Mobile van sales team management software with back end management.

List of features for sales management ERP software. 1) Back end management of all the sales location and movements. a) Track van sales executives’ data: sales, cash, inventory, location etc... b) Track location managers’ data: inventory, transfers, sales, cash etc. c) Assign routes and orders to different van sales executives or location managers. d) Synchronize all sales and transfer data with accounting software TallyERP9. e) Allow for different price levels list. Example: wholesale, retail, corporate etc…. f) Allow for customers to be linked to price levels. g) Allow for cash payments, check payments and credit payments. h) Allow for backend to be able to designate the allowed method of payment e.g cash only, check accepted, credit allowed and level of credit. i) Allow/or disallow price change of sales executive based username. 2) Pre sales executives: a) Allow CRM updates from lead to customers. b) Allow sales order creation and assigning to van sales executive for delivery or location manager for pickup. 3) Van sales executives a) Download: download master data from back office. Once you download the data, start route would be enabled. b) Start route: It takes attendance of user (sales executive) and notifies if there are any important messages from back office and shows presales (to be delivered) orders. c) Loading inventory: It shows inventory to be loaded (from multiple locations) for pre-sales (orders) if any; Allows for extra inventory to be added for van sales. d) Transfer inventory: allows for transfer of inventory mid-day between vans or reloading from multiple locations mid-day. e) Customer operations: it focuses on operations related to customer. i) Delivery of presales, creating invoice and giving out receipts as per route. ii) Van sales, creating invoice and giving out receipts as per route (suggested sales from last invoice or history as in. iii) Feedback for non-serviced customers and suggested next service date. iv) Returns from customer. f) Reports: contains reports for pre-sales, orders, van sales, van stocks etc. g) End route: the sales executive ends his route through this screen and enters required information such as reasons for un-serviced remaining customers, rescheduled visits or presales date, total expense, vehicle miles, total collection/deposits, total balance inventory. h) Upload: used to upload data to the back office. 4) Location managers: a) Download: download master data from back office. b) Can transfer inventory to and from van sales /delivery executives with both parties accepting c) Allow for some features of van sales executives such as sales, end of day, inventory, sales, cash, checks, credit sales… 5) Master Distributor Backend (these are our Distributing partners that purchase inventory from us) they would be tagged from our customers’ list as distributing partners. These distributing partners would need 1),2),3),4) where they can view and track only their inventory and sales team. (note that we should be able to view our 1),2),3),4) as well as our master distributors’). 6) Retailer store manager: a) Retailers’ purchasing via our system can have a special retail sales management app, that they can use to track inventory and sell in there store. These apps are also linked to our backend so we can track what retailers’ are selling so we could restock. b) The app can be used as a Point Of Sale devise for the store. c) We should be able to route end consumer orders directly to the affiliated retailer for delivery or pickup. 7) Consumer order app: a) Consumers should be able to place order directly via app that gets routed to the nearest affiliated retailer with a Retailer Store Manager app.