This subsection provides full list of MobileSOP components allowing you to define the
necessary functions by yourself and learn better the benefits of MobileSOP implementation. Note
that our customer is paying only for the system itself - the services like pre-project
mini-research, presentation, solution deployment, staff training, system configuration
(do not confuse it with individual modifications) are provided FOR FREE,
the only additional payment may be taken to cover the cost of our specialist's visit.
1. PocketPC/ TabletPC workplace
2. MobileSOP server component
The price of lease is 3 EUR a day per single workplace and it is covering any combination
of modules.
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Base module |
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Start/end of day operations, with optional adjustment of van stock functions fulfilled (stock
load, stock load according to dockets, goods examination, stock unload, returned goods unload, stock
take, printing reports)
Report printing on the truck/van
Different customer type support
Special price support
Different docket type support (Delivery docket, Payment acceptance, Quotation, Invoice,
Pro-forma invoice)
Printing on dot-matrix printer with IR port connected to "smart" IR cradle
POSPack printing support
Office IR port communication support
Office cradle communication support
Serial cable communication support
Remote communication via landline support (modem, external modem, CF-modem)
Remote communication via wireless radio networks support
Remote communication via GSM/GPRS connection support
Individual password protected/unprotected system access support
Truck driver assistant option
Docket numbering setup for each PocketPC
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Direct Sales/ Delivery/ Return (Van Selling) |
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In addition to base module, driver is enabled with opportunity to find the customer, select the
customer, read customer's details and perform the operations on direct sales, goods delivery, goods
return and necessary docket creation. Various operations allowed for selected customer are being
determined automatically (e.g. cashless or cash operations, goods return allowance, etc.). Other
features (check the list on the right):
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Automatic definition of special prices for selected customer
Optional truck stock or central stock control (see Mobile Rep Stock Control module) during
the operations
Amount and tax auto calculation
Supporting integral goods (i.e. bottle), "loose" goods (kg, liter) and factorable goods
(i.e. box and separate goods inside), automatic detection of goods input type and separate unit price
Option to process the payment received from customer right within the operation
Option to get the important information on the current customer (i.e. the list of incomplete
deals or debts)
Option to get the guidance information helping to locate customer's premises
Optional control of the goods sales disallowed for current customer
Optional driver’s ability/inability to change the goods price
Driver’s ability/inability to provide a discount to gross amount of the order. Administrator
can set the limit values for such discount.
Operation timestamp creation for office needs
Option of instantaneous transfer of operation results to office
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Pre-Order Sales/ Deliveries (PreSelling) |
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In addition to base module, driver is enabled with opportunity to preview the list of deliveries/
sales transmitted from office. For each delivery/sale, driver instantaneously gets delivery docket
with the list of goods and defined prices, in ready-to-edit state. He/she can further adjust the
current delivery/sale according to situation and complete the deal. The type of docket is being
automatically determined basing on the type of customer. Other features (check the list on the right):
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Field Order Processing |
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In addition to base module, driver is enabled with opportunity to find the customer, select
the customer, read customer's details and perform the operations on customer's order processing.
Other features (check the list on the right):
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Merchandising |
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Opportunity to fill the results of customer's
survey according to special positions, set new goods positions, monitor the prices and goods of the
competitors, check and edit the parameters (yes/no questions, digital input, comments, date, time,
etc.); option to plan the meetings and phone calls; set own comments; - i.e. opportunity to fill
certain typified fields at the customer's site. History log is supported. |
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Facing/ Distribution |
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Opportunity to promptly register
the goods present or absent on the showcase. |
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Mobile Rep Stock Control/ Stock Change Control |
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Goods relocation recording
Goods sales/delivery control according to goods remainders in mobile rep stock
Option to create an actual report on goods remainders in stock
Transmission of mobile rep stock state data into office for each deal
Complete report on goods relocation per each position with indication of operation type
Internal relocation of goods
Option to register the goods accepted to mobile rep stock
Optional registration of goods unload from stock
Option of stock revision
Option to preview/edit stock values
When using ordering module, option to get the central office stock state data en route
Optional creation of goods load dockets for mobile rep
Option to set the list of stock operation for start/end of day procedure
Additional reports on the goods relocation in stock
Consolidated reports
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Stock of Customer's Returns/ Movement of Returns |
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Controlling the current stock of customer's returns
Automatic recording of return reasons for each position
Recording of customer's returns (Goods return docket)
Optional complete unload of returns from mobile rep stock (the list of returns is shown, driver
is checking and editing it, on the completion of operation the list is zero filled, office gets the
discrepancy report)
Optional decrementing recording of returns within the operations of delivery/sale (e.g. 5 units
delivered, 3 units returned, 2 units for sale)
Optional operation of returns unload
Option to add returns unload operations to end of day procedure
Additional reports on returns relocation
Return reason reports
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Free/ Promotional Goods Shipment Control |
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Mobile rep is enabled with opportunity to register free/
promotional goods delivery/ shipment. If the system owner requires it, mobile rep can optionally
register free/ promotional goods delivery right during the sales, delivery, and return operations.
