Embedded Files
KNOW ABOUT DATA ENTRY FEATURE
Scenario 1: Customer wants to create entry from a mobile app
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.
Disposition > If resolved Mobile app Troubleshooting - Data entry setting/issue
KNOW ABOUT AUTO REMINDER FEATURE
Customer wants to know to about Auto reminder
Step 1: Explain the complete feature of the Auto reminder customer is raising a query. For reference, you can check the below video as well and these links can be shared with the customer as well.
Webinar link for Auto reminder: https://www.youtube.com/watch?v=RpSWWncnGEg&t=18s
Youtube Link for Auto reminder:
https://www.youtube.com/watch?v=UxSVV3KXStk&t=15s
Step 2: Explain to them how to configure Auto reminder and how to check in the report after the auto reminder is gone to the customer. How to add contact details for the ledger and whose details are missing from tally master
3 : Explain the auto reminder Frequency concept. Explain the Mode of communication ( Email, SMS, and WhatsApp)
Step 4: Inform the customer about the coin charges for auto reminders via Whatsapp & SMS. (Whatsapp=0.65 coins SMS=0.15 coins)
> If resolved
>Disposition: Mobile app troubleshooting - Auto reminder-related
CUSTOMER WANTS TO KNOW ABOUT DATA ENTRY FEATURE
Scenario 1: Customer wants to create entry from a mobile app
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.
Disposition > If resolved Mobile app Troubleshooting - Data entry setting/issue
Scenario 2: Customer wants to know about check-in check-out is done from the mobile app
Step 1: If Customer is facing any Check-in check-out issue on the mobile app then check with the customer to update the app with the latest version first.
Step 2 : Guide the customer to provide the location permission to Biz app from mobile settings. ( Settings > Manage Apps > Biz mobile app > Permission > Location )
Note: These settings are in Android and In IOS no issue is faced till now as IOS does not have Google Maps and uses IOS maps.
Step 3: If the Customer has enabled the settings and is still facing this issue then inform them to check with their network as well if the area in which they are trying to check in has a proper network.
Step 4 : Ask the customer to check if their location is fetching on Google maps or not. If not then the biz app will also not be able to fetch the check-in details.
Disposition > If resolved Mobile app Troubleshooting - Data entry setting/issue
CUSTOMER WANTS TO KNOW ABOUT AUTO REMINDER FEATURE
Customer wants to know to about Auto reminder
Step 1: Explain the complete feature of the Auto reminder customer is raising a query. For reference, you can check the below video as well and these links can be shared with the customer as well.
Webinar link for Auto reminder: https://www.youtube.com/watch?v=RpSWWncnGEg&t=18s
Youtube Link for Auto reminder:
https://www.youtube.com/watch?v=UxSVV3KXStk&t=15s
Step 2: Explain to them how to configure Auto reminder and how to check in the report after the auto reminder is gone to the customer. How to add contact details for the ledger and whose details are missing from tally master
3 : Explain the auto reminder Frequency concept. Explain the Mode of communication ( Email, SMS, and WhatsApp)
Step 4: Inform the customer about the coin charges for auto reminders via Whatsapp & SMS. (Whatsapp=0.65 coins SMS=0.15 coins)
> If resolved
>Disposition: Mobile app troubleshooting - Auto reminder-related
CUSTOMER WANTS TO KNOW HOW TO ADD USERS
Explain to the end user how to add the user by creating the user from the admin mobile app.
- HOW to add USER from the mobile app
- Click on the 3 horizontal navigation bars on the left above corner of the dashboard and then click on the Users icon.
- Click on the orange +( plus ) button
- Enter the name and email id in the given places. Ensure that you are entering the correct email id of your user.
- Once the user is successfully added, you will be taken to the permissions page. Here you can assign the required permissions to the user. By default, the user will be given admin permission.
- After giving the required permission, click on SAVE
- Once, the permission is saved, then you will be taken back to the users page. Here, you will see the newly added user to the company. An email is also sent to the user informing him/her that he/she has been added to the company
- The email that the user receives is an invitation to log in to the mobile app, the user should open the email and click on the accept invitation option which then opens a new link to register here the user has to enter his mobile no and set a password for his account
Note: Users are added company wise. If a user is added in a Demo Company 1 that same user should be added in Demo Company 2 if required.
Disposition > If resolved Mobile App Troubleshooting - Add/DLT/deactive_user
- User can see one company out of multiple companies added in desktop app
- Click on the 3 horizontal navigation bars on the left above corner of the dashboard and then click on the Users icon.
