In the fast-paced world of wholesale business, outfitting your Mobile Salesperson with robust, flexible tools is vital for driving efficiency and offering superior customer service. A powerful tool that is rapidly gaining favor in the industry is the ManageMore Mobile Order Management System (OMS). This sophisticated application is designed to empower your sales team to operate more effectively while on the go, offering real-time data interaction that ensures all entries are immediately visible to the home office. In this article, we’ll explore how to use the ManageMore Mobile OMS in Salesperson mode to streamline your wholesale operations.
This article assumes you have already setup the ManageMore Mobile OMS for your company. For more information on the setup of this application see the article for Mobile Order Management System
Step 1: Sign In with PIN
To access the ManageMore Mobile OMS, sales reps are required to sign in using a PIN. This PIN is provided during the Employee setup and ensures that only authorized personnel have access to the system. Upon entering their unique PIN, reps are ready to start navigating the system.
Step 2: Identifying the Right Customer
Once signed in, the next step for sales reps is to identify the customer they are dealing with. Tap the ‘Customer’ button to open the customer search function. This versatile feature enables sales reps to search for customers by name, phone number, email, address, or legal information like their license. The broad search options ensure that you can swiftly find the customer’s record, regardless of the amount of information at your disposal. In addition, the mobile salesperson can create a new customer account record on the fly, if the customer does not exist in the database.
Step 3: Selecting the Customer
After identifying the customer, the sales rep taps ‘Select’ to choose the highlighted customer. With this selection, the sales menu becomes activated, providing the rep with the customer’s account and balance information. Importantly, if a customer’s license has expired, the sales rep will be immediately notified.
Step 4: Exploring the Sales Menu
Once the customer is selected, sales reps gain access to several powerful features via the sales menu, each designed to streamline the sales process in a wholesale context.
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New Order: By tapping the ‘New Order’ button, sales reps can promptly create a new sales order for the customer. With the real-time data interaction, these new orders can be automatically queued for picking upon entry, allowing for a swift transition from order to fulfillment.
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Customer Care: By tapping the ‘Customer Care’ button, sales reps gain access to a wealth of customer-centric information and capabilities. Here, they can accept customer payments, view customer orders, invoices, and notes, keeping all customer interactions well-organized and easily accessible.
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Lookup Item: By tapping the ‘Lookup Item’ button, sales reps can instantly verify the current inventory and the customer’s price for an item. This real-time data helps reps provide accurate information to customers, making the sales process faster and more efficient.
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Edit Account: The ‘Edit Account’ feature allows sales reps to update customer details on the go. The ability to edit customer information ensures that the database is always current, enhancing communication and customer service.
Step 5: Mastering the Customer Care Menu
Taking a closer look at the sales menu, the ‘Customer Care’ feature is a comprehensive toolkit that makes it easier for mobile sales reps to manage customer accounts, accept payments, and deliver superior customer service.
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Pay Balance: The Pay Balance function allows sales reps to process payments for all or part of the customer balance. These payments are immediately reflected in the customer balance, ensuring an up-to-date and accurate record. This efficient, direct approach eliminates the need for customers to pay through separate channels, creating a seamless experience for both the sales rep and the customer.
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Orders: The Orders function provides a complete overview of all past open and closed orders for a customer. Sales reps can view detailed information about each order, make edits to open orders, and even email a PDF copy directly to the customer, enhancing the efficiency and customer service quality of your wholesale operation.
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Invoices: The Invoices function enables sales reps to view all past unpaid and paid invoices for a customer, and even accept payments for specific invoices directly through the app. This integrated approach to invoice management provides a streamlined and efficient system that both the sales rep and the customer will appreciate.
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Incidents: The Incidents function is designed for managing customer interactions and issues. It offers a comprehensive view of all past incident notes for a customer and allows for the creation of new incident notes, ensuring all customer interactions are recorded and easily accessible for future reference.
By implementing the ManageMore Mobile OMS in Salesperson mode, wholesale businesses can significantly streamline their operations and deliver superior customer service. This mobile tool simplifies the sales process, keeps a comprehensive record of each customer’s orders, invoices, and interactions, and ensures that your mobile sales reps can operate effectively and efficiently, leading to business growth and success. With its intuitive design, real-time data interaction, and powerful features, the ManageMore Mobile OMS is indeed a must-have tool for every forward-thinking wholesale business.
