Route agent

Welcome to the road. This manual follows your day in JupitaPos Route SalesPOS and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You sell from a vehicle, take pre-orders for the depot to deliver, or both. You find your own customers and register them on the spot. The stock in the vehicle is yours to account for until you close the day.

• System role: Agent (agent).
• What you see and what you do not: your own journey, your vehicle’s stock, your customers, your sales, deliveries and collections, and your close. Not other agents’ work, and not the approval of your own stock request.

Where you start

• Your landing screen: Field sales → My journey.
• What must be on: a vehicle and a supervisor assigned to you by the route manager; your position is shared only while you are on duty.
• Working offline: yes — you sell, register customers and collect with no network; open Field sales → Sync when the signal is back.

A day at work

1. Sign in — Sign in — and open your journey — Open your journey.
2. Ask for the stock you need, and confirm what the store hands you — Ask for stock, approve, dispatch and confirm.
3. At a new shop, register it where you stand — Find and register a customer.
4. Sell from the vehicle or take a pre-order — Visit, sell and take pre-orders.
5. Deliver confirmed pre-orders and collect what customers owe — Confirm and deliver pre-orders, Collect from a customer.
6. Back at the depot, count the vehicle and close the day — Count the vehicle and close the day.

Guides you will use

• Open your journey — vehicle sales, pre-sales or both.
• Ask for stock, approve, dispatch and confirm — your request, and confirming the load.
• Find and register a customer — the shop, its contact and its location.
• Visit, sell and take pre-orders — a visit, a sale, an order for later.
• Confirm and deliver pre-orders — what the depot sends, handed over.
• Collect from a customer — against their invoices.
• Take goods back — a return, with its reason.
• Count the vehicle and close the day — the count, the cash, the variance.
• Positions on duty, and selling with no network — what works without a signal.

Quick reference

When something goes wrong

• You cannot sell an item — it is not in your vehicle’s stock. Ask for it in a stock request, or take a pre-order.
• Your request is still waiting — the supervisor has not decided it. You cannot approve your own.
• No network — keep working; your sales are kept on the device and sent when you open Field sales → Sync with a signal.

Getting help

• Your supervisor approves your stock and reviews your close.
• The storekeeper dispatches what was approved.
• The administrator fixes your account and your PIN.
• The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

• Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
• Route driver and collector — For the driver who hands over deliveries and the collector who takes payments on customers’ invoices — the vehicle, the hand-over, the money collected and the cash handed in.

What you can do

These are the permissions of the Agent role.