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Active variances

Variance

Under the variance menu, you can see two pages: Active variances Past variances The active variance page shows a list of all variances that are currently "active". Any variance that is unresolved will be shown here. Variances that are partially resolved...

Past variances

Variance

The past variance page shows a list of resolved variances. Clicking on the eye icon, takes you to see more details. This screen shows the past variance details page, with the history on how/when the variance was resolved. It also states who resolved it a...

Bank Transfers

Payments

The bank transfer page shows a list of all available bank transfer payments. The payment can be confirmed/rejected if needed. A new payment is always added in confirmed state.  Once a bank transfer has been added, a sales transaction can be paid for with the ...

Invoices

Payments

The invoices page shows a list of all available invoices. The payment can be confirmed/rejected if needed. A new payment is always added in confirmed state.  Once an invoice has been added, a sales transaction can be paid for with the amount stated on the amo...

MPESA

Payments

The Mpesa payments list shows all mpesa payments that the system has received (both automatically through the app by a driver and/or manually added via this page). The mpesa payments have a status and only confirmed mpesa payments can be used to reconcile a s...

Blocked MPESA

Payments

In order to block any mpesa code, you can go to the blocked mpesa page and you will see a list of all blocked mpesa codes here:  You can unblock a code from the list view, by clicking on unblock: In order to block a code you need to click on +block m...

Shop selling

Shop selling

The shop selling functionality will be made available for all container managers managing a "shop".

Daily stock level report

Stock level report - daily

daily_stock_level-2022-09-28T12_58_17Z.csv

Groups

Pricing

Groups works as an aggregator of one or multiple criteria. This will allow to differentiate the price by allowing a selection and the filtering of relevant criteria that influences their product prices. The list of criteria currently includes: customer ...

Listings

Pricing

Listings is what allows the business to define the base price for their products, and also the ability to differentiate product prices given one or a set of criteria. There are two types of listings: Base listing - automatically filled based on the prices...

Sale types

Stock Admin

Sale types

Expired MPESA

Payments

You will see a list of all expired MPESA codes here:  You can activate a code from the list view, by clicking on ACTIVATE:  

Stock movement

Stock Flow

OverviewStock movement details

5. Sales with shop replenishment trips

Drivers

Backoffice - New trip type Sales with Shop replenishment: We now have a new trip type called Sales with shop replenishment, which is a sales trip that also allows drivers to replenish shops. The shops that can be replenished MUST BE in the same sales area as ...

4. How to Manage Filling orders

Filling Managers

The filling manager possesses the ability to fill empty cylinders in a filling station, provided they are not defective. When an order is generated in the back office, it will be displayed in the 'filling orders' section of the stock tab. To proceed with the ...

1. How to Log in/ Clock in

Defective Yard Manager

  Log in In order to use the app as a Filling Manager, you need to log in using a valid phone number. After that, you will receive a confirmation code and the application will ask you to introduce that code to guarantee a secure authentication. ...

Stock Introduction

Stock Flow

Stock Introduction Within this page, superadmins are granted the ability to incorporate new stock into the system, regardless of its status. By opting for the "new stock introduction order" selection, they will be redirected to a page where they can input t...

How to Manage Stock (divided in other pages)

Defective Yard Manager

When clocked in, as a Defective Yard Manager one needs to perform the opening stock take of the day. Similar to a container and filling manager. Therefore all products need to be counted and reported in the opening stock in the Stock tab: After opening ...

2. How to Open/Close stock

Defective Yard Manager

When clocked in, as a Defective Yard Manager one needs to perform the opening stock take of the day. Similar to a container and filling manager. Therefore all products need to be counted and reported in the opening stock in the Stock tab:   ...

3. How to Manage Trips (+Scanning)

Defective Yard Manager

In the Trip tab as a Defective Manager, you can manage your trips. In the trips, you can select to see the Active, Pending, and Past Trips. For the pending trips, you can start loading to transport products to filling by clicking on the Load button and ...