Van sales setup
Van sales let a salesman sell from a van on a route: invoices, collections and stock from the van's own warehouse, on a phone or tablet.
1. A warehouse for each van
Each van carries its own stock, so create a warehouse for it in the van's branch, for example Van 3 stock, and mark it Virtual (see Warehouses). Load it from the main store with a stock transfer.
2. The driver's user
The driver signs in to Fiscal with their own user (see Users). Put them in a user group whose default landing page is /vansale, with the rights for invoices, customer payments, credit notes and stock transfers, and give them access to the van's branch and warehouse (see Branch and warehouse access).
3. Routes
- Open Settings›Van Sale›Routes and create a route with its Route Code, Route Name and Branch.
- Add its customers: search the Available Customers, tick them and click Add to route. Remove from route takes them off.
Save each customer's GPS location on their record (see Customers › Address), so the driver gets directions and the Van center and van monitor shows the visits.
4. Vans
Open Settings›Van Sale›Vans and click New Van:
| Field | What to enter |
|---|---|
| Van Code, Van Name, Vehicle Plate No. | How the van is recognised. |
| Branch, Van Warehouse | The van's branch and the warehouse from step 1. |
| Driver | The driver's user from step 2. When they sign in, Fiscal opens this van's screens. |
| Default Route | The route from step 3. |