The Salis Portable Task Management App is designed to simplify daily operations for sales teams, increase productivity, and help companies achieve higher sales performance.
This powerful mobile solution supports the entire sales cycle, starting from assigning tasks to employees by supervisors, followed by customer visits, opportunity management, quotation creation, invoice issuance, receipt vouchers, returns management, debt tracking, and financial settlement.
The system also offers flexible customization options based on your company’s operational needs, with a user-friendly interface that supports both Arabic and English.
The task management mobile app also provides automatic alerts for payment due dates and allows quotations, invoices, and receipts to be printed or shared easily via email or WhatsApp.
Employee Accounts
The Salis Portable Task Management App can be downloaded easily from the Google Play Store or the Apple App Store.
Each employee can have a dedicated account with specific permissions depending on their role within the company. This allows managers to assign tasks, monitor employee performance, and track field activities efficiently.
By organizing employee responsibilities through a centralized task management app, businesses can improve operational efficiency and increase overall productivity.
Tasks in the Task Management App
The Salis Portable Task Management App ensures that every employee clearly understands the tasks assigned to them.
Managers can assign tasks including details such as:
- Task title
- Task description
- Creation date
- Deadline for completion
- Task results
Employees can update task status, mark tasks as completed or pending, and attach relevant details related to their work such as customer visits, sales opportunities, invoices issued, and payments collected.
Customer Visits
The Task Management App allows sales representatives to record and manage all customer visits directly from their mobile devices.
Users can create unlimited visit records including:
- Visit title
- Visit description
- Tasks completed during the visit
- Customer information
- Address and contact details
Employees can also add notes and attachments related to each visit and evaluate the results to measure customer satisfaction.
Opportunities and Customers
The Salis Portable Task Management App enables businesses to manage customer relationships and sales opportunities effectively.
Sales representatives can create detailed customer profiles including:
- Customer name
- Address
- Phone number
- Tax identification number
- Commercial registration
The system also allows businesses to track customer location, classify customer importance, and measure customer satisfaction through automated surveys.
Additionally, employees can define the next action to be taken with the customer such as:
- Phone call
- Customer visit
- Sending a quotation
- Issuing a receipt voucher
- Sending an invoice
Companies can also set credit limits for customers to prevent exceeding financial thresholds.
Quotation Requests
With the Salis Portable Task Management App, sales teams can create and send professional quotations quickly and efficiently.
The application allows employees to select products, define quantities, and set prices to generate quotation requests.
Supported quotation types include:
- Credit orders
- Cash orders
- Cash return orders
Quotations can be created directly from customer opportunities and shared easily via email or WhatsApp.
Invoices in the Task Management App
The Task Management App enables employees to generate invoices directly from approved quotations or create invoices from scratch.
Invoices include full details such as products, quantities, prices, totals, and applicable taxes.
Supported invoice types include:
- Cash invoices
- Credit invoices
- Cash return invoices
- Credit return invoices
The application also supports multiple payment methods such as cash, cheque, Visa, and MasterCard.
Invoices can be printed or shared directly with customers via email or WhatsApp.
Returns Management
The Salis Portable Task Management App allows employees to manage product returns efficiently.
Users can search for issued invoices, select returned products, and generate return transactions quickly.
Refunds can be processed either as cash payments or deducted from the customer’s account balance. Return vouchers can also be printed or shared electronically.
Collection Receipts
Employees can easily create collection receipts within the Task Management App, including:
- Cash receipt vouchers
- Bank receipt vouchers
- Sales receipt vouchers
Each receipt contains complete information such as customer details, payment amount, signatures, and stamps, and all transactions are automatically recorded in the accounting system.
Customer Debts Management
The Salis Portable Task Management App helps businesses monitor and manage customer debts effectively.
Sales teams can issue credit invoices, track payment schedules, and monitor outstanding balances.
The system can also send automatic reminders to customers via SMS or email before payment due dates and generate detailed account statements for financial tracking.
