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Business Value
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Included with...
- Stock allocations
- Instant invoicing
- Book orders on the go
- Customize invoice
- Share quotations
- GST bills
- Stock audit
- Easy returns and exchanges
- Track commissions
- Discounts management
- Dashboards and reports
Salesman Features Details
Certainly! Here’s a detailed elaboration of each feature relevant to managing salesmen in an eCommerce or retail system:
Stock Allocations
- Inventory Distribution: Assign specific quantities of stock to different salesmen or sales territories based on demand and sales strategies.
- Real-Time Updates: Ensure that stock allocations are updated in real-time as sales are made to prevent over-selling or stockouts.
- Inventory Visibility: Provide salesmen with visibility into available stock levels and allocations to optimize sales efforts and inventory management.
Instant Invoicing
- Inventory Distribution: Assign specific quantities of stock to different salesmen or sales territories based on demand and sales strategies.
- Real-Time Updates: Ensure that stock allocations are updated in real-time as sales are made to prevent over-selling or stockouts.
- Inventory Visibility: Provide salesmen with visibility into available stock levels and allocations to optimize sales efforts and inventory management.
Book Orders on the Go
- Mobile Access: Enable salesmen to place and manage orders through a mobile-friendly application or interface.
- Order Entry: Allow quick and efficient entry of order details, including products, quantities, and customer information.
- Order Management: Provide real-time access to order status, history, and updates from mobile devices.
Customize Invoice
- Custom Fields: Include additional fields on invoices to capture specific information relevant to the sale or customer.
- Branding: Add branding elements such as logos, color schemes, and taglines to invoices to reflect the company’s identity.
- Personalized Messaging: Include personalized messages or notes on invoices to enhance customer relationships and communication.
Share Quotations
- Quote Creation: Generate detailed quotations based on customer inquiries, including product details, pricing, and terms.
- Distribution: Share quotations via email or other digital channels with customers and track their status.
- Quote Templates: Use standardized templates for consistency and ease of use when creating quotations.
GST Bills
- GST Calculation: Automatically calculate Goods and Services Tax (GST) based on applicable rates for accurate billing.
- GST Compliance: Ensure that bills and invoices comply with legal GST requirements, including proper documentation and reporting.
- GST Reporting: Generate reports summarizing GST collected and paid, facilitating tax filing and compliance.
Stock Audit
- Inventory Checks: Conduct regular physical audits to compare actual stock levels against system records.
- Audit Trails: Track changes and discrepancies in stock levels to identify and address issues promptly.
- Audit Reporting: Generate reports on audit findings, including discrepancies, stock adjustments, and recommendations.
Easy Returns and Exchanges
- Return Management: Enable salesmen to process return and exchange requests efficiently, including initiating returns and updating inventory.
- Customer Interaction: Facilitate smooth interactions with customers regarding returns, ensuring satisfaction and resolving issues.
- Return Policies: Implement and communicate clear return policies and procedures to both salesmen and customers.
Track Commissions
- Commission Calculation: Automatically calculate commissions earned by salesmen based on sales performance and commission structures.
- Commission Statements: Provide detailed statements showing commissions earned, pending, and paid.
- Performance Tracking: Monitor sales performance and commission earnings to assess and manage sales team effectiveness.
Discounts Management
- Discount Schemes: Create and manage various discount schemes, including promotional, volume-based, and loyalty discounts.
- Discount Application: Allow salesmen to apply discounts during the sales process based on predefined rules and criteria.
- Discount Tracking: Track and report on discounts applied to analyze their impact on sales and profitability.
Dashboards and Reports
- Sales Dashboards:Provide salesmen with customizable dashboards that display key performance indicators (KPIs) such as sales totals, targets, and achievements.
- Real-Time Analytics: Offer real-time analytics and insights into sales performance, inventory levels, and customer interactions.
- Reporting Tools: Generate detailed reports on sales activities, order statuses, commissions, and other relevant metrics for informed decision-making.
These features are designed to support salesmen in their daily activities, improve efficiency, and enhance their ability to manage sales, inventory, and customer relationships effectively.
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