It provides an interface that can be used on multiple Apple and Android devices and integrates with Options in real-time.

Features

Highlights

• Real time interface to Options.
• Stay informed and up to date whether you have one store or many with the ability to change which company data you are viewing directly from the app.
• Control which users can access certain features.

Customers

• Search for a customer to see their sales history, contact information and account balance.
• Call a customer directly from the app.
• View multipe contacts and addresses for the one customer.

Customer Relationship Management

• Keep ahead of CRM by entering calls to or from customers on the go.
• Ability to update any overdue or outstanding call.
• View completed calls between selected dates.
• Create a new enquiry or project with the option of attaching a next call to it.
• View and edit existing enquiries and projects.
• Coming soon: When CRM calls are added or edited they can be added to their Outlook 365 calendar.

Stock

• Search for stock and view the amount of stock on hand, its price and description.
• Ability to also see future supply orders and their estimated time of arrival.

Sales

• Create a sales order or a quote directly from your own mobile device.
• Apply custom percentage or dollar value discounts per line.

Suppliers

• Search for a supplier to view their contact details and address.

Deliveries

• Display an order/invoice.
• Customers can then sign for their goods on the application which is captured and sent back to Options which is available for staff in the office/store to see signature against the delivery straight away.
• Barcode support for scanning orders/invoices on delivery.
• Coming soon: Delivery tracking (records quantities delivered, time taken, signature and photo proof)

Sales Statistics

• View live sales and budget statistics of your business and sales areas.
• Displayed in a gauge and line graph with over 14 different display combinations.