During a customer visit, convert their request into an order by providing accurate product, price, stock, and delivery information.
Mobile order taking enables field sales representatives to create orders by identifying customer needs at their location. An order is not simply a matter of listing products and quantities; customer requirements, price, promotions, delivery date, payment method, and stock availability must all be considered together.
The representative should be able to process transactions more accurately and quickly by viewing past sales, open orders, customer product codes, payment status, and suggested order quantities.
Order creation methods
Select from the product catalog.
Adding products by scanning barcodes
Reorder from a previous order
Custom order template for the customer
Suggested order or restocking list
The file, EDI, or draft order from the central office.
Order suggestion based on shelf or warehouse count.
Checks performed during the ordering process
Customer and delivery address verification
The product is available for sale and through the relevant channel.
Customized pricing and discounts for customers.
Campaign, package and minimum quantity conditions.
Credit limit and overdue receivables
Stock, expected arrival and delivery date
Sales unit, carton, pallet and rolling rules
Taxes, currency, and payment terms.
Information to assist with field sales.
Recent ordering and consumption trends
Estimated needs between visits
Out-of-stock and lost sales records
Cross-selling and complementary products
Campaign and new product proposals
Customer shelf or warehouse capacity
Competitive and market observations
Order confirmation
Once the order is complete, the product, quantity, price, delivery date, and totals should be reviewed with the customer; the order number and confirmation document should be shared digitally. The transfer of offline orders to the central system should also be monitored.
Manage mobile order taking not just as quick data entry, but as a sales process that validates customer needs against your company's pricing, inventory, credit, and delivery policies.