Retail Sales App

Driving Retail Sales Management

Retail Sales App is used to improve the overall effectiveness of the customer engagement and efficiently driving the relationship and to give a structured way of engaging with the customers to make sure that the sales objectives of the organization is fulfilled.

By continuous monitoring, the engagement could be supported or improved upon by the timely feedback. By creating more engagement opportunities with existing customers and to identify or pass on new opportunities from the various sales channel. Sysfore Retail Sales App is a mobile app available for users on their iPhone and Android mobile phones.

Key features of Retail Sales App

• Attendance

  • This Feature helps to track daily presence of Sales Representative/Manager. It also captures GPS Location of Sales Representative/Manager while doing check in and check out.

• Activity

  • Sales Representators having predefined clients. Need to go on client place to perform activities such as Order Booking, Payment Collection, Product Discussion etc.
  • He can also specify if any issue raised by clients such as Product Damage, Billing issue etc.
  • In addition, here we are capturing GPS location while adding activity.

• Assign Task

  • Sales Manager must assign task to his team.
  • Here he can assign task for predefined clients, or he can also assign task for new Client which is also tracked

• Permanent Journey Plan (PJP)

  • Sales Manager will define PJP which can be daily, weekly, monthly, or quarterly.
  • The PJP will be assigned to Sales Representative.

• PJP against Daily Activity

• Dashboards

  • Here we are making track of Sales Representative’s daily activity against PJP which is assigned to him.
  • This feature shows pictorial (graph) representation for Sales Managers where he can filter based on Sales Representative.
  • Based on activity type Sales Manager can see graph.
  • For Sales Representative he can see count of his activity.
  • Both Sales Representative and Sales Manager can see PJP against Daily activity graph.
  • Issue against client name also shown in graph.

What does it take to start using the Sysfore Retail Sales App?

Sysfore Retail Sales mobile app helps increase customer satisfaction, shorten the sales cycle, better utilize Sales Representative, and improve business process management.

Sales Team and hierarchy

Sales Team Hierarchy

How it works?

Sales Representative


Task dashboard
The Sales Representative can see count of their today’s activity.

Sales Representative Check
  • Attendance

In attendance Sales Representative can check in and check out which captures location coordinates and time.

  • Location Capturing

While entering activities, the live location will be captured.

  • Adding activity

Sales Representative can do entry of Activities such as Order booking, Payment collection etc. which is assigned by Sales Manager. He needs to update the status of the assigned task. While adding activities, the additional feature is given to capture any images from camera, or he can upload through attachments if is required.

  • Map

Sales Representative can use the map from app to check location of client.

Sales Representative MAP
  • Adding issues

Sales Representative can do entry Issues such as billing issue, account issue etc. While adding activities and issues the additional feature is given to capture any images from camera or he can upload through attachments if is required.

Sales Representative New Issue
  • PJP Dashboard

Permanent Journey plan will be assigned to Sales Representative which can be compared against daily activities of Sales Representative which is represented in graph.

Sales Representative Daily-Activity
  • Adding New Client with activities

In this module Sales Representative can add new clients details and activities for him with that he can capture any images from camera, or he can upload through attachments if is required.

Sales Representative New Client

Reporting Sales Manager

  • Task dashboard

The Sales Manager can see count of their today’s activity.

  • Attendance

In attendance Sales Manager can check in and check out which captures location coordinates and time.

  • Teams Dashboard

The Sales Manager can see total count of today’s activity of his team members.

Sales Manager will be able to see all the activities of team members with pictorial representation (Graphs). He can see by some of filters such as daily, weekly, monthly, and selecting individual Sales Representative.

Sales Representative Dashboard
Issue against client name also shown in graph.
Sales Representative New Dashboard
  • Assign Task

Sales Manager will assign task to their team members on predefined clients or for new clients.

Sales Representative Assign Task
  • Create Permanent Journey Plan and Details

Sales Manager will create Permanent Journey Plan based on Plan type such as Daily, weekly, monthly, quarterly with activity name and activity target.

Sales Representative Journey Plan
  • Assign Permanent Journey Plan (PJP)

Sales Manager will assign team members with targeted date.

Sales Representative Planning

Advantages of Retail Sales App

  • Easy track of Sales Representative daily activities.
  • Easy track of attendance of sales Representative/Manager.
  • Fast and easy data collection.
  • Better Customer Relationship.
  • Enhanced Insight with the help of dashboards.

Technologies Used

  • SharePoint or Common Data Services:
  • SharePoint/CDS has taken as backend to store all the data information.
  •   PowerApps:
  • PowerApps which is used for design canvas mobile app.

