Information Technology and Automation Co.
Plan customer visits, record direct sales and pre-orders, and collect payments in the field. Give sales managers one dashboard to follow visits, sales and collections.
Review the outlets on the route before heading out.
Record a sale or order and any collections during the visit.
Review the route results and close the round after settlement.
See the workflow in a demo ↗Built for FMCG, food & beverage distributors and any company with van salesmen, pre-sellers or merchandisers.
From preparation to the POS visit and settlement, explore the work you need to manage.
Organize POS visits within the salesperson’s Journey Plan.
Prepare the salesperson’s load before departure.
Start the sales or order workflow at the POS visit.
Route KPIs and trends in the Management Dashboard.
Visit the POS as part of the route.
Complete a sale or record an order in the Handheld App.
Record collections within the salesperson’s workflow.
Review activity through reports and the Management Dashboard.
Visits, sales, orders and collections.
Settle the salesperson’s activity (Settlement).
Reconcile the route as part of the end-of-day workflow.
KPIs, trends and Smart Insights in the Management Dashboard.
Van Sales and Pre-Sales in one flow, with approvals before anything leaves the warehouse.
Sales Order, Sales Order to Invoice, Manual Sales Invoice, Suggest Invoice, Return Salable / Non-Salable Invoice, Void Invoice, Received Orders with multi-level approval, Dispatching Orders and Phone Order inquiry. Invoice printing in 3-inch and 4-inch formats, with Unlock Invoice Printing control.
Sell within limits — no surprises in receivables.
Credit Approval with approval keys, Salesmen Credit, Customer Branch Credit and Aging Summary.
The right price and the right offer, applied the same way by every salesman.
Price List, Copy Price List, Customer and Item Special Price, Promotions, Cumulative Offers, Product Bundle, FOC Plan, Gift Plan, Coupons and Promotion Campaigns.
Every payment receipted, audited and traceable.
Salesman Receipt Voucher, Manual Receipt Voucher, Payment Auditing and Payment Methods tracking, cheques due follow-up, and receipt Booklets management (Booklet Info, Assign Booklets, Booklet Received, Void / Cancel Booklets).
Know where every salesman is and which customers were visited — live.
Journey Plan, Customer Route, Route Type and Route Channel, Visit Objectives, Rescheduling and ReOpen Round. Salesman Map Online and Salesman Map Invoice Route, plus Salesman Visit Summary and Visit Details.
A complete, located profile for every Point of Sale.
Points of Sale with Type, Class, Category, Sub Type and Trade Type Class; GPS location for each POS; Request New POS; Customer Inquiry, Customer Statement, Contact Person, Customer Attachments, Customer Notes and Complaints.
See your shelf — and your competitors' — in every store.
Shelf Share, Off Shelf, Availability, Visibility, Affordability, Check Out, Shelf Count Task and Price Study Plan — with full Competitors tracking (brand, category, item, pack size).
Collect market feedback from the field, on schedule.
Build Questionnaires with question options, schedule them with Questionnaire Schedule, and analyse answers by POS and by question type.
Every unit loaded is accounted for at the end of the day.
Store Loading Order with approval, Standard Loading Order, Create Move Order (also by weight), Warehouse, Vehicle and Vehicle Store, Store Products, Open Store Balance, Stocktaking and Products Serials. Close the day with Settlement and Route Reconciliation.
Clear targets for every salesman, and incentives tied to results.
Salesman Target and Target by Category (with copy), Customer Target, Monthly Plan, Distribution Plans, Salesman Incentives and Salesman Tasks.
Customer Assets and Update Assets Location
Assets Info, Assets Request, Asset Delivery Assign, Asset Return Assign, Assets Collection Task, Customer Assets and Update Assets Location — with reports for assets with customers, missed and non-delivered assets.
One clean item master, shared by web and handheld.
Item master with Main Group, Group Tree, Class (3 levels), Category, Unit, Container, Brand, Item Priority and Mobile App Product Sort.
Your whole field operation on one screen. By Day / Week / Month:
KPIs and trends bring field activity into management’s view.
Dozens of ready reports built with Stimulsoft, including: Sales Daily, Sales by Customer, Item Sales, Top Customer Sales, UnSold Customer / UnSold Product, Daily Transaction by Product, Route Reconciliation (summary & detail), Route Start/End Day Status, Cash Received Summary, Customer Statement of Account, Customer Branch Credit, Product Balance, Store by Product, FOC, Gifts, Promotions, Incentives, Salesman Target, Salesman Visit Summary, Daily Visit Supervisor, Merchandising (Shelf Share, Off Shelf, Availability, Visibility, Affordability, Check Out), Competitors, Questionnaires & Surveys, Assets and Audit Trails. Plus Custom Reports.
Supports Jordan’s National E-Invoicing System and FATOORA e-invoicing from the Zakat, Tax and Customs Authority (ZATCA).
review your routes, price lists, promotions and ERP.
items, customers, POS, price lists via Excel / CSV import.
back-office users, supervisors and salesmen.
Users, User Groups and Group Permissions, Sales Supervisor and Supervisor Channel, User Responsible Area, User Sales Channel, Handheld License and Devices, System Settings, SMS Notification settings, Audit Trails.
setup, approvals, pricing, promotions, targets and reports.
the salesman's app in the field, managed by Handheld License and Device settings.
live KPIs, trends and Smart Insights.
We support your team with a complimentary warranty of up to one year, priority-based technical support, and a portal where you can track your request from submission to resolution.
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