Simplify the work of supervisors and managers and increase your employees’ productivity, which ultimately leads to higher sales and profits. The Operations Supervisor App from Salis ERP helps supervisors manage employees and sales representatives by assigning tasks, monitoring their progress, and ensuring that operations run according to plan while accurately tracking their movements and locations throughout the day.
The application also allows supervisors to review completed visits, created quotations, issued invoices, and collected receipts in detail for each employee individually. In addition, it provides accurate and diverse reports for all employees, such as the Sales Representative End-of-Day Report, which displays the total sales value and collections made during the day.
The application features a user-friendly interface that supports both Arabic and English, along with many powerful capabilities such as printing reports and sharing quotations, invoices, and receipts via email or WhatsApp. It also offers unlimited customization options to match your organization’s needs and objectives.
Supervisor Accounts
Create accounts for supervisors and managers with specific permissions based on your business goals and requirements through the Salis Portable App. Each account can include details such as (name, mobile number, email address, and job role).
You can also grant or restrict access to certain data for specific supervisors. This enables them to manage tasks, assign them to employees, track their progress, and review various reports—ultimately helping increase productivity, sales, and profits.
Dashboard in the Operations Supervisor App
When a supervisor logs into the application, a user-friendly dashboard appears that supports both Arabic and English. It includes important statistics and key figures about work teams and collected amounts presented in graphical charts, providing insights into performance, targets, and overall sales.
The dashboard also displays maps for each supervisor’s team, showing employee locations along with a dropdown menu that includes several sections such as:
- Team Tasks
- Team Maps
- Opportunities (Customers)
- Visits
- Quotations
- Invoices
- Collections and Receipts
Team Tasks
Through this section, supervisors can add tasks for employees including details such as:
- Task name
- Task description
- Customer name
- Customer address
- Task date
- Task execution duration
- Documents
- Invoices
- And many more details
The Operations Supervisor App allows managers to review all tasks, analyze their results in detail, and check their status whether completed or pending. It also provides accurate task reports that offer clear insights into employee performance and how effectively they achieve their assigned goals.
Team Map in the Operations Supervisor App
The Salis Portable App helps supervisors track employees and identify their locations and movement paths in real time. Supervisors can also review each sales representative’s daily route and verify whether they are completing their assigned tasks.
This enables managers to monitor employees closely, guide them effectively, and ensure they are working toward achieving organizational goals—resulting in more opportunities to acquire new customers and increase sales and profits.
Team List
Through the team list, supervisors can review all details related to their employees such as assigned tasks, customer visits, achieved opportunities, created quotations, issued invoices, and collected payments.
Supervisors can also track employee routes and locations through maps, along with detailed reports for each employee and the targets they have achieved. One example is the Sales Representative End-of-Day Report, which displays the total sales value and collections made during the day, helping organizations evaluate performance and guide employees toward achieving company objectives effectively.
Opportunities List in the Operations Supervisor App
The Salis Portable App provides a dedicated opportunities (or customers) list where supervisors can view the total number of opportunities and identify which ones have been achieved or not.
They can also track how many opportunities each employee has closed and view detailed information about them, including visits made, issued invoices, and collected receipts. Additionally, customer information is available such as:
- Name
- Mobile number
- Email address
- Purchase history
- Credit balance
- Outstanding debts
- Payment due dates
Visits List
In this section, supervisors can review employee visits to customers along with detailed information such as visit time, duration, results, and customer satisfaction levels.
Supervisors can also view notes and attached documents, along with detailed reports for each employee’s visits and overall statistics including total visits, completed visits, and pending visits.
Quotations List
This section of the Operations Supervisor App includes quotations created by employees and sent to customers, including products, quantities, and prices.
Managers can review all quotations collectively, examine the details of each quotation individually, and monitor each employee’s quotations to ensure they are performing their tasks correctly and achieving their assigned goals.
Invoices List
Through the invoices section, the Salis Portable App helps supervisors review all invoices issued by team members and view the details of each invoice individually.
Supervisors can also track invoices issued by each employee, verify total sales, identify collected and pending payments, and compare them with receipts. The system also allows supervisors to review total returns and their details, as well as customer outstanding balances and payment due dates.
Price Lists
The Operations Supervisor App from Salis ERP allows businesses to manage price lists such as creating a wholesale price list and another for retail sales.
This helps supervisors manage employees and grant certain staff members the authority to sell using specific price lists different from their colleagues. Additionally, the Salis Portable App automatically applies the appropriate price based on the customer’s assigned price list when invoices are issued.
Promotions and Discounts
The Salis Portable App helps supervisors create promotions and discounts during specific seasons, such as product price discounts or bonuses added to customer credit balances.
Permissions for these offers can be granted to selected employees based on the organization’s objectives, and promotions can also be made available to specific customers only.
Collections List (Receipts)
Through the receipts section, supervisors can track employee collections throughout the day and view the total collected amounts across different payment types such as cash, checks, or card payments.
They can also verify whether sales representatives are achieving their targets and track each employee’s collections individually. The system provides detailed reports on sales receipts, cash receipts, bank receipts, and more.
Integration with Other Modules
The Operations Supervisor App from Salis Portable integrates seamlessly with other modules such as sales, inventory, and accounting, enabling supervisors to manage their organizations easily, quickly, and accurately.
This integration connects all departments within the Salis ERP system automatically. For example, when a sale is completed and an invoice is issued through the application, inventory quantities in the warehouse are automatically updated, and the sales receipt is recorded instantly within the accounting system using a detailed hierarchical chart of accounts.
