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Optimizing Payroll with Instant Payments.
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Access Account Balance, and transactions done to and from your Virtual Account here.
Account Statement
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Account Holder Name
1234567890
Account Number
D95352182235266297
IFSC
IDFB0080101
How to Add money
Account Statement
View the status of your funds coming in and moving out from your virtual account.
Raise a Ticket
09 Dec ‘23 - 25 Dec ‘23
Reference ID
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
0EB19699AAD44E5CA820BA452D42735D
Amount
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
₹ 10,000
Date of Payment
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
24 Mar ‘24 - 02:30 AM
10, Dube Building, Old Nagardas Road, A
10, Dube Building, Old Nagardas Road, A
10, Dube Building, Old Nagardas Road, A
10, Dube Building, Old Nagardas Road, A
10, Dube Building, Old Nagardas Road, A
01 Aug 2023
Transaction Type
Debit
Credit
Credit
Credit
Debit
Debit
Debit
Debit
Debit
In Progress
Done
Current Balance
₹ 123456789
Refresh
Account Holder Name
Ram Prakash
Account Number
0000000000000000
IFSC
0000000000
How to Add money
Withdraw Money
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03
Payment Records
Payment Record
Add Payment
Proof views
Expanded View
Since staff will be visiting customers to deliver orders and collect payments, a dedicated section for payment records has been introduced. This allows for multiple payment entries, as full payment may not always be received in a single visit. To further streamline the process, users can upload payment receipts or screenshots for reference.
The gallery view simplifies navigation by presenting all proofs in a centralized, easy-to-access layout. Source tags enhance transparency and build trust by allowing users to quickly verify the origin of the uploaded proofs.
04
Custom Statuses
Settings
System Defined Statuses
Defining Custom Statuses
Custom Statuses
Custom status settings give employers flexibility to tailor order approval flows to their specific workflows, enhancing control and adaptability.
There are some system defined
statuses which can not be edited by the user
Custom statuses are visually structured to reflect the complete order flow, enabling users to quickly scan and understand the current stage and progression at a glance—supporting better decision-making and task planning.
02
Adding & Assigning Order
Once the user has added categories and SKU's, he can add order by adding essential details and assign it to staff
Item list with important information and price calculation
SKU name selection fills the related fields
Floating CTA for adding more items
Adding Order
Add Item
Staff App
Assigned orders appear in the staff app with key details
Staffs receives a clear summary of assigned orders, including order value and payment status, enabling better prioritisation and planning for efficient fulfilment.
Assigned orders are tagged with clear status indicators, helping staff quickly understand the progress of each order and prioritize actions—enhancing clarity and reducing guesswork during fulfillment.
The top section highlights the order value for quick access to essential information.
The below section has information which is system generated and cannot be edited by staff or employer.
The details section presents comprehensive order-related information, including a clickable address that opens Google Maps for easy navigation. This allows staff to quickly access location details, improving efficiency and minimizing time spent on manual lookups.
The item-wise breakdown displays each SKU with its corresponding pricing, this helps staff review individual items and their costs easily for more accurate processing.
Payment detail section has payments entries related to order with the remaning amount to be paid calculations.
01
Product Categorisation
Product categorization is streamlined into two main sections—Creating Categories and Assigning SKUs to those categories. The interface allows a clear and structured inventory system. Assigning SKUs to categories is intuitive, minimizing errors and enabling quick updates.
Category Name*
Flour
Description*
Included Wheat Flour
Create Categories
Categories List
Add Category
A category list with key details on each card for quick and easy scanning.
Category Details
Detailed view of all the SKU’s under a category
Adding Categories with desicription
Adding SKU
SKU List
The SKU list provides a concise overview of all SKUs along with key metadata, enabling users to quickly scan and manage inventory. It also includes quick controls to toggle SKU visibility without leaving the screen.
You can add SKU images as well for clear communication.
Add SKU name, assign category, add price and give description
On Tap
Custom Workflows
Customised Receipts
Organised Orders
Introducing PagarBook Orders
Order ID: PGBK02322
Approved
Payment: Pending
Rohit Sharma
Last Modified by
09:11AM | 01-05-23
Last Modified at
Order Value
₹ 25,256
Order Detail
Details
Customer Name
Rakesh Singh
Customer Number
+91 1234567890
Punch by
Rohit Sharma
Customer Address
Pagarbook, Agara Village, 1st sector, Ag...
