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PRODUCTS » PocketBiz Sales

  General Info   myPocketBiz Sales   Features   Top 10 reasons to select   FAQs   Security   Roadmap  

Features / Specifications

o= Included þ= Improved  n= New

Modules – PocketBiz Sales

Modules

Ver3.0

Ver3.6

Ver4.0

Express

Order entry

þ

þ

þ

þ

Ex-Van

þ

þ

þ

þ

Money

þ

o

o

o

Sales statistics

o

þ

o

 

Customer Ledger Card

o

o

o

o

Merchandising

þ

þ

þ

 

Sell Out

n

o

o

 

Surveys

n

o

þ

 

GPS

n

þ

þ

 

Assets

 

 

n

 

Order entry

Features

Ver3.0

Ver3.6

Ver4.0

Express

Search customers using different criteria

þ

o

o

o

Sort depending on the type of search

o

o

o

o

Customer data modification application

o

o

o

o

Comments

o

o

o

o

Edit sales document

þ

o

o

o

Delete sales document

o

o

o

o

Print sales document

þ

o

o

o

Create exact copy of sales document

o

o

o

o

Annul document

o

o

o

o

Display sales history

þ

þ

o

o

Product stock in multiple warehouses

o

o

o

o

Record customer stock

þ

o

o

 

Suggested order quantity

þ

o

o

 

Order templates

þ

o

o

 

Bundles

þ

o

o

 

Bundles- Function as a separate item in the order

 

n

o

 

Display product photograph

o

o

o

o

Search products using different criteria

þ

o

o

o

Search by “in customer product range”, “out of customer product range” & “in stock” criteria

þ

o

o

 

Categorize of customers and products in unlimited levels

o

o

o

 

Unlimited products

o

o

o

 

Round quantities in packages

n

o

o

 

Color – Size

þ

o

o

 

Edit barcode

þ

o

o

 

Select multiple products for order entry

þ

o

o

o

Two units of measurement by product

þ

o

o

o

Product / pricelist / customer/ payment method discounts

o

þ

o

o

Special discounts according to customer & product category

o

o

o

o

Minimum quantity of products

n

o

o

 

Special discounts based on the quantity of the products

 

n

o

 

Special discounts by changing the price

 

n

o

 

Discounts of sticker

 

n

o

 

Pricelists that do not allowed discounts

 

n

o

 

Automatic calculation of special discounts

 

n

o

o

Monitor stock according to document type

o

n

o

o

Support for various types of documents

þ

þ

o

o

Multiple addresses by customer / customer branches

o

o

o

o

Order delivery method

o

o

o

o

Order payment method

o

o

o

o

Multiple pricelists

þ

o

o

 

Document comments

o

o

o

o

Enter simple visit

þ

o

o

o

Print all types of documents

þ

o

o

o

Send document via fax

n

o

o

 

Digital signature by customer

n

o

o

 

Possibility to search products in order lines

 

 

n

 

Temporary storage in txt files

 

 

n

 

Enrichment of the Financial document annulment function

 

 

n

 

Optional calculation of sum for large orders

 

 

n

 

Use of keyboard

 

 

n

 

Possibility to save the processed lines of orders per salesman

 

 

n

 

Possibility to change the current usage date in the application

 

 

n

 

ExVan

Features

Ver3.0

Ver3.6

Ver4.0

Express

Maintain ExVan stock

þ

þ

o

o

Support for mobile invoicing tax mechanisms

o

o

o

o

Special discounts according to customer & product category

o

þ

o

 

Special discounts based on the quantity of the products

 

n

o

 

Special discounts by changing the price

 

n

o

 

Discounts of sticker

 

n

o

 

Pricelists that do not allowed discounts

 

n

o

 

Bundles- Function as a separate item in the order

 

n

o

 

Minimum quantity of products

o

o

o

o

Import quantity in multiples of specific price

 

n

o

o

Recalculate balances from the documents

 

n

o

o

Previous balance

 

n

o

o

Management of lots

o

þ

þ

o

New customer

o

þ

o

o

Use of keyboard

 

n

o

o

Dynamic menus

 

n

o

o

Fast calculations

 

n

o

o

Money

Features

Ver3.0

Ver3.6

Ver4.0

Express

Enter cash or check collection receipts

o

o

o

o

Edit / delete receipt

o

o

o

o

Print receipt

þ

o

o

o

Enter expenses according to category & payment method

o

o

o

o

Salesman cash reports

o

o

o

o

Enter mileage

o

o

o

o

Enter collections automatically when entering cash documents

n

o

o

o

Link pending customer documents with collections

n

o

o

o

Sales Statistics

Features

Ver3.0

Ver3.6

Ver4.0

Express

Display statistical data from ERP or PocketBiz entries

o

o

o

 

Display sales by product (or product category), customer and date

o

o

o

 

Display documents that include selected product

o

o

o

 

Sales goals for current and previous period (product analysis in categories up to 4 levels)

o

o

o

 

Follow up each order

 

n

o

 

Create budgets / goals per any criteria (customer, product, salesman etch) and follow them up

 

n

o

 

Customer Ledger Card

Features

Ver3.0

Ver3.6

Ver4.0

Express

Display aging balance

o

o

o

o

Display customer ledger card for a selected period

o

o

o

o

Print financial transactions card

o

o

o

o

Merchandising

Features

Ver3.0

Ver3.6

Ver4.0

Express

Record / monitor up to 11 alphanumerics and 5 alphanumeric fields

o

þ

þ

 

Select merchandising scenarios

o

o

o

 

Record products by category

o

o

o

 

Select between company / competitors

o

o

o

 

Monitor / modify records

o

o

o

 

Link company products with competitor products (different products for each company)

n

o

o

 

