Connecting your sales team on the road with your office.
Mobile Sales via Pegasus Web Xchange is a dedicated sales app that will change the way your orders are taken and processed.
If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices. The sales person can showcase products to the customer, take the order and send it securely back to the office to be authorised and uploaded into Opera 3 Sales Order Processing. With Pegasus Mobile Sales, the turnaround time between a customer placing an order and that order being processed is reduced significantly.
This improves delivery and invoicing times, ultimately enhancing cashflow. Processing orders in this way saves time and money and improves the customer’s experience of your company. Pegasus Mobile Sales is designed to improve the way your sales team interacts with customers. The sales person can access account information so that they can see the customer’s credit limit and current balance, a list of their outstanding invoices and due dates, and previous orders placed. The sales person therefore knows what’s been ordered, delivered and invoiced to that customer, so they have a history of the customer’s purchasing patterns. And it’s possible to define the length of time sales orders are retained on the mobile device.
In addition, Stock Enquiry allows the sales person to see what is in stock and the selling price to that customer. All of which is exactly what the sales team needs to manage customer accounts, take sales orders and send them to the office for processing. Pegasus Mobile Sales is designed to work even if there’s no internet connection using cached data. Information on orders placed is stored on the mobile device until a network connection is found.
Features and benefits
- Works on Android tablets (available on iPad in 2017)
- Secure communication between the mobile device and Opera 3
- Showcase products to customers: the app downloads Opera 3 Stock Control to the mobile device, including stock levels and pricing
- Sales orders from the mobile device are uploaded to Opera 3, where the sales office can approve them and import them into Sales Order Processing
- If an order is rejected, the sales person is notified and given the reason
- The sales person can either select all the customers they have access to, or an individual customer
- Uses product and special pricing, invoice and settlement discounts and customer price lists
- The Due Date for delivery can be specified at both Sales Order and Sales Order Lines level
- The customer’s signature can be captured on orders and included in the order confirmation email
- The sales person can view the status of the order, from upload to Opera 3 through to Delivered and Invoiced
- Orders can be taken even if there’s no network service, and can be uploaded once network service is restored
- Ideal solution for companies with sales people on the road
- Saves a company both time and money