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General Functionalities: |
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Clients, Products, and Resources Master Databases – allow the access, editing and delivery of data concerning clients, products or resources. |
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Appointment Manager – offers the following features: |
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Reception of appointments programmed by headquarters. |
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Creation of new appointments programmed by the user. |
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Editing of the appointment and reporting of comments on the visit/meeting. |
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Delivery of confirmation of the closing of the appointment to headquarters. |
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Possibility of creating a sales or job order from the appointment screen. |
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Sales Order Manager – offers the following features: |
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Reception of sales orders from headquarters. |
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Creation of new sales orders by the user with the possibility of introducing lines by: |
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searching products, |
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introducing product code numbers, and/or |
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scanning bar codes. |
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Real time information on stock availability. |
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Automatic introduction of minimum product quantity. |
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Application of Tariffs: multiple tariffs, tariffs assigned per client, etc. |
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Application of Discounts: line discount, header discounts, client discounts, product net prices, etc. |
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Application of Business Rules: multiple discounts per product quantity, multiple discounts per product family, product deals (2 for 1, 3 for 2, |
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etc.) |
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Calculation of the sales order (before and after taxes) |
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Credit limits per client. |
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Allocation of sales orders to different delivery addresses of the same client. |
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Creation of repetitive sales orders for automatic generation. |
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Possibility of saving incomplete sales orders for future editing and delivery. |
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Real time delivery of sales orders to headquarters from any place and time upon having GPRS, 3G, ADSL or Wi-Fi access (without requiring |
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too much bandwidth). |
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Job Order Manager – has all the same features of the Sales Order Manager but instead of products it works with intangible resources such as |
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services, work hours, mileage, etc. |
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Report Manager – offers the following features: |
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Payment Collection Manager – offers the following features: |
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Reception of pending invoices from headquarters. |
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Creation of new invoices by the user. |
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Processing of partial or total payments. |
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Delivery of updated invoices to headquarters. |
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Cash Reconciliation Manager – offers the following features: |
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Payment control by means of performing cash reconciliations. |
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Delivery of cash reconciliations to headquarters. |
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Archive of historical transactions made (documents sent to headquarters). |
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Personalisation Instruments: |
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Text editor (fields, labels, buttons, etc.) that allows the solution to be multilingual apart from the use of the company’s own jargon. |
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Colour editor (screens, text and buttons) that allows the use of specific company or brand colours. |
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Button editor in order to eliminate buttons that do not perform any actions. |
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Properties editor that allocates up to 3 properties per product (e.g. size, colour, series, etc.). |
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Configuration Instruments: |
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Business rules editor that allows the creation and application of product offers and multiple discounts. |
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Forms editor that allows the creation of new screens within the application depending on the company’s requirements, such as specific data |
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compilations for each user or predetermined reports for user viewing or completion. |
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