Project 2

Problems and Solutions
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The system developed for the company PayMe was designed to optimize the distribution of credit card reader machines and facilitate communication between the company (supplier of goods) and sales representatives (operating at retail points). Additionally, the new system simplifies tracking the performance of each representative.

The main objectives of the platform are:

1 - Increase sales representatives' confidence in the PayMe company by providing commission information in a transparent and immediate manner.
2 - Facilitate the visualization of high-demand products, improve sales approach, and enhance performance compared to previous periods, enabling representatives to develop more effective sales strategies.
3 - Facilitate the visualization of products in stock, so that sales representatives can organize themselves and place advance orders for new machines. This way, positively impacting the company's distribution logistics.
4 - Speeding up the activation of the card reader at the time of sale, enhancing the customer's purchasing experience, allowing them to use the card reader immediately after the purchase.
5 - Stimulate digitization of sales registration and make it practical, encouraging representatives to register each sale immediately after completion (activation of the card reader), allowing the company to maintain control over the card readers being used by customers.
6 - Eliminate bottlenecks in the control of new merchandise orders placed with the company by standardizing how orders are made by representatives. Previously, orders were placed through email, phone calls, and messaging apps, requiring human intervention in order tabulation.
7 - Reduce costs by making communication between the company and the representative more efficient regarding the status and other details of orders placed, as the previous communication formats required significant immediate human intervention in order registration.
8 - Enhance efficiency in communication between representatives and customers by providing access to standardized and digitized sales records, streamlining the verification of operation details to address post-sale issues, such as technical failures in card readers.

Dashboard Page

The dashboard page was designed as the initial screen after the representative logs in, in the form of an organized panel with cards. Through it, they can track their receivables in detail (proportional to the sale and each type of product sold) according to the goal 1 listed above, and their performance (sales growth or decline, commission, better sales approach, etc.) according to the second goal. They can also easily view the stock of each type of card machine, comparing it with the sales volume of each type to replenish the stock more accurately, meeting goal 3. Furthermore, the fixed menu provides access to other system functionalities.

Menus

The menus enable quick and easy access to the actions 'activate card reader', 'place a new merchandise order', and 'record a new sale' in line with objectives 4, 5, and 6. The mobile menu even features a prominent button that expands, allowing the user to select one of these actions on the same screen.

Additionally, the menus allow representatives to promptly access pages for recording sales and placing new merchandise orders with the company. Furthermore, they facilitate access to other system functionalities such as notifications, profile, and system settings.

Order/History Pages

The order history page was created with the aim of allowing the representative to easily access the details of the request: type of goods, quantity, status (in progress, successfully completed, not completed, canceled), order number, delivery date, and the date the order was placed, according to goal 7.

Additionally, it enables the representative to take actions such as canceling an ongoing order or reporting any issues with a completed order. All of this is done autonomously by the representative, eliminating the need to contact the company's customer service for each case.

The sales history page was designed so that representatives can easily check, based on the sale date, machine code, customer name, etc., which machine is assigned to which customer. This allows them to have easy access to the details of the sold machine and/or the customer in case of any post-sales issues, in line with goal 8. It also enables them to directly report any problems to the company.