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SalesHero Wiki

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  • Tutorial Step How to Operate The Picking List

    Step by Step: How to Operate The Picking List 1) Login in into website and click on Order. 2) Click on any company chosen. 3) On Order List Report page, firstly choose Agent, secondly choose Date, thirdly choose selected customer if any. After done, proceed to click on Filter button. All the data will show below.

  • Tutorial Step How to Download B2B application

    Step by Step: How to Download B2B application Android Version 1) Click on Play Store. 2) Type at the search column B2B Saleshero for apps search, then click Install to download. 3) Click open once its finish download. 4) Now, B2B SalesHero apps are ready to used IOS Version 1) Click on Apps Store. 2) Click on Search button. 3) Type at the search column B2B Saleshero for apps search, then click Get (or Cloud icon) to download. 4) Click open once its finish download. 5) Now, B2B SalesHero apps are ready to used

  • Tutorial Step How to Download SalesHero

    Android Version 1) Click on Play Store icon. 2) Type on Saleshero on search box and click on Install button. 3) Click on Install button. 4) Click on Open button once download finish load. 5) Click Allow to give media access to the apps. 6) Click Allow to give location access to the apps. 7) Now SalesHero apps are ready to used. IOS Version 1) Click on Apps Store. 2) Click on Search button. 3) Type at the search column Saleshero for apps search, then click Get to download. 4) Click open once its finish download. 5) Click Allow to give notification access to the apps. 6) Now, SalesHero apps are ready to used.

  • Tutorial Step How to Search Filter By Billing Address (SalesHero Mobile)

    Android Version 1) To begin, please log in to the SalesHero app on your device. 2) Go to Setting menu. 3) Click on Configuration. 4) Scroll until find Customer List with Billing Address and turn it on. IOS Version 1) To begin, please log in to the SalesHero app on your device. 2) Click on Customer icon. 3) Input any billing address in search customer column. 4) Once keyin the billing address, it will shown the result below.

  • How to disable/enable sales hero Auto Sync

    1. Click on the start button and type in ‘Task Scheduler’. 2. Once Task Scheduler is open, Find sales hero sync tool task scheduler key. 3. To disable Auto sync, Right click on it and select ‘Disable’ to disable auto sync. 4. To enable auto sync, go to ‘Task Scheduler’ and Find sales hero sync tool task scheduler key. Right click on it and select ‘Enable’ to enable auto sync.

  • Tutorial Step Sql Accounting or Sql Payrol Facing Not Responding (SalesHero Backend)

    1) When your SQL Accounting or SQL Payroll are not responding, don’t panic. 2) Click Edit, then go to eStream, Choose either SQL Accounting or SQL Payroll. 3) Go to Window icon, type for Command Prompt. 4) Type sfc /scannow then press Enter at your keyboard.

  • Tutorial Step Change Minimum Price (SQL Accounting)

    1) Open SQL Accounting, go to Stock module then Maintain Stock Item. 2) It will display all listing of stock. Choose any one of item. 3) Click on “B2B” menu

  • Tutorial Step How to Show Non History Item (SalesHero Mobile)

    Step by Step: How to Show Non-History Item – SalesHero Mobile Android Version 1) To begin, please log in to the SalesHero app on your device. 2) Go to “Setting” menu. 3) Click on “SO” icon 4) Select One customer 5) The result will show. Grey icon will notify salesman that there’s no record for purchase history before. IOS Version 1) To begin, please log in to the SalesHero app on your device. 2) Click on “Sales Order” module 3) Select a customer 4) The result will show. Grey icon will notify salesman that there’s no record for purchase history before.

  • Tutorial Step How to Create Sales Order Android – SalesHero Mobile

    Step by Step: How to Create Sales Order – SalesHero Mobile Android Version 1) On menu side, click on Sales Order. 2) Click Sales Order icon. 3) Select a customer. 4) Select a product item. 5) Click on search icon. 6) Search a product by key in any word as a clue. 7) Click on Barcode Scanner icon to scan QR code. 8) Click on item package to select. 9) Click on selected package. 10) Input quantity in package that we selected. 11) Click on item promotion package to select any package inside. 12) Listing for promotion package will be list here for selection purposes. 13) Click on Sales Enquiries button to view the listing. 14) Here’s a function for “All”. 15) All the listing will be shown. 16) Click on scan barcode icon to scan any. 17) Display scan barcode. 18) This is the view of display item. 19) It can be change into this view. 20) Click “Next” to proceed with the selection. 21) Click rebate icon to input some rebate. 22) Rebate are entering by percent. 23) In summary view, it can be preview in PDF. Click on “PDF”> “In App”. 24) Now its turn to preview order. To download, press this button. 25) Click on arrow icon in order to send or to save. Firstly, we would recommend customer to save, in order to review it before send. 26) Once you save, the basket turns out yellow color. 27) Click on the yellow basket>view/edit sale order. 28) Basket in this screen will direct you to add or remove any item as wish. 29) Detail section will show customer billing address 30) When all are done, click arrow icon and click “Send”. 31) Then yellow basket, will turns into brown basket (that’s mean the order have confirm sent). For video tutorial, click on link below: https://www.youtube.com/watch?v=IJoRSt4tXW8

  • Tutorial Step How to Create Sales Order IOS– SalesHero Mobile

    Step by Step: How to Create Sales Order – SalesHero Mobile IOS Version 1) Click on the “Sales Order” module. 2) Create Sales order icon. 3) Select a customer. 4) Select item to proceed then press “next” button. 5) Preview item before proceeding to next step. Click preview to review in other format. 6) Print preview is for reviewing purposes. 7) Click on rebate icon if any rebate given. 8) Input the rebate by number of percentage. 9) Click on bin icon for delete purposes. 10) Click “Delete” to proceed with deleting order. 11) Click on sort icon to arrange it into desire. 12) Click on pencil icon to insert any remark for the product. 13) Click on Contact section to input any changes. 14) Click on Take photo section to input image. 15) Firstly, we will have recommended customer to save. Click save. 16) In draft section, you may slide to do any action given. 17) Click on the draft, click on pdf to review the order submitted in PDF form. 18) PDF format shown, click on share icon to share on any platform provided. 19) Click on “Send” to proceed the order once confirmed. 20) Once order sent, apps will notify thru popup. 21) On Draft section will be empty once all order have been sent. 22) Click on Sent column to review back on what sales order have been sent. For video tutorial, click on link below: https://www.youtube.com/watch?v=wvNTm1fZLK8

  • Tutorial Step How to do Check in and Check out (SalesHero Mobile)

    Step by Step: How to do Check in and Check out – SalesHero Mobile Android Version 1) Find “Check in” menu. 2) Click on sign in icon. 3) Fill in customer column and take photo(if necessary) 4) Fill in remark (if necessary) 5) “Send Check in Only” for one time check in. “Save” is necessary for check out after check in. 6) Click on check in status to have an option of it. For check out, press check out option. 7) Click yes to proceed check out. 8) Once success check out, system will popup success notified. Click close to exit. IOS Version 1) Find check in module 2) Add new sign in by the icon. 3) To check in, select “Customer” 4) “Add photo” if necessary, remark if any. Click on “Check in” for later check out. Click on “Send” (For Check in purposes only) 5) Click yes to proceed. 6) To check out, slide left at the end of the row. 7) Press “checkout” to proceed.

  • Tutorial Step How to check update available

    Step by Step: How to check update available Android Version 1) Click on Play Store. 2) Type at the search column Saleshero for apps search, then click Update. iOS Version 1. Open APP Store 2) Type at the search column Saleshero for apps search, then click Update

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