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Mulberry Sales

Office web app · 3 min

How to add a van and give it to a salesman

A salesman bills from a van's stock, so each day each van is given to one salesman.

Steps

  1. Step 1: In the menu, click Vehicles. At the top is a live map of your vans once salesmen start their day.

  2. Step 2: Click Add Vehicle.

  3. Step 3: Give the van a name everyone knows, like Van 2, and type the number plate. Capacity is optional.

  4. Step 4: Click Save Vehicle.

  5. Step 5: To give the van to a salesman for today, click Assign on its row and choose the salesman.

  6. Step 6: Check the date: today, or plan ahead for tomorrow. Use Shift slot only if a van does two rounds a day.

  7. Step 7: Choose the work type: Billing for van sales, Delivery for delivering orders only, or Both. Most vans use Billing.

  8. Step 8: Choose the godown the van takes stock from, for example Main Inventory, and click Save Assignment.

Good to know

  • During the day the Vehicles list shows how much was loaded, sold and is left in each van.
  • Sold a van? Click Retire. It leaves the list and its old records stay.
  • Live location needs to be switched on once, under Settings, Vehicles tab.

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