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Mobile Sales for Si Route Accounting

Offers Power, Mobility, Complete Integration and Ease of Use

We thought we'd answer your question right up front. Why is Si Sales Pro the right choice for your mobile sales, wireless invoicing, point-of-sale, and mobile inventory control? Because it is easy to learn, fast to use, and reliable. In short, it delivers.

Let's face it. Today's consumers are more demanding than ever. That means you need to service your customers faster, smarter, better all the time and every time. Si Sales Pro combines the ease of use and reliability of handhelds with a full-featured, easy to use point of sale system. Route sales and mobile sales staff easily pick up and run Si Sales Pro with only a few minutes of training and normally achieve large gains in productivity in the first day.

In addition, accurate mobile inventory control is easily achieved when combined with Si Business Central.

In short, Si Sales Pro is a full-featured mobile point-of-sale and wireless invoicing system that's a must for any distribution business interested in increasing efficiency, reducing costs and promoting sales growth.

Features and benefits are abundant in Si Sales Pro. Every step, every task has been included, giving your mobile sales force the information and power they need to optimize their productivity and results!

 Routes

Each handheld/route has its own pricing and discounting, on-hand inventory, customer routing groups, customer lists, inventory lists, printing configurations and password access.

• Load any number of customer routing groups onto the handheld, allowing routes to overlap.
• Each handheld/route may be configured by administration for access to features such as price overrides, seasonal discounting and more. Each mobile automatically receives appropriate pricing information from Unified Price List in Si Business Central.
• Works perfectly with Si Journey Plan to provide “next stop” prompting.

 Invoicing / Order Entry

• Transactions may be completed for route sales, credits/returns, and customer received on account. Optional features are available to include customer orders, delivery confirmation, and back orders.
• Payment options, tax type, and customer purchase order number can be edited on the handheld.
• Transaction creation is simple, using a tap-through, step-by-step process.
• "Scan to Count" and "Scan to Close" features enhance the speed of invoice creation.
• Customer account balances are automatically maintained as invoicing progresses, with automatic display of credit limits and an optional allowance for user override.
• Invoice items are easily added, deleted or changed.
• Perform order entry for customers (optional with the Pre-Sell option).
• Items may be added to the invoice through bar-code scanning, or 4 different search methods.
• Transactions may be placed on hold, printed, and reprinted. (Optional with Pre-Sell and/or delivery confirmation.)
• On-hand quantities are automatically maintained.
• Price calculations and discounts are automatically supplied during invoicing with optional user overrides.
• Invoice numbers are issued by the system to maintain full audit control.
• Automatic date and time stamp.
• Customer signature capture allows for validation of product delivery.
• Various invoice styles are available. Single or multiple copies are printed quickly and easily.

 Customer Data

Each handheld/route carries customer information such as company name, address, contact, phone number, present account balance, credit limits, tax exemption status, special discounts/pricing, terms and free form note area.

 Inventory and Pricing

Item information includes product code, barcode, description, list price, wholesale price, department, quantity on hand, tax status, and environmental (core) charges.

• Separate perishable product return codes can be added to allow for tracking of perishable goods such as bakery and dairy products.
• Inventory is controlled by product code and inventory location thus allowing for clear reporting of over and shortage of new and returned product.
• On hand quantities are automatically maintained as invoices and stock transfers are completed. Truckloads are controlled through integrated stock transfers.
• Truck or warehouse inventory counts completed by scanning product barcodes with the handheld.
• All inventory counts and stock transfers are uploaded to administration (route management) for verification.

 Daily Settlement

• Day/trip end allows cash out (settlement) and inventory review for route salesmen.
• The cash out report provides transaction details plus totals, allowing for individual route balancing.
• Administration can perform cash outs separately once transactions have been downloaded from the handheld computer.

 System Security

• Unique user ID passwords apply system wide.
• Administration controlled settings include credit limit, price overrides, invoice styles, inventory counts and cash outs.
• Access to each handheld can be controlled under separate a password for each unit.

Implementation of Si Sales Pro is quick and easy. We're confident once you implement Si Sales Pro distribution business, your sales team will thank you, your bottom line will thank you and most importantly, your customers will thank you.