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Mobile Field
Force Automation

HQ Operation – Mobile
Sales Management
Inventory
Management and Logistic Support
biz-e-Motion
MobileSales
supports
inventoried items including normal inventory items, kits, assembled
items, as well as non-inventoried items such as service charges.
In addition, the program deals with multiple units of measure for each
product item. The HQ makes use of the inventory management module
to manage stock items, ensuring availability of items at all time.
Maintenance
of Item Master
Item master
are maintained at the HQ. This includes creation of new products,
as well as updating information of existing items. Information on
non-inventoried items is also maintained. Stock information
including stock code, description, product group, unit of measure, items
are downloaded to the outlets.
Stock
Replenishment for Van Sales
For van sales
operations, the HQ may set up item and replenishment level and
quantities for each stock item loaded into the vans. This allows
HQ to better manage replenishment by transferring the appropriate stock
items into the vans.
Delivery
of Goods to Customers
With
requested delivery date and address entered in every transaction, HQ
makes use of the delivery schedule feature to plan daily delivery.
Delivery planning can be done based on sales orders or delivery orders.
Purchasing
HQ arranges
for purchase of items that are insufficient to fulfill orders as well as
items that are purchased on a back-to-back basis. Purchases orders
can be generated based on the sales orders entered by the field sales
professionals.
Sales and
Marketing Management
HQ plays the
role of sales and marketing management by maintaining customer records,
item prices and processing sales orders, etc. Typical activities
are:
Customer
Management
Customer
records are created and maintained at the HQ. Customer information
such as credit limit, credit available, payment terms, tax rate and
delivery addresses can be set up and made available to the mobile sales
force. Financial module at the HQ updates customer credit balance
as invoices and receipts are recorded. Financial users may also
re-access and update customer credit limit.
Item
Pricing
HQ
manages product pricing through maintenances of multiple price lists
supported in biz-e-Motion
MobileSales. Prices in the transactions are determined by the
price list attached to each customer.
Regular
Orders
HQ creates and store order
templates containing items that are regularly ordered by each customers.
These templates can then be used to speed up item selection in new sales
orders, saving the hassle of entering new orders from scratch.
Customer
Visitation Schedule
For regular
customers, visitation schedule can be created and stored for each
customer.
Sales Order
Processing
Sales orders
entered by mobile sales force are transmitted and received at the HQ.
Users at the HQ continue processing the sales orders in the sales
process flow by generating delivery orders and invoices.
Setting
Mobile Sale Policies
HQ sets the business
preferences and policies that govern the operations of the mobile sales
force. For example, HQ may set unit price of items to be obtained
from price history during transaction. HQ may also set a fixed
delivery lead-time for each mobile user.
Security
Control
Administrator
at HQ sets up user IDs for cashiers at each mobile user and assign
access rights and permissions to each user. This ensures that
unauthorized users do not get access sensitive information and sales
operations are carried out in accordance to company policies.
Performance
Analysis
Performance of each stock
item, salesperson or buying pattern is analyzed at the HQ. Besides
a range of built-in performance analysis report, you can make use of the
powerful built-in report writer to design customized analysis reports
that provide greater insight into the mobile sales operation.
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