MiniMate
Plus
Features
“In the Office” |
| STEP
1: MAINTAIN
YOUR SALES ROUTES |
- Products
and Prices
· Standard
orders
· Last
order delivered
· Suggested
order
· No order
- Customer
specific pricing
via price type
and level including:
· Cost
up %
· Cost
up $
· List
down%
· List
down $
· Volume
discounts
· Retail/list
price
· Fixed
price
- Salesperson
for each customer.
- Sales
route numbers.
- Stop
sequence numbers.
- Temporary
routes for last
minute changes.
- Schedules
with defined route
days, will-calls,
holiday, sliding
routes or tickler
reminders.
- Up
to 24 fields (user
choice) to track
data.
- Reviewing
of salesperson's
productivity at
each stop.
|
STEP 2: GENERATE
DAILY ROUTES |
- Generate
sales routes for
the day, the week...
|
STEP 3: LOAD
SALESPERSON'S PDA |
- Prepare
the data for loading
to the PDA.
|
STEP 4: UPLOAD
SALES FROM PDA |
- Upload
sales orders onto
routes for delivery.
|
|
|
MiniMate
Plus
Features
“On the Road” |
| STEP
1: SALESPERSON'S
WORK DAY |
- Route
stops loaded in
stop sequence
(to call on for
orders).
- Salesperson
may change stop
sequence order.
- Salesperson
may sell to off-route
customers.
- Salesperson
may sell any product
with customer
specific pricing.
- Calculate
taxes including
exceptions.
- Record
notes of the stop
for management.
- Accept
returns for restock
or waste.
- Change
prices with password.
- View
history of last
four sales per
product.
- View
previous balance
and aging.
- View
instructions and
directions.
- View
one-time notes
for a stop.
|
STEP 2: PAYMENT
AND FINALIZE SALE |
- Collect
money via cash,
credit card or
check.
- Capture
signature for
proof of delivery.
- Print
sales order at
the site.
|
STEP 3: END
OF DAY PROCEDURES |
- Reconcile
sales and cash.
- Collect
salesperson's
productivity.
- Attended
or unattended
synch options
via serial cradle,
modem or wireless.
|
|
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