Streamline and automate business process workflows

With Power Automate (previously Microsoft Flow), that automate business process workflows where you can use robotic process automation (RPA) to transform repetitive operations from human, time-consuming chores into efficient workflows.
It is a part of the Microsoft Power Platform and acts as a single solution that combines the capabilities of both robotic process automation (RPA) and digital process automation (DPA), with artificial intelligence added on top (AI).

When a flow is initiated, an integrated ecosystem with thousands of prebuilt templates and hundreds of connectors allows you to establish automated workflows between applications and services. This allows you to connect files, receive notifications, and gather data, all while streamlining your business processes and increasing productivity.

Power Automate Connectors

What is Power Automate?

Microsoft’s Power Automate is a new business system that allows us to automate the integration and synchronization of all of our data analysis and apps in order to boost productivity and business efficiency.

Apart from automating procedures and operations in a straightforward and intuitive manner, this online service also allows for the creation of a functional flow without the use of code (or with a minimum code).Power Automate connects two or more applications and performs actions that automate the most common business activities.

This programme can transport data between systems, give task reminders, support data from any API, and automate tasks from a local device, to name a few of its capabilities.

Feature of Microsoft Power Automate

With the renaming to Microsoft Power Automate, Flow, which was previously feature-rich, now has a longer list of capabilities.

  • AI Builder
  • Peek code feature
  • UI Flows (RPA), DPA.
  • Many prebuilt connector
  • No-code platform guidance
  • Manage user identity and access
  • Cloud-basedExpression editor for dynamic content

Also Read More about – Microsoft Power Automate in detail 

Sysfore is a Microsoft Gold Partner with unique customer stories using the Microsoft Power Platform. Being a low code/no code platform, partner could help customer in quickly building apps for their key business challenges leveraging the various solution components. As requested sharing with you the solutions which Sysfore has already built on Power Apps platform for customers.

Get Sysfore Cloud Managed Services For Your Enterprise

Sysfore, A Microsoft Cloud solution provider and a Gold Partner, uses leading network, technology, and service expertise to deliver our service anytime, virtually anywhere, quickly and efficiently. We have helped over 80 small enterprises and 30 mid-sized enterprises across the globe for a successful cloud migration in the past 8 years.
Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.

Invoice Automation / AP Automation

Invoice Automation - AP Automation Process

What Is Invoice Processing?

Invoice automation processing is the process your company’s accounts payable team uses to handle invoices from various Vendors. It starts when you receive an invoice and finishes when payment has been made and recorded.

How AP Automation works?

Vendor sends invoices to respective initiators. You can receive paper invoices, PDF, or other electronic means. The invoice must either be scanned or manually entered into Sysfore AP Automation System. In case of Scanned copy, Initiator can send to a configured e-mail. With the help of Cognitive service capabilities using pre-defined Invoice AI data model, data will be extracted from invoice copy and create an invoice transaction in the Sysfore AP Automation System built using Microsoft Power Apps & Power Automate.

Invoice Automation Process (Video)

Invoice automation details will be validated with the customer’s existing ERP system. Then, the invoice shall be sent to the respective stakeholder or budget owner for review and approval. The multi-step approval workflows take time but can be automated for faster and more efficient processing. This process is seamless, works smoothly with the Office 365 tools and helps approvers to use approve or reject from their mails in Outlook.

Once the approval process is completed, Finance person can post invoice to ERP system for payment processing. Here the direct integration with the ERP system is done, where the invoice entries and payment processing are initiated from within the Sysfore AP Automation solution. System does 3-way matching and the solution can verify all the Goods Receipt Notes(GRN), Purchase Order(PO) and Advance payments made against the same. Power Automate connectors are used to establish secure connection with ERP’s like SAP, Oracle, Dynamics 365 or use custom connectors for API’s provided by the ERP system. Thus, the entire process is automated, and no manual intervention is required except for the approvals or exceptions.

Advantages of Sysfore AP Automation

  • Reduce human error.
  • Easy track of invoices.
  • Avoid late payments which may leads to additional amount.
  • Integrating invoice processing with ERP.
  • Reduce manual work.
  • More Early pay discounts.
  • Increase Productivity.
  • Enhanced Insight with the help of dashboards.

Technologies Used

  1. AI Builder: AI Builder is a Microsoft Power Platform capability which you can use to bring the power of Microsoft AI to your organization, without the need for coding or data science skills. Reference link to know more about AI Builder Learn More
    • AI Builder helps in extraction of invoice data.
  2. Power Automate: How to use AI model in Power Automate?
    • Triggers when an email arrived to a configured Email box.
    • Create transaction in PowerApps with Data extracted with help of AI Builder.
    • Automates Approval process using outlook email.
    • Integrate with ERP systems like SAP, Oracle, MS Dynamics
  3. PowerApps:
    • PowerApps helps to create forms and also to represents data to users.

Automate your vendor invoice payments today!         

Blog authored by Abhilash M., Power Apps Consultant at Sysfore Technologies.