SIMplify EDMS
Team Leader User Guide
ke.simplify-edms.com
Caelus Tech Africa

SIMplify EDMS
Team Leader User Guide

A complete reference for Team Leaders covering system login, stock management, sales rep oversight, SSO management, inventory tracking, and team transfers.

14 Sections Team Leader Module ke.simplify-edms.com
1
System Login & Installation
Accessing SIMplify EDMS on mobile or desktop
Login Screen
Login Screen
Important Notes
1

Click on Install App to create a shortcut on your home screen for quick access.

2

Ensure to keep the app updated by clicking on Update when you see a prompt to update.

2
Team Leader Roles
Overview of the Team Leader module dashboard and available actions
Team Leader Dashboard
Team Leader Dashboard Overview
ℹ️
The Team Leader dashboard provides access to all supervisor functions including stock management, sales rep oversight, SSO management, inventory tracking, and reporting.
3
Accept Stock Assigned
Receiving SIM card batches assigned to your team
Accept Stock Modal
Accept Stock Modal
💡
When your team is assigned SIM cards, a popup will appear requiring your acceptance. Review the batch details carefully before confirming.
4
Adding & Managing a Sales Rep
Create BA accounts, reset passwords, and manage profiles
Add Sales Rep Screen
Sales Rep — Module Access
Manage Sales Reps Form
Manage Sales Reps
Password Reset Screen
BA Password Reset
Adding a Sales Rep
1

Click on Reset Password to change the password of a BA.

2

Click on Archive to disable a BA profile when they are no longer active.

⚠️
SSO NoteSSOs do not use the system and team leaders are not required to send credentials to them.
5
Adding an SSO (External)
Register Sub-Seller Outlets under your team
Select SSO Option
Select SSO Option
Add New SSO Form
Add New SSO Form
6
Issuing Lines to Sales Rep
Assign SIM card lines from team stock to individual BAs
Select Issue Lines
Select Issue Lines
Issue Stock Form
Issue Stock Form
Process
1

Select the BA Name you want to issue lines to.

2

Search by card's last digits — enter the last 4 digits of the SIM card serial number.

3

Choose the line to assign from the list that appears.

4

Click Submit to complete the issuance.

7
Issuing Lines to SSO
Allocate SIM card batches to Sub-Seller Outlets
Issue to SSO
Issue Lines to SSO
Issue Batch to SSO
Issue Full Batch to SSO
⚠️
Important NoteSSOs do not use the system and team leaders are not required to send credentials to them. SSOs DO NOT accept stock through the system.
8
BA Profile Overview
Understanding the Business Associate dashboard and actions
BA Dashboard
BA Dashboard
Accept Stock Screen
Accept Stock (BA)
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 to send them back to the team leader.

3

Click on Capture SIM Card Sale to record a completed sale.

ℹ️
On the Accept Stock screen, the BA reviews their stock assignment from the team leader and clicks Accept or Reject.
9
BA: Recording a Sale
Capture a SIM card sale from your assigned inventory
Recording a Sale Screen
Recording a Sale
Process
1

Click on Capture a SIM Card (Line) Sale.

2

Select from List or use Scan Barcode to find the SIM card.

3

Select the specific item from your available inventory.

4

Click Submit to record the sale.

10
BA: Return Lines to Team Leader
Send back unneeded or incorrect stock, and cancel failed activations
Return Lines Screen
Initiate Returns to Team Store
Past Sales Screen
Past Sales Records
Cancelling a Line
Cancelling a Failed Activation
⚠️
NoteThe Team Leader MUST accept the returned lines for the return to be completed.
💡
When a line fails to activate on the Mobigo, it can be cancelled by clicking Cancel in the Past Sales Records view.
11
Team Leader: Sell on Behalf of BA
Record a sale on behalf of a sales rep from team inventory
Sell on Behalf Screen
Sell on Behalf — Module
Sell on Behalf Form
Sell on Behalf — Form
Process
1

Select the Sales Rep you are recording the sale on behalf of.

2

Select from List or use the scan option to find the SIM card.

3

Select the specific item from inventory.

4

Click Complete Sale to finalise.

12
EBU Tagging & Reporting
Tag activated SIM cards with EBU categories for reporting
EBU Tagging Navigation
EBU Tagging — Access via Past Sales
EBU Tagging Screen
EBU Tagging — Add EBU Tag
Steps
  1. Go to Check Your Past SIM Card (Line) Sales
  2. Identify the serial number to be tagged
  3. Click Add EBU Tag
  4. Select the appropriate EBU Tag from the dropdown
13
Check Team Past Sales
Review sales history for your team and individual reps
Past Sales Icon
Team Past Sales Icon
Past Sales Table
Past Sales Table
Notes
  • When a line fails to activate on the Mobigo, the Team Leader can cancel it on behalf of the SSO.
  • When a line is activated by a BA, it will have a status of Pending until it is reconciled by management.
  • Sales for SSOs are only visible after the line activation report from Safaricom has been uploaded.
14
View Current Inventory for Team
Monitor stock levels across team storage and individual sales persons
View Assigned Inventory
View Assigned Inventory
ℹ️
Click on Team Inventory Status to view stock levels for Team Storage and Individual Sales Persons.
15
Team to Team Transfer
Move SIM card lines to another team
Team Transfer Form
Transfer — Select Destination & Lines
Team Transfer Results
Transfer — Search Results & Selection
Steps
1

Select the Destination Team you want to transfer lines to.

2

Select Search by last 5 digits and enter the last 5 digits of the SIM card serial number.

3

Select the lines from the list and click Submit.

💡
TipYou can enter the first three digits of the last five to reveal more lines in the same batch, making bulk transfers faster.