AN IT Driven Approach

User of the Automating Retail

Support & CRM TEAM

Finance Team

Inventory Control Team

Sales Team

DISTRIBUTOR

DISTRIBUTORRETAILER

Field Team Tracking - Automation

Tracking Individual Report

Field Sales Automation – Location Analytics

Schedule Meetings- Reminders- Tasks

Sales Person•Set Beat Plan for the Day

•Request for Amendments in Beat Plan

•Manage Retailers ( Own) - Add , Edit only Information

•Check In

•Record Meeting Notes

•Check Out

•Manage Status - Visited ,Interested , Converted , Lost

•Search Retailers by Name , Shop Name or Phone Number

•Add Visiting Card ( Image Capture )

•Add Purchase Order ( Image Capture )

Sales Person APP

Retailer Listing Screen Quick Look to Visit

Estimation Tool For Sales Team

RETAILER AUTOMATION

Retailer - Adds their

customers

Bonus, Offer & Lead Points –

Avail

Retailers –Managed by Sales Person

Retailers -Track their own

leads history.

Retailers -Submit their

leads

Retailers Management

Inventory/Warehouse Management

Manage products in central database keeping detailed listings With Stock , Transaction

Easily create sales orders, invoices, purchase orders and email them directly.

Track costs related to your inventory & run reports to see your total sales

Manage Sellers and Purchase Order Inventories (Raw Material )

Keep track of current stock levels, & use access rights as needed.

Listing Of Inventory

Raw Material PO Process

CUSTOMER AUTOMATION

Manage direct & indirect customers

Connect & communicate online

Get feedbacks/ratings from customers

Analyze Customer Requisitions and Profit

from Segments

Find different segments of customer

i.e. New, Returning, Frequent

Maintain historic data of customers & Financial Data

Ticket Management - Support

Finance & Accounting

Finance and Account Management was never so Easy . There wont be any need

of 3rd Party Integration and Investing into that as Automating Retail is Full-filling all accounting need at a Point .

Graphical - Reports

Insight Analytics for Gap Analysis

Visit Reports Detailed (Individual & Compiled)

Admin will be able to view their Sales users visit report.

Filter Report by advance Search : (1) Date Range Report (2) Individual Report

Human Resource Mgmt. System

Hierarchy

Employee Self Service Desk

Approval Process

Attendance Automation

Payroll Automation

Automating Salary Assignment

Payroll Automation