Description
iPreventa is a friendly tool for managing sales and collections specially suited for food and beverage distribution companies.
iPreventa provides to the company's sales team a powerful tool that will help on sale and collection tasks for sales managers, commercial directors and managers.
iPreventa REQUIRES you to use also ix_Distribución ERP (also developed by iProgram Global Software) or any other compatible ERP.
Key Features
--- Customers, Routes and GPS ---
- Management of customers through routes, days and visit frequency.
- Customer’s sorting and searching based on visit order, code, name or town
- Alerts based on hours, days, last sale, outstanding bills, promotions and discounted merchandise in stock, notes, warnings, incidents, and so on.
- Complete data sheet including postal info, fiscal, logistical and integration with phone, SMS and email.
- Calculation of best route between multiple customers (GPS and G.Maps).
- Calculation of the path forward to a selected customer (GPS and G.Maps).
Note :Please note that continued use of GPS running in the background can dramatically decrease battery life.
--- Rates, Stocks and Catalog ---
- Generation of photographic catalog of products based on searches.
- PDF Product catalog download and display
- Complete product sheet including photo, rates, taxes, logistics data, stocks, packaging ...
- Online product stock query enabled
--- Orders ---
- Order proposal based on products sold before
- Alert icons about promotions, discount, stock availability
- Direct access to product data sheet, photo catalog, statistics, stock, and so on
- Powerful product, families and groups searching using multiple criteria
- Delivery notes and comments to complete order for each item.
--- Collections ---
- List of amounts outstanding on each customer.
- Simultaneous multiple debts collection and multiple payment methods
- Partial charges supported
- Access to debt’s invoice detail
--- Historical Inquiry ---
- Access to previous sales, storage, packaging ...
- Selection of predefined periods (1M, 2M, 3M, 6M, A0) or from / to date.
- With / without tax and average price reports
- Discounts shown in amount, percentage or unit formats
--- Scoreboard ---
- Reports and graphs comparative / evolutionary by customer, item and also by item groups.
- Direct access to detailed historical sales
- Report only or Report & Graph
- Follow-up statistical amounts, amounts of sale, promotion and discount.
- Predefined periods (1M, 2M, 3M, 6M, A0) quick selection or specific from / to period.
- Bar, Area, Pie charts
--- Incidents, Warnings & Remarks ---
- Incidents (sales vs delivery) reports
- Difference quantity, amounts, promotions, discount, …
- Warnings grouped by seller /customer
- Multiple remarks annotations on each customer
--- Activity Summary ---
- Activity report by date, customer, item and item groups
- Activity summary with sales accumulates and several types of charts
- Quick access to activity edition (sales, receipts, notes ...)
- Several detail levels
--- Data Synchronization ---
- Wifi or 3G Synchronization
- Full or Differencial Data Synchronization
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