The manager side

Labels in bold are written exactly as they appear in the app.

Route and van stock are in Outlets, leads and the route plan and Van stock.

Funnel and KPIs

Corong / Funnel dan KPI (/sales/funnel, title Corong penjualan: "Leads to customers, plus visit performance."). Pick a Periode (Hari ini, 7 hari, 30 hari) and a Salesman (Semua salesman, all). Ekspor CSV downloads that period's figures.

• Calon pelanggan (lead pipeline): bars Calon (leads), Ditawari (offered), Jadi pelanggan (converted); leads created in the period, by current status.
• Outlet: Outlet baru (NOO) new outlets, Outlet aktif (AO, 30 hari) active outlets, Pesanan orders, Omzet pesanan order revenue (only shown to people allowed to see revenue).
• Kunjungan: Kunjungan efektif (EC) effective calls (with done/planned), Coverage (done / planned), Productive call (EC / done), Strike rate (EC / planned).

Below, in order: Persetujuan kredit, Batas kredit, Jarak check in, Foto dan bukti kirim, Target.

Credit approvals and the credit mode

• Batas kredit → Wajib persetujuan manajer: Mati (default): the limit only warns. Aktif: an order over the limit is refused until a manager approves it (valid 24 hours, used once).
• Persetujuan kredit: a table of requests (Outlet, Salesman, Pesanan, Diminta, Status, Aksi) with Setujui (approve) / Tolak (reject) buttons; view Menunggu (pending) or Semua (all). Statuses: Menunggu, Disetujui, Ditolak, Terpakai (used), Kedaluwarsa (expired). Empty: "No requests are waiting." You cannot decide your own request; another manager or the owner must.

Check-in distance

The Jarak check in section: Radius (Mati, 50, 100, 150, 200, 300, 500, 1000 m; the server accepts 20 to 2000) decides when a check-in is marked Jauh (far). The Tolak check in yang jauh switch (only active once a radius is set): a salesman outside the radius or without GPS must write a reason; a manager is never refused. With the radius Mati, a far check-in is only flagged (over 150 m).

Photo retention

The Foto dan bukti kirim section: Foto kunjungan: hapus setelah and Bukti kirim: hapus setelah. Choices: Simpan selamanya (keep forever) or a number of days (visit photos 7 to 365, default 30; delivery proofs 30 to 1095, default 365). Deletion runs daily around 10:30 WIB and cannot be undone.

Targets and incentives

The Target section: "Order revenue and finished visits per salesman against the month's target." Pick Bulan ini / Bulan lalu. Table: Salesman, Omzet (aktual / target), Kunjungan (aktual / target), Perkiraan insentif, and an Ubah target icon. Atur target: pick a Salesman, enter Target omzet (Rp) and Target kunjungan selesai (whole numbers, or leave empty), Simpan. These targets feed the salesman's strip (see Today and check-in).

Tingkat insentif (incentive tiers): "An estimate, not linked to payroll". At most 10 tiers; each has a Jenis (Omzet or Kunjungan), Capaian % (1 to 300) and Hadiah (Rp) (reward). Counted: the highest tier reached per kind; revenue and visits are added together. Two tiers of the same kind cannot share a percent.

Visit log and photos

Log kunjungan (/sales/visits): "Who visited which outlet, when, for how long, and the photos." Pick the view Log kunjungan or Posisi tim, a period and a salesman. Headline figures: Dikunjungi (visited), Ada pesanan, Rata-rata di lokasi (average time on site), Jauh dari outlet. Table: Outlet, Salesman, Check in, Di lokasi, Jarak, Hasil (Berlangsung in progress, Belum dikunjungi not visited, or the visit result), Pesanan, Foto. Ekspor CSV downloads the log. When a salesman's name cannot be read, the column shows the start of the ID.

Tap a row for details: Check in, Ditutup, Di lokasi, Jarak, Hasil, Pesanan, Alasan check in when present, the warning "The check-in was recorded far from the outlet position. This is only a warning; the outlet position can be fixed under Outlets." and the Foto kunjungan gallery ("No photos on this visit." when empty). A deleted photo reads "Photo removed after {n} days".

Team board

The Posisi tim view (Posisi tim hari ini, "Where everyone is"): "Each salesman's last check-in today. Not live tracking: a position is only recorded at check-in." A card per salesman: "{done} of {planned} done", Sedang di (now at) {outlet} · since {time}, Check in terakhir, a Jauh badge with distance, Buka di peta, Tanpa GPS, and Alasan check in. Muat ulang refreshes; there is no automatic refresh. Empty: "No visits today yet".

Visit tasks

Tugas / Tugas kunjungan (/sales/tasks): "The checklist reps fill in after check-in. Required tasks must be answered before a visit can close." Each task: Nama tugas, Jenis (Centang, Angka, Teks, Foto), Wajib / Opsional, Aktif / Nonaktif, Naikkan / Turunkan arrows. Tambah tugas, then Simpan. Only Aktif tasks show on the salesman's screen. Empty: "No tasks yet. Add the first one."

Prices per tier

Harga per tier (/sales/tier-prices, side menu only): "Customers on this tier pay the prices below on sales orders. Empty means the normal price." Pick a tier (Gold, Silver in the demo), enter a price per product (the normal price shows under the name), tap Simpan harga tier. One save stores the whole list for that tier. Product-level prices only. A customer's tier is their membership tier.

Note: the source of this page carries the comment "UNTESTED, written 30 Oct 2026"; re-check the cart prices after changing them.