- Click on the orange +( plus ) button
- Enter the name and email id in the given places. Ensure that you are entering the correct email id of your user.
- Once the user is successfully added, you will be taken to the permissions page. Here you can assign the required permissions to the user. By default, the user will be given admin permission.
- After giving the required permission, click on SAVE
- Once, the permission is saved, then you will be taken back to the users page. Here, you will see the newly added user to the company.
Note: Users are added company wise. If a user is added in a Demo Company 1 that same user should be added in Demo Company 2 if required.
Disposition > If resolved Mobile App Troubleshooting - Add/DLT/deactive_user
Particular company access to users
Note: Users are added company wise. If a user is added in a Demo Company 1 that same user should be added in Demo Company 2 if required.
Click on the 3 horizontal navigation bars on the left above corner of the dashboard and then click on the Users icon.
- Click on the orange +( plus ) button
- Enter the name and email id in the given places. Ensure that you are entering the correct email id of your user.
- Once the user is successfully added, you will be taken to the permissions page. Here you can assign the required permissions to the user. By default, the user will be given admin permission.
Disposition > If resolved Mobile App Troubleshooting - Add/DLT/deactive_user
CUSTOMER WANTS TO KNOW HOW TO GIVE USERS PERMISSION
Explain to the end user after creating the user, how to give permission to the users
- HOW to give permission to USER from the mobile app
- Click on 3 horizontal navigation bars and then click on the Users icon.
- Click on the permission button below the user name on which you want to change the permission.
- You will be shown the permissions the user has.
- If You want to make the user ADMIN then Click on the checkbox to make a user admin. Then click on SAVE. Now the user can see all the data of the company.
- You can also remove a user from admin permission by clicking on the same checkbox.
Check with the below step for how to provide permission
#Give Only Ledger Group permission
- Click on the All below Access by Ledger Group. By default, the user has access to all the ledger groups.
- Uncheck SELECT ALL and then click on Sundry Debtors Or Ledger Group to which you want to give permission
- Save the permission and You can see the number of Ledger Groups permitted for the user. Click on SAVE so give permission to the user.
#Give Stock Group Permission
- Click on the All below Access by Stock Group. By default, the user has access to all the Stock groups.
- Uncheck SELECT ALL and then click on whichever stock groups you want to give permission. If you don’t want the user to see any stock groups then, select none of the groups shown.
- Click on the Save button
- You can see the number of Stock Groups permitted for the user. Click on SAVE so give permission to the user.
#Give Godown wise Permission
- Click on the ALL below ACCESS BY GODOWN. By default, the user has access to all the Godown details.
- Accordingly, you can give access to individual godowns.
#Give Voucher Type Permission
- Click on the All below Access by Voucher Type. By default, the user has access to all the Voucher Types.
- Uncheck SELECT ALL and then click on whichever Voucher type you want to give permission. If you don’t want the user to see any Voucher Types then, select none of the types shown.
-Save it. Then you are taken back to the permissions page
- You can see the number of Voucher Types permitted for the user. Click on SAVE so give permission to the user. Now the user can see the Voucher Types that are assigned
#Give Screen Permission
- Click on the All below Access by Screen. By default, the user has access to all the Screen.
- Uncheck SELECT ALL and then click on whichever Screen you want to give permission. If you don’t want the user to see any screen then, select none of the types shown.
- You can see the number of Screens permitted for the user. Click on SAVE so give permission to the user. Now the user can see all permitted screens
- There are individual options given on each screen. For Example from Dashboard you can only give rights of sales , If you select Dashboard the user will see all menus of Dashboard. The same goes for all other screens.
#Give Access by Data Entry:
- On clicking the ALL option user will be able to all menus of the DATA ENTRY Module
- After clicking on Access by Data Entry, the screen below is what you get to see. which shows Permission to create a New ledger and new Stock Item
- After clicking on ALL below Access by Voucher types. If you select Sales and Purchase user will be able to only create Sales and Purchase Invoice.
#Access by Backdated entry
- Go to User permission and scroll down > there will be a feature named as Back Dated Access with Toggle button ( ON and OFF )
- If you enable ALLOW BACK DATED ENTRIES then the salesperson or user can Create entries with backdated entries.
