Overview
As a Salesperson, you can track your inventory, record sales, communicate with your team, and monitor your performance on the leaderboard. This guide covers everything you need to succeed in your role.Getting Started
Register Your Account
- Click “Sign up as a Salesperson” on the login screen
- Enter your personal details:
- Name
- Email address
- Phone number
- Password
- Manager Name (provided by your manager)
- Complete registration
Make sure to enter your manager’s name exactly as they shared it with you. This links you to their team and inventory.
Login to Your Account
- Open the Sales Management App
- Enter your email and password
- Select “Salesperson” as your role
- Click the login button
Core Features
Sales Recording
Log your sales quickly and update inventory in real-time
Leaderboard
Track your ranking and performance against team members
Communication
Chat with your manager and team members
Performance Analytics
View your sales trends and profit history
Recording Sales
This is your primary workflow for updating sales throughout the day.Select Product
- Tap the dropdown field to see all available items
- Start typing to filter products
- Select the item you sold
Enter Quantity Sold
Use the number picker to select how many units you sold.
You cannot sell more items than the available inventory. The system will alert you if you try to exceed the available quantity.
What Happens When You Record a Sale
When you successfully log a sale (source:~/workspace/source/app/src/main/java/project/avishkar/salesmanagement/SalespersonMain.java:143-243):- Your Inventory Updates: The sold quantity is added to your record
- Team Inventory Syncs: All salespersons under the same manager see the reduced available quantity
- Manager Dashboard Updates: Your manager sees the increased sold count
- Analytics Update: Your daily profit is recorded for graph visualization
- Leaderboard Recalculates: Your performance index is updated
Viewing Your Inventory
Your inventory list displays:- Item Name: Product identifier
- Available: How many units you can still sell
- Sold: Your total sales for each item
- Profit per Unit: How much profit each sale generates
Refreshing Your Inventory
Use the swipe-to-refresh gesture (pull down from the top) to update your inventory list. This ensures you have the latest quantities, especially if other team members have recorded sales.Leaderboard and Performance
Accessing the Leaderboard
Navigate to Leaderboard from the sidebar menu to see:- Rankings of all salespersons under your manager
- Performance Index (PI) scores
- Your position in the team
Understanding Performance Index
Your Performance Index is calculated as:- All items you’ve sold
- Profit margins on those items
- How long you’ve been with the team
The Performance Index ensures fair comparison between new and experienced team members by normalizing profit over time.
Getting Sales Recommendations
Click the floating action button on the leaderboard screen to see your recommended sales target.Understand the Target
The algorithm calculates your target based on:
- Your current Performance Index
- The top performer’s Performance Index
- A 10% growth factor
Performance Analytics
Navigate to Statistics from the sidebar menu to view your personal sales analytics.Your Performance Graphs
The statistics view shows:- Daily Profit Tracking: See your profit trends over time
- Sales Patterns: Identify your best performing days
- Product Performance: Which items you sell most effectively
Using Analytics to Improve
Identify Trends
Look for patterns in your sales data to understand what works best.
Set Goals
Use historical data to set realistic daily sales targets.
Compare Performance
Cross-reference with the leaderboard to see how you stack up.
Track Growth
Monitor your Performance Index over time to measure improvement.
Communication Features
Messaging Your Manager
For direct communication with your manager:Team Chat Room
Join the group chat to:- Participate in team discussions
- Share best practices with peers
- Stay updated on announcements
- Coordinate with other salespersons
Access the chat room by selecting “Chat Room” from the sidebar menu. All team members under your manager can see and participate in these conversations.
Account Management
Select My Account from the sidebar to:- View your profile information
- Update your details
- Check your manager and organization
- Review your registration date
Sharing the App
Select Share from the sidebar to send the app installation file to colleagues who might want to join your sales organization.Best Practices for Success
Record Sales Immediately
Log sales right after they happen to maintain accurate inventory and claim your leaderboard position.
Check Inventory Daily
Review available quantities each morning to know what products you can sell.
Monitor Your Ranking
Check the leaderboard regularly to stay motivated and track your progress.
Use Recommendations
Follow the algorithm’s suggested targets to systematically improve your performance.
Stay Connected
Use chat features to learn from your manager and high-performing peers.
Analyze Your Data
Review your statistics regularly to identify areas for improvement.
Troubleshooting
Can’t See Inventory Items
If your inventory is empty:- Verify you entered the correct manager name during registration
- Contact your manager to confirm they’ve added products
- Use swipe-to-refresh to force a sync
- Check your internet connection
Sale Recording Failed
Common issues when recording sales:- Quantity too high: You’re trying to sell more than available
- Invalid item: Select from the dropdown list only
- Connection error: Check your internet connection
- Empty fields: Ensure both item and quantity are filled
Leaderboard Not Updating
If your ranking doesn’t change:- Ensure your sales were recorded successfully
- Wait a few moments for the Performance Index recalculation
- Refresh the leaderboard screen
- Check that you’re viewing the correct manager’s team
The app requires a stable internet connection for all features. Most sync issues are resolved by checking your network connection and refreshing the screen.
Getting Help
If you encounter issues:- Contact Your Manager: They can verify your account setup and inventory access
- Check Permissions: Ensure the app has necessary device permissions
- Restart the App: Close and reopen to refresh all connections
- Reinstall if Needed: As a last resort, reinstall the app and log back in