Introduction

The Sidra Partners App is a powerful tool designed to streamline the management of inventory and product variants for businesses. It provides a user-friendly interface that allows you to easily create, manage, and organize products and their variants. With features like hierarchical grouping, image and catalog selection, and detailed product information input, the app simplifies the process of adding new Products, adjusting stock partitions, and tracking product specifications. The app's intuitive tabs guide you through every step of the Product creation process, from entering basic details such as Product names and descriptions, to configuring advanced options like pricing, taxes, and product behavior. Whether you're managing a small inventory or a large product catalog, the Sidra Partners App helps you keep track of your products and ensure that every Product is accurately represented and up-to-date.

Product Creation

Simple Product Creation

The Simple Product creation feature allows users to quickly set up product Products based on basic attributes such as size, color, and material. This streamlined approach is ideal for products that have a limited number of variations. Users can easily define the variants without the need for complex configurations, making it a quick and efficient way to manage product options.

steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
    • Under Quick Access, select Simple Variant.
  2. View the Product List:
    • Browse through the list of products.
    • Click the + ADD button on the app bar to create a new Product.
  3. Configure the Hierarchy:
    • In the Hierarchy section:
    • Choose Select Group and click Continue.
    • Next, select Select Item and click Continue.
    • For Stock Partition, either click Continue or Skip.
  4. Upload Product Image:
    • Upload an image to visually represent the Product.
  5. Enter Product Details:
    • Provide the following information:
    • Product Name
    • Barcode
    • Display Name
    • Select the Product Type, Delivery Slot, and Sales UOM (Unit of Measurement).
    • Specify the Produced Country for the Product.
  6. Set Product Combinations:
    • Click + Variant Combinations.
    • Choose the desired combination on the next screen.
  7. Finalize and Save:
    • Click the Add New Variant button to create the Product.
    • Your Product will now be successfully created!

Advanced Product Creation

The Advanced Product creation feature enables users to create more complex product configurations. In addition to basic attributes like size, color, and material, users can set different prices, stock levels, and SKU values for each individual Product. This feature is designed for products that require more detailed management and flexibility, allowing for better control over pricing, inventory, and product options.

steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
    • Under Quick Access, select Complete Variant.
  2. Hierarchy Section:
    • Choose Select Group and click Continue.
    • Select Select Item and click Continue.
    • Choose Select Stock Partition, then click Continue or Skip.
  3. General Tab:
    • Go to the General tab.
    • Enter the following details:
      • Product Name
      • Search Name
      • Search Tag (separate with commas)
      • Display Name
      • POS Name
      • Description
      • Additional Description
      • Arabic Description
      • Old System Code
      • Barcode
      • Produced Country
    • Select Sales UOM (Unit of Measurement).
    • Press the Continue button to move to the next tab, Profiling.
  4. Profiling Tab:
    • In the Profiling tab:
      • Select Images and Catalogues.
    • Press the Continue button to move to the next tab, Variants.
  5. Variants Tab:
    • In the Variants tab:
      • Select the Manufacturer.
      • Select Variant Combination.
      • Add the following additional information:
        • Storage
        • Ingredient
        • Important Info
        • Nutritional Facts
        • Product Details
        • Specification
        • User Direction
        • Product Features
        • About Products
        • Product Behavior
    • Press the Continue button to move to the next tab, Others.
  6. Others Tab:
    • In the Others tab, fill in the following details:
      • Select Delivery Slot, Product Type, Return Type, Replacement Type, and Shelf Type.
      • Enter Return Time, Replacement Time, and Shelf Time.
      • Select Siblings and Vendors.
      • Enter the following measurements:
        • Product Height
        • Product Weight
        • Product Width
        • Product Length
      • Choose options for:
        • Gift Option
        • Sales Block
        • Wrap Option
      • Enter financial and regulatory details:
        • Gross Weight
        • Net Weight
        • Unit Cost
        • Actual Cost
        • Min Sales Order Limit
        • Max Sales Order Limit
        • Vat
        • Excess Tax
        • Minimum GP
        • Maximum GP
        • Average GP
        • Targeted GP
        • Video URL
    • Press the Save button to proceed.
  7. Preview Section:
    • Review all entered data.

