Add area name and code in Customers Collection
URVA users can add area field in Customer Collection in Bulk by using steps which are mentioned below :
To add areas/codes in bulk , please follow the steps below :
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Update Retailers in bulk
To update Retailers in Bulk, please follow the steps which are mentioned below : 1. From BSNL Salesport Homepage, go to the Customers under Collections. 2. Select the Retailers from the list. 3. Click on the +NEW icon and then choose UPLOAD to add ...
Update or Assign Retailers to Users
Update or Assign Retailers in Bulk : From BSNL SalesPort Homepage, Go to the "Customers" under "Collections". Select the "Retailers" from the list of collections. Export the 'Retailers' by clicking on the downward arrow (right-hand side of the ...
How to take order via order taking form?
Mobile users will take the order and perform the activity under the assigned Beat routes to complete the Beat Plan. Please follow the steps which have mentioned below : Login on URVA Mobile Application. Click on the Attendance tab or (the User can ...
Assign routes to users
To assign the routes to users under the calendar tab, please follow the steps below: From BSNL Salesport homepage, go to the Calendar under Operations. Under Calendar, click on Planned. Under Planned, choose the user to whom the user wants to assign ...
View assigned Routes & complete tasks
FOS can view the retailers in BSNL Salesport app as per the daily assigned routes: Login on BSNL Salesport app. From "Hello" screen, go to "Work" tab. (from bottom bar) Scroll down to the bottom of screen where you will find the assigned Beat Plan. ...