How to use the Sales app

Install & update

1. On your Android phone, open the download link. If the phone asks, allow your browser to Install unknown apps.
2. Open the downloaded BM-SalesApp.apk and tap Install.
3. When a newer version is published, the Home screen shows an Update available banner. Tap Update, download, and install over the existing app.

Sign in

1. Company code — the short code of your company (3–20 lowercase letters or digits, e.g. acme). Your admin gives it to you; the app remembers it.
2. Email or phone — the login your admin created for you.
3. Password — tap the eye icon to show or hide it.
4. Tap Sign in.

First sign-in on a new phone

The first time you sign in on a phone, the app shows an Approve this phone card instead of opening. Your company admin approves each phone once:

• Ask your admin to approve the phone (web panel or Admin app → Devices). The card shows Waiting for your administrator… and checks every 5 seconds; once approved, the app signs you in by itself.
• Or ask your admin to read you the 6-digit code (valid 10 minutes), type it in and tap Verify and sign in.

The card stops checking after 5 minutes — if the phone is approved later, just tap Sign in again. On the demo company, phones are approved automatically.

After the first successful sign-in the app may offer fingerprint / Face ID. Accept it to unlock with your finger next time; you can still tap Use password instead.

If you leave the app open, it locks itself after 15 minutes without use. Unlock with fingerprint or password.

Admin or monitor account? You are asked to Select salesperson first: pick the person you are acting for. The Profile screen shows "Acting as …" and lets you change it.

Change your password

If your admin gave you a temporary password, the app shows Set a new password right after the first sign-in: enter the temporary one, then your own twice.

Moving around

Every screen has one bar at the top. On the five tabs it is the coloured brand bar — on Home it shows your name and, for admin logins, who you are acting as. Inner screens show a flat bar with a back arrow. Help on Profile has quick-start tips, what works offline and this guide; Need help? on the sign-in screen opens this section.

Working offline

A banner at the top of every screen tells you what is happening:

• The app syncs by itself every 45 seconds while open, whenever you return to it, and right after you save something offline. Tap SYNC on the banner to force it.
• Tap the banner to open Sync issues: one row per item the server rejected, with the error text. Use Retry, Dismiss or Retry all.
• After sign-in (and every 6 hours) the app downloads your customers and the product list with stock, so the catalogue works offline. Stay online for a minute after signing in on a new phone.

What works offline

• Works: orders, check-in and check-out, day start and end, odometer, expenses, watch-list, diary notes, and browsing cached customers and products. Voice notes and photos upload when you are back online.
• Needs internet: manual orders, van stock loads and transfers, payments on orders that have not synced yet, editing orders, and refreshing reports.

Home

The bottom bar has five tabs: Home · Manual · Orders · Van · Plan. Home is a set of cards; tap any card to open it:

• Plan — today's planned visits.
• Outstanding dues — total money owed to you, with the number of unpaid orders.
• Manual orders — open, assigned and in-review requests sent by customers.
• Van stock — products on your van and low-stock alerts.
• My orders, Customers, Watch-list, Field map, Performance Review.

The Today card at the top runs your working day — start, check-ins, end — see Your working day.

The bell icon opens Notifications (new manual orders, discount approvals). The round button at the bottom right quick-saves your current location to the watch-list — useful when you spot a new shop and have no time to fill in details.

Your working day

Your company can follow the day on the road: when it started, which vehicle you drove, which shops you visited and what you sold there. Everything below works without signal and syncs later.

Start the day

1. On Home, tap Start day on the Today card and pick your vehicle. The first time you use a vehicle in a week the app asks for the odometer reading — type the kilometres and take a photo of the meter. A reading lower than the last one needs a note.
2. If someone else has the same vehicle open, the app warns you (a shared van); you can still continue.
3. Changed vehicle during the day? Use Switch vehicle or Record odometer from the Today card menu.

On a rest day the card says no working day is expected; you can still start one if you work.

Check in at a shop

1. Tap Check in at a shop and pick the shop (or a watch-list prospect). The app records your position.
2. If your company has visit recording switched on, a notice asks you to tell the shop owner first; confirm with I told them — check in and record. Shops that opted out are never recorded, and you can skip recording for one visit with a reason.
3. Being far from the shop's saved location, an unassigned shop or a fake-GPS app is flagged, never refused — your admin sees the flag.
4. Orders and payments you take while checked in are linked to the visit automatically (up to 10 minutes after check-out).

Check out

Tap Check out and answer How did the visit go? — Order taken, Collection only, Shop closed, No need / stock full, Refused, Owner absent, Prospect follow-up, Other. When money was taken the outcome is set for you. Checking in at the next shop closes the previous visit by itself.

End the day

Tap End day when you are done. It never blocks orders, payments or expenses; an open visit is checked out at that moment. A forgotten day is closed for you when the next one starts; an admin can also close or reopen a day, with a reason.