- Backdated entries means the user can create data entry for past dates. If this permission is enabled for the user from User permission then the respective can make entries for past date too
#Give Share Report Permission
- Go to User permission and scroll down > there will be a feature named Share Report with a Toggle button ( ON and OFF )
- Click on the Share Report Toggle button and then click on SAVE. If you have not given permission to share a report, the user will not be able to share any of the reports in the app. The user can still share invoices and bills.
#Price list Access
- Go to User permission and scroll down > there will be a feature name with Toggle button ( ON and OFF )
- If price list access is enabled the salesperson will be able to see the price list details of the Item from the Item details screen > Price list.
> If resolved
>Disposition: Mobile App Troubleshooting - User permissions/user details/queries
CUSTOMER IS HAVING ISSUE WITH LOGIN
Scenario 1: Demo company in mobile application
Step 1: Check with the customer's registered mail id on the desktop application > profile..
Step 2: Check whether the same mail ID is logged in the mobile application. If both the mail ids are different then the user will not be able to view the company data added from the desktop app.
Step 3: Confirm with the customer which mail would be correct ( Desktop or Mobile app) and accordingly change the mail ID on mobile
> If Resolved (Logged in with wrong Email ID in Mobile)
> Disposition: Mobile App Troubleshooting - Mobile app setup
Scenario 2: Merchant can see explore features with demo data option after login.
Step 1: Click on explore feature with demo data
Step 2: Select the company to setup
Step 3: Wait for setup to complete and then merchant can use application
Disposition > If Resolved Mobile App Troubleshooting - Mobile app setup
Scenario 3: Merchant is not receiving the password reset link.
Step 1: Check if merchant is trying to login with correct email id
Step 2: If there is any mistake in the email id inform merchant to reenter the email id again
Step 3: If there is any issue with generating reset link to email ID, merchant can use the reset link shared on mobile no to reset and login to application.
Step 4: If merchant is still not receiving the reset link, inform merchant to close the app, change the internet connection and try login again.
Disposition > If Resolved Mobile App Troubleshooting - Mobile app setup
Scenario 4: Merchant came with sync issue.
Step 1: Click on explore feature with demo data
Step 2: Select the company to setup
Step 3: Wait for setup to complete and then merchant can use application
Disposition > If Resolved Mobile App Troubleshooting - Mobile app setup
CUSTOMER IS FACING ISSUE SHARING PDF
Scenario 1:For Android
Step 1: While sharing any pdf from the mobile app it might show an error as we need your permission to generate pdf or might not show the preview of the report of the invoice.
Step 2: Ask the user to go to mobile setting > App management / Apps/ Manage Apps ( according to device ) > select Biz app > permission > allow storage/media permission for the app
Step 3: After that try again with sharing the PDF from the mobile and the error will get resolved
Disposition > If resolved Mobile App Troubleshooting - PDF_sharing_issue
Scenario 2:For IOS
Step 2.1: In IOS we have two types of PDF sharing, 1st is normal PDF document sharing and 2nd one is sharing link through which one can access the PDF.
Step 2.2: If a customer wants to share a normal PDF document then guide them to click on share > click on other option and not directly on WhatsApp icon > after clicking on other option they will choose their medium to share > from which they can select WhatsApp or many more options which will Share the PDF document.
( NOTE: Sharing > Other > and then selecting the medium to share will share the document )
Step 2.3: if the customer want to share the link then after clicking on share he can directly on the WhatsApp icon which is displayed and the link will be shared in the message from which the one can access the PDF
Disposition > If resolved Mobile App Troubleshooting - PDF_sharing_issue
CUSTOMER WANTS TO ADD SIGNATURE AND LOGO
Customer wants to add signature
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Share > Vouchers > Signature
Add the signature which is required
> Disposition > If Resolved Mobile app Trouble shooting - Mobile app settings
Customer wants to add Logo
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Share > Vouchers > Logo
Add the Logo which is required
> Disposition > If Resolved Mobile app Trouble shooting - Mobile app settings
CUSTOMER WANTS TO CHANGE DEFAULT FINANCIAL YEAR IN MOBILE APP
Customer wants to change Financial year
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Date settings > Financial year start (The settings apply to both Android and iOS applications )
Select the default Financial year of the company
> Disposition > If Resolved Mobile app Trouble shooting - Mobile app settings
Customer wants to change Defaul date range
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Date settings > Default date range (The settings apply to both Android and iOS applications)
Select the required period to filter data by on the dashboard tab
> Disposition > If Resolved Mobile app Trouble shooting - Mobile app settings
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