PINPOINT
  • SALES VISITATION
  • FAQ SALES VISITATION
  • GLOSSARY SALES VISITATION
  • MEMULAI SALES VISITATION
    • Registration
    • Sign In
    • Create Project Sales Visitation
    • Create Role Permission
    • Create Branch
    • Create Warehouse
    • Invite User
    • Setting Role Permission
    • Setting Branch
    • Setting User Pada Warehouse
    • Create Item Group
    • Create Item
    • Create price list
    • Setting Price List
    • Create Customer By PC
    • Set Target
    • Create Sales Visitation
    • Export Sales Visitation
    • Export Performance Report
    • Check Accumulation Report
  • REGISTRATION
  • SIGN IN
  • PROJECT
    • Create Project PIN POINT
    • Edit Project
    • Delete Project
    • MANAGE USER
      • Accept User
      • Delete User
  • PROFILE
    • Update Profile
    • Update Password
  • RESET PASSWORD
  • demo kpi
    • Demo Point Sales Visitation
      • Create Role Permission
      • Create Branch
      • Create Warehouse
      • Invite User
      • Setting Role Permission
      • Setting Branch
      • Setting Warehouse
      • Create Item Group
      • Create Item
      • Create Pricing Group
      • Setting Price
      • Create Customer Group
      • Create Customer
      • Set Target
      • Create Sales Visitation
      • Export Sales Visitation
      • Export Performance Report
      • Check Accumulation Report
  • DATA MASTER
    • MASTER USER
      • INVITE USER
      • ROLE AND PERMISSION
        • Create Role Permission
        • Setting Role Permission
        • Edit Role Permission
        • Delete Role Permission
      • BRANCH
        • Create Branch
        • Setting Branch
        • Edit Branch
        • Delete Branch
    • CUSTOMER
      • Create Customer By Master Customer
        • Create Customer By PC
        • Create Customer By Mobile
      • Create Customer By Sales Visitation
        • Create Customer By PC
        • Create Sales Visitation Mobile
    • ITEM
      • Create Item
      • Create Item Group
      • Price List
        • Create price list
        • Edit label price list
        • Delete Price List
    • WAREHOUSE
      • Create Warehouse
      • Setting User Pada Warehouse
      • Edit Warehouse
      • Delete warehouse
  • SALES VISITATION
    • SALES VISITATION
      • SALES VISITATION BY PC
        • CREATE SALES VISITATION
          • CREATE SALES VISITATION WITH SALES
            • Sales Visitation With DNA
            • Sales Without DNA
          • SALES VISITATION WITHOUT SALES
        • SEARCH SALES VISITATION BY PC
        • EXPORT SALES VISITATION BY PC
      • SALES VISITATION BY SMARTPHONE
        • CREATE SALES VISITATION
          • CREATE SALES VISITATION WITH SALES
            • CREATE SALES VISITATION WITH DNA
            • CREATE SALES VISITATION WITHOUT DNA
          • CREATE SALES VISITATION WITHOUT SALES
        • SEARCH SALES VISITATION BY SMARTPHONE
        • EXPORT SALES VISITATION BY SMARTPHONE
  • PERFORMANCE REPORT
    • PERFORMANCE REPORT
      • PERFORMANCE REPORT BY SMARTPHONE
        • EXPORT BY SMARTPHONE
        • SEARCH & HIGHLIGT BY SMARTPHONE
        • SET TARGET BY SMARTPHONE
      • PERFORMANCE REPORT BY PC
        • EXPORT BY PC
        • SEARCH & HIGHLIGT BY PC
        • SET TARGET BY PC
  • ACCUMULATION REPORT
    • ACCUMULATION REPORT
      • ACCUMULATION REPORT BY SMARTPHONE
      • ACCUMULATION REPORT BY PC
  • ATTANDANCE
    • ATTANDANCE
      • CREATE SCHEDULE
        • CREATE BRANCH
        • CREATE EMPLOYEE
        • CREATE SHIFT
        • CREATE SCHEDULE
  • DROP PIN
    • DROP PIN
      • SIGN PIN POINT
      • DROP PIN
      • SEND REPORT DROP PIN
  • New Data
  • Create New Interest Reason
  • Create No Interest Reason
  • Create Similiar Product
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  1. demo kpi
  2. Demo Point Sales Visitation

Export Sales Visitation

PreviousCreate Sales VisitationNextExport Performance Report

Last updated 4 years ago

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Sales PT. Demo Sejahtera telah membuat sales visitation. Sales PT. Demo Sejahtera akan menyimpan data sales visitation dalam bentuk excel melalui menu export report. Hal ini bertujuan sebagai report kepada atasan.

  1. Login Pada Project

2. Buka Dan Pilih Project

4. Pilih Pin Point

5. Pilih Fitur Sales Visitation.

6. Pilih advance filter. Hal ini bertujuan untuk menfilter data sales visitation berdasarkan periodenya.

Kolom

Deskripsi

Date Start

Digunakan untuk memilih tanggal mulainya data yang akan diexport

Date End

Digunakan untuk memilih tanggal akhir data yang akan diexport

9. Pada Kolom Branch Pilih Data Branch yang reportnya akan anda export.

10. Kemudian Export Report sales visitation berdasarkan filter yang disediakan.Berikut Penjelasan Setiap filter export sales visitation :

Kolom Export

Deskripsi

Export Report

Untuk mengexport seluruh data sales visitation

Export Interest Reason

Untuk mengexport data interest reason

Export No Interest Reason

Untuk mengexport data no interest reason

Export Similiar Product

Untuk mengexport data similiar product

11. Klik Link yang muncul untuk mendownload data anda.

Noted : Apabila Link Tidak Muncul Maka bisa dilihat pada menu storage.

12. Dan secara otomatis data sales visitation report akan tersimpan kedalam komputer anda.