Order Description
Make sure to receive full payment
Remarks
No Remarks
Item List
Too Yum Chilli Green
Total Amount:
₹10,000
Chips
Category
50
Quantity
Per Unit Price
₹18
Selling Price
₹20
Total Price (Selling Price x Qty)
₹10,000
Pepsi
Total Amount:
₹9,256
Bingo
Total Amount:
₹6000
Payment Details
To be paid: ₹1,756
23 Apr ‘24
Total Payment:
₹ 1000
₹ 1000
Amount
UPI
Mode of Payment
Taking remaining payment in coming week
Description
Proof of Payments
22 Apr ‘24
Total Payment:
₹ 4000
20 Apr ‘24
Total Payment:
₹ 4000
16 Apr ‘24
Total Payment:
₹ 5,500
10 Apr ‘24
Total Payment:
₹ 10,000
Order
Order Value: ₹25,256
|
Payment Received: ₹23,500
Receipt
Add Payment
Each component in the user flow was thoughtfully crafted after multiple rounds of iteration and validation to ensure usability and alignment with user needs.
Iterations
Process
Initial Approach
Initially, we considered integrating Geo Orders within the existing Task feature, as users were already leveraging it as a workaround. This approach also promised easier discoverability and quicker adoption
Major Shortcomings with current product
No centralised way of Recording Payments
The inability to save payment details forced users to rely on external tools, disrupting workflow efficiency
Payment details does not
exist!
Lack of Centralised Product Categorisation
Tasks couldn’t include detailed, itemized information, making it unsuitable for processes requiring granular tracking, such as managing product orders or inventory.
No Product Categorisation
Product details managed on tools like excel
Updates being shared via WhatsApp, emails.
No customisable statuses
System-generated task statuses lacked customization options, making it difficult to adapt to unique workflow
Pending
Delayed
Approved
No Custom Status
To understand the user needs better, I went and tried to understand how the users are using the current task flow as a hack for managing orders
Understanding the Problem
Approximately 40% of PagarBook Geo users operate in the product distribution business, where salespeople collect door-to-door orders. However, the existing product primarily catered to the service vertical, which only allowed to create tasks and keep track of it, leaving a critical gap for distribution workflows.
We were clear that we needed to add an order feature, but we had no idea what different micro features were required to make it a successful feature.
About PagarBook Geo
PagarBook Geo is a location-based tracking and task management feature that empowers employers with real-time visibility over on-field staff. It enables tracking of locations, timelines, and tasks, ensuring better oversight, accountability, and operational efficiency.
Overview Order Management
The Order Management feature enhances the efficiency of on-field operations by streamlining the order collection and fulfillment process. Employers can create categories, upload SKUs, and assign orders to staff, while field teams can collect orders directly via the app.
Business Impact
+20%
New Users
+40%
Adoption
+%30
Revenue
Order Management
Focus
Design
Research
Illustrations
Team
Ishita Jain
Mehvish Bashir
Ved Prakash
My Role
As I led the mobile vertical, I conducted user research, created visual designs, high-fidelity prototypes, and custom illustrations. I worked closely with cross-functional teams to align designs with user needs and business goals.
01
Employer Assigns Task
Description
Deliver 40 units of shoes and collect full
payment
While assigning tasking , description field is used as a way communicating the product details like name, units, value etc.
External tools like WhatsApp, Excel were being used for keeping records and communication.
02
Staff Receives the Task on Staff App
Manage Forms
Form_Name 1
Form_Name 1
Form_Name 1
Staff fills forms created by employers to capture essential order-related information. However, with a large number of products, creating a separate form for each becomes tedious and inefficient
03
Staff completes the task
Staff completes the task, but in cases like payment is not fully received or if there was an issue with an order, staff has to create follow-up tasks and add another payment entry through forms
We need an organized, integrated workflow for assigning tasks with product-specific fields and attachments—reducing dependency on external tools
Design Opportunity Spotted
We need a more scalable and flexible solution to reduce repetitive effort and improve usability
Design Opportunity Spotted
This presents an opportunity to introduce contextual follow-up flows and linked payment updates within the same task, streamlining the process and reducing friction.
Design Opportunity Spotted
Final Approach
We deicided to keep order management as a separate feature as it would serve as a additional revenue stream and allowed greater scalability.
We introduced key features in the Order Management system to address the complexity of managing numerous products and maintaining detailed records while empowering users with greater control over staff and workflows. These include SKU uploading for efficiency, customizable order statuses, Payment receipts, and custom fields to cater to unique business needs.
Challenges with this approach:
Misaligned Purpose:
The Task feature was designed to enhance staff productivity and employer visibility, whereas Order Management focuses on streamlining transactions and inventory workflows
Lack of Flexibility:
Tasks were inherently time-bound and completion-driven, while orders often require tracking across multiple stages without strict deadlines.
Feature Overload Risk:
Merging both workflows into one feature could compromise usability, overwhelm users, and blur the functional boundaries between tasks and orders.