top of page

SalesHero Wiki

53 items found for ""

  • Tutorial Step Kill Apps on Phone

    Android Version 1)      On lower left will be this button, press it. 2)      Press on trash icon to kill all apps. IOS Version 1)      Open assistive touch, double click Home. 2)      Swipe all apps upside until there’s no apps shown. That’s the sign all the apps have been kill.

  • Tutorial Step How to use route delivery

    Android Version 1. In SH App, from the menu side bar, select route delivery module. 2. In pending tab, Tick on the  document number to select the document. 3. Click on the Summary Button, to view document details. 4. Click on the route button to access the document route delivery page. a. Click on Ship once the order has Been delivered b. Click on ‘start Navigation’ to open default navigation App. c. Click on ‘Exit Route’ back to route delivery list. 5. Once done shipped the item,  Click on the ship button,   Then enter the verification code and click save. 6. The route delivery will change status from pending to shipped. IOS Version In SH App Home page, Click on Route Delivery to access to Route delivery module 2. In Route Delivery Module page, Under pending order tab, Select the Delivery task the Assigned you want to proceed. On the top right have summary and route button. -Click on summary button to view order details -Click on route button to access the route function 3. Click on summary button to view order details. -Click on the route delivery to back to route delivery  Page. 4. a.Click on ‘start navigation’ to open Navigation  App, The navigation will redirect you to the Shipping address location. b. Click on ‘Exit Route’ & ‘home’  back to  Route Delivery list. c. Click on ship once the order has  been delivered d. Click on cancel if the customer rejected the delivery order. 5. Click on ship once the order has been delivered.  You will need to enter the verification code to confirmed the delivery order and save it. Click on cancel if the customer rejected the delivery Order. You will need to enter the cancel reason in Order to Cancel the delivery order. 6. Once done, The Route  delivery status will be update to Shipping as in the picture above.

  • Tutorial Step How to Maintain Cloud Bundle

    1)      Open SalesHero website, find Product > Maintain Cloud Bundle 2)      Click on Create New Bundle button. 3)      Fill in Name, Company and Item Group then click on Update button. 4)      Go to Home > Company List. 5)      Select and click on selected Company name. 6)      Scroll down until reach ‘Using Custom Doc’ and turn it ON. Update once done. 7)      Go to Home menu, click on Salesman List. 8)      Choose and click on selected salesman. 9)      Input into Sales Order Document Number and Select a bundle. 10)   Click on Add New Number to input another group bundle group.  Next input into Sales Order Document Number and select a group bundle. 11)   Now you have two different document number with two different group bundle. 12)   Once ready click on Update.

  • 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

bottom of page