WSGE Força de Vendas

Features WSGE Força de Vendas

This application is for the exclusive use of JD SYSTEM customers who use our WSGE ERP business management system.Functionalities: • Customer catalog the customer register  Physics and Legal.
 Online search by zip code.
o Customer consultation  Search filters.
 Registration data.
 Related contacts.
 Observation.
 History of Orders made in the application.
 Change of customer registration data not yet synchronized.
• Product catalog o Product inquiry  Search filters.
 Registration data.
 Price tables (Up to 7 tables).
 Minimum quantity control for sale.
• Order catalog the order query  Search filters  Order sharing options  PDF generation of the order.
 Option to consult the status of the order.
 Change orders not yet synchronized.
• Contact book the contact register  Related to customers or not.
 Online search by zip code.
 List of products offered to the contact.
 Relationship of visit times to the contact.
o Contacts query  Search filters.
 Registration data.
 Observation.
 Related products.
 Visiting hours.
• Catalog of visit agenda the agenda register  List the contact.
 Enter date and time of visit.
o Consultation of appointments  Search filters.
 Rescheduling of visit.
 Cancellation of visit  Synchronization of appointments  Schedule deletion.
 Completion of scheduling with description of the visit.
• Data synchronization o Update server vs application  Loads customer updates, products, contacts and other necessary processes.
o Update application vs server  Sends all new customers, contacts, appointments and orders to the server.
• Order registration o Customer validation  Checks if the customer is released to make the purchase.
 Checks if the customer has a credit limit.
o Product validation  Minimum quantity control for sale.
 Minimum price control for sale.
 Selection of price list for the sale.
• Possibility to define the tables that will be available.
o Maximum discount limit per orders o Order delivery date control.
o Observation of the order.
o Payment methods  Possibility to define which payment methods will be available.