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R É V. One day of a sales representative. Integrated Handheld System. Start of the day. Synchronization. Data upload to the main (central ERP) system (bills, invoices, stock changes, notes, etc.)

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R É V

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  1. RÉV One day of a sales representative Integrated Handheld System

  2. Start of the day • Synchronization • Data upload to the main (central ERP) system (bills, invoices, stock changes, notes, etc.) • Data download for the actual date (actual partner list or route, free stock, product list changes, etc) • Opening the day • Selection of the actual date • Vehicle selection (upon reg. number) • Exact start time • Exact start kilometer

  3. While driving • Fuel monitoring • Date • Actual kilometer • Fuel in liters • Fuel in value • Tankstation • Waybill • Passangers names • Other records needed (insurance card number, authorization, etc.) • Printable any time during the day, and includes all data needed when checked by police. • Messages • Short text messages sent from the central system/manager • Can be addressed to one rep or certain group of reps, to one partner or certain group of partners, to a region, a warehouse, etc.

  4. In the store I. • Partner selection • Partner stores in visit order (route) • All partner data shown (partner card) • Partner data management (changes or new data entries) • Opening the store • Selecting the actual partner (store) • Time of the arrival • Actual kilometer • Entering new partner • New partner/store entry • Partner card data entry • Invoice or order note is printable immediately

  5. In the store II. • Sales • Price lists depending on partner/product (easy management of complex sales promotions) • Sales • Return goods - quick & easy entering • Refuse • Stock update • Stock in the store entry • Samples • Taking orders • Similar procedure as entering Sales • Order number and partner product code entry • Note entry

  6. In the store III. • Correction • ‘Simple’ correction • ‘Comfort’ correction • Empties, wrapping • Full registration • Registration with type and quantity • Bill printing • Printable bills: invoices, delivery notes, order notes, sample notes, etc. • Different paying methods with correct invoices

  7. In the store IV. • Surveys • Questionnaires compiled in the central system can be filled out, sent and processed automaticaly • Can be addressed to one rep or certain group of reps, to one partner or certain group of partners, to a region, a warehouse, etc • Useful tool for market research, concurrency analizys, etc. • Closing the store • Store-closing after leaving the store • Exact leaving time entry • In case of an unsuccesful visit - closing note entry • Reason of unsuccesful visit entry with pop-up list selection

  8. End of the day • Listing • Cash account • Bills listing: • cash invoices • delivery notes • transfer payment invoices • Refuse list • Stock request • Items needed for the next day can be ordered from the center • Plan – Actual graphicon • Graphic view of planned and actual sales data • Bonus forecast for the representative

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