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ORDERS

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INSTANT ORDER MANAGEMENT

Take orders easily from your mobile phone

Orders is an effective solution for distribution companies or companies that manage product and customer catalogs

ADAPTABLE

Customize your product catalog through stock, categories and subcategories, rates, promotions, etc.

GEOLOCATION

Each time a order is sent, the location is recorded to be consulted by the Administrator.

INTUITIVE

Users see an easy and fast interface to manage with their assigned visits and the possibility of creating orders from scratch.

Mobile App

Management in 3 easy steps: select, fill, send.

Orders App

Select

Each user has their list of orders assigned, with icons that allow differentiating between completed, pending and drafts. Users can also create orders from scratch by selecting clients from a list with search-option.

Fill

The user has the product catalog with a search box and filtering by categories and subcategories. They only have to select the products, select the quantity, apply a discount if the option is available and collect the client's signature. Promotions are applied automatically.

Send

When the user finishes filling in the order, he submits the report to the administration panel. This allows the Administrator to obtain the information immediately.




Integration and automatic synchronization with the mobile Calendar

View assigned orders in Calendar with automatic reminder, direct link to order in App and edit option like any other Calendar event.



Route optimization

Shows pending orders and suggests the fastest route between planned orders or clients. Availability according to the level of the contracted product.


Charts

In the administration panel you have at your disposal the charts of totalizers by day and user.

Reports view

Conveniently manage forms submitted by users.

Use the date, user and client filters to refine your search.

Table

The table contains general information and a preview of the completed order. It is possible to save it in PDF.

Chart

Indicates the number of pending and completed orders for each user.

Map

It has the same functionalities as the table, and also allows you to see the submission location of each order quickly.

Management

Manage your clients and product catalog.

Clients


Information

Add and edit all the information of your client portfolio for the disposition of the work team: company, contact person, code, address, location on the map, etc.

Import

Importing the client portfolio via CSV file with example.

Map

Client location on the map of the mobile App (Radar) and in the web administration panel.

Assigning orders to users

Assign a visitor to the customer. Get the order detail through the panel.

Catalog


Categories

Organize all your products into categories and subcategories.

Import

Import of product catalog with categories, subcategories and rates through CSV files with example.

Discounts

Activate the discount option so that your team can apply discounts on the fly to orders.

Promotions

Work with promotions, promotional products are automatically added to the order if the conditions you have specified are met.



Calendar

The administration panel has an order management calendar. This way you can create, edit and delete order schedules on a specific date. Views available by month, week and day.

Orders Calendar

Export

Orders has different export modes for data processing

Panel

Export all the information stored in the Cloud in 4 available formats: Excel, CSV, PDF and Word. You can also select a specific user or choose to add images or just their links.

Api Rest

Api Rest allows the download of your data in a fast and automated way in JSON format. Through an apikey, the security of your data is guaranteed.

Levels

Features according to Orders level

Lite

  • 500 Products
  • 100 Clients
  • Route planning

Basic

  • 500 Products
  • 100 Clients
  • Route planning
  • GPS location
  • Exportation

Medium

  • 1500 Products
  • 500 Clients
  • Route planning
  • GPS location
  • Exportation

Advanced

  • Product catalog Unlimited
  • 3000 Clients
  • Route planning
  • GPS location
  • Exportation
  • API REST

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