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.

Building responsive apps using Power Apps Canvas

What is a Responsive design?

Responsive design by the terminology means a dynamic or fluid design, which can adapt to any screen size irrespective of the device on which the end user is using the application. One of the key aspects when a customer looks at new application development is the capability to have a responsive design for the application responsive Power Apps Canvas, which helps them to give the end users same experience on a large screen like in a desktop, to a mobile device like in a mobile phone. The need of a responsive design is becoming critical in every customer decision making whether it’s a new custom development or even a platform driven development approach.

Microsoft Power Platform, a low code / no code application platform (NCAP) provides this capability in the rapid application development using Power Apps. The key thing to note is the fact that in a traditional development, such a responsive development would require a good amount of work from a UI/UX engineer working in detail using CSS. This approach reduces the time taken for such development. 

How to create an new App using Power Apps?

Steps to create App.

  • Go to chrome and type make.powerapps.com
  • It will lead to sign in, give credentials Email and Password to sign in.
  • Once you login in left hand side you can see different options such as Home, Learn, Apps etc.
  • Click on Apps.
  • Once you click on App on top you can see New app option.
  • When you click new app, you can see 3 options such as Canvas, Model-driven and Portal.
  • Select Canvas
  • It will lead to new tab where you can find 2 options for creating app (Please refer below screenshot).
    • Phone Layout and Tablet Layout in Blank App (you need to insert all controls)
    • Phone Layout and Tablet Layout in Template App (prebuilt templates will be given you can modify)
  • As we are building Responsive canvas app, please select Phone Layout as your preference (Blank or Template).
  • For more detailed information on creating app please refer: https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/get-started-test-drive

Power Apps has provided some new features enabled to make an app responsive. We need to follow below steps.

  • Once you create app you can find on top menu you can see File, Home, Insert, View, Action.
  • Click on File.
  • On left menu click on Setting
  • You can see one more menu list beside left menu.
  • Click on Screen size + orientation.
  • Beside one more screen visible as shown in the below screenshot.
  • Off the Scale to fit, so that your app will fix to whichever window size.
  • Off the Lock orientation, so that it will not affect while your mobile rotation will be done.
  • To save the changes click on Apply and save the app and publish.
  • How to add screen and form?
  • To make the Form we are creating responsive, we need to follow below steps.
  • Click on Home option in top menu.
  • Click on New Screen
  • Click on Insert option in top menu.
  • You can see all different controls such as gallery, form, button, input etc.
  • Click on Form, you can see 2 options.
    • Edit
    • Display
  • Select Edit Form

Once you insert form you can see as shown in below screenshot.

How to configure form

How to configure form?

  • You can find on right side Property name called DataSource.
  • Click on dropdown of DataSource.
  • You will get list of entities (Tables), you can select for which entity (Table) you want create form.
  • Once you add DataSource, below Datasource property you can see Edit fields.
  • You can select fields of form which is required.
  • In below you have one more property called Default Mode
  • Select Default Mode as New for the new form.
  • In form on left side, you can see Tree View.
  • You can see inside form DataCard.
  • In DataCard you will be having 4 controls
    • StarVisible – If the field in form is required then star will be visible.
    • ErrorMesssage – If the field is mandatory, without filling this field if you try to save, then error message will be shown.
    • DataCardValue – It is used to enter the data by end user (Depends on datatype)
    • DataCardKey – Name of your field which you have entered in your table.     

You can see below screenshot how it displays if you try to submit form without filling detail which is mandatory field.

How to make the form as Responsive?

  • Set Columns to 4 (So that we can see 4 field in single row for browser)
  • Set form width property as Parent.Width (Note: Width will automatically adjust to browser or mobile width)
  • Set form Height property as Parent.Height (Note: If give Parent.Height it will set to screen height, in below image I have given Parent.Height-250, so that we can place Submit button below)
  • Select Datacard of your form.
  • Set DataCard Width property as Parent.Width./App.ActiveScreen.Size
  • Set DataCard Width property to all DataCard. (You can use Ctrl+A to select DataCard at a time)

Once you done with above steps you can see your form as responsive.

  • The below screenshot shows your mobile app while playing it will set to browser width.
View – Laptop/Desktop browser

If you reduce to half of your browser, then the form will automatically adjust to your browser size.   

View – Tablet

If you reduce to Mobile size your browser, then the form will automatically adjust to your browser size.

View – Mobile Phone

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

Also Read More about – Power Apps Platform

You can talk to one of our solution experts today to learn more about you can leverage Power Apps and the Power Platform in your organization.

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.

DevSecOps Explained

What is DevSecOps?
DevSecOps-Explained-Technology

DevSecOps = Development + Security + Operations

A method of identifying security vulnerabilities in the development phase is DevSecOps.
These days data protection has become essential for every company and organization to protect their users’ data and ensure there is no vulnerabilities and breach. People and organizations are aware of their data safety needs and they’re often more concerned about where and how their data is being transferred and stored.

What problems does DevSecOps solve?

  • Stops cloud adoption and continuous dev cycles from circumventing traditional security process and checks
  • It suits data protection laws like GDPR and CCPA and many more
  • It helps you develop software that meets the data security standards
  • It is a security-driven software solutions approach. It promotes security as a collective responsibility for everyone in the organization
  • It streamlines data storage, processing, and collection that can guarantee proper compliance
  • A logical, strategic and potential approach to software development with security as a key component

In the present era, data security has become a major concern or pain area for any business or organization. Through the introduction of “security as a language” methodology, every enterprise may use a strong mix of security and agility to encourage teamwork and openness in the production of applications.

What does DevSecOps do?

DevSecOps is the perfect platform for applying security from the beginning. DevSecOps will not position security at the end of the life cycle, but at each point, to make sure the production phase runs safely and smoothly. DevSecOps enforce security as a shared responsibility that can measure applications security from the starting phase of software development.

Don’t miss reading? Cyber Meteorology

What is DevSecOps Methodology

DevSecOps is based on the principle that security is a shared responsibility within DevOps. The aim of DevSecOps is to integrate security in every aspect of the development/deployment lifecycle. DevOps has become integral to the development of agile organizations who are looking for rapid sustainable growth, CI/CD means that there are continuous updates that run which means that security has to be a key factor. Integrated security means that there are minimal disruptions during the introduction of innovative features. Integrating DevSecOps means a paradigm shift of new processes and tools.

Conclusion

In reality, it’s clear that applying security in every app development phase has been the most challenging function. Throughout the previous process of production, security was carried out for firms and restricted to those team leaders only. This is because past tech programs were shipped in months or years but are now completed within a matter of weeks.

 

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.