Home    Solutions    Corporate    Partners    Contact Us    Customer Stories

  |||||  Mobile Field Force Automation

Operations at the mobile user side can be categorized into information enquiry, transaction entry and data synchronization.

Information Enquiry

Availability of information is crucial to the mobile sales force.  In the field, information is required in the acquisition of new business as well as follow-up on existing ones.  With biz-e-Motion MobileSales, users can make enquiries on customer and product information after downloading data into their PDAs. 

Customer information  

Besides the customer code and name, these are some important information available to the mobile sales user:

• Contact person

• Contact number

• Payment terms

• Credit limit, outstanding balance and available balance

• Addresses for delivery purpose

• Outstanding sales orders not delivered

• Outstanding invoices not settled

Product Information

Some product information available:

• Quantity on-hand, delivered and available at company level as well as at mobile location level if stock is carried (e.g. van sales).

• Product prices

• Product type

• Kit components

Transaction Entry and Printing

Depending on the user’s access rights, the following transactions can be entered and printed with biz-e-Motion MobileSales:

• Sales Orders

• Sales Returns

• Goods Exchange

• Delivery Orders / Cash Sales

• Receipts from Customers

Some features available in the transaction module are:

Delivery Date and Address

biz-e-Motion MobileSales supports multiple customer address.  During order entry, you can select the delivery from the customer record as well as specify the requested delivery date of the order.

Cash Collection

When entering sales orders, you may record payment received for the orders into the transaction.  The program supports various types of user-defined payment methods including cash, cheque, etc.

Get Unit Price from Price History 

Instead of using price list, unit prices for items may be obtained from previous sales records for the customer. 

Regular Orders

When entering transactions, items can be quickly selected from regular orders created for the customer, instead of looking through the entire item listing.  For added flexibility, you can change the price of items as well as add additional items to orders created from regular orders.

Data Synchronization

Data synchronization keeps information on the handheld device updated.  During synchronization, transactions entered into the handheld device are uploaded and merged into the backend database server while information on products, customers, regular orders, etc are downloaded into the handheld device. 

biz-e-Motion MobileSales supports synchronization using the cradle as well as through dial-up using mobile phones and modems. 

Dial-up Synchronization

Field sales professionals may carry out dial-up synchronization from the field whenever up-to-date information is required.  Urgent or non-standard orders may be sent to the HQ for immediate attention using this form of synchronization. 

At the end of the business day, field sales professionals can make use of dial-up synchronization to transmit orders received in the day to the HQ without having to rush back to meet the cut-off time for next-day delivery.

Wired Cradle Synchronization

Wired cradle synchronization, a low cost synchronization method may be explored by field sales professionals who visit the office regularly in the course of their sales operations.  It is thus suitable for van sales executives who report to HQ to load up their vehicles and submit the previous day’s transactions and collections.