Integration of the Salesman Module with
The BUSY Mobile App
Easily tag sales representatives in vouchers and apply filters to reports related to them. It simplifies and speeds up your invoicing process, making it more efficient and user-friendly.
Here’s how you can do it:
Step 1: Open the BUSY 21 (12.1) Desktop Version.
Step 2: Modify a cloud sync user.
Step 3: The salesmen range option will appear.
Step 4: Tag one or all selected salesmen for a particular mobile app user.
Step 5: Once this is done, open the BUSY Mobile App.
Step 6: Add an invoice > Select a party > Add salesmen option will appear.
(Note: This option will not appear if you have selected one salesman option while configuring
the cloud sync user in the BUSY desktop. In that case, the salesman will be automatically tagged.)
Step 7: Select the salesman and enter all other relevant details > Save the invoice.
Step 8: Apply a filter to view reports by the salesman.
Step 9: Click the filter icon to check for a specific report (e.g., build a stable report).
Step 10: Select the salesman for whom you want to generate the report.
Step 11: View all relevant data for the selected salesman.
This feature will streamline your invoicing process, enhancing your overall business efficiency.