Record using barcode scanner

n

o

o

 

Record shelf in detail

n

o

o

 

Shelf photo

n

o

o

 

Record promotional activities

 

n

þ

 

Reporting on Pocket PC

 

n

o

 

Use of Keyboard

 

 

n

 

Sell Out

Features

Ver3.0

Ver3.6

Ver4.0

Express

Record sales realized on a specific date

þ

o

o

 

Enter sale with a different date from current

þ

o

o

 

Enter customer returns

þ

o

o

 

Product inventory by point of sale

þ

o

o

 

Information about sales, returns and inventories by product

þ

o

o

 

Monitor sales goals by product

þ

o

o

 

Surveys

Features

Ver3.0

Ver3.6

Ver4.0

Express

Complete simple survey

n

o

o

 

Complete guiding survey

n

o

o

 

Enter responses in free field

n

o

o

 

Enter responses by selecting predefined answer

n

o

o

 

Enter responses with multiple selection

n

o

o

 

History of surveys by customer

n

o

o

 

Detailed reporting

n

o

o

 

Use of keyboard

 

 

n

 

Additional calculators for registered questions per survey

 

 

n

 

GPS

Features

Ver3.0

Ver3.6

Ver4.0

Express

Record salesman position

n

þ

o

 

Record salesman route

n

o

o

 

Record time required to complete route

n

o

o

 

Display salesman route in a digital map

 

n

o

 

Additional maps with stigmas, logging and diagnostics

 

 

n

 

 

Assets Management

Features

Ver3.0

Ver3.6

Ver4.0

Express

Record of assets per customer

 

 

n

 

Record of plenitude of company’s and competition’s products

 

 

n

 

Messages

Features

Ver3.0

Ver3.6

Ver4.0

Express

Send messages with expiration date

o

o

o

o

Send html messages

þ

o

o

o

Respond to messages

þ

o

o

o

Requests

Features

Ver3.0

Ver3.6

Ver4.0

Express

Predefined applications

o

o

o

o

Enter application in free text or html format

o

o

o

o

Reports

Features

Ver3.0

Ver3.6

Ver4.0

Express

Salesman turnover for a selected period

o

o

o

 

Details of selected order

o

o

o

 

Salesman visits for a selected period

o

o

o

 

Synchronizations for a selected period

o

o

o

 

Sales analysis by product for selected customer and dates

n

o

o

 

Sales analysis per period

 

n

o

 

 

Warehouse

Features

Ver3.0

Ver3.6

Ver4.0

Express

Record internal handling documents

o

o

o

o

Edit warehouse documents

o

o

o

o

Delete warehouse documents

o

o

o

o

Print warehouse documents

o

o

o

o

Issue reverse internal handling

o

o

o

o

Create exact copy of warehouse document

o

o

o

o

Display / print daily balance

þ

o

o

o

Create shipping order based on sold quantities by day

o

o

o

o

Warehouse inventory and comparison to balance

n

o

o

o

Issue documents (sales & internal handling) automatically at the end of the day

n

o

o

o

 

Synchronization

Features

Ver3.0

Ver3.6

Ver4.0

Express

“Send / Receive” or “Send Only”

o

o

o

o

Connection via cradle to local network

o

o

o

o

Connection via internet (gprs, cell phone, telephony network, Buetooth, irda)

o

o

o

Only for order-entry

Connection via WiFI

 

n

o

n

Program version and operating system recording

 

n

o

n

Recording of detailed messages

 

 

n

 

 

General

Features

Ver3.0

Ver3.6

Ver4.0

Express

Transition to .NET 2005 technological platform

 

 

n

 

Possibility of Remote Self Update

 

 

n

 

Possibility to restriction to change date in the pda

 

 

n

 

Improvement of landscape mode functionality

 

 

n

 

Battery autonomy control

 

 

n

 

Possibility to change the settings file through the application

 

 

n

 

Possibility to filter, classify, change of order of appearance of column and regrouping in the screen of products

 

 

n

 

Appearance of SMS messages

 

 

n

 

Possibility to call either customers or other numbers

 

 

n

 

 

 

Technical Specifications

PocketBiz Client

Hardware

Windows Mobile-based Pocket PCs, support for Pocket PC Phone Edition PDAs with 3G

Operating system

Microsoft Windows Mobile 2003 / 2003SE

Database

Microsoft SQL Server CE 2.0

PocketBiz SmartPhone

Windows Mobile-based SmartPhones

GPS Support

NMEA compatible CF / GPS receiver

PocketBiz Server

Hardware (Suggested)

Intel P4 2Ghz, 1 GB Ram, 2 SCSI Hard Disks 36GB RAID1

Hardware (Minimum)

PIII 500 Mhz, 256MB Ram, 2 ATA Hard Disks 20GB RAID1

Operating system

Microsoft Windows 2000/2003 Server, IIS 5.0/6.0

Database

Microsoft SQL Server 2000 SP3 & CE 2.0

VMWare Host

Intel P4 2Ghz, 1 GB Ram, 2 ATA Hard Disks (System/Backup), Windows 2000/XP Pro

PocketBiz Communication

Communication between PocketBiz Client and PocketBiz Server can be realized in one of the following ways:

Internet

GPRS connection via cell phone for PocketBiz Client

Static IP (DSL/ISDN/Leased) 64 Kbps for the Server

RAS (Remote Access Server)

Data connection via cell phone for PocketBiz Client

RAS modems

At the company

via Cradle to a PC in the same network with PocketBiz Server

via Wireless LAN (Wi Fi 802.11b/g standard) in the same network with PocketBiz Server


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PocketBiz Group is Awarded as Microsoft Country Partner of the Year for Greece


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