SalesYatra Docs
How to use every part of SalesYatra, from a rep's first school visit to the balance sheet.
Popular
Raise an orderPrice a school's books and get the order signed twice.Check in at a schoolProve the visit at the gate, then write the report.ApprovalsDecide your team's orders, plans and requests.Record a dispatchPack an order and raise its invoice in one step.
SalesYatra basics
QuickstartYour first day, whatever your role.Roles and permissionsWho sees which screens, and who approves whom.How work flowsA school's year, from travel plan to money in the bank.Order lifecycleEvery status an order passes through, and who moves it.Field portalSchools, plans, visits, orders and requests, for reps and managers.Android appCheck in at the gate, work offline, approve on the move.Admin panelThe registers everything else is built on.AccountsBoth firms' books, from invoice to GST return.
The books
Sale invoicesDispatch invoices, counter sales, sharing and cancelling.Payment-InRecord money received and settle the bills it pays.ReportsProfit and loss, balance sheet, ageing and more.How the books workTwo firms, balanced entries, and why nothing is deleted.
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