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  |||||  Mobile Field Force Automation

 

HQ Operation – Mobile Sales Management

 

e-Solution Distribution serves as the backend for biz-e-Motion MobileSales.  Combined with your choice of either e-Solution Accounting or e-Solution Financial, the e-Solution Business Suite provides complete management and support to the mobile sales force allowing sales professionals to concentrate on sales activities.  You may also choose to integrate biz-e-Motion MobileSales with your existing ERP systems using customized data adaptors.

 

Typical HQ activities relating to mobile sales are as follows:

 

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.