Sales Force Order Booking System
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)
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.
Customer Management
- Geo Fencing of customer
- Customer profiling
- Customer type pricing
- Customer type discounts
- Customer type taxes.
- Customer Wise credit limit management.
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.
