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
Features of SFA
Route Planning
- Itinerary / Route visit Plaining of the sales Personals
- Compare the Planned Vs. Actuals
- Analyse the Productive / Non-Productive visits of the sales personals
Maintenance of master’s related to Sales (If ERP is integrated, masters to be taken from the ERP System)
- Customer Master & relatives
- Inventory Master & relatives
- Multiple Price Lists
- Free Issues / Discounts Metrics
- Sales Personals & Hierarches
- Multy Ware Hose
TAB Application (Android) for Sales Reps – SFA
- Receipt of Inventory Master Details from Head Office
- View the inventory availability
- Picking Sales Orders / Invoice from the customers
- Enquiry of Debtors outstanding, PD Cheques, Return Cheques
- Collection of Cheques and issue receipts
- Validate credit limits, Outstanding & Inventory Balances
- Market Returns
- Sales Returns
- P.O.S.M issues
- Shop Audit
- Free Issues / Discounts & Sample Issues
- Printing / PDF Conversion – Quotation / Order / Invoice / Returns and Receipt
- Dealer Card
- Opening /Closing Meter reading
- Employee Expense Handling
- SMS Messaging facility on Transactions
- View Target vs. Achievement
- View Sales History
- View Sales Summary
- Dashboards (Outstanding, Sales Analyzing, Sales Progress)
- Update Head office (Online/ Day end)
Re-Distribution Module for Distributor Managers
- Placing Orders to the Primary Supplier
- Receipt of Goods from the Primary Supplier as GRN’s
- Supplier Returns
- Picking up of Sales orders from the end customers
- Debtors’ balances & Receipting
- Credit Approval
- Credit Notes
- Stock Transfers & Warehouse
- Receipting of Debtors
- Delivery Of Goods
GPS tracking
- Transaction (Order / Invoice / Collection) Locations shall be picked with GPS tracking
- Visit (Productive / Unproductive) times and locations shall be picked via GPS tracking
- Comparison of the Visited location with the original Customer 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
Start Your Project with PBSS, the Leader in Business Software Solution Services.
Tell us about your business problem to start working on a solution with top software development experts.
