Mobile Sales Field Service Software

Field service employees and sales drivers are increasingly under time and competitive pressure. There is no time left for complex order entry or time-intensive order completion.
COSYS Mobile Sales Field Service Software supports your employees in creating and processing orders directly on a MDE device, smartphone or tablet.

Mobile sales field service

MDE system for mobile order entry in store and store delivery by wholesalers.

Regardless of whether you deliver goods to the warehouse or directly to your customers´ sales outlet. The data recorded with the MDE is transmitted in real time via the mobile network (GPRS/ UMTS) to the central merchandise management system.

This means that all relevant information is immediately available, e.g. to trigger a subsequent delivery or invoicing. Invoices and delivery bills can also be issued directly on site (with the customer´s signature on the device display) via a mobile printer. If new orders are received, the employee is informed of this via an acoustic signal and can immediately view all the necessary information on the new delivery order.

Mobile sales field service software features:

Set payment type and payment term
Overview of all open and closed positions
Integrated change calculator
Generation of a daily report
Creation of orders and repeat orders
Mobile printing
Enter remark for order or items
Customer overview shows all customers received in the master data
Listing of the articles in the article overview
New customers can be captured on the mobile device
Capture the customer signature
Item entry by article code scan and manual quantity entry
Processing of returns
Discount allocation and flexible price change of the positions

Mobile sales field service software advantages:

Additional security through customer signature capture
Daily report enables conclusions to be drawn about the past working day
Digitization of reordering and order entry
Timely invoicing
Shelf stocking according to analysis and consumption in the field
Mobile order entry
Hosting in COSYS Cloud or on local server
Promoting customer loyalty
As stand-alone solution or with interface to ERP system / merchandise management system
Automatic data transfer to the COSYS back-end the COSYS WebDesk
Tracking of mobile sales

Tour overview
Customer overview
Article Info
Customer order
Goods delivery
Shelf assembly
Mobile cash register
Return

Tour overview

Optimize your incoming goods with COSYS software by recording new goods with an MDE device and checking them against delivery bills. This not only saves paperwork, but also brings more security, as goods are checked directly. Countermeasures in case of defects can be initiated quickly to maintain and protect the product quality.

Customer information Customer overview

Here you will find a customer overview of all data that has been entered for a customer. You can easily search for a customer based on the stored data. Search criteria are, for example, the name, city, postal code or customer number.

Article Info

Especially in retail, customers often want information about a specific item from your inventory. In order to effectively strengthen customer loyalty and offer the best possible service, your employees have the possibility to retrieve all data stored for a product at any time via article code scan.

Customer order

So that goods and materials are never "Out Of Stock" and can always be used for customers or production, intelligent procurement is required. With COSYS goods ordering software this is possible.

Goods delivery

When handing over a delivery to the recipient, many suppliers want not only a fast and efficient delivery, but also a verifiable and error-free delivery.

Shelf assembly

Thanks to COSYS Shelf assembly, the tasks of the sales driver can now be implemented more easily than ever before. COSYS software offers your employee a clear layout with all the necessary information for the best possible shelf assembly at the customer.

Mobile cash register

Thanks to COSYS mobile cash register, your sales drivers are always well equipped. The clear and flexible layout enables the salesperson to carry out the entire payment process of an order within the shortest possible time.

Return

Every company is confronted with returns on a daily basis and should handle them professionally for the benefit of the customer. No matter if the returns are faulty goods or missing quantities. COSYS supports you in the recording of returns and ensures that they are properly recorded and processed.

More about the return process