How to use the Sales app

Install & update

1. On your Android phone, open the download link. If the phone asks, allow your browser to Install unknown apps.
2. Open the downloaded BM-SalesApp.apk and tap Install.
3. When a newer version is published, the Home screen shows an Update available banner. Tap Update, download, and install over the existing app.

Sign in

1. Company code — the short code of your company (3–20 lowercase letters or digits, e.g. acme). Your admin gives it to you; the app remembers it.
2. Email or phone — the login your admin created for you.
3. Password — tap the eye icon to show or hide it.
4. Tap Sign in.

First sign-in on a new phone

The first time you sign in on a phone, the app shows an Approve this phone card instead of opening. Your company admin approves each phone once:

• Ask your admin to approve the phone (web panel or Admin app → Devices). The card shows Waiting for your administrator… and checks every 5 seconds; once approved, the app signs you in by itself.
• Or ask your admin to read you the 6-digit code (valid 10 minutes), type it in and tap Verify and sign in.

The card stops checking after 5 minutes — if the phone is approved later, just tap Sign in again. On the demo company, phones are approved automatically.

After the first successful sign-in the app may offer fingerprint / Face ID. Accept it to unlock with your finger next time; you can still tap Use password instead.

If you leave the app open, it locks itself after 15 minutes without use. Unlock with fingerprint or password.

Admin or monitor account? You are asked to Select salesperson first: pick the person you are acting for. The Profile screen shows "Acting as …" and lets you change it.

Working offline

A banner at the top of every screen tells you what is happening:

• The app syncs by itself every 45 seconds while open, whenever you return to it, and right after you save something offline. Tap SYNC on the banner to force it.
• Tap the banner to open Sync issues: one row per item the server rejected, with the error text. Use Retry, Dismiss or Retry all.
• After sign-in (and every 6 hours) the app downloads your customers and the product list with stock, so the catalogue works offline. Stay online for a minute after signing in on a new phone.

What works offline

• Works: create orders, watch-list entries, diary text notes, browse cached customers and products.
• Needs internet: manual orders, van stock changes, voice/video uploads, quick-create customer, collecting payment on an order that has not synced yet, editing orders.

Home

The bottom bar has five tabs: Home · Manual · Orders · Van · Plan. Home is a set of cards; tap any card to open it:

• Plan — today's planned visits.
• Outstanding dues — total money owed to you, with the number of unpaid orders.
• Manual orders — open, assigned and in-review requests sent by customers.
• Van stock — products on your van and low-stock alerts.
• My orders, Customers, Watch-list, Field map, Performance Review.

The bell icon opens Notifications (new manual orders, discount approvals). The round button at the bottom right quick-saves your current location to the watch-list — useful when you spot a new shop and have no time to fill in details.

Orders

• Search by shop name or order number.
• Quick filters: Today, This week, Pending sync, Unpaid.
• Long-press an order for shortcuts.
• Repeat last order copies a customer's previous order into a new one.
• Tap + to create an order.

Create an order

1. Choose the customer type (shop, van or importer) and the customer. For a cash sale to someone who is not a customer, use Walk-in quick order.
2. Add products: type to search, then set the quantity in cartons or pieces. Prices are the customer's own prices, VAT included.
3. Optional: a line discount or an order discount (large discounts go to your admin for approval — see below), and a note via Add note.
4. Either Save as draft (nothing is deducted from stock; you can finish it later) or Confirm.
5. Confirming shows the invoice preview (bilingual, with the ZATCA QR code). Check it, then confirm again. The order is saved; offline it shows Order saved locally — will sync when online.

Order detail & payments

Open any order to see its items, totals, due amount, payments and invoice. Buttons at the bottom:

• Collect payment — enter the amount, choose Cash or Bank transfer, add a note. If you enter more than the due, the app asks you to confirm. The order must be synced first.
• Void payment — cancels a wrongly entered payment; you must give a reason.
• Request discount — asks your admin to approve a discount on this order.
• Edit order — add a product, change quantities, remove a line or record a sales return (online only).
• Cancel order — allowed only on the day the order was created. After that, ask your admin.
• Invoice — Print to a Bluetooth receipt printer or Share the invoice image by WhatsApp. Set up the printer once in Printer settings.
• Diary — notes, photos, voice or video attached to this order.

Van stock

The Van tab shows what is on your van (My Van) or the whole catalogue (All Products). Low-stock products are flagged. The action button opens:

• Load van — pick products from the warehouse. Select all, Load all available or choose quantities line by line.
• Transfer — move stock from your van to another salesperson's van.
• Damage replacement — record a damaged unit and the replacement given.
• Exchange — a customer returns a product: give another product or a cash refund.
• Tap a product for its details, prices and stock by location.

Plan: visits & dues

Visits

• A month calendar with the day's agenda below it. Tap a day, then + to plan a visit: customer, date, purpose (Due collection, Regular visit, Delivery, Promotional visit, New client search, Other) and an optional note.
• On the day: Mark done (with an outcome note), Mark missed or Cancel visit.
• Every morning at 08:00 the phone reminds you how many visits are planned.

Dues

• The Dues tab lists the total owed and every unpaid order. Long-press an order → Collect.
• Worth a collection visit suggests customers with dues worth a trip; tap Plan visit to add them to the calendar.

Customers

• Tabs Shops / Vans / Importers show the customers assigned to you. Search by name or phone; the filter icon sorts and filters.
• Nearby map shows them around your position.
• Open a customer: phone and WhatsApp buttons, location on a map, a Money summary (purchased, paid, discounts, outstanding, overdue, last and next payment), recent orders, Schedule visit and a Diary for notes, photos, voice and video.
• The + button creates a new customer (needs internet).

Manual orders

Customers can send informal requests — a note, photos, a voice message or a video — from their app or the web portal. They appear in the Manual tab in four lists: Open pool, Assigned, In review, Converted.

1. Open a request, play the voice/video, look at the photos.
2. Tap Claim request to take it. You can also take a photo of the shop or update its GPS position.
3. Tap Convert to order, add the products and place the order as usual. The order stays linked to the request.

Watch-list (new shops)

• Save a shop you found: name, phone, note, GPS position, photos and a voice note (up to 3 minutes). Works offline.
• The list has Active and Archived, search, Sort by distance and View on map.
• Open an entry to add more photos, Mark visited, Dismiss or Convert to shop (give it a name and a priority rating). Converting needs the entry to be synced.

Field map

All your customers on a map. Filter by name or phone, order frequency, payment reliability, minimum rating, "inactive for N days", has-due / no-due, and sort by Nearest first. Tap a pin to open the customer.

Performance review

Your sales, cartons and dues for a period — this month, a single week, one day, last month or the last 3 months — with a per-day or per-week trend and a breakdown by product. When offline it shows the last downloaded figures ("Showing cached data").

Profile & settings

• Your name, email and roles; "Acting as …" with Change salesperson for admin logins.
• Printer settings — pair a Bluetooth thermal printer (58 or 80 mm) and print a test page.
• Offline mode help, Sync issues and "Last synced …".
• Dark mode, Language (English / العربية / বাংলা), fingerprint unlock on/off.
• Sign out — if unsynced records exist the app warns you first.

Troubleshooting