IM Sales Rep
5+
Downloads
Everyone
info
About this app
Key Features and Functionalities
Routes Management
Route Updates: Receive predefined routes directly on your device.
Customizable Routes: Easily add or remove clients to tailor your daily routes.
Navigation Integration: View routes on Google Maps for seamless navigation.
Online/Offline Functionality
Work Anywhere: Operate offline without losing functionality, enabling productivity in remote areas.
Automatic Sync: Automatically synchronize data with Business Central as soon as a connection is available.
Customer Management
Client Overview: Access detailed information on clients in your assigned area.
Visit Planning: Locate customers to visit with geolocation features.
Sales Insights: View comprehensive sales information for each client.
Product and Pricing Information
Item Details: Access key product characteristics to support customer discussions.
Pricing Data: Check sales prices and historical pricing for each item.
Reports and Activity Tracking
Visit Management: Log and manage commercial visits with ease.
Detailed Records: Record data on visit outcomes, including time and geolocation.
Quotations and Sales Orders
Order Processing: Create and manage orders for customers, specifying document details, addresses, units, and pricing.
Seamless Integration: Automatically transmit orders to Microsoft Dynamics 365 Business Central for preparation and execution.
Delivery Notes
Direct Fulfillment: Enable direct service of sales orders when paired with IM Warehouse Basic functionality.
Back-office management from the main menu via a contextual menu located at the top right of the screen.
From this menu, the sales manager can perform the following back-office tasks:
-Update: The latest data from the server and item images can be downloaded.
-Settings: Various aspects of the app can be configured, such as displaying prices in recent sales, auto-filling quantities in recent sales, setting the number of lines per page in the PDF document, showing a button with all transactions, etc.
-Master tables: This section allows users to view the data they have retrieved and saved for offline use.
-Transactions: Since the application operates offline, this screen displays transaction management.
-Log out: If the salesperson wants to end their session, they must do so using this button.
Routes Management
Route Updates: Receive predefined routes directly on your device.
Customizable Routes: Easily add or remove clients to tailor your daily routes.
Navigation Integration: View routes on Google Maps for seamless navigation.
Online/Offline Functionality
Work Anywhere: Operate offline without losing functionality, enabling productivity in remote areas.
Automatic Sync: Automatically synchronize data with Business Central as soon as a connection is available.
Customer Management
Client Overview: Access detailed information on clients in your assigned area.
Visit Planning: Locate customers to visit with geolocation features.
Sales Insights: View comprehensive sales information for each client.
Product and Pricing Information
Item Details: Access key product characteristics to support customer discussions.
Pricing Data: Check sales prices and historical pricing for each item.
Reports and Activity Tracking
Visit Management: Log and manage commercial visits with ease.
Detailed Records: Record data on visit outcomes, including time and geolocation.
Quotations and Sales Orders
Order Processing: Create and manage orders for customers, specifying document details, addresses, units, and pricing.
Seamless Integration: Automatically transmit orders to Microsoft Dynamics 365 Business Central for preparation and execution.
Delivery Notes
Direct Fulfillment: Enable direct service of sales orders when paired with IM Warehouse Basic functionality.
Back-office management from the main menu via a contextual menu located at the top right of the screen.
From this menu, the sales manager can perform the following back-office tasks:
-Update: The latest data from the server and item images can be downloaded.
-Settings: Various aspects of the app can be configured, such as displaying prices in recent sales, auto-filling quantities in recent sales, setting the number of lines per page in the PDF document, showing a button with all transactions, etc.
-Master tables: This section allows users to view the data they have retrieved and saved for offline use.
-Transactions: Since the application operates offline, this screen displays transaction management.
-Log out: If the salesperson wants to end their session, they must do so using this button.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Data is encrypted in transit
App support
phone
Phone number
+34934105041
About the developer
Luis Ignacio Gallegos Ortiz
luis.gallegos@im-projects.com
Spain
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