> For the complete documentation index, see [llms.txt](https://panduan-sap.simplidots.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://panduan-sap.simplidots.id/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order.md).

# SFA - TO (Sales Force Automation - Taking Order)

Saat Anda menggunakan SFA TO, Anda harus menyiapkan data berikut:

1. Pastikan data berikut telah terdaftar pada backoffice.

* [**Produk**](/sales-automation-platform/smh-sales-management-hub/data-master/produk.md)
* [**Daftar Harga**](/sales-automation-platform/smh-sales-management-hub/data-master/produk/untitled.md)
* [**Pelanggan**](/sales-automation-platform/smh-sales-management-hub/data-master/pelanggan.md)
* [**Waktu Pembayaran**](/sales-automation-platform/smh-sales-management-hub/data-master/keuangan/cara-menambah-waktu-pembayaran.md)
* [**Pegawai**](/sales-automation-platform/smh-sales-management-hub/data-master/pegawai.md)

2. Buat akun salesman SFA TO[ **klik disini.**](/sales-automation-platform/smh-sales-management-hub/data-master/pegawai/cara-menambah-akun-pegawai.md)
3. Download aplikasi SFA TO [**klik disini**](https://play.google.com/store/apps/details?id=com.simplidots.sf). 
4. Salesman melakukan penjualan dengan cara berikut.

* Jika terdapat pelanggan baru (NOO : New Open Outlet), silakan ikuti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/geo-tag/cara-menambah-customer-baru-berdasarkan-geo-tag.md).
* Jika terdapat pelanggan terdaftar namun belum memiliki titik koordinat di Google Maps silakan lakukan Geo - tag seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/geo-tag/cara-geo-tagging.md). 
* Selanjutnya, lakukan kunjungan checkin pada pelanggan yang diinginkan seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pelanggan-customer/cara-checkin-lokasi.md). 
* Tambah pesanan jika ada seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pelanggan-customer/cara-check-out-dari-lokasi-customer.md). 
* Lakukan checkout jika sudah selesai dari pelanggan seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pelanggan-customer/cara-check-out-dari-lokasi-customer.md). 
* Check pesanan yang sudah dibuat pada menu Orders [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pesanan-order.md)[.](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pesanan-order/cara-melihat-daftar-order.md)
* Kirim pesanan, hasil kunjungan dan pelanggan baru atau geo-tag alamat pelanggan dengan Sync Transaction seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/sync-clear-data/cara-sync-transaction.md). 
* Kirim gambar kunjungan dengan Sync Pictures seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/sync-clear-data/cara-sync-pictures.md).
* Pastikan kembali pesanan yang telah terkirim pada menu Orders seperti langkah [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/pesanan-order/cara-melihat-daftar-order.md). 
* Check Dashboard mengenai rekapan penjualan harian dan bulanan seperti [**disini**](/sfa-sales-force-automation/sfa-to-sales-force-automation-taking-order/sales-force-automation/dashboard.md)**.** 

5. Admin memproses penjualan dengan cara berikut.

* Jika pesanan dibuat oleh salesman silakan check data pesanan masuk seperti disini dengan status Draft seperti langkah [**disini**](/sales-automation-platform/smh-sales-management-hub/penjualan/pesanan/melihat-data-pesanan.md). 
* Jika Admin ingin membuat pesanan langsung, silakan ikuti langkah [**disini**](/sales-automation-platform/smh-sales-management-hub/penjualan/pesanan/cara-membuat-pesanan-penjualan.md). 
* Selanjutnya, verifikasi pesanan agar tidak dapat diubah kembali oleh salesman melalui SFA seperti langkah [**disini**](/sales-automation-platform/smh-sales-management-hub/penjualan/pesanan/cara-melakukan-verifikasi-pesanan.md). 
* Jika sudah diproses pengiriman dan penagihan lakukan closed pada pesanan agar tidak dapat diubah kembali dari backoffice atau tanda pesanan telah selesai seperti langkah [**disini**](/sales-automation-platform/smh-sales-management-hub/penjualan/pesanan/cara-menutup-closed-pesanan.md).

6. Check laporan penjualan.

* Laporan pada menu Dashboard, [**klik disini.**](broken://pages/-MORYmJBEVE7uCK8hjYJ)
* Laporan pada menu Report, [**klik disini.**](broken://pages/-MNvsSNjIziNCqNghzPO) 

Silakan dicoba, Kawan Simpli! :)


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