Sales & Staff Guide

PMJ Sales is a staff tool — there is no public sign-up. Your administrator creates your account with an Employee ID, a password, a role, and the store locations and departments you are allowed to see.

1. 1
   Open the app and go to /login. Enter your Employee ID and password, then press Sign in.
2. 2
   You are taken to your role’s landing page: Sales Rep and Customer Care land on /customer-entry (the start of the floor flow), Merchandizer and Head Office land on the read-only catalogue at /catalogue, Manager lands on the metal-price editor at /admin/metal-prices, and Admin lands on /admin/users.
3. 3
   Check the daily metal-rate board on the dashboard. Pricing for every estimate is computed from today’s rates — if they have not been entered yet, ask your manager or admin to set them at /admin/metal-prices before you quote anything.

Every walk-in starts here. Checking a customer in opens a visit: an active-visit chip appears in the header, and every wishlist add and estimate you make until check-out is recorded against that customer.

1. 1
   Go to /customer-entry and type the customer’s phone number. Matching customers appear as you type (autocomplete on the customer directory).
2. 2
   Select the customer to see their previous store visits — dates, stores and which rep served them — then press Start visit. The active-visit chip now shows their name.
3. 3
   If the number is not found, choose Register new customer and fill the form: name, phone, date of birth, gender, country / state / city (cascading selects), pincode, address, and “How did you hear about us?” (Social Media, Website, Research or Marketing). Saving registers the customer and starts their visit in one step.
4. 4
   While the visit is active you can open the customer’s profile to review or edit demographics (birthday, anniversary, occupation, address) and browse their full visit history.
5. 5
   When the customer leaves, press Check out on the active-visit chip to close the visit. You must check the customer out before you can log out yourself.

/catalogue is the live inventory grid — a card per product with image, title, product code and price (₹ in India, $ in the USA). Use the filter bar to narrow roughly 100,000 pieces down to the tray you actually want to show.

Working the grid:

1. 1
   Apply filters — each active filter shows as a removable chip above the grid, and the header shows “X of Y products” so you always know how narrow your selection is.
2. 2
   Check the “Last updated” timestamp next to the count — it is the time of the most recent inventory import from the ERP, i.e. how fresh the stock data is.
3. 3
   Use pagination or the go-to-page box for long result sets; your filters are kept as you move between pages and product details.
4. 4
   On each card: tap the image to open the product detail, the heart to add/remove it on the checked-in customer’s wishlist, and the checkbox to select it for Compare (up to 4).

Opening a card takes you to /product/[id] — the full record for one piece:

From here you can toggle the customer’s wishlist, jump into Compare, or press Estimate — the heart of the system, covered next.

1. 1
   On the product detail page press Estimate. The estimate popup opens showing the date, your name as sales person, the product, its code, purity, and the live metal rate for that purity.
2. 2
   Review the server-computed breakdown: Metal (net weight × metal rate), Making (making rate per gram × net weight), Wastage / “Vad” (wastage % of the metal amount), and Stones / Diamonds (each line’s weight in carats × rate per carat, split into diamond and coloured-stone totals with piece counts).
3. 3
   Need to negotiate? Press Edit. You can change the making rate (per gram), the wastage %, and the rate per carat of every individual stone or diamond line. The whole breakdown recomputes live as you type — the calculation runs on the server, so what you see is exactly what prints.
4. 4
   Watch the tax lines, which depend on the product’s currency: INR adds 3% GST (TCS is shown as a 0% line); USD adds customs duty first, then sales tax on the duty-inclusive amount — both percentages come from the product’s location settings.
5. 5
   If your edits bring the total below the list price, a discount warning appears showing the effective discount percentage. Confirm it deliberately — discounts beyond the configured threshold can require manager approval, and every rate edit is recorded on the estimate.
6. 6
   Press Print and choose With Rate (full rate column on the slip) or Without Rate (amounts only — for handing to the customer without exposing your per-gram rates). Both variants are rendered as server-side PDFs.
7. 7
   Press WhatsApp Share to send the estimate PDF link to the customer’s phone. The share is stamped on the estimate (which variant, when).

Besides the live inventory, four additional product channels are kept with full browse, estimate and upload functionality. Each behaves like the catalogue — its own filters, cards, detail pages and settings — but holds a different kind of stock:

Wishlist hearts work per channel — a Best Seller piece hearted for a customer appears under the Best Seller tab of their wishlist, and each channel has its own bulk-upload pipeline maintained by admins.

The wishlist is per customer — it belongs to whoever is currently checked in, and it persists across visits, so a returning customer can pick up where they left off months later.

1. 1
   Add items with the heart on any product card or detail page (tap again to remove — it is a toggle), or from the wishlist page itself with Scan Product: scan or type a barcode and the piece is added directly.
2. 2
   Open /wishlist. Items are organised in channel tabs — Inventory, Best Seller, Social Media — so store stock and campaign pieces stay separate.
3. 3
   The left column lists the dates the customer added items; pick a date to see just that day’s picks, or use the date filter. (Yes, the date filter genuinely filters.)
4. 4
   Press WhatsApp Share to generate a wishlist PDF (images, codes, prices) and send the link to the customer’s phone.

Compare: tick the checkbox on up to 4 product cards (a counter tracks your selection), then open Compare for a side-by-side table — images, price, weights, purity, stone details. Remove pieces individually or clear all to start over. It is a great closer when a customer is torn between two or three pieces.

Scan: the scan page opens the camera as a fullscreen barcode / QR reader. Point it at a tag: the code decodes and you jump straight to that product’s detail page — the fastest path from “piece in hand” to an on-screen estimate. Scanning is also available inside the wishlist for direct adds.

1. 1
   Open /profile from the avatar menu to see your details — name, employee ID, role, assigned locations, and your estimate activity.
2. 2
   Use Change Password to set a new password (it must be different from your current one; you will be asked to confirm it).
3. 3
   Log out from the same menu. If a customer is still checked in, logout is blocked with a reminder — check the customer out first so the visit closes cleanly.