Quickstart
The first few things to do in SalesYatra, role by role.
Pick your role below. Each tab lists what to do on your first day, in order, with a link to the page that explains each step in full. If you are not sure which role you have, sign in and look at the badge under your name at the foot of the sidebar.
Set your password
Open the email SalesYatra: set up your login and select Set my password. Choose a password of at least 8 characters, then select Save password and sign in. The link works once and lasts 24 hours. See Signing in.
Install the app
Install the SalesYatra app on your Android phone and sign in with the same email and password. You check in at schools from the app, and it keeps your visits safe when there is no signal. See Install the app.
Check your schools and your approver
Open My Schools to see the schools you are accountable for. At the foot of the sidebar, Approvals go to names the person your orders, requests and plans are sent to. If a school is missing or the name is wrong, tell your administrator. See My Schools.
Plan your week
Open Travel Plans and select New Plan. Your manager approves the dates and budget before you travel. Afterwards you fill in the days and what they cost, and send the plan for validation. See Travel plans.
Visit a school
Each morning, start your day in the app with a photo of your odometer, which opens check-ins. At the school gate, check in from the app with a photo, then write the report there or later. See Start and end your day and Visits in the app.
Raise an order
Open Orders and select New Order. Add the books, choose who is billed, attach the dealer's order as they sent it, then select Submit for approval. The order's page shows who it is waiting on at each step. See Orders.
Next steps
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