WSGE Força de Vendas

by JD System Tecnologia


Productivity

free



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.