Sales Force Order Booking & Tracking System

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Sales Force Order Booking System

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Secondary Sales automation has been a critical requirement of organizations across the globe. Be it a large or a small company, efficient controlling of sales force and service personnel is the need of the day.

Investing in sales force / service personnel tracking solutions not only stops vehicle misuse and keep a check on lazy employees but also increase sales and productivity!

Features

  • Order booking & supply management
  • Time based location tracking
  • Visit routes & mapping
  • Office check in / check out
  • User friendly interface
  • Alerts & precise reporting
  • Access control for salesman
  • Password protected settings
  • Ordering system (Integration with POS required)
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Customer Type Pricing

  • Custom pricing
  • Schemes
  • Trade offers
  • Taxes
  • Discounts

Customer Credit

  • Old opening balance
  • Customer credit limit
  • Invoice wise payment clearance
  • Customer Ledger

Payment Collection

  • Opening balance
  • Voucher creation
  • Old payment display
  • Customer credit management

Stock Management & Tracking

  • Distributor panel to add received stock from principle
  • Stock threshold to avoid shortage
  • Live stock view within order form
  • Stock management through sale order & sale returns

Targets

  • Month based targets
  • Bulk Excel Import in system.
  • Shop based targets (Value Targets)
  • Product sales target (Quantity Targets)
  • Display Target charts on dashboard
  • Monthly target detail report in mobile application

Time Tracking

  • Time In / Time out on defined locations.
  • Assign multiple locations to teams/distributor.
  • Geo fencing to get attendance only on listed locations.
  • Shop Check-ins without orders.

Printing Features

  • Sale order/ Sale return print
  • Lock invoice after printing

Merchandising

  • Shop wise merchandising
  • Product / Brand wise merchandising
  • Before & after visuals
  • Visuals attachment to shops.

Other Features

  • Reporting through mobile application.
  • Support ticket system

Order Booking

  • Order booking & delivery reporting
  • Order cancelation.
  • Order booking audit
  • Area & territory management
  • Distributor management
  • Salesman hierarchy management
  • Area hierarchy management.

Other Features

  • Reporting through mobile application.
  • Support ticket system

Order Booking

  • Order booking & delivery reporting
  • Order cancelation.
  • Order booking audit
  • Area & territory management
  • Distributor management
  • Salesman hierarchy management
  • Area hierarchy management.
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Customer Management

  • Geo Fencing of customer
  • Customer profiling
  • Customer type pricing
  • Customer type discounts
  • Customer type taxes.
  • Customer Wise credit limit management.
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Location Tracking

  • Order booking location tracking
  • Time based location tracking
  • Employee Starting Point & Ending Point Tracking
  • Mileage Report Tracking
  • Tracking display on visual map (Google Map)

Reports

  • Check In Report
  • Booking / Supply Report
  • Travelling Report - Both Tabular form / Visual Form (Google map).
  • Ordering Report - Both Tabular form / Visual Form (Google map).
  • Phone Status Report
  • Routes / Maps Report
  • Fuel Mileage Report
  • Booking Report
  • Order Report
  • Order Summary
  • Map Visuals
  • Dealer wise sales & Inventory report.

Reporting Filters

  • Date-Time
  • Sales man
  • National
  • Region
  • Zone
  • Sub Zone 
  • City
  • Distributor
  • Route

Data Management

  • Sales Team Management.
  • Dealers Management.
  • Products Management
  • Location Management (Country / Region / Territory / City / Brick).
  • User accounts management.

Detailed Features

  • Order booking through application.
  • If 3G not available, shift to GSM tracking.
  • Products & shop data will be stored offline.
  • Ordering details will remain stored for 3 Days.
  • Orders can also be placed offline & later synced through Wi-Fi connection.
  • Order booker can add new shops. Shops will have approval mark.
  • Actual phone travelling distance required instead of Google distance.
  • Unique code for each entity (Products / Shops / Salesman) for syncing with other software.
  • After creation booking cannot be edited by booker. Only admin will have rights.
  • Display order details in application for later note down.
  • Synced order (3 days) + un sync orders (will remain save)
  • Order booker can also add item & take order that delivery man has added to the execution sheet (Make them pending).
  • Order -> delivery Report (Check Delay)
  • Duration of order closing limit - Can be edited by admin.
  • Shops are related to salesman
  • On login -- Sync order data from server.
  • User accounts management.
  • Block account through server.
  • User Role management --- Child Parent concept
  • Backup / Restore Data.

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Questions/Support Form

One Time Signup Form