[collection_login]

Sagar Marketing
Payment Collection App

📲 Payment Collection App – User Guide

The Payment Collection App is designed to streamline and digitize the process of collecting payments from customers in the field. It supports multiple payment modes including Cash, Cheque, Online Transfers, and Google Pay, with all data syncing in real-time to the central system.

Field agents can record each transaction instantly, while office staff can monitor, analyze, and generate printable reports with a single click.

🧩 App Structure

The application consists of three main components:

  • 1. Mobile App

    Used by field collection agents to record transactions on-the-go during customer visits. It is lightweight, fast, and requires minimal learning.

  • 2. Desktop Dashboard

    Designed for office staff, this web-based dashboard provides real-time visibility of collections. Users can generate reports, view summaries, track cheque statuses, and print/export data.

  • 3. Admin Panel

    Accessible by administrators only, this control panel allows:
    User management
    Agent (Rep) management
    Route assignment
    Password resets and role configuration

👤 Who Uses This App

  • Field Collection Staff

  • Office Staff responsible for monitoring field collections

  • Admins for system control and maintenance

🚀 How to Use the App

📱 For Collection Agents (Mobile)

1. Login

Use the provided username and password. Upon login:

 

  • A customer list appears based on the agent’s assigned route.

  • Each entry shows: Customer Name, Code, Location, Balance, etc.

  • Use the search bar to find customers quickly by name or code

2. Submit a Payment

  • Tap a customer’s name to open the collection form.

  • Pre-filled details include: Customer Info, Location, Route, and Date.

  • Enter the Pay Amount and select the Payment Type:

    • Cash, NFT, or GPAY → just submit.

    • Cheque → additional fields appear:

      • Cheque Number

      • Cheque Date

      • Bank

      • Branch

Click Submit to complete the transaction.

3. View Related Records

At the bottom of the collection form, you’ll find:

  • Collection History

  • Sales History

  • Return History

These sections display the customer’s transaction history in the respective categories.

The mobile app is designed to be user-friendly and requires no training.

💻 For Office Staff (Web Dashboard)

Log in to the Collection Dashboard at
🔗 https://sagarmarketing.in/collections

Key Dashboard Features:

  • Total Collected Amount

  • Collection breakdown by:

    • Cash

    • Cheque

    • NFT

    • GPAY

  • Total Received vs Pending

  • Cheques Due Today

  • Last 7 Days Summary

  • Route-wise and Rep-wise collection tables

  • Last 30 Days Cheque Summary

Navigation & Tools:

  • Upload Customers
    Upload new customer data. This must be done first — all further transactions will auto-update customer balances.

  • Upload Sales
    Keep sales records up to date. Uploading new sales updates customer balances accordingly.

📄 Reports

Office staff can generate detailed reports for any rep or route, over any date range.

  • Just select a start date, end date, and agent or route

  • Instantly get a print-ready report

  • Options available:

    • Print

    • Download as PDF

Refer to the visual guide below for more details on report format

📊 Other Sections in the Dashboard

  • Collection Transactions – View and filter all collection records

  • Customer List – All registered customers with search/filter

  • Sales List – Sales records upload and view

  • Sales Transactions – History of customer-wise transactions and balances

Admin Dashboard

📌 Notes & Requirements

  • 📶 Internet Connection Required
    The app is web-based and requires a live connection to sync and fetch data.

  • 🔐 Login Required
    Only registered users with valid credentials can access the app. Admins assign roles and grant access.

  • ❗ Login Issues?
    Contact the admin or support if you face trouble logging in.

📞 Need Help?

Contact: support@sagarmarketing.in
or reach admin via internal WhatsApp group