Sales Screen
The Sales Screen allows staff to view and manage all loan sales within the system. It provides a searchable and filterable list of sales records, helping agents track loan statuses and customer applications efficiently.
Header Section
Page Title
Sales
Indicates that the user is viewing the list of all sales records.
Description
Provides a quick explanation of the screen’s purpose.
Action Icon 📈
The icon on the right may be used to:
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View sales analytics
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Access reports or performance insights
Search Function
Search Bar
Allows users to search sales by:
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Sale ID
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Product type (e.g., SME Car, Real Estate)
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Customer-related data
Filter Options
Users can filter sales based on their status:
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All → Shows all sales records
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Pending → Sales that are not yet processed
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Pending Approval → Awaiting approval from management
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Pending Disbursement (if available) → Approved but not yet released
- Disbursement Approval → Loan is approved and waiting for final disbursement authorization before funds are released
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Active → Loan is currently active
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Cancelled → Loan has been cancelled and is no longer valid
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Refinance → Loan has been refinanced or restructured
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Closed → Loan has been fully completed and closed
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Active Pending → Loan is active but has pending actions
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Checking To Close → Loan is under review for closure
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Active / Refinanced / Closed → Used to group multiple statuses for filtering
💡 Helps users quickly find specific types of sales.
Sales List
Each item in the list represents a sale record.
Example:
28990 USD - Refinance
Information Displayed
Each sales item shows:
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Sale ID (e.g., 2000010)
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Loan/Product Type (e.g., SME Car, Real Estate)
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Loan Amount (e.g., 28990 USD)
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Status (e.g., Active, Refinance)
Status Types
Common statuses include:
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Active → Loan is currently active
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Refinance → Loan has been refinanced
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Pending → Waiting for processing
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Pending Approval → Waiting for approval
How to Use
View a Sale
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Open the Sales tab.
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Browse or search for a sale.
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Tap on a record to view full details.
Search for a Sale
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Tap on the search bar.
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Enter Sale ID or keyword.
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Results will filter automatically.
Filter Sales
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Tap on a filter (e.g., Pending).
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The list updates based on selection.
💡 Tip:
Use filters + search together to quickly find specific sales records.
Sales Details Screen
The Sales Details Screen provides detailed information about a selected sale or loan contract. It allows staff to review contract details and take actions such as progressing the sale or logging customer interactions.
Header Section
Page Title
Sales
Indicates the user is viewing detailed information of a specific sale.
Description
Explains the purpose of this screen.
Back Button ←
Allows users to return to the Sales List Screen.
Action Icon 📈
May be used to view:
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Sales performance
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Reports or analytics related to the selected contract
Contact Information Section
This section displays key details of the selected sale/contract.
Contract Type
Example:
Indicates the type of loan or product.
Contract Number
Example:
A unique identifier for the sale.
Loan Amount
Example:
Displays the total loan value.
Contract Status
Example:
Shows the current state of the contract.
Common statuses:
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Active
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Refinance
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Pending
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Closed
Disbursement Date
Example:
Indicates when the loan amount was released.
Action Buttons
Advance Stage
Allows staff to move the sale to the next stage in the workflow.
Used when:
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Processing the loan forward
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Updating the contract status
Log Call
Opens the call logging feature to record communication with the customer.
Useful for:
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Tracking follow-ups
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Recording customer discussions
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Logging payment commitments
How to Use
View Sale Details
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Open the Sales tab.
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Select a sale from the list.
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Review all contract details.
Advance a Sale
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Tap Advance Stage.
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Confirm or update the next stage.
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Save changes.
Log a Call
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Tap Log Call.
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Enter call details.
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Save the record.
Bottom Navigation
The Sales tab remains highlighted, indicating the current section.
Other tabs:
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Home
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Tasks
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Legal
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Team
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Customers
💡 Tip:
Always review contract details before advancing stages to avoid errors.
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