This document describes an Android application that allows users to check customer outstanding balances and send reminder emails or SMS messages directly from their mobile device. The application integrates with the WebXpress ERP billing system to retrieve customer bill and payment details. It provides outstanding summaries, allows sending emails with bill details or SMS messages with total amounts to multiple customer contacts. This streamlines the process of checking and reminding customers about outstanding payments.
2. Introduction
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Outstanding management is one of the pain areas across various
industries.
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Manpower has been deployed by organizations to follow up for
outstanding amount.
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In Logistics domain where billing cycle takes at least 7-15 days or
some times month just to generate bills.
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Managing outstanding of more than 100 customers becomes real
tedious job.
3. Introduction (Continue)
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WebXpress Billing module does help in finding out Branch wise –
Location wise outstanding using online ERP system.
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WebXpress has come up with innovative idea of finding out
customer wise outstanding using android application.
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To use the application, use of WebXpress billing system is must.
4. Features
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Integration with WebXpress ERP system.
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Outstanding summary of bills can be found out by entering
customer name.
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Application will show count of total number of bill pending and
total pending amount.
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Application has the feature of sending email and SMS.
5. Features (Continue)
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Possible to send mails to multiple email ids using separator as “;”
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Possible to send SMS to multiple number using separator as “,”
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Email format has details of bills like Bill number, bill amount,
pending amount, overdue days.
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SMS sends the total outstanding amount to the customer.
6. Benefits
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Outstanding reminders to customers becomes easy.
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Time & Effort have been saved to find out outstanding and the
drafting customer wise mail.
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MIS reports can be generated for the customer wise reminders
sent via email & SMS.
7. Application Flow
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Let us see the actual flow of the application.
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Enter user name.
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Enter Password
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Click on Login button.
9. Application Flow
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Home Screen will appear, it will have field to enter customer
name.
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Type the initial character of customer’s name, smart search will
show list of all the available active customer.
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Select customer and click on the submit button.
12. Outstanding Details
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After click on the submit button, outstanding summary of that
customer will appear as shown in slide
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Summary will give count of total number of pending bills and total
amount of pending.
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Clicking on details button will redirect to the screen which has the
bill wise details.
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SMS & Email option can be used from the same screen as well.
14. SMS & Email
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Slide shows the bill details like bill number, bill date, bill amount
and pending amount.
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SMS & Email option are available here as well.
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Click on email button to send an email.
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If in last 5 days email has already been sent to the selected client
then it will prompt message that “Email to this client has been
sent”.
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It gives the option of cancellation and send again option.
17. Email Screen
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Enter the correct email address.
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Multiple email addresses can be entered using “;”.
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After clicking on the submit button, email will be sent.
21. SMS Screen
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To send the SMS, enter the number as shown in Fig. 14
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Email will be sent on the desired number.
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To send on multiple number enter the number separated by “,”.