The LaceUp Sales Rep App makes it easy for a sales rep to go to a customer and generate a sales order with a future delivery date. With the sales rep app every distributor will see a sales boost by giving the sales rep an easy-to-use catalog, up to the minute pricing, and live inventory values. With these tools the sales rep will be able to create sales orders and send them to the back-office accounting system in a couple of taps.
LaceUp’s Sales Rep app offers many tools to create sales orders quickly and efficiently from the field. The sales rep has at their disposal an order template where they can view the customer purchase history, price history, warehouse inventory, and weekly average sales. Furthermore, the sales rep can add products using a search function, barcode scanning, customer order history and an image-rich catalog.
Most accounting systems fail to manage credits properly because they increase inventory when they post into the accounting system. Credits come in two forms, good or bad. Good credits are returned to the warehouse and increase inventory whereas bad credits are thrown away and do not affect inventory. Even though dumps do not affect inventory, distribution companies must have the ability to track the expense of dumped items for tax purposes. When issuing credits, the Sales Rep App lets you choose whether the item that you are picking up is a good or bad credit. Not only this, but the system enables you to place credit items on the same document as sales items or you can create a separate credit memo and sales order.
In the DSD industry, it is common to see prices fluctuate from customer to customer. Some customers pay more for your products and others pay less. The LaceUp Sales Rep App lets you create over 1000 price levels and associate them with any customer or customer group. Price levels can be modified at the product level to allow the user maximum flexibility with pricing. All price levels created in the back office reflect directly in the app so that sales reps can worry about selling instead of worrying about potential pricing mistakes.
During special occasions or holidays, it is common to put certain products on promotion. Promotions enable you to move more products by incentivizing the customer to purchase product at a lower price over a certain date range. Not only can you set temporary price reductions but you can also set up buy and get free promos. All promotions created in the admin back office are shown to the sales rep in the field so that they can move more product and increase sales.
Almost every distributor has issues with sales reps taking sales orders from the comfort of their home. With the LaceUp sales rep app the distributor can track the whereabouts of the sales rep and how long the sales rep was visiting the customer. This will ensure that the sales rep spends their time selling instead of being a lazy order taker.
LaceUp Sales Rep synchronizes with the back-office, sending presales to the warehouse for delivery, allowing Track sales rep location, and managing the sales rep workload. It also has a reporting system that lets you view Sales per sales rep, Sales per customer, and Sales per item. Laceup’s Sales Rep integrates with more than 15 popular ERP software, including QuickBooks, Sage, Microsoft, and NetSuite.
Sales Rep App Features | |
Sales Order Creation | |
Store Product catalog with images | |
Store price list | |
Order history | |
Projection Template | |
Barcode Scanning | |
Allowable price changes | |
Manager Signature | |
View Live Warehouse Inventory | |
Catch Weight Support | |
Time Management | |
Sales Rep Tracking | |
No Service Reasons | |
Mobile presale & Printing | |
Put Sales & Credits On The Same document | |
Collecting Payments | |
Capturing Signatures | |
Promotions management | |
Promotion list for the store | |
Temporary Price Reduction | |
BOGO - Buy one get one free | |
Mix and Match Pricing | |
ERP Synchronization | |
Traverse | |
IntegraSys | |
QuickBooks Desktop | |
QuickBooks Online | |
Sage BusinessWorks | |
Sage 50 | |
Sage 100/MAS 90 | |
Sage 300 | |
Microsoft Dynamics Great Plains | |
Microsoft Dynamics Navision | |
Microsoft Dynamics Dynamics 365 | |
Microsoft Dynamics Just Food ERP | |
SAP Business One & B1 HANA | |
NetSuite | |
FishBowl Inventory Software | |
Acctivate Inventory Software | |
Reporting | |
Platforms | |
iPhone | |
Android | |
Windows Desktop | |
Windows Desktop Hosted In The Cloud |