How to use Smart Salesman Feature to boost sales

How to use Smart Salesman Feature to boost sales

How to View the Smart Salesman Product List During Sales Billing


Unisolve has introduced new features to its sales invoice module, including the Smart Salesman Product List. When creating a sales bill, users can now view their customers' purchase history, specifically highlighting products not bought in the last 7 days but purchased within the previous 30 days. This feature helps salesman to remind customers of past purchases, making it easier to suggest products they might have missed while placing order. 

Additionally, you can use this feature to boost your sales by reminding customers of what they have missed while taking orders over the phone or when customers are ordering at the counter. Salesman can highlight specific products to promote during billing, encouraging customers to consider purchasing these items. He can focus near expiry items as well. These new features are available exclusively in the latest Unisolve update.

Start with Unisolve dashboard to initiate the process:

When creating a new sales invoice:
  1. Enter the customer's name and add the ordered products by customer. 
  2. Press the CTRL+Q key.

Smart Salesman Product List window will open:

  1. View details of products not purchased by the customer in the last 7 days but purchased earlier within the past 30 days.
Reference Image:


View Smart Salesman Products and Near-Expiry Items:

  1. Sellers can highlight specific products during billing to encourage customers to purchase these items.
  2. Near-expiry products will also be displayed, allowing sellers to promote them to customers during billing.
Reference Image:


Change Days Parameters in System Parameters window:

  1. To change the days parameters, users can adjust settings in the system parameters window.
  2. Navigate to the System menu and select System Maintenance > System Parameters.
Reference Image:

  1. Go to the Standard section in the system parameters window.
  2. The default settings display "Sold in last days" as 30 and "Not sold in last days" as 7. You can easily customize these values by selecting each column and entering your preferred days.
  3. Press "OK" to save the changes.
Reference Image:


Setting up the Smart Salesman Product List:

  1. Go to the System menu.
  2. Select Master Data > Product Information > Smart Salesman Product List.
Reference Image:



After that, you'll see the following window:
  1. Add products you want to sell or suggest to customers during billing.
  2. Select "Up to Date" to show the product in the Smart Salesman Product List until the specified date.
  3. Enter any remarks.
  4. Click "OK" to save your settings.

Reference Image:



Note: If the user wants to avoid repeatedly using the CTRL+Q key while creating a sales bill to view Smart Salesman Products List, they can make this setting in the System Parameters. This setting ensures that the "Smart Salesman Product List" window will automatically appear by default when they start billing.

  • Go to the System menu and choose System Maintenance > System Parameters.
  • Look for the "Auto Display Smart Salesman Product" option in the Standard section.
  • Enable it by selecting True.
  • Click "OK" to save your changes.

    • Reference Image:



    Note:  If user wants to update customer product sales data manually, they can do it using the window below.
    1. Go to System > Facilities > Update Monthly Product Data.
    Reference Image: