IM Sales Rep

Key Features and Functionalities Routes Management Route Updates: Receive predefined routes directly on your device. Customizable Routes: Easily add or remove clients to tailor your daily routes. Navigation Integration: View routes on Google Maps for seamless navigation. Online/Offline Functionality Work Anywhere: Operate offline without losing functionality, enabling productivity in remote areas. Automatic Sync: Automatically synchronize data with Business Central as soon as a connection is available. Customer Management Client Overview: Access detailed information on clients in your assigned area. Visit Planning: Locate customers to visit with geolocation features. Sales Insights: View comprehensive sales information for each client. Product and Pricing Information Item Details: Access key product characteristics to support customer discussions. Pricing Data: Check sales prices and historical pricing for each item. Reports and Activity Tracking Visit Management: Log and manage commercial visits with ease. Detailed Records: Record data on visit outcomes, including time and geolocation. Quotations and Sales Orders Order Processing: Create and manage orders for customers, specifying document details, addresses, units, and pricing. Seamless Integration: Automatically transmit orders to Microsoft Dynamics 365 Business Central for preparation and execution. Delivery Notes Direct Fulfillment: Enable direct service of sales orders when paired with IM Warehouse Basic functionality. Back-office management from the main menu via a contextual menu located at the top right of the screen. From this menu, the sales manager can perform the following back-office tasks: -Update: The latest data from the server and item images can be downloaded. -Settings: Various aspects of the app can be configured, such as displaying prices in recent sales, auto-filling quantities in recent sales, setting the number of lines per page in the PDF document, showing a button with all transactions, etc. -Master tables: This section allows users to view the data they have retrieved and saved for offline use. -Transactions: Since the application operates offline, this screen displays transaction management. -Log out: If the salesperson wants to end their session, they must do so using this button.