Sales Force Automation (Sfa) &
Re-distribution (Rd)
SFA & RD systems have become essential in today’s business world allowing organizations to reach their customers by serving at their doorsteps thereby closing the timing gaps and retaining the customers with a high volume of sales.
Secondary sales are as important as Primary sales as this is the point your goods are sold to your actual customer/end customer. Therefore, it is very important to understand the market patterns, and sales figures and obtain continuous orders as refills against the end customer sales. In most cases, there are salespeople from the main company who work for the secondary employers to pick up the orders and send them to the main supplier.
Why do you need SFA & RD Systems
- Instead of you waiting for the customer to come to you go to your customer
- Sales Orders to be collected via the tab and the order completion process shall be fast
- Market share will increase with wide accessibility
- Analytical data of the market for effective competition
- Mis-orders will be minimized
Perfect Vertical Solutions Features
Route Planning
- You can plan the Route visits of the sales Personals
- Compare the planned Vs. Actuals
- Analyse the productive visits of the sales personals
Maintenance of master’s related to Sales
- Customer Master
- Inventory Master – If ERP is integrated, masters to be taken from the ERP System
- Price Lists
- Discounts Masters
- Sales Personals
TAB Application (Android) for Sales Reps – SFA
- Receipt of Inventory Master Details from Head Office
- View the inventory availability
- Picking Sales Orders from the customers
- Enquiry of Debtors outstanding, PD Cheques, Return Cheques
- Collection of Cheques and issue receipts
- Validate credit limits and Outstanding
- Market Returns
- Sales Returns
- View Target vs. Achievement
- P.O.S.M issues
- Sample Issues
- Printing – Order and Receipt
- View Sales History
- View Sales Summary
- Dashboards (Outstanding, Sales Analysing, Sales Progress)
- Update Head office (Online/ Day end)
Re-Distribution Module for Distributor Managers
- Picking up of Sales orders from the end customers
- Debtors’ balances & Receipting
- Credit Approval
- Receipt of GRNs
- Supplier Returns
- Credit Notes
- Stock Transfers
- Placing Orders to the Primary Supplier
- Receipt of Goods from the Primary Supplier as GRN’s
GPS tracking
- Invoicing Locations shall be picked with GPS tracking
- Visit times and locations shall be picked via GPS tracking
- Visited location could be checked with the actual location
Our Customers Say
Since we are into manufacturing of Spices and related products, we cater to a highly competitive market. Also, Feelan has a very strong trading arm which is complicated with many pricing and segment schemes and the implementing partner requires deep knowledge in understanding the logics behind. Therefore, partnering with a reliable software solutions company that has the expertise and as well as the experience was a key requirement when we implemented the SAP Business One ERP. With PBSS we have managed to continue a successful partnership and the after-sales support has been excellent when it comes to all our requirements and add-ons.
Mr. Thushara Sampath Finance Manager - Freelan Enterprises
We managed to improve our business in a very efficient and productive manner and all the information regarding my company is at a fingertip that allows me to take speedy management decisions.
PBSS dedicated team made it possible and are with us throughout.
Mr. R.P.M. Zalmy Managing Director - Edinborough Food Products
Sage Evolution ERP is the ERP solution we have been using for over 5 years to manage all the operations related to our manufacturing company as well as Distribution Company. Processes such as Manufacturing, Procurement, Inventory Control, Selling & Distribution, and Finance are 100% based with the ERP.
In addition RD System of our re-distribution operation runs with Sage and integrated with back end ERP to handle back and forward orders.
PBSS has been our implementation partner and working hand in hand to do more enhancements in the years to come,
Mr. Paranavithana Managing Director - Polycrome Electricals (Pvt) Ltd
Frequently Asked Questions
Perfect Vertical solutions can be complex to understand. Here are 4 questions answered for you to help you get the most out of your Perfect Vertical Solutions.
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What is a vertical software solution?
Vertical software is a software solution designed to automate a specific type of business. And the family of software solutions for a specific type of business is called a "Software Vertical." As an example, a purchase order application is not vertical software.
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What is an example of an industry vertical?
In a vertical market, similar products and services or compatible products and services are developed and marketed to a designated set of customers. Examples of broader vertical markets are insurance, real estate, banking, heavy manufacturing, retail, transportation, hospitals and government.
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What are the benefits of industry vertical software solutions ?
Vertical software typically solves multiple customer technology needs such as CRM, ERP, and data analytics, thereby replacing multiple “point” solutions. Typically, the cost of a single more robust vertical software platform is less than the summed cost of multiple-point products.
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How can I select the best Vertical Software implementation partner for my business?
Selecting the right software implementation partner is critical to your project's success. Having over 125 successful global software implementations for large-scale multi-national organizations, PBSS ensures that your project will be implemented timely & successfully.
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