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 View Your Sales List Provides a quick explanation of the screen’s purpose. Action Icon πŸ“ˆ The icon on the right may be used to: View sales analytics Access reports or performance insights Search Function Search Bar Search by sale Allows users to search sales by: Sale ID Product type (e.g., SME Car, Real Estate) Customer-related data Filter Options Users can filter sales based on their status: All β†’ Shows all sales records Pending β†’ Sales that are not yet processed Pending Approval β†’ Awaiting approval from management Pending Disbursement (if available) β†’ Approved but not yet released Disbursement ApprovalΒ  β†’ Loan is approved and waiting for final disbursement authorization before funds are released Active β†’ Loan is currently active Cancelled β†’ Loan has been cancelled and is no longer valid Refinance β†’ Loan has been refinanced or restructured Closed β†’ Loan has been fully completed and closed Active Pending β†’ Loan is active but has pending actions Checking To Close β†’ Loan is under review for closure Active / Refinanced / Closed β†’ Used to group multiple statuses for filtering πŸ’‘ Helps users quickly find specific types of sales. Sales List Each item in the list represents a sale record . Example: 2000010 - SME Car 28990 USD - Refinance Information Displayed Each sales item shows: Sale ID (e.g., 2000010) Loan/Product Type (e.g., SME Car, Real Estate) Loan Amount (e.g., 28990 USD) Status (e.g., Active, Refinance) Status Types Common statuses include: Active β†’ Loan is currently active Refinance β†’ Loan has been refinanced Pending β†’ Waiting for processing Pending Approval β†’ Waiting for approval How to Use View a Sale Open the Sales tab. Browse or search for a sale. Tap on a record to view full details. Search for a Sale Tap on the search bar. Enter Sale ID or keyword. Results will filter automatically. Filter Sales Tap on a filter (e.g., Pending ). The list updates based on selection. πŸ’‘ 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 View Your Sales Details Explains the purpose of this screen. Back Button ← Allows users to return to the Sales List Screen . Action Icon πŸ“ˆ May be used to view: Sales performance Reports or analytics related to the selected contract Contact Information Section This section displays key details of the selected sale/contract. Contract Type Example: SME Car Indicates the type of loan or product. Contract Number Example: 2000010 A unique identifier for the sale. Loan Amount Example: 28990 USD Displays the total loan value. Contract Status Example: REFINANCE Shows the current state of the contract. Common statuses: Active Refinance Pending Closed Disbursement Date Example: 26/12/2016, 05:30:00 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: Processing the loan forward Updating the contract status Log Call Opens the call logging feature to record communication with the customer. Useful for: Tracking follow-ups Recording customer discussions Logging payment commitments How to Use View Sale Details Open the Sales tab. Select a sale from the list. Review all contract details. Advance a Sale Tap Advance Stage . Confirm or update the next stage. Save changes. Log a Call Tap Log Call . Enter call details. Save the record. Bottom Navigation The Sales tab remains highlighted, indicating the current section. Other tabs: Home Tasks Legal Team Customers πŸ’‘ Tip: Always review contract details before advancing stages to avoid errors. Β