IM Sales Rep

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.