Sage Sales app V2 is a mobile application that puts the power of Sage X3 in a smartphone/tablet.
With Sage Sales app V2, you can view and update all your business information in real time, anywhere. Now it’s easy to get your customer information in your iOS device, by getting addresses, contacts, due documents and sales statistics per customer, rep and company. Sage X3 Sales App also allows sales reps to manage sales orders entry, quotes, invoices, cash payments and meetings.
Key features included in this new version:
- Brand new design thats identical to Sage X3;
- Choose your own specifics fields. Select which fields you want to have available in the app for Customers file, Orders, Invoices, …
- Route planning, from actual position to customer address, with traffic advisor;
- Search your products, by site and by customer;
- Create your customers prospects from a lead;
- Multi-filter and multi-sort in each menu;
- Multilanguage (Portuguese, English, French, Spanish, Polish, German)
- Manage customers and partners information by salesman, including addresses, contacts, credit information, due documents, sales documents;
- Due documents analyzer and possibility to send it by e-mail;
- Annual Sales by customer and company;
- Top 10 products;
- Top 10 family customers and family products;
- Manage the orders (create, duplicate, modify);
- Manage invoices (create, duplicate, modify);
- View products and prices;
- Manage your meetings, tasks, calls;
- Manage your leads and prospects;
- Manage information in offline mode, sync all the information to local database;
- Follow your salesman goals;
Note: To use this app, it is mandatory the use of web services from SAGE X3. For more information contact your SAGE Partner.