Area | Feature | Description |
---|---|---|
Devices | Any device | Works on ipad, iphone, desktop etc |
Users | Rep Assignment | User can be attached to a single rep code or multiple rep codes |
Users | Password change | Ability for rep to change their password |
Customers | Select Customer | Search customers by any field on the customer record. Selection screen can show any data from the customer record. |
Customers | Customer Info Page | Show any data from the customer. Examples are
|
Customers | Customer Sales Data | Show any sales data from customer grouped by any dimension. Examples are:
|
Customers | Customer Sales Graph | Sales Graph last 12 months including comparison to budget |
Customers | Filtering | Filter customer selection by any field (e.g. only show open accounts, or only show closed accounts) |
Customer | Consignment data | Shows all products on consignment for customer (e.g. Display stock) |
Customer Notes | Visit Notes | Allows for recording of visit notes against customer with bidirectional integration to ERP |
New Customers | Create customer on the fly | Rep can create a COD customer on the mobile application. This will allow for a sales to be taken on the spot using credit card. Customer record integrates back to ERP as COD account. |
Rep Sales | Show rep sales data | Show any rep sales info including:
|
Rep Sales | Sales Graph | 12 month sales graph with budget comparisons |
Rep Info | Quote Analysis | Show quotes taken and converted data by customer |
Manager Info | Quote Analysis | Show quotes taken and converted data by rep |
Products | Category Browse | Browse products by category. Category structure can come from ERP hierarchy or e-commerce hierarchy |
Products | Search | Search products. Search on any field using relevance based search engine (Lucene) |
Products | Customer Item History | Automatic generation of list of products customer has been purchasing allowing for easy selection of products customer is purchasing regularly |
Products | Product info | Show any info to do with the product including:
|
Product | Cost Info | Hidden box to show cost and GP info. Data can also be masked so customer finds it hard to interpret |
Products | Contract Filter | Filter on items that are contracted to the customer |
Products | Sorting | Sort product results by any field including warehouse availability |
Products | Filtering | Filter product results on and product field |
Products | Display | Display results using Tile or Grid view |
Products | Stock Security | Obeys all ERP stock security rules |
Catalogues | Custom Catalogues | Full support for custom catalogues |
Ordering | Single Click | Add to cart with single click - adds in pack quantity |
Ordering | Restricted products | Products can be shown but restricted from ordering at a customer or global level |
Ordering | Price Override | Allow for price override with controls over variance from original price |
Ordering | Alternative Units | Allow for ordering in base or alternative units |
Ordering | Discount Override | Allow for discount override with controls over variance from original discount |
Ordering | Price Calculation | Calculate price using "G" and "M" functions - e.g. key in "G20" in the price field and auto calculate the price based on 20% GP. "M" is for Markup |
Ordering | Warehouse | Override the warehouse at a line level |
Ordering | Notes | Allows for notes and memo to be added with product add to cart |
Ordering | Template Orders | Allows for full template order (i.e. saved proforma order) functionality including:
|
Ordering | Hold Order | Put order on hold and resume at any time |
Ordering | Quotes | Change order from order to quote (and vice versa) |
Ordering | Order type default | Change the default order type from normal order to quote |
Ordering | Editing order lines | Full in line editing of lines - no need to drill down to line |
Ordering | Data Capture | Capture any data on order complete - examples are:
|
Ordering | Order Conclusion Actions | Allows for custom order conclusion actions. Examples are:
|
Ordering | Force customer reference | Allow customer based rule to force user to enter customer reference |
Ordering | Multiple delivery addresses | Select from multiple delivery addresses |
Ordering | Freight | Full freight functionality same as e-commerce module |
Ordering | Checkout messages | Present dynamically generated checkout messages based on customer or products in cart |
Ordering | Minimum order charges | Auto apply minimum order charges |
Ordering | Sign on Glass | Allow customer so sign any touch screen device |
Ordering | GEO Location Tracking | Track the GEO location and address of each time an order is submitted |
Ordering | Payments | Allows for payment by credit card or place on account |
Order Search | Order Search | Search all orders entered in ERP (not just mobile orders). Allow filtering by order status or order status groups |
Order Search | Invoice reprint | Allow for invoice reprint of completed orders |
Order Search | Copy to current order | Allow details of previous order to be copied to current cart |
Order Search | Payments | Take payment against existing order |
Promotions | Multiple Promotions | Allows for multiple promotions (list of products) to be created in CMS and shown to reps |
CRM | Integration | Bi-directional ERP Integration of CRM |
CRM | CRM Master | Create new CRM Master data |
CRM | CRM Master | Edit current CRM Master data |
CRM | CRM Notes | Create and maintain CRM Notes |
CRM | CRM Contacts | Create and maintain CRM Contacts |
CRM | CRM Transactions | Create and maintain CRM Transactions |
CRM | CRM Activities | Create and maintain CRM Activities |
CRM | CRM Attributes | Create and maintain CRM Attributes |
CRM | HubSpot Integration | Integration of PRONTO CRM data to HubSpot |
CRM | MailChimp Integration | Integration of PRONTO CRM data to MailChimp |
CRM | Photos | Take photos with CRM transactions. Images can then be viewed using ERP Quicklinks |
CRM | Quote Follow ups | Allow for quote follow up date to create a CRM Activity with notes |
CRM | My Activities | Shows reps all outstanding activities and when they are due |
Rep Call Cycle | Call Cycle Screen | Allow for reps call cycle to be defined. Screen shows all customers to be visited on select day and in which order they are to be visited |
Quote Management | Quote Conversion | Allow for quotes to be converted to:
|
Overview
Content Tools
Activity