Team Activity

It's important to maintain a good relationship with your existing customers, as happy customers tend to buy more and they may even recommend you to new Outlets. This feature is built for account management and it lets you log all your interactions with your existing customers. You can even record an expense and tie them to the Outlet. If you have a Xero integration, these expenses will also flow into Xero as draft Bills to Pay.

On OrderEZ mobile app

  1. Click on the "+" button at the bottom right of the app.

  2. Click on "Account Activity".

  3. Select the Outlet and activity type. You can choose either Check-In, Meeting or Call (in the future these will be customisable!). Also, indicate the date and time, as well as a quick note about the interaction with the Outlet.

  4. Under Expense details, enter the amount spent and tax details. If you do not have an expense to log for the meeting, you can leave the "Money Spent" field empty.

  5. Lastly, if you have any expenses, upload a picture of the receipt. You can upload multiple receipts from the same interaction. Once ready, click on Complete Activity.

  6. Click on "Yes, Complete Activity" and the interaction will be recorded. A corresponding expense will also be recorded.

Expense Tracking

The feature allows you to have a centralised place to track all your expense. The sales team is always on the move reaching out to new customers, seeing existing customers, and generally doing the good work that helps suppliers grow and this feature is conveniently available on our native iOS and Android apps and desktop. We built it so the team will not be bogged down with administrative task, but rather will be out there smashing sales targets!

  1. Click on the "+" button at the bottom right of the app.

  2. Click on "Expense".

  3. Select the expense type. You can choose either Business Development, Travel or Others. Also, indicate the date and time, as well as a quick note about the expense.

  4. Under Expense details, enter the amount spent and tax details.

  5. Lastly, upload a picture of the receipt. Once ready, click on Add Expense.

  6. Click on "Yes, Add Expense" and the expense will be recorded.

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