Accounting
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Sales Force Physical Returns
Schedule a Physical Return
Capture a Physical Return and Print a Returns Checking Slip
Validate a Physical Return
Create a Distributor Credit note
Sales Force Virtual Returns
Capture a Virtual Return and Print a Returns Checking Slip
Validate a Virtual Return
Issue a Distributor Credit note and Re-Invoice
Return to Supplier
Return to Supplier (Manual)
Internal Breakages
Distributor Breakages (Replacement)
Capture a Distributor Breakage (Replacements) and Print a Return Checking Slip
Validating a Distributor Breakage - Replacement
Distributor Breakages (Credit Note)
Capture a Distributor Breakage and Print a Returns Checking Slip
Validate a Distributor Breakage (Credit Note)
Create a Distributor Breakage Credit note
Adjustments
Corrections
Products
Manufacturing
Attendance Register
Help
Additional Help
Installing Odoo as an application
Two Factor Authentication Set Up
Automated Signature
How to Register a Guest on BBB - Guest Wi-Fi
Dot Matrix printing - How to and Troubleshooting
How to Log a Support Ticket in Odoo
How to Log a New Feature request Ticket in Odoo
Sales Force
Promotion
Demotion
Pay-In Sheets
Create and print pay-in sheets pack
Register pay-in sheets
Capturing pay-in sheets
Register pay-in sheets distributor summaries
Capturing Pay-In Sheets Distributor Summaries
Create a Cosultant
Activating inactive sales force member
VoIP
Blacklisting
Suspend
Moving Consultants
Sales Force Member Information Edits
PaySpace
Contact Centre
MVNO
How to purchse data, voice, SMS and check the balance on BBB Connect HelpDoc
How to port/transfer your current SIM card number to BBB Connect SIM card
How to Recharge BBB Connect SIM card
TaskFlow
How to set up sales force meetings campaign
Making Inbound and Outbound calls for contacts 'Potential Leads'
How to create a user
How to make a sales force meeting call
How to set up extensions
How to configure sales force meetings
How to set up dispositions
How to set up a recruiting campaign
How to set up call teams
How to call the Leads and Recruits
Campaign Planner
Table of Contents
- All Applications
- Sales Force
- Pay-In Sheets
- Register pay-in sheets distributor summaries
Register pay-in sheets distributor summaries
Updated
by Thandi Lebeta
Introduction
The 'Pay-In Sheets Distributor Summary Register' is used to register all the filled 'pay-in sheets distributor summary' that are submitted back to BBB at the end of every month by the 'Distributors'. Once the contact centre admin receives the 'Pay-in sheets distributor summary pack' she must follow the following process on Odoo to register it.
Responsible Team
- Contact centre manager
- Contact centre admin
Navigation
Navigate to your Odoo dashboard and click on this application: Sales Force
![](https://files.helpdocs.io/dkg2lrx3ij/articles/9k03oe0o9w/1643376034274/image.png)
Navigate as follows to get to the correct screen:
Pay-in sheets/Distributor Summaries/Register
Once the 'Register' pop up screen has been opened, you will land on a screen that looks like this:
![](https://files.helpdocs.io/dkg2lrx3ij/articles/asj2bv2f18/1679041730119/image.png)
Process
- On the 'Distribution' column, select the 'period' and the 'Distribution' on the period dropdown as shown below:
- On the highligted columns, click the 'Received Date' for the 'Pay-in sheets distributor summary pack' as shown below:
- Select the date on the 'calender widget'.
- On the highligted column above, click on 'No. of Pages Received' to enter the 'Pay-in sheets distributor summary' pages.
- Click [Save] button.
- Select the 'Distribution' check boxes to register.
- Click [Action].
- Click 'Register Pay-In Sheets Distributor Summaries' on the dropdown as shown on the screen below:
- On the pop-up 'Register Pay-In Sheets Distributor Summaries' screen, click [Ok] button to continue with the process or [Cancel] button if you want to cancel the register process.
- After clicking [Ok] button, registered 'Pay-In Sheets Distributor Summary' will disappear from the 'Pay-In Sheets Distributor Summary Register' view.
- If you click [Cancel] button, the system will take you back to the 'Pay-In Sheets Distributor Summary Register' view.
- Once the 'Admin' is finished with 'Register Pay-In Sheets Distributor Summary', the 'Agent' can capture it.