AutoSimply SalesAnywhere

Empower your mobile salesforce to create quotations, sales orders, invoices and record payments instantly and remotely, and post the documents into Sage 300 real time.

With SalesAnywhere, there is no more need of data entry in the back office.

The Solution

SalesAnywhere uses web service technology and the Sage 300 SDK to provide real-time online posting of transactions from phones or tablets when salesmen are on the road.

Quotations

Impress your customers by creating and sending them quotations instantly in front of them, instead of days later.

  • Include pictures of items in quotations
  • Send quotations through email or messaging apps (like WhatsApp) on the phone

Sales orders

Create sales orders remotely and post them in Sage 300 0/E right away.

  • Scan barcodes on products to speed up the entry  process
  • Look up customer information and balance
  • Look up stock availability

Shipment and invoicing

If physical products or services are delivered to customers by mobile salesmen, shipments and invoices can be generated and posted as well on the spot, and payments recorded.

  • Keep stock availability and count up-to-date
  • Generate and print invoices on mobile printers
  • Record payments against the invoices which are added as A/R Receipts right away
  • No more need of invoice processing in the back office

Document inquiry

Salesmen can also look up previous orders in Sage 300 and amend them, or continue with the sales cycle when goods are delivered to the customers.

  • Look up orders and continue with shipment and invoicing
  • Generate new orders based on previous ones

Dunning

Put your salesmen in control of reminding their customers of overdue payments. They would be glad as their commissions depend on full customer payments.

  • Look up overdue invoices of customers
  • Generate dunning letters inthe app rather than waiting for these tobeprocessed intheback office
  • Send dunning letters to customer via email or messaging apps (e.g. WhatsApp) on the phone


Main benefits

Shortened sales cycles

  • Quotations, sales orders and invoices are generated on the spot instead of potential delays due to back office data entry and processing

ROI$

  • Since there is no more need of back office data entry, the more sales transactions processed with SalesAnywhere, the more time and resources saved

Accurate inventory and accounting

  • Inventory is updated real-time when goods are physically delivered tocustomers by sales persons
  • Invoices and payment entries are recorded on the spot to ensure correct accounting

Customer satisfaction

  • Quotations, orders and receipts areprinted orsenttocustomer instantly rather thandays later

Quick implementation

  • Simple add-on toyour existing Sage 300
  • System is upand running by simply setting upthe web service environment and installing the app on phones or tablets ofsale persons

Download the SalesAnywhere for Sage 300