DATA ENTRY CREATION
DATA ENTRY CREATION
Step 1: Explain to the end user with complete Data entry Concept whichever is requested by the customer ( for e.g. sales, sales order, purchase, party creation, item creation, receipt, payment, and many more) on call as well mail them the Data entry template from ticket.
Step 2: Explain to the end user how to do the data entry and how the Data entry gets synced. Inform them that Data entry will sync to the tally only when the tally is open with the respective company in which the data entry is done.
Step 3: Guide customers that they can check the data entry sync status in the mobile app. ( Sales team tab > All entries > Click on Entry type > you will get a screen with 3 status > PENDING / SUCCESS / FAILED.
- Status PENDING means the entry is yet to be synced to the Tally
- Status SUCCESS means the entry is synced to the Tally.
- Status FAILED means the entry is failed while syncing due to some reason
Step 4: Explain the Data entry concept to the customer from Dashboard > Create Entry Button OR from Sales Team Tab >All Entries feature. For Reference please check the below Screenshot.
> If resolved
>Disposition: Product Knowledge - Product Knowledge
Note- If the issue is not resolved, then forward that call to the L2 team or raise a ticket.