Define points of sale, vehicles, regions, routes, teams, and responsibilities within a single organizational model.
The Mobile Sales organization determines which company, sales organization, channel, region, route, point of sale, vehicle, and personnel will be responsible for carrying out the transactions.
The organizational model forms the basis of pricing, inventory ownership, document numbering, cash register, customer responsibility, performance, and accounting records.
Organizational dimensions
Company and business unit
Sales organization and distribution channel
Region and sales area
Itinerary and tour plan
Sales stand or mobile point
Vehicle and vehicle storage
Team, driver and sales representative
Warehouse and loading point
Responsibilities
Customer and territory ownership
Vehicle and inventory assignment
Cashier and collections responsibility
Document series and device assignment
Pricing and discount authority.
Authority to open and close routes
Refund and difference confirmation
Temporary and permanent structures
In addition to regular distribution routes, short-term sales points and teams can be created for trade shows, seasons, events, or temporary campaigns. Start and end dates and temporary permissions should be managed automatically.
Establish your mobile organization not just as a user list, but as a management model that identifies who owns each sales, inventory, and financial transaction and which corporate structure it belongs to.