Collection
Customers
People Collection- Create Form & Add records in People Collection
Customer data can be uploaded on the Urva web portal that can be assigned to the field users. Thi...
Assign people records to users
To Assign records one by one to users, please ensure to first upload them to collection and then ...
Update Delete & Map people records from People Collection in Urva
Delete People Records: Go to People under Collection in Urva web. Select the People reco...
View & export customers?
View & Export Customers data: In your web console, click on Customers under Collection. Select ...
How to MAP USERS with Retailer Data
To map Retailers with Users one by one, please follow these steps: Login on FeetPort Web App . ...
How to Upload Retailer data manually
Now FeetPort users can add the data one by one(manually) and upload it by following below steps: ...
How to create a customer collection?
To create customer collection, please follow the below steps: In your web console from the n...
How to purge all data in Customer Collection?
Customer data can be uploaded as new by deleting all previous added data. This can be done in fo...
Vew and modify Customers in Urva?
A web user can view the assigned and unassigned customers/ contact to users by following these st...
How to view Retailer Data
Feetport users can view their Retailer data by using this app. Please follow the steps below : ...
How to add area name and code in Customer Collection?
URVA users can add area field in Customer Collection one by one or in Bulk by using steps which a...
ग्राहक संग्रह में ग्राहक डेटा कैसे जोड़ें या थोक में अपलोड करें?
ग्राहक डेटा फीटपोर्ट वी पोर्टल पर अपलोड किया जा सकता है जिसे फील्ड उपयोगकर्ताओं को सौंपा जा सकता ...
एक्सेल में ग्राहक संग्रह कैसे निर्यात करें?
ग्राहक डेटा सिस्टम में फ़ील्ड उपयोगकर्ताओं द्वारा अद्यतन किया जा सकता है। अपडेट किए गए ग्राहक डेट...
खुदरा विक्रेता डेटा के साथ उपयोगकर्ताओं को मैप कैसे करें
खुदरा विक्रेताओं को एक-एक करके उपयोगकर्ताओं के साथ मैप करने के लिए, कृपया इन चरणों का पालन करें: ...
ग्राहक का विस्तृत दृष्टिकोण कैसे देखा जा सकता है?
बाएं नेविगेशन मेनू से संग्रह के अंतर्गत ग्राहक पर जाएं। देखने के लिए ग्राहक संग्रह का चयन करें। ...
रिटेलर डेटा को मैन्युअल रूप से कैसे अपलोड करें?
अब फीटपोर्ट उपयोगकर्ता डेटा को एक-एक करके (मैन्युअल रूप से) जोड़ सकते हैं और नीचे दिए गए चरणों का...
रिटेलर कलेक्शन में एरिया का नाम और कोड कैसे जोड़ें?
फीटपोर्ट उपयोगकर्ता नीचे उल्लिखित चरणों का उपयोग करके खुदरा विक्रेता संग्रह में क्षेत्र फ़ील्ड को...
Products
How to add or bulk upload products & services?
Products can be added to the Product Collection either one by one or in bulk by uploading an exce...
How to create a Product Collection?
Companies can add product data in URVA for the sales order-taking process. The product can be ass...
How to map products with specific team members?
To map products with specific team members, please ensure to first upload products to collection....
Is there a provision to allow field team enter Price of items?
FeetPort allows the filed/ sales teams to enter price of products in FeetPort app by creating Ord...
How to export/ download products to an excel file?
Product Collection is downloadable in excel sheet. From left Navigation Menu, go to Products un...
How to assign Product Collection?
Companies can add Product Collection in FeetPort for sales ordertaking process. Product Collectio...
How to remove products from Product collection?
To delete a product from collection follow these steps mentioned below: From left Navigation Me...
How can a detailed view of products & services be seen?
Follow these steps to see a detailed view of the product or service : From left Navigation Menu...
How to update/ edit Product Collection data?
To update or edit any item in Product Collection, follow the below steps: From left Navigation ...
How to purge all Product collection data?
Product data can be uploaded as new by deleting all previous added data. This can be done in fol...
How to give permissions to edit product as per hierarchy?
FeetPort allows the users to get permissions to edit product according to hierarachy. Please foll...
Process
How to create a Process collection?
Create Process Collection: From Navigation Menu, go to Collection option,. Click the Process m...
How to add or bulk upload data in Process Collection?
Any Process related data can be added in the Process Collection either one by one or in bulk by ...
How to export/ download process data in an excel file?
Process Collection is downloadable in an excel sheet through following steps: From left Navigat...
How to assign Process Collection to Users?
Process collection can be assigned to users by using following steps: From left Navigation Menu...
How to update/ edit Process Collection data?
To update or edit any item in Process Collection, follow the below steps: From left Navigation ...
How to purge all Process collection data?
Process data can be uploaded as new by deleting all previous added data. This can be done in fol...
How to remove/ delete process items from Process Collection?
To delete a process from collection follow these steps mentioned below: From left Navigation Me...
Location
How to create Location Collection?
Add cities and location in Location Collection for mapping them with the field users. You can cr...
How to add or bulk upload Location data in Location Collection?
Locations data can be added in the Location Collection either one by one or in bulk by uploading ...
How to export/ download location data to an excel file?
Location Collection is downloadable in an excel sheet through following steps: From left Navi...
How to purge all data in Location Collection?
Location data can be uploaded as new by deleting all previous added data. This can be done in fo...
How to edit/ update data in Location Collection?
To edit data in Location Collection, follow the below steps: From Navigation Menu on the left, ...
How to view and delete the Location Data?
To view and delete any data in Location Data in FeetPort, you can follow the steps: From Naviga...
How to Assign Location Collection?
Feetport Users can add cities and location in Location Collection for mapping them with the field...
Files
How to add catalogs / brochures of products & services?
To add catalogs/brochures of products & services please follow the steps mentioned below: I...
What formats are supported for catalogs?
Right now only "PDF" format is supported. As catalogs are read-only and most of the filed can be ...
How to remove a catalog from collection?
Catalogs can be removed as per the requirement by a Web User. To remove a catalog from the coll...
How to make a catalog downloadable and shareable for a mobile user?
ग्राहक संग्रह से ग्राहकों को कैसे हटाएं और ग्राहक की जानकारी कैसे अपडेट करें?
ग्राहकों को दो तरीकों से ग्राहक संग्रह से हटाया/हटाया जा सकता है।एकल ग्राहक विवरण हटाने के लिए नी...