Features: Pre-Order


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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 %
    · 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 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.
  • 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 saller's productivity.
  • Attended or unattended synch options.