track customer outstanding on your mobile

Android Customer

Outstanding Application

Introduction

• Outstanding management is one of the pain areas across various industries.

• Manpower has been deployed by organizations to follow up for outstanding amount.

• In Logistics domain where billing cycle takes at least 7-15 days or some times month just to generate bills.

• Managing outstanding of more than 100 customers becomes real tedious job.

Introduction (Continue)

• WebXpress Billing module does help in finding out Branch wise – Location wise outstanding using online ERP system.

• WebXpress has come up with innovative idea of finding out customer wise outstanding using android application.

• To use the application, use of WebXpress billing system is must.

Features

• Integration with WebXpress ERP system.

• Outstanding summary of bills can be found out by entering customer name.

• Application will show count of total number of bill pending and total pending amount.

• Application has the feature of sending email and SMS.

Features (Continue)

• Possible to send mails to multiple email ids using separator as “;”

• Possible to send SMS to multiple number using separator as “,”

• Email format has details of bills like Bill number, bill amount, pending amount, overdue days.

• SMS sends the total outstanding amount to the customer.

Benefits

• Outstanding reminders to customers becomes easy.

• Time & Effort have been saved to find out outstanding and the drafting customer wise mail.

• MIS reports can be generated for the customer wise reminders sent via email & SMS.

Application Flow

• Let us see the actual flow of the application.

• Enter user name.

• Enter Password

• Click on Login button.

Login Screen

Application Flow

• Home Screen will appear, it will have field to enter customer name.

• Type the initial character of customer’s name, smart search will show list of all the available active customer.

• Select customer and click on the submit button. 

Login Screen

Select Customer Screen

Outstanding Details

• After click on the submit button, outstanding summary of that customer will appear as shown in slide

• Summary will give count of total number of pending bills and total amount of pending.

• Clicking on details button will redirect to the screen which has the bill wise details.

• SMS & Email option can be used from the same screen as well.

Outstanding Summary Screen

SMS & Email

• Slide shows the bill details like bill number, bill date, bill amount and pending amount.

• SMS & Email option are available here as well.

• Click on email button to send an email.

• If in last 5 days email has already been sent to the selected client then it will prompt message that “Email to this client has been sent”.

• It gives the option of cancellation and send again option.

Outstanding Details

Alert Message

Email Screen

• Enter the correct email address.

• Multiple email addresses can be entered using “;”.

• After clicking on the submit button, email will be sent. 

Email Screen

Outstanding Email

Success Screen

SMS Screen

• To send the SMS, enter the number as shown in Fig. 14

• Email will be sent on the desired number.

• To send on multiple number enter the number separated by “,”.

SMS Screen

Outstanding SMS

Success Screen

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