My day

My day (Home → Today card menu) shows your day as a timeline: start, visits with their orders and payments, kilometres, the route on a map and any recordings. Use Send to management on a visit you want your admin to look at.

Orders

• Search by shop name or order number.
• Quick filters: Today, This week, Pending sync, Unpaid.
• Long-press an order for shortcuts.
• Repeat last order copies a customer's previous order into a new one.
• Tap + to create an order.

Create an order

1. Choose the customer type (shop, van or importer) and the customer. For a cash sale to someone who is not a customer, use Walk-in quick order.
2. Add products: type to search, then set the quantity in cartons or pieces. Prices are the customer's own prices, VAT included.
3. Optional: a line discount or an order discount (large discounts go to your admin for approval — see below), and a note via Add note.
4. Either Save as draft (nothing is deducted from stock; you can finish it later) or Confirm.
5. Confirming shows the invoice preview (bilingual, with the ZATCA QR code). Check it, then confirm again. The order is saved; offline it shows Order saved locally — will sync when online.

Order detail & payments

Open any order to see its items, totals, due amount, payments and invoice. Buttons at the bottom:

• Collect payment — enter the amount, choose Cash or Bank transfer, add a note. If you enter more than the due, the app asks you to confirm. The order must be synced first.
• Void payment — cancels a wrongly entered payment; you must give a reason.
• Request discount — asks your admin to approve a discount on this order.
• Edit order — add a product, change quantities, remove a line or record a sales return (online only).
• Cancel order — allowed only on the day the order was created. After that, ask your admin.
• Invoice — Print to a Bluetooth receipt printer or Share the invoice image by WhatsApp. Set up the printer once in Printer settings.
• Diary — notes, photos, voice or video attached to this order.

Van stock

The Van tab shows what is on your van (My Van) or the whole catalogue (All Products). Low-stock products are flagged. The action button opens:

• Load van — pick products from one of your assigned warehouses (your admin decides which ones you may load from). Select all, Load all available or choose quantities line by line.
• Transfer — move stock from your van to another salesperson's van.
• Damage replacement — record a damaged unit and the replacement given.
• Exchange — a customer returns a product: give another product or a cash refund.
• Tap a product for its details, prices and stock by location.

Plan: visits & dues

Visits

• A month calendar with the day's agenda below it. Tap a day, then + to plan a visit: customer, date, purpose (Due collection, Regular visit, Delivery, Promotional visit, New client search, Other) and an optional note.
• On the day: Mark done (with an outcome note), Mark missed or Cancel visit.
• Every morning at 08:00 the phone reminds you how many visits are planned.

Dues

• The Dues tab lists the total owed and every unpaid order. Long-press an order → Collect.
• Worth a collection visit suggests customers with dues worth a trip; tap Plan visit to add them to the calendar.

Customers

• Tabs Shops / Vans / Importers show the customers assigned to you. Search by name or phone; the filter icon sorts and filters.
• Nearby map shows them around your position.
• Open a customer: phone and WhatsApp buttons, location on a map, a Money summary (purchased, paid, discounts, outstanding, overdue, last and next payment), recent orders, Schedule visit and a Diary for notes, photos, voice and video.
• The + button creates a new customer (needs internet).

Manual orders

Customers can send informal requests — a note, photos, a voice message or a video — from their app or the web portal. They appear in the Manual tab in four lists: Open pool, Assigned, In review, Converted.

1. Open a request, play the voice/video, look at the photos.
2. Tap Claim request to take it. You can also take a photo of the shop or update its GPS position.
3. Tap Convert to order, add the products and place the order as usual. The order stays linked to the request.

Watch-list (new shops)

• Save a shop you found: name, phone, note, GPS position, photos and a voice note (up to 3 minutes). Works offline.
• The list has Active and Archived, search, Sort by distance and View on map.
• Open an entry to add more photos, Mark visited, Dismiss or Convert to shop (give it a name and a priority rating). Converting needs the entry to be synced.

Field map

All your customers on a map. Filter by name or phone, order frequency, payment reliability, minimum rating, "inactive for N days", has-due / no-due, and sort by Nearest first. Tap a pin to open the customer.

Performance review

Your sales, cartons and dues for a period — this month, a single week, one day, last month or the last 3 months — with a per-day or per-week trend and a breakdown by product. When offline it shows the last downloaded figures ("Showing cached data").

Profile & settings

• Your name, email and roles; "Acting as …" with Change salesperson for admin logins.
• Printer settings — pair a Bluetooth thermal printer (58 or 80 mm) and print a test page.
• Help — quick-start tips, what works offline and this guide; Sync issues and "Last synced …".
• Dark mode, Language (English / العربية / বাংলা), fingerprint unlock on/off.
• Sign out — if unsynced records exist the app warns you first.

Troubleshooting