Check-IN used if you deliver an item on the shop.

Step 3: Click the Sell button to record the items you want to sell/deliver on your specific customer.

Step 4: Click Sell Item.

Step 5: Select what do you prefer to record your items [external device scan, mobile scan, manual entry.

USING EXTERNAL DEVICE SCAN:

If have own barcode scanner connected on your device, you select external device scan.  Scan the barcode item and it will show the items details that you currently scan.

USING MOBILE SCAN:

A. Once you select mobile scan, it will show you to start scanning button.

B. Click start scanning button and you can scan the barcode of the item and then it will appear the item details.

USING MANUAL ENTRY:

Once you select manual entry, you need to key-in the item barcode. Then item details will appear.

 

Step 6: Click pen icon if you want to change the quantity and price of the items that you want to sell on the shop.

Note: the edit Option will be available only if the user have View permission for `Distributor Mobile App --> Search Customers -->Sell --> Edit Price (V)` In Permission Page.

Step 7: Input the quantity and price of the item then click save button

Step 8: Now you can proceed to click place order button.

Step 9: Select customer payment method “Cash or Credit”. Then pop-up message appears “Order Place Successfully”.

Note: All items that you sell on your customers will appear on your received orders either pay cash or credit. 

 

 

HOW TO EDIT CUSTOMER DETAILS:

Step 1: After you search your customer, click it to view the account page settings.

Step 2: Click the Edit Customer button once you need to update the customer details.

Step 3: Update the specific customer details need to change.

Step 4: Then click the update button.

 

HOW TO VIEW CUSTOMER HISTORY:

Step 1: After you search your customer, click it to view the account page settings.

Step 2: Click the customer history button. Customer history will show the received orders page.

You can review the details and status of the item once you click it. You can see the remarks/history of the item and can view/print the bill (click Thermal Print button), invoice (click invoice report button) and sell button.

 

 

HOW TO ADD COMPANY/DISTRIBUTOR:

Step 1. Click the Add Comp/Distributor button if you have an additional company/distributor.

Step 2: Fill up the form.

Step 3: Click Add button. Then a pop-up message appears “Company Added Successfully”.

Step 4: Check your email to get the confirmation of registration of your additional company/distributor.

 

HOW TO ADD SALESMAN:

Step 1. Click add Salesman button if you have an additional salesman for your item.

Step 2: Fill up the form.

Step 3: Click Add button. Then a pop-up message appears “Salesman Added Successfully”.

Note: Click the box besides the Reg. as Individual seller if your salesman is an individual seller.

Step 4: Check your email to get the confirmation of registration of your additional salesman.

 

HOW TO PLACED AN ORDER:

Step 1. Click the Place Order button to purchase an item. Then it will show you the webportal home page.

Step 2. Click the manufacturer/distributor Shop Now button to view all the shop on manufacturer/distributor.

Step 3. Click the manufacturer/distributor Shop to view all the items.

Step 4. Choose an item you want to purchase and type the quantity on the box.

Step 5. Click add to cart button.

Step 6: Click MY CART button to view the order review page.

Step 7: Choose your preferred payment method either credit [click cash/consignment button] or pay now [click proceed for payment button].

Note: If you want to go back on the mobile apps home page, just click close.

HOW TO ADD A STOCKS:

Step 1. Click add Stocks button to add your item stocks.

Step 2: Select what do you prefer to record your items.

Step 3: If you have own barcode scanner, select external device scan. Once you scan the item barcode, item details will show.

Once you select mobile scan, it will show you the start scanning button.

Click start scanning button and you can scan the barcode of the item and then it will appear the item details.

Then incase you need to add stocks can select update Portal Stocks and can update the quantity and other details. Incase no changes in stock by default it is select no changes in stock and you can edit other details as well.

Once you select a manual entry, you need to key-in the item barcode. Then item details will appear. Then incase you need to add stocks can select update Portal Stocks and can update the quantity and other details. Incase no changes in stock by default it is select no changes in stock and you can edit other details as well.

Step 4: Once done click Save and pop-up message appear “Saved Successfully” then click ok.