Discount

Admins can offer percentage-based or flat-rate discounts on specific products, categories, or entire orders. This feature allows for seasonal sales, clearance events, and special deals that can drive customer interest.

steps
  1. Access the Promotion Section:
    • Open the Sidra Partners App.
    • Navigate to the Promotion section.
    • Under Quick Access, choose one of the following:
      • Discount: Displays a list page with the option to create a new discount by clicking the + ADD button.
      • New Promotion: Allows you to select a promotion type and proceed.
  2. Fill Out Discount Details:
    • Enter the Promotion Title and a brief but engaging Description.
    • Select the Customer Group that will benefit from the discount.
    • Choose the Offer Period or create a new one directly on the page.
  3. Set Discount Parameters:
    • Choose Based on Value as the discount type.
    • Enter the discount details:
      • Price: Fixed discount.
      • Percentage: Percentage-based discount.
    • Upload an image to visually represent the promotion.
  4. Proceed to Advanced Configuration:
    • Press the Continue button to move to the next page.
  5. Configure Application Settings:
    • Select the Type Applying (e.g., Product, Category).
    • Specify the Type Name (e.g., a specific product or category).
    • Choose the products or categories eligible for the discount.
    • Add additional details:
      • Priority: Set the importance of this discount compared to others.
      • Maximum Inventory: Define the maximum number of discounted items available.
    • Optionally, enable the List to Offline toggle to make the discount applicable offline.
  6. Finalize and Save:
    • Review all the details and settings.
    • Click Save Promotion to create and activate the discount.

Coupon

The app allows the creation and distribution of unique or generic coupon codes that can be applied at checkout for a discount. Coupons can be tailored to specific customer segments, used for referral programs, or offered during special promotions. Admins can set expiration dates, usage limits, and applicable products for each coupon.

Steps
  1. Access the Promotion Section:
    • Open the Sidra Partners App.
    • Navigate to the Promotion section.
    • Under Quick Access, choose one of the following:
      • Coupon: Displays a list page with the option to create a new coupon by clicking the + ADD button.
      • New Promotion: Allows you to select a promotion type and proceed.
  2. Fill Out Coupon Details:
    • Enter the Name, Display Name, and a brief but engaging Description.
    • Select the Customer Group that will benefit from the coupon.
    • Choose the Offer Period or create a new one directly on the page.
  3. Set Coupon Parameters:
    • Choose Based On Value as the discount type.
    • Enter the percentage value.
    • Upload an image to visually represent the promotion.
  4. Proceed to Advanced Configuration:
    • Press the Continue button to move to the next page.
  5. Configure Application Settings:
    • Enable or disable Is Line Dependent.
    • Select the Type Applying (e.g., Product, Category).
    • Specify the Type Name (e.g., a specific product or category).
    • Choose the products or categories eligible for the coupon.
    • Add additional details:
      • Coupon Type: Define the type of coupon.
      • Promotion Limit: Set a limit for the coupon usage.
      • Redeem Type: Define the redeem type and value.
  6. Enter Advanced Details:
    • Enter values for Count Start, Count End, Total Value, and Maximum Count.
    • Add Terms & Conditions to the table.
    • Optionally enable:
      • Apply Multiple Times: If multiple uses are allowed.
      • Allow Another Promotion: If combining with other promotions is permitted.
  7. Finalize and Save:
    • Review all the details and settings.
    • Click Save Promotion to create and activate the coupon.

Order Process Steps (Order App)

To process orders in the Sidra Partners App, navigate through the following steps, beginning with viewing an order and processing it through different stages like "Picking," "Packing," "Assignment," and "Assigned." Each stage provides specific actions such as viewing details, processing order lines, and assigning partners. Follow the detailed instructions below to complete the order process.

