Complete Order taking form | Knowledge Base | URVA

How to take order via order taking form?

FOS will take the order and perform the activity under the assigned Beat routes to complete the Beat Plan.

       To take orders, follow the steps below :
  1. Login to "BSNL Salesport" using your credentials.
  2. Click on the "Work" tab in the navigation bar.
  3. Scroll down to "Beat Plan" and click on it.
  4. Select the "Beat Plan" and open it.
  5. You can see all the assigned routes for the specific date of your beat plan period.
  6. Under the retailer's name,click "Actions".
  7. Choose "Create a Task." Select the activity "Order-taking form".
  8. Choose the "Territory" & "Stage"for the task.
  9. Click on "Check-In" and then "Next."
  10. A new form will open in which you will see retailers details (auto-filled); click on "Next" again.
  11. Select the "Product name" and "Quantity", then click on "Proceed."
  12. Click on "Submit Now." After clicking on "Submit Now," your order will be successfully submitted



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