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 E-SOP - Electronic Sales Order Pad

The Electronic Sales Order Pad enables sales reps to go out to customer sites or premises, to sit with the customer, and to view and take orders on a PDA.

Information that may be entered and retrieved is:-

  • customer names, addresses and contact information
    • this allows contact information to be kept up to date
  • customer orders and the status of those orders
    • view all orders for a customer
    • view the products that they normally buy and what they paid for them
  • review products and prices
    • view current portfolio, including pictures
  • place new orders, or change existing ones
    • take order notes and accept signatures
  • a facility to enter notes
    • take notes about visits etc

The database on the PDA will be synchronised with the one on the desktop “back at base”.

Functions are being developed for synchronisation with main ERP system.

 Electronic Sales Order Pad - an innovative idea allowing sales orders to be placed remotely at new or existing customer sites

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