Sales Department Employees (ERP integration pending)
Name
Emp Code
Designation
Phone
HR Status
SFA Access
All Estimates
#
Date
Sales Month
Rep
Party
Products
Total ₹
Status
Live Orders (from the field app)
Date
Party
Product
Qty
Amount ₹
Status
Source
Assigned Rep
Action
Distributors (master)
Name / Code
Town / District
Phone
GSTIN
Category
Covered By (rep)
Action
Product Catalog (master)
Product
SKU
Category
Unit
CP ₹
MRP ₹
Action
Depot Stock (ERP integration pending)
Product
Pune
Indore
Qty
In-Transit
Qty
In-Transit
Distributor Visits (logged by reps in SFA mobile)
Date
Rep
Distributor
Purpose
Outcome
Follow-up
GPS
Closing Stock (reps count it in SFA mobile · approve karne par hi count hota hai)
Dispatches (secondary orders dispatched from the rep app)
Date
Rep
Outlet
Distributor
Product
Ordered
Dispatched
Cancelled
Pending
Status
Settings
Company Backup (Google Drive)
POORA company data (sab reps ka sab kuch) ek file me Drive pe — SFA Backups/Company.
Aakhri 7 rehte hai. PostgreSQL migration ke waqt yahi tijori kaam aayegi.
Login Page Logo
Shown on the login screen of the Admin Panel and the SFA mobile app on every device
(applies on their next app load). Use a PNG with transparent background for best results.
Current / Preview
No custom logo — default SFA logo is used
Mobile App Update
Publish a new APK: upload the APK to Google Drive (set sharing to
Anyone with the link) and paste the link below. Reps get it from
Settings → Profile → App Update, then install the downloaded file manually.
Currently published:none yet
Secondary Sales (Distributor → Retailer/Wholesaler, from reps)
Date
Rep
Distributor
Outlet
Type
Beat
Product
Qty
Price ₹
Value ₹
Dispatch
Booking Loc
Retailers / Wholesalers (trade master, geo-tagged by reps)
Approvals (new outlets, routes/towns/districts, travel & month plans)
Price List (MRP aur NSV product master se · retailer & wholesaler = chuna hua base + %)
StateDefault markup onRetailer %Wholesaler %Sub DB %
Product
MRP ₹
NSV ₹
GST %
Retailer %
Retailer ₹
Wholesaler %
Wholesaler ₹
Sub DB %
Sub DB ₹
Retailer / Wholesaler price = MRP + % — MRP me GST already shamil hai · Leave % blank = no price (falls back to base in the app). Per-product % overrides the default. Reps receive prices on next sync.
Expense Claims (auto-calculated to policy)
Date
Rep
Type
Travel Km
Work Km
DA
TA
Hotel
Food
Courier
Mobile
Total ₹
Bills
Status
Action
Announcement (har rep ke dashboard pe sabse upar — top performer, launch, season)
Har rep ke phone pe apne aap: kal ka topper 12 baje dopahar tak, uske baad
aaj ka leader — live (4 baje koi aage nikla to card usi waqt badal jata hai,
har sync pe phone khud gin leta hai). Yahan se kuch update karne ki zaroorat nahi —
bas Publish ek baar.
Ek waqt me EK announcement — naya publish purane ki jagah lega. Band karte hi sab phones se card hat jayega (agle sync pe).
PHONE PE AISA DIKHEGA
📣 ANNOUNCEMENT
Abhi kuch publish nahi hai
Area Master (State › District › Town › Route · har level pe merge)
Expense Policy (grade-wise · claim isi ke hisab se banta hai)
Month Expense (month statement couriered by the rep)
Month
Rep
Days
Total ₹
Courier
Docket
Docket Date
Sent
Action
Targets & Incentive
Rep
Grade
Primary Target
Primary Ach.
Secondary Target
Secondary Ach.
Attain %
Incentive ₹
Click a Target cell to set it. Achievement = booked primary + secondary for the month.
Product Targets (month-wise qty, uses the month selected above)
Product
Target Qty
Achieved Qty
Attain %
Hierarchy Report (roll-up: self + everyone below)
Level
Name
Designation
Reports To
Own Primary ₹
Own Secondary ₹
Team Total ₹
Team Size
Add SFA User
Town badalne pe coordinates apne aap aa jate hai — pehle apne outlets se, warna Google Maps se. Night halt ki doori inhi se naapi jaati hai.
Sales & approvals roll up to this manager.
Leave both unchecked to give access to all depots.
Settings always stays available so the rep can still sign out.
Distributor assignments can be set by clicking Assign on the Users page after saving.