Process to Create Stockist in SFAXpert Software

Overview: Medical Representatives placed in any locality are required to submit their Monthly Sales and Stock Closing Reports to their Head offices on a daily basis. Previously the process was carried out manually and there was a chance to commit mistakes. With the development in the technology, the process of submitting Monthly Sales and Stock Closing Reports to the Headquarters has become online.

The User can also view and create the details of active stockist from the software. In order to do the same, the user needs to follow the below mentioned steps:

Firstly, go to Stockist > Stockist.

Click on “Add” below to add stockist details.

Select the fields of master like State, City, Name, Phone No, Head Quarter, Area, Address and Mobile No as per the requirement.

Select the Status as “Active” and then click on “Save” button below on the right side.

A popup window will appear with the notification that the records have been saved successfully.