The report on delivered free/ promotional goods is generated. Optional request for reasons of free
delivery can be added (i.e. action, promotion, goods replacement, etc.). |
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Creation of Claim for Goods Load by Mobile Rep |
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Mobile rep is enabled with opportunity to create the claim
for goods load including the positions he/she needs. This application will be transmitted to office for
further control/confirmation. If confirmed, the application can be transferred to mobile rep in goods
load docket form. |
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Spot Operation Recording |
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Mobile rep is enabled with opportunity to record the payment received from customer and
optionally print the required docket
Option for mobile rep to record the payment received during van sale operation for internal
use (even if he/she has no official right to accept cash)
Optional support of non-standard schemes of work
Option to accept the paychecks
Option to accept vouchers
Option to accept other payment commitments
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Internal Lodgment |
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Mobile rep is enabled with opportunity to register the
cash lodged to central office. Separate recording of various denominations, coins, checks, vouchers,
with optional input of operation reference number. |
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Route List Support |
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Mobile rep is enabled with opportunity to visit/call
the customers according to route list. The module includes the following options:
Weekly routes for each mobile rep
Routes for a certain date
Optional input of selected route by mobile rep
Optional automatic selection of the route depending on the certain mobile rep.
This module includes the option to print the pending route for today. On completion of the
operation with the certain customer, this position is getting removed from the route list and the
data on this operation is being automatically recorded and transmitted to central office. |
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Previous Delivery/ Sale/ Order History Log |
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When selecting the customer from database and registering
the current operation (order, sale, delivery), mobile rep is enabled with opportunity to preview the
previous operations with this customer, create a new operation on their base within a few seconds, edit
and complete it. There is an option to set the maximum number of days and/or records covered by history
log. If the user needs it, a special type of history log is provided: automatic creation of editable
operation on the base of recurrent visits (week ago, month ago, etc.). For example, mobile rep is
performing van sales and the volume of operations is more or less coinciding for same weekday. If
mobile rep has selected a customer, and there is the operation of same type recorded a week ago, it
will be automatically offered for edit and completion. If it is inappropriate for mobile rep, he/she
can promptly clear the list of goods in operation. |
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Special Group of Goods - "History" |
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Mobile rep is enabled with opportunity to access a special
group of goods - "History" during the process of operation edit. This group is being created by back
office/ accounting system and contains individual set of links to the goods for each customer. |
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Special Group of Goods - "Recommended" |
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Mobile rep is enabled with opportunity to access a special
group of goods - "Recommended" during the process of operation edit. This group is being created by
back office/ accounting system and contains individual set of links to the goods for each customer. |
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Special Group of Goods - "Most Popular" |
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Mobile rep is enabled with opportunity to access a special
group of goods - "Most Popular" during the process of operation edit. This group is being created by
back office/ accounting system and contains individual set of links to the goods for each customer. |
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In case of system lease, server component is provided FOR FREE.
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MobileSOP server component for Pre-Selling
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Includes:
Import module
Export module
Backup module
Central data storage
Central control utility
Import/ export data structure definitor
Full logging utility
Basic functions:
1. Data import into MobileSOP (from back office/ accounting systems)
2. Data export from MobileSOP (driver/ agent/ mobile rep activity results to be
processed by back office/ accounting system resulting in creation of tax notes, waybills,
invoices and other dockets/reports)
3. Backup copy creation for incoming data
4. Backup copy creation for outgoing data
5. Database maintenance
6. If necessary, we can develop office reports for our customer willing to process
mobile rep activity results - e.g. sales analysis per region, per representative or per
goods type; prifit analysis, etc. It is to be stipulated with customer depending on his
company business processes.
7. MobileSOP provides Central control utility. In this utility owner can set the
following:
Owner's details to be printed on each document
Install software component on PocketPC by himself/ herself
Disable any workplace (for example if some PocketPC is stolen)
Re-install workplace
Change login/ password for any rep/ supervisor/ administrator
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MobileSOP server component for Van Selling
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