GoERPBaby Order Booking is Order Booking Module for Sales Team on field synced directly with Cloud Based GoERPBaby. Sales person can easily book orders from Dealers, Retailers or direct clients remotely which gets synced with the Main ERP software triggering further sales cycle like Inventory Sync. Manufacturing Order/Delivery Challan etc. Sales person can quickly look out for the Dealers List, product list and take orders on the fly both in online/offline mode. User can easily pull back the previous order to edit it and automatically synchronized it on GoERPBaby server. Real Time order push helps in sales process and reporting too.
New Lead Management
Mobile app facilitate you to create lead anytime and from anywhere. Other than this, the location from which you create the lead will be automatically saved with the lead. So, whenever you view the lead in app, you can also see the location at which the particular lead is created.
Task Management for Sales Team
You can easily create task & assign it to your sales team. Other than this, you will also track the status of the task frequently with your mobile app. This feature will help you manage tasks assigned to sales team. Once a task is done, it will be converted to an activity so that the results and time spent completing task can be logged to history of account, contact, or opportunity.
Task Management for Internal Staff
If you give any task to the internal staff of your organization and you wish to see the status of either the task done or not, then with our mobile app now you can easily manage the tasks allotted to your staff. So with this feature, you no need to watch each and every staff member individually, just open the app and see their task status easily.
Log Real Time Orders
With mobile ERP, you can directly log the orders of your dealers in mobile application. With this, now you do not have to write all orders in paper and manually enter the orders in system. To take order, now you just need a mobile to take all orders and instantly save them on the server. It will save your time as well as efforts to a greater extent and avoid the mistakes that happens in manual entries.
Case Management for Complaint/Support
When a customer file any complaint or need any support, you can see and resolve the issue instantly. Case Management feature provides a way to organize and manage Support Cases for your client accounts. A case involves a customer issue such as customer feedback, questions, or problems which you need to address in order to provide optimal customer service.
Complete order booking from mobile app in online/offline mode
User can take orders in both online and offline mode. When you take orders online, the orders will be save directly in the main ERP system, but when you take orders offline, the orders first save in the mobile app and once you reconnect with internet network, the orders will automatically synchronize and save in the main system.
User Tracking with GPS feature
You can check anytime where your sales team is. You can easily check and track the location of individual sales person. You can also check point to point route used to travel between sales executive destinations. All this happen because of our GPS tracking feature as GPS will track the point to point location of all sales executive and send it on the server.
Calculate Total Distance Travelled by User
With the app, one can easily get the distance travel report of all users. These reports show how much distance the sales executive travelled in a day. This feature also assist managers in calculating traveling expenses for sales executive as it calculates both speed and distance.
Instant Notifications on Mobile app
Whenever any new lead, order or task is generated in the app, you will instantly get a notification of that activity. With notification feature, you will never forget your tasks and other important work.
Create Notes & Attachments
With Notes & Attachment feature, you can create, view, edit and delete all the documents, images, notes or locations that are attached with the particular lead.
Purchase Management of Orders
If you have clients of different city, state or country and every time you face problem when you go and take orders from them. Then, now with mobile app, you instantly save order from your vendor and click the picture of the particular product and save it with the order.
Hassle-free DSR Entry
Daily sales reports feature enable a manager to track how much time salespeople are spending on different sales activities, if they are meeting their productivity goals, and whether their efforts are translating into real sales. In other words, the daily sales reports paint a picture of the sales representatives’ day even when the manager can’t be there to observe them.