United Wires Sales Automation System

Comparison of Workflows: Sales Representative vs Direct Company POS

Workflow A:
Sales Representative
Visits Client POS

🚀 Start of Shift

Rep begins shift & logs into mobile app

📍 Location & Mission Check

GPS tracking
Assigned POS

🏢 Visit Client Location

Check-in with timestamp

📋 Product Presentation

Present products & availability

📝 Create Order

Rep generates order

📤 Submit Order

Sent to manager

👨‍💼 Manager Review

Approve / Request Edit

🔄 Order modification loop until approved

💳 Transaction Processing

Payment collected
Cash / Debit / Credit

🔄 Dynamics + ZATCA Integration

Invoice flows into Dynamics
Auto-submission to ZATCA

👨‍💼 Shift Closing

Total collections: Cash & Card
per representative

📊 Reporting

Daily & shift-based financial summaries

Workflow B:
Direct Sales
at Company POS

🚀 Start of Shift

Cashier begins shift at POS

🏪 Client Buys at POS

Walk-in purchase

📋 Create Order

Cashier registers products
Order automatically approved

💳 Transaction Processing

Cash / Debit / Credit recorded

🔄 Dynamics + ZATCA Integration

Invoice flows into Dynamics
Auto-submission to ZATCA

👨‍💼 Shift Closing

Cash & Card totals
by cashier & POS

📊 Reporting

Daily & shift-based financial summaries