MiniMate™ Features: Pre-Order

MiniMate features

MiniMate™ mobile application developed by Prism Visual Software for mobile devices with the Android operating system is successfully used by delivery drivers, route sales representatives, equipment service technicians, warehouse managers, and other out-the-office workers.

MiniMate™ easily integrates with Prism VS's desktop route accounting (ServQuest™) and dispatching (Prism Dispatch™) software as well as with third-party applications (GPS, Google Maps, and others).

It is recommended to use MiniMate™ by companies performing:

  • Delivery – to confirm delivery purchased orders timely.
  • Distribution – to spread goods throughout the marketplace.
  • Route Sales – to organize the selling process on the route.
  • Field Service – to perform field service effectively.
  • Pre-Order – to take pre-orders at the customer locations.

Using MiniMate Plus

in the Office


  MAINTAINING THE SALES ROUTES
  • Products and Prices
    · Standard orders
    · Suggested order
    · Last order delivered
    · No order
  • Customer specific pricing via price type and level including:
    · Cost up to %
    · 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.

  GENERATING DAILY ROUTES

        Generate sales routes. 


  LOADING SALES PERSON'S PDA

        Prepare the data for loading to the PDA.


 UPLOADING SALES FROM PDA

       Upload orders onto routes for delivery.

Using MiniMate Plus

on the Road


  SALES PERSON'S WORKDAY
  • 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 restocking or waste.
  • Change prices with a password.
  • View history of last four sales per product.
  • View previous balance.
  • View directions and instructions.
  • View one-time notes for a stop.

  PAYMENT AND FINALIZE SALE
  • Collect money via cash, credit card or check.
  • Capture signature for proof of delivery.
  • Print sales order at the site.

  ENDING OF THE DAY PROCEDURES
  • Reconcile sales and cash.
  • Collect seller's productivity.
  • Attended or unattended synch options.