Office admin
You own the catalogue, the routes, who can drive, and how invoices print. The trip is still the unit of truth — you watch it from Home.
app.thesovacompany.in Open office app →Your rights
- Create and edit routes, customers, products, vehicles, salesmen
- Configure invoice settings, company TRN, wallet top-up rates
- Top up wallets; adjust inventory; lock or force-logout a salesman
- See all trips, invoices, expenses, analytics — not only one route
- Set salesman permissions (customers, expenses, discounts, reports)
First-week setup
1CompanyTRN · invoice PDF
2ProductsCatalogue · stock
3VehiclesVans ready
4RoutesWeekday lists
5SalesmenBind + rights
6CustomersSubs · days
Every day
1HomeLive trips · success
2Spot idleVans · empty books
3Top upCounter prepaid
4ExpensesReview trip costs
5PDFsMatch finance rules
Screens
Home — control room
AED 48kRevenue
12Live trips
86%Success
| Trip | Sales | Van | |
|---|---|---|---|
| Marina | R. Khan | 12 | Live |
| JLT | A. Noor | 07 | Live |
Home
R. Khan
Can create customers
Can log expenses
Can see their reports
Discount allowed
Log out session
Salesman permissions
VAT columns
Amount in words
Auto wallet
Invoice settings
Al Noor Café
RouteMarina · Wed, Sat
WalletAED +120 prepaid
Can reschedule prebooks
Customer
Best practices
- Keep one salesman ↔ one vehicle ↔ one route — avoid orphan vans
- Fix the weekday list on the route; don’t invent parallel books
- Turn on only the invoice columns finance will actually read
- Cap field discounts; review exceptions weekly
- Treat Home “live trips” as the morning standup board
Field salesman
Your ROI is today’s trip. Finish stops cleanly, settle honestly, end the trip so auto-skips don’t erase your score.
What you can do
- See and run today’s trip for your assigned route
- Deliver, reschedule, cancel with a reason; settle and print invoice
- View past trips, invoices you generated, expenses you raised (Records / Me)
- Create customers / log expenses — only if admin enabled it
- Apply discount within your caps; apply wallet on settlement
Your day
1Open TripRoute · van · load
2Work stopsGo → settle → invoice
3Log expensesFuel · parking · misc
4End tripNo hanging stops
At a stop
DeliverSettle → tax invoice
RescheduleMove to another day
CancelReason required
Screens
9:41●●●
Marina RouteVan-12 · Active
Al Noor CaféDelivered
Marina GymNext
Go
TripRecordsMe
10:14●●●
SettlementMarina Gym
20L ×6AED 108
Apply wallet✓ AED 20
CashAED 88
Confirm delivery
TripRecordsMe
11:04●●●
RecordsPast trips
RTE-…-09-02Ended · 20 delivered
InvoicesINV-10421…
ExpensesFuel AED 40
TripRecordsMe
11:04●●●
MeR. Khan
RouteMarina
VehicleVan-12
InvoicesINV-10421
TripRecordsMe
Best practices
- Always pick a cancel / reschedule reason — silent skips hurt the book
- Settle quantities that match what left the van
- Apply wallet when the customer has prepaid; don’t invent side ledgers
- End the trip the same day — unfinished stops become auto-skips
- Use Records for past invoices and expenses; don’t rely on chat screenshots
Security habits
Shared for every role — small habits that protect customers and cash.
- Never share passwords; change them from Me / profile
- Admin: force-logout a lost phone session immediately
- Don’t leave the field phone unlocked in the van
- Only grant discount / create-customer rights to people who need them
- Admin: least privilege — review salesman permissions quarterly
- Field: when the app asks to update, update before the next delivery