Steps
  1. Access the Order App:
    • Open the Sidra Partners App.
    • Navigate to the Order App section.
    • Under Quick Access, select "Order View" to view the list of orders in the Order List tab.
  2. View Order Details:
    • Click on an order to view its details.
    • The details page will display information such as:
      • Order ID
      • Order Date
      • Customer Name
      • Customer Number
      • Details of the Order Lines
    • Each order line contains a section labeled "Recommendation Section".
  3. Cancel or Process the Order:
    • You can cancel the order on this page if necessary.
    • Choose an order line to process the order and press the "Add To Picking" button.
    • The order will move to the Picking List.
  4. Picking List:
    • Click on an order in the Picking List to view its details.
    • Choose an order line to process the order and press the "Add To Packing" button.
    • The order will move to the Packing List.
  5. Packing List:
    • Click on an order in the Packing List to view its details.
    • Choose an order line to process the order and press the "Add To Assignment" button.
    • The order will move to the Assignment List.
  6. Assignment List:
    • Click on an order in the Assignment List to view its details.
    • There is a section to download the invoice if needed.
    • Choose an order line to process the order.
    • Select a partner for assignment and press the "Assign to Partner" button.
    • The order will move to the Assigned List.
  7. Assigned Orders:
    • All assigned orders are listed under the Assigned Tab.
  8. All Orders:
    • All orders, regardless of their status, are displayed under the All Orders section.

Order Process (Lite)

The Order App Lite in the Sidra Partners App provides a simplified process for managing orders. Users can view order details, process individual or bulk order lines, and complete orders efficiently. Follow the steps below to complete the order process in the Lite version.

Steps
  1. Access the Order App Lite:
    • Open the Sidra Partners App.
    • Navigate to the Order App Lite section.
    • In Quick Access, select "Order View" to view the list of orders in the Order List tab.
  2. View Order Details:
    • Click on an order to view its details.
    • The details page will display information such as:
      • Order ID
      • Order Date
      • Customer Name
      • Customer Number
      • Details of the Order Lines
    • Each order line contains a section labeled "View Recommended Products", which is replaced by the Recommendation Section.
  3. Cancel or Process the Order:
    • You can cancel the order on this page if necessary.
    • Choose an order line to process the order and press the "Process Order" button.
    • The order will move to the Completed Orders list.
  4. Complete Individual Order Lines:
    • Each order line is displayed line by line in the order.
    • Each line includes a "Complete Order" button that allows you to complete the individual order line.
  5. Bulk Order Processing:
    • Select multiple order lines to process them as a Bulk Order Process.
    • After processing, the products (order lines) are delivered to the customer.
  6. All Orders:
    • All orders, regardless of their status, are displayed under the All Orders section.

Logistics App Process

The Logistics App in the Sidra Partners App provides a streamlined process for managing shipping and delivery. Users can handle orders line by line or in bulk and monitor the status of shipped, out-for-delivery, and delivered orders. Follow the steps below to complete the logistics process.

Steps
  1. Access the Logistics App:
    • Open the Sidra Partners App.
    • Navigate to the Logistics App section.
    • Select "All Orders" to view the list of orders in the New Order List tab.
  2. View Order Lines:
    • Each order line is displayed line by line.
    • Each line includes action buttons for processing orders through various stages.
  3. Ship Orders:
    • Click the "Ship Order" button for individual order lines to mark them as shipped.
    • Select multiple lines and press "Ship Selected" to process them in bulk.
    • Alternatively, press "Ship All Orders" to move all orders to the Shipped List.
  4. Out for Delivery:
    • In the shipped list, click the "Out For Delivery" button for individual order lines to mark them as out for delivery.
    • Select multiple lines and press "Process Selected" to process them in bulk.
    • After processing, the order lines move to the Out for Delivery List.
  5. Deliver Orders:
    • In the out-for-delivery list, click the "Deliver to Customer" button for individual order lines to mark them as delivered.
    • Select multiple lines and press "Deliver Selected" to process them in bulk.
    • After processing, the order lines move to the Delivered List.
  6. Cancel Orders:
    • If an order has a defect, you can cancel it.
    • Canceled orders will move to the Cancelled Tab.
  7. View All Orders:
    • All orders, regardless of their status, can be viewed in the All Orders section.

Inventory App - Item Management Process

The Inventory section in the Sidra Partners App allows users to efficiently manage item hierarchies and add new items with detailed information. Follow the steps below to create a new item in the hierarchy.

Steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
  2. Open Hierarchy Management:
    • In Quick Access, select "Hierarchy Management".
    • The app will display a list of available hierarchies.
  3. Select "Item":
    • From the list of hierarchies, select "Item".
    • A list of items will be displayed.
  4. Add a New Item:
    • On the app bar, press the "+ ADD" button.
  5. Enter Item Details:
    • Enter the Name of the item.
    • Select the required codes:
      • Material Code
      • UOM Group Code
      • UOM Code
      • Group Code
      • Brand Code
      • Static Group Code
      • Variant Framework Code
    • Fill in additional details:
      • Display Name
      • Barcode
      • Description
      • Old System Code
      • Search Name
    • Add any required Images or Catalogues.
  6. Create the Item:
    • Press the "Create" button to save the item.

Inventory App - Variant Framework Management Process

The Inventory section in the Sidra Partners App allows users to manage variant frameworks efficiently. Follow the steps below to create a new variant framework.

Steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
  2. Open Hierarchy Management:
    • In Quick Access, select "Hierarchy Management".
    • The app will display a list of available hierarchies.
  3. Select "Variant Framework":
    • From the list of hierarchies, select "Variant Framework".
    • A list of items will be displayed.
  4. Add a New Variant Framework:
    • On the app bar, press the "+ ADD" button.
  5. Enter Variant Framework Details:
    • Enter the Name of the variant framework.
    • Provide a Description.
  6. Add Attributes and Values:
    • Select an Attribute from the list.
    • Enter the Framework Values in the text field, separating multiple values with a comma.
    • On the right side of the text field, press the "Save" button to save the current attribute section.
    • Repeat this step to add multiple attributes and their values if needed.
  7. Create the Variant Framework:
    • Press the "Create" button to save the variant framework.

Inventory App - Stock Details Management Process

The Inventory section in Sidra Partners App allows users to view and manage stock details efficiently.Real-time tracking of stock levels helps prevent over-selling or stockouts. Set low-stock alerts and update stock quantities as products are sold or restocked across various hubs. Follow the steps below to add or update stock information.

Steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
  2. Open Stock Details:
    • In Quick Access, select "Stock Details".
    • The app will display a list of products.
  3. Select a Product:
    • Select a product from the list to view the stock details.
  4. Stock Adding Page:
    • The app will open a page where stock details can be added.
  5. Select Stock Type:
    • Choose between "Virtual Stock" or "Available Quantity".
    • If Available Quantity is selected, add medium and crucial status as necessary.
    • If Virtual Stock is selected, proceed to the next step.
  6. Stock Warning:
    • If necessary, select the Stock Warning option.
  7. Adding Virtual Stock:
    • If Virtual Stock is selected, you will be prompted to choose a virtual stock type.
    • Select either "Daily Stock" or "Normal Stock".
    • Enter the Stock Quantity for the selected virtual stock type.
  8. Save Stock:
    • Press the "Add Virtual Stock" button to save the virtual stock information.
    • If updating the stock, press the "Update" button to save changes.

Inventory App - Costing Management Process

The Inventory section in Sidra Partners App allows users to manage product costing efficiently. Track product costs, including purchase prices and additional expenses such as shipping or handling, to gain insights into profitability and pricing strategy. Follow the steps below to add or update product costing details.

Steps
  1. Access the Inventory Section:
    • Open the Sidra Partners App.
    • Navigate to the Inventory section.
  2. Open Costing:
    • In Quick Access, select "Costing".
    • The app will display a list of products.
  3. Select a Product:
    • Select a product from the list to manage its costing details.
  4. Stock and Costing Codes:
    • The Stock Code and Costing Code fields are read-only and automatically populated.
  5. Enter Costing Details:
    • Enter a Costing Name for the product.
    • Enter the Actual Cost of the product.
  6. Select Pricing Information:
    • Select the Pricing GP Type from the available options.
    • Select the GP Operation based on the pricing requirements.
    • Choose the Pricing Type according to the pricing model for the product.
  7. Enter Selling Price:
    • Enter the Selling Price for the product.
    • Enter the Actual Selling Price for the product.
  8. Save the Costing:
    • Press the "Create" button to save the costing details for the product.