Missed servicing Customers as Sales Areas have many Customers.

No visibility of Sales Personnel Activities, eg, how many Customers visited, average Orders per Visit, Collections, Returns, etc.

No controls of Selling Prices and Trade Discounts.

No Centralised Controls of Products.

No Up-To-Date Customer Information like Purchase History, Outstanding Aging, etc to facilitate customer interaction.

Cannot process Transactions like Orders, Collections before Sales Personnel submit Manual Orders and Collection Receipts.

Manual or no approval of Trade Discounts.

No Credit Limit and Credit Term checks.

No Stock Approval checks to ensure availability of Stocks to fulfill Order.

No Analysis of Activities, Real-Time Dashboards to make timely decisions.

Manual monitoring of Postdated Cheques for Depositing.

Takes long time to allocate and arrange Deliveries.

Manual Contract Management and manual contract controls.

Manual Inter-Branch Orders.

Manual Key-in of B2B Orders downloaded from B2B portals.

General

• Offline First App, ie, app works despite no data connectivity.

• Simple Clean User Interface that guides Users to conduct Visit Activities systematically.

• Light or Dark Mode selection.

• Immediate Data update with Sync function.

• Single Device sign-on control, ie, only 1 device can be used by a User.

• New Versions of app are auto updated, no need to uninstall and reinstall.

Timesheet

• Capture User Clock-In/Clock-Out/Emergency Leave and Annual Leave with Timestamp and Geolocation.

Customers

• Customers View displays Today's Planned Visits Customers.

• Visits are planned with Weeks (ISO Month Week) and Days (ISO Week Day) for each Customer Location.

• Customers searchable by Customer Number, Customer Name or Customer Planned Visit Day.

• Open Customer Location in Google Maps for Driving Directions.

• Customer Cards with Customer Information like Contact Person, Contact Number, Address, Total Outstanding, Pricelist, Credit Terms, etc.

Visit Activities

• Visits to capture Sales Personnel Visits.

• Stocktake to capture Stock Levels at Customers' Sites.

• Collections to record Cash, Cheque and IBG/TT collections. Capture multiple collection types in a single receipt.

• Print Receipt on-the-spot (Bluetooth Receipt Printer required).

• Collections only Voidable at VanAdmin.

• Returns to capture Stock Returns and Return Reasons.

• Orders to capture Orders with Trade Discount controls and Price Controls.

• Products grouped and searchable by Product Category and Past Purchases.

• Selection from Product Brands to individual Products.

• Optional Product Images display.

• Familiar Online Shopping User Experience with Checkout Cart and Required Order Information.

• Ability to attach Customer Purchase Order images (jpg and pdf) to Orders.

• Editable and Voidable Stocktake, Orders and Returns.

• All Orders required to go through Approvals, ie, Order Approval, Credit Approval and Stock Approval.

• Orders within Trade Discount Limits are auto Order Approved.

• All Visit Activities are synced in real-time to VanAdmin for immediate processing and decision making.

• Users are warned if customers required Statutory Licenses are not available or expiring in near future.

• Auto Order Cut-Off Time, orders after the cut-off time will be dated the next day.

• Optional Order Sales Instructions.

Contract Management

• Control of Orders with Contracted Selling Prices, Contract Quantity and Contract Expiry Date.

• Contract Order allocation.

• View Contract Balance for each Product.

• Concurrent Contracts for same Product.

Reports

• Visits Report Page displays all Visits for the day or selected days displayed in Timeline with details of Time In and Time Out.

• Orders Report Page displays all Orders for the day or selected days.

• Collections Report Page displays all Collections for the day or selected days.

• Reports Page have the option to view PDF reports of Daily Sales Report, Daily Collections Report and Postdated Cheques. Daily Sales Report will be displayed with updated Order Status, ie, Order Approved, Order Credit Approved, Order Stock Approved and Order Routed.

Client, Org and Access Control

• Single Client with multiple Organisations/Branches.

• Products and Prices are controlled Client wide by Client Admin only while Branches able to control Areas, Customers, etc.

• Users assigned Roles and system implements Role-Based Access Controls.

• Branch Users only able to process, view and analyse own Branch data.

• Each Branch can have it's own Order Cut-off Time.

Masterdata

• Multi-Branch for each Customer with Geolocation tag, Outgoing Warehouse, Delivery Zone and Delivery Vehicle Capacity indication for each Branch.

• Each Customer Branch is assigned a Planned Visit Week (ISO Month Week) and Visit Day (ISO Week Day).

• Each Customer Branch can be assigned to one or more Sales Area/s.

• Products and related Prices are Centrally Controlled at Client HQ level.

• Unit of Measurements and related Conversions are supported.

• Vendor Product Codes and Customer Product Codes are supported.

Real-time Activities Transactions

• All Activities Transactions like Orders, Collections, Returns, Stocktakes and Visits are update in real-time.

• Displays are updated without the need to manually Refresh Screen.

• Real-time Activities Transactions means Real-time Reporting Dashboards.

Approvals

• Order Approval to review and approve Trade Discounts, FOC Quantities and Special Remarks. Orders within Trade Discount Limits are auto approved.

• Approvers can choose to only see Orders of Areas under them. Improved focus and speeds up Order loading times.

• Credit Approval to review and approve Credit Limits and Credit Terms. Able to auto-approve Orders within Credit Limits and Credit Terms.

• Stock Approval to review and approve Deliveries based on Stock Availability. Able to auto-approve Orders that have sufficient Stocks available.

Collections

• Daily Collections Report by Sales Personnel to ensure collection submission.

• Deposit Reconciliation to facilitate daily deposits reconciliation. Post dated cheques and House cheques are reconciled.

Logistics

• Supports Multi-Warehouse for each Branch.

• Auto Route Planning from either VanApp's Orders or Invoices imported from Accounting System.

• Supports Delivery Zones for internal delivery zone grouping.

• Each Route is assigned to a Vehicle for delivery. Vehicle Delivery Performance can be analysed for Vehicle KPI purposes.

• Monitoring of Delivery Fulfillment and Delivery Re-assignment. Unfulfilled Deliveries are tagged with Unfulfilled Reasons for analysis purposed.

• Delivery Status are monitored for each Order/Invoice, ie, Routed, Assigned, Re-assigned and Fulfilled.

• Sales Personnel has real-time information on Delivery Status.

Inter-Branch

• Inter-branch Orders function with generation of Inter-Branch Purchase Order and Sales Branch Orders to be imported into Accounting System for Inter-branch invoicing.

• Inter-branch Orders are included for Logistics Planning.

Integration

• Able to fetch and import Aging and Invoices from Accounting System (Sage 300).

• Able to import B2B Orders from B2B Portals.

• Customers Product Codes and Branch Codes are mapped to internal Product Codes and Branch Codes.

• Able to fetch data directly from Data Warehouse (BigQuery) for analysis and reporting.

• Able to export Orders into Accounting System (Sage 300) for Invoicing.

• Integration with 3rd Party Delivery Fulfillment Reports for Delivery Reconciliation.

Reports

• Supports Real-Time reporting from VanApp data or Historical Reporting from Data Warehouse.

• Real-Time Visits Analysis to know actual Orders while it's happening.

• Month-on-Month Comparison Analysis with flexible Reporting Dimensions and Charts.

• 12-Month Year-on-Year Analysis with flexible Reporting Dimensions and Charts.

Customisation

• Functions can be modified and/or added upon request.

• All customisations/enhancements are done in-house by internal developers.