How-to
How to use Mulberry Sales, one job at a time.
Short, step-by-step instructions for the office web app and the salesman phone app: create a shop, add a product, load a van, make a bill, collect money, close the day. Send the phone ones to your salesmen.
Getting started
- Office web app · 3 minHow to get started with Mulberry SalesWhat Mulberry Sales is, its two parts (office web app and salesman phone app), what a normal day looks like, and the order to set it up in.
- Office web app · 3 minHow to sign in to Mulberry Sales and find your way aroundSign in to the Mulberry Sales office web app, read the Dashboard, and learn where each part of the menu is.
- Office web app · 4 minHow to import shops, products and old dues from ExcelBring your shops, products, suppliers, bills and old dues into Mulberry Sales from Excel or CSV, including files from Tally, Busy, Marg, Vyapar and Zoho.
- Office web app · 3 minHow to add a salesman so they can use the phone appAdd a salesman in Mulberry Sales, choose the right role, set the first password, control their permissions, reset a password or stop access.
- Office web app · 3 minHow to add a van and give it to a salesmanAdd a vehicle in Mulberry Sales, assign it to a salesman for the day with the right work type and godown, and see each van on the live map.
- Office web app · 4 minHow to set your company name, logo and GST details on billsSet the company name, logo and GST details printed on every Mulberry Sales bill, and the feature switches, live tracking, passwords and data backup.
Products and stock
- Office web app · 4 minHow to add a product with its price, GST and pack sizesAdd a product in Mulberry Sales with HSN, GST rate, unit, selling price, opening stock and crate or case sizes, then edit it or set a low-stock level.
- Office web app · 3 minHow to enter a purchase bill so stock goes upEnter a supplier's purchase bill in Mulberry Sales: choose the godown and supplier, add each product with quantity, free items and line total, and save.
- Office web app · 3 minHow to load stock into a van in the morningLoad a van in Mulberry Sales in three steps: choose the van, enter the quantities, and confirm. Then check what is in each van during the day.
- Office web app · 2 minHow to get warned before stock runs out or expiresSet low-stock, expiry and not-selling warnings in Mulberry Sales Stock alerts, so you order in time and clear slow stock.
- Office web app · 2 minHow to record damaged or expired stockRecord leaked, broken or expired stock in Mulberry Sales Damage, with the shop that returned it and the reason, so stock and profit stay true.
Salesman phone app
- Salesman phone app · 2 minHow a salesman signs in and starts the day on the phoneSign in to the Mulberry Sales phone app, allow location, clock in, and see today's van and stock before the first bill.
- Salesman phone app · 4 minHow to make a bill on the phone, even with no signalMake a van bill in the Mulberry Sales phone app: pick the shop, add products, take cash, UPI or credit, save and share the invoice on WhatsApp. Works offline.
- Salesman phone app · 2 minHow a salesman collects pending money from a shop on the phoneCollect an old balance from a shop in the Mulberry Sales phone app: find the pending bill, enter the amount received, choose cash or UPI, and share the receipt.
- Salesman phone app · 2 minHow a salesman adds a new shop from the phoneRequest a new shop in the Mulberry Sales phone app with its name, owner, phone and pinned location; the office approves it before it can be billed.
- Salesman phone app · 3 minHow to take a shop's order and deliver it from the phoneTake a stock request (order) for a shop in the Mulberry Sales phone app, and deliver order bundles from the Deliver tab with payment and proof.
- Salesman phone app · 2 minHow a salesman ends the day and returns unsold stockEnd the day in the Mulberry Sales phone app: return the van's unsold stock, close the day's van assignment and download the day summary.
Shops and money
- Office web app · 3 minHow to create a shop in Mulberry SalesCreate a shop (customer) in Mulberry Sales with owner, phone, address, route and credit limit; hold a shop that does not pay, and approve shops salesmen add.
- Office web app · 3 minHow to set up routes and day-lists for each salesmanGroup shops into divisions (routes) in Mulberry Sales, make a day-list like Monday in visit order, and give it to a salesman.
- Office web app · 3 minHow to create a buy-and-get-free schemeCreate a free-product scheme in Mulberry Sales, like buy 12 milk packets get 1 curd free, choose All, Any or Any mix, and let billing add the free item by itself.
- Office web app · 3 minHow to take a secondary order for delivery laterTake a shop's order in Mulberry Sales Secondary for a later delivery date, see loading totals for all orders, print loading sheets and load the van.
- Office web app · 3 minHow to see who owes you money and record a paymentUse Mulberry Sales Collections to see billed, collected, pending and overdue money, find shops that owe the most, and record a payment made at the office.
- Office web app · 2 minHow to set a shop's credit limit and stop billing a shop that does not payUse the Mulberry Sales Credit record to see outstanding, over-limit and 30-day overdue credit, change a shop's credit limit, and hold a shop.
- Office web app · 3 minHow to track cash in hand, bank balances and expensesTurn on Mulberry Sales cash and bank tracking, set your opening cash, add bank accounts, and record expenses, money in and bank deposits.
Bills and reports
- Office web app · 2 minHow to find any bill and print or download itFind any bill in Mulberry Sales Invoices by date, payment status, bill type, bill number or shop, then open it and download a PDF, print it or export to Excel.
- Office web app · 3 minHow to see sales reports and download them in ExcelRead Mulberry Sales reports by product, shop, route, day, month and salesman, and download them in Excel for your accountant and GST filing.
Stuck on a step?
Message us on WhatsApp and tell us which step. You get the person who builds the app.