track customer outstanding on your mobile
TRANSCRIPT
Android Customer
Outstanding Application
Introduction
• Outstanding management is one of the pain areas across various industries.
• Manpower has been deployed by organizations to follow up for outstanding amount.
• In Logistics domain where billing cycle takes at least 7-15 days or some times month just to generate bills.
• Managing outstanding of more than 100 customers becomes real tedious job.
Introduction (Continue)
• WebXpress Billing module does help in finding out Branch wise – Location wise outstanding using online ERP system.
• WebXpress has come up with innovative idea of finding out customer wise outstanding using android application.
• To use the application, use of WebXpress billing system is must.
Features
• Integration with WebXpress ERP system.
• Outstanding summary of bills can be found out by entering customer name.
• Application will show count of total number of bill pending and total pending amount.
• Application has the feature of sending email and SMS.
Features (Continue)
• Possible to send mails to multiple email ids using separator as “;”
• Possible to send SMS to multiple number using separator as “,”
• Email format has details of bills like Bill number, bill amount, pending amount, overdue days.
• SMS sends the total outstanding amount to the customer.
Benefits
• Outstanding reminders to customers becomes easy.
• Time & Effort have been saved to find out outstanding and the drafting customer wise mail.
• MIS reports can be generated for the customer wise reminders sent via email & SMS.
Application Flow
• Let us see the actual flow of the application.
• Enter user name.
• Enter Password
• Click on Login button.
Login Screen
Application Flow
• Home Screen will appear, it will have field to enter customer name.
• Type the initial character of customer’s name, smart search will show list of all the available active customer.
• Select customer and click on the submit button.
Login Screen
Select Customer Screen
Outstanding Details
• After click on the submit button, outstanding summary of that customer will appear as shown in slide
• Summary will give count of total number of pending bills and total amount of pending.
• Clicking on details button will redirect to the screen which has the bill wise details.
• SMS & Email option can be used from the same screen as well.
Outstanding Summary Screen
SMS & Email
• Slide shows the bill details like bill number, bill date, bill amount and pending amount.
• SMS & Email option are available here as well.
• Click on email button to send an email.
• If in last 5 days email has already been sent to the selected client then it will prompt message that “Email to this client has been sent”.
• It gives the option of cancellation and send again option.
Outstanding Details
Alert Message
Email Screen
• Enter the correct email address.
• Multiple email addresses can be entered using “;”.
• After clicking on the submit button, email will be sent.
Email Screen
Outstanding Email
Success Screen
SMS Screen
• To send the SMS, enter the number as shown in Fig. 14
• Email will be sent on the desired number.
• To send on multiple number enter the number separated by “,”.
SMS Screen
Outstanding SMS
Success Screen
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