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Introduction/Purpose

The daily sales & payment settings enable the admin to set the threshold timeline for the dealers for how long the sale and payment are made by the dealer. If the sale or payment is not performed by the dealer before the threshold day, an email alert will be sent to the specified Email ID/s notifying that the dealer has pending sale or payment.

Dependencies

1. Database: A robust and secure database is essential to store and manage the data of daily sales & payment settings. The database should be capable of handling the configuration data and ensuring data availability whenever required.
2. System Performance: The system should respond properly to save the daily sales and payment setting into the database and fetch settings data efficiently as required.

Daily Sales & Payments Settings

All the daily sales and payments related settings will be displayed at the daily sales & payments settings screen.

To view all the settings, there are two ways as mentioned below.

1. Click on the “Daily Sales & Payments Settings” from the menu under the “Configurations” module as shown below.

2. Click on the “Daily Sales & Payments Settings” from the site map under the “Configurations” module as shown below.

Setting Details

Here are the settings that will be managed by the admin for the Daily Sales & Payment: 

1. Days Range for Daily Sales Non-active Dealers: Days range (Day from the last sale + days specified in the text input) is set by the admin that denotes that the Dealers must not be in-active in sales for more than the specified range. If the dealer is not active for that range and crosses the specified days without sale, an email will automatically be generated specifying that dealer is in-active for sale and send the email to a specific email ID/s.
2. Days Range for Recent payments Non-active Dealers: Days range (Day from the last sale + days specified in the text input) is set by the admin that denotes that the Dealers must not be in-active to pay for more than the specified range. If the dealer is not active for that range and crosses the specified days without payment, an email will automatically be generated specifying that the dealer is in-active for payment and send the email to a specific email ID/s.
3. Email Addresses to send alert emails for Pending Daily Sales: Admin needs to enter the email ID/s for pending daily sales related alert email. Admin can enter multiple email IDs, so the email will be sent to more than 1 email IDs.
4. Email Addresses to send alert emails for Pending Recent payments: Admin needs to enter the email ID/s for pending recent payments related alert email. Admin can enter multiple email IDs, so the email will be sent to more than 1 email IDs.

Update Daily Sales & Payments Settings

Step 1: Admin can update the settings directly from the auto-populated form fields, as shown below.

Step 2: Click the “Save” button to save the last updated settings, as shown below.