X

Main functionalities of the Mobility module

SUMMARY HIGHLIGHTS OF THE FUNCTIONALITY OFFERED IN THE MOBILITY MODULE

  • Generate executive reports previously designed in LIBRA. Option to present the data in graphs.
  • Authorize or reject purchase orders (especially useful for Heads of Department)
  • Manage visits, calls, meetings, etc. related to potential or current sales opportunities (commercial agents).
  • Manage distribution routes to customers and enter sales orders (dealers and commercial agents). Authorize or reject orders (sales managers).
  • Post pending charge collections.
  • Take and release orders. Impute materials and labor. Close orders. Collect client signatures to attach to documents. Create new orders.
  • Access customer records at the highest level: overview of their relationship with the company (budgets, orders, delivery notes, invoices) with the option of generating graphs for data analysis (eg. sales per month, State of risk).
  • Option to geo-position clients on an on-screen map.
  • Query tasks in the BPM, perform actions on them, create new tasks.