1. System Login & Installation

Login Screen Screenshot

Login URL: ke.simplify-edms.com

Important Note:
  1. Click on "Install App" to create a shortcut on your home screen.
  2. Ensure to keep the app updated by clicking on update when you see a prompt to update.

2. Team Leader Roles

Team Leader Dashboard Overview

Overview of the Team Leader module dashboard and available actions.

3. Accept Stock Assigned

Accept Stock Modal

When your team is assigned SIM cards, a popup will appear requiring your acceptance.

4. Adding & Managing a Sales Rep

Adding a Sales Rep

Add Sales Rep Screen
  1. Click on Reset password to change the password of a BA.
  2. Click on Archive to disable a BA profile.

BA Password Reset

Password Reset Screen
Important Note: SSO’s do not use the system and team leaders are not required to send credentials to them.

5. Adding an SSO (External)

Select SSO Option
Add New SSO Form

6. Issuing Lines to Sales Rep

Select Issue Lines

Process

Issue Stock Form
  1. Select the BA Name.
  2. Search by card's last digits (Enter last 4 digits of sim card serial).
  3. Choose the line to assign from the list.
  4. Click on Submit.

7. Issuing Lines to SSO

Issue to SSO
Important Note: SSO’s do not use the system and team leaders are not required to send credentials to them. SSO’s DO NOT accept Stock.

8. BA Profile Overview

BA Dashboard

Steps for BA:

  1. Receive assigned lines by clicking on – Review and Accept your assigned SIM cards.
  2. If lines issued are incorrect, choose REJECT.
  3. Click on Capture SIM Card sale to complete a sale.

Accept Stock (BA)

Accept Stock Screen

Review stock assignments from your team leader. Click Accept or Reject.

9. BA: Recording a Sale

Recording a Sale Screen
  1. Click on "Capture a SIM Card (Line) Sale".
  2. Select from List or Scan Barcode.
  3. Select an item from your available inventory.
  4. Click Submit.

10. BA: Return Lines to Team Leader

Return Lines Screen
Note: The Team leader MUST accept the returned lines.

Past Sales Records

Past Sales Screen

When a line fails to activate on the mobigo it can be cancelled by clicking on cancel.

11. Team Leader: Sell on Behalf of BA

Sell on Behalf Screen
  1. Select Sales Rep.
  2. Select from List (or scan).
  3. Select specific item from inventory.
  4. Click Complete Sale.

12. Check Team Past Sales

Check Team Past Sales Icon
Past Sales Table

Notes:

  1. When a line fails to activate on the mobigo, the Team Leader can cancel on behalf of SSO.
  2. When a line is activated by BA it will have a status of Pending until it is reconciled by management.
  3. Sales for SSOs are only visible after the line activation report from Safaricom has been uploaded.

13. View Current Inventory for Team

Inventory Status Screen

Click on "Team Inventory Status" to view stock levels for Team Storage and Individual Sales Persons.

14. Team to Team Transfer

Transfer Screen 1

Steps:

  1. Select Destination team.
  2. Select Search by last 5 digits.
  3. Select lines and click submit.
Transfer Screen 2
Tip: You can select the first three digits of the last five to reveal more lines in the same batch.