Sales representative

You build quotations and orders for your customers, sell at the till when you need to, and give discounts within your limit.

Kila describes the role as “Builds quotations and orders for customers.” You look after your customers: what they want, at what price, and when it is ready for them.

Kila opens your home page: Sales today against the same day last week (1), the tills, the top sellers and low stock. Point of sale (2) is in your menu for quotations, orders and sales at the till, and at a business with field sales My route (3) holds your day on the road.

Kevin Omondi's home page at Mwangi Hardware: Sales today against the same day last week by branch (1), and Point of sale (2) and My route (3) in the menu.

Your day

Quote. Start a quotation from New quotation at the till (1) on Sales › Quotations, or from the Quotation tab on the till: Make a quotation.
Follow your quotations up. Sales › Quotations lists the “Prices held for a customer until a date. Convert one at the till when the customer is ready.” Each open one (2) has Convert (3), Order, Extend and Expire.
Take orders for goods to collect or deliver later: Take an order.
Look after your customers: Add a customer and Find a customer and see their history.
On the road, where the business has field sales: My route lists your Stops today.

Sales, Quotations at Mwangi Hardware: New quotation at the till (1), three open quotations, one of them QT-000001 for Otieno Construction Ltd prepared by Kevin Omondi (2), with Convert (3), Order and Extend.

What you can do

Make quotations and orders, and sell at the till.
Give discounts within your limit.
Add customers and change their details, and see their credit.
See products and stock.

Everything the role is allowed to do

General: View dashboard
Point of sale: Sell at the till; View sales; Create quotations; Apply discounts
Catalog: View products and services
Stock: View stock
Customers: View customers; Create and edit customers
Credit: View credit and agreements
Field sales: Sell, take orders and collect on own route and van
Distribution: Add new outlets on the road and update an outlet’s census details; Take in market returns from outlets on the road, on delivery or at the depot; Record empties and crates out and back, and container deposits; Check shelves at outlets: must-sell lines, facings, shelf prices, displays and photos

What needs a manager

Your approval limit for discounts. Above it, someone with a higher limit, such as the branch manager, approves it:

Approval limit	Up to
Discounts	10%

Needs a manager

A bigger discount. At the till, ask for approval from the cart, as a cashier does: Give a discount.
Returns and refunds are not in your role: a cashier or the branch manager takes them.
Credit. You see your customers’ credit; the credit officer or a manager sets their limits.

Common questions

How do I turn a quotation into a sale? When the customer is ready, tap Convert on Sales › Quotations: “Convert one at the till when the customer is ready.”

The customer wants more than 10% off. Ask for approval at the till. Someone whose limit covers it approves it, and the till goes on by itself: Give a discount.

Which quotations run out soon? Sales › Quotations counts those Expiring in 3 days. Extend gives the customer more time.

Cashier: sells at the till and runs a shift.
Credit officer: sets your customers’ credit.
Branch manager: approves what is above your limit.