This application is for the exclusive use of JD SYSTEM customers who use our WSGE ERP business management system.
Functionalities:
• Customer catalog
the customer register
Physics and Legal.
Online search by zip code.
o Customer consultation
Search filters.
Registration data.
Related contacts.
Observation.
History of Orders made in the application.
Change of customer registration data not yet synchronized.
• Product catalog
o Product inquiry
Search filters.
Registration data.
Price tables (Up to 7 tables).
Minimum quantity control for sale.
• Order catalog
the order query
Search filters
Order sharing options
PDF generation of the order.
Option to consult the status of the order.
Change orders not yet synchronized.
• Contact book
the contact register
Related to customers or not.
Online search by zip code.
List of products offered to the contact.
Relationship of visit times to the contact.
o Contacts query
Search filters.
Registration data.
Observation.
Related products.
Visiting hours.
• Catalog of visit agenda
the agenda register
List the contact.
Enter date and time of visit.
o Consultation of appointments
Search filters.
Rescheduling of visit.
Cancellation of visit
Synchronization of appointments
Schedule deletion.
Completion of scheduling with description of the visit.
• Data synchronization
o Update server vs application
Loads customer updates, products, contacts and other necessary processes.
o Update application vs server
Sends all new customers, contacts, appointments and orders to the server.
• Order registration
o Customer validation
Checks if the customer is released to make the purchase.
Checks if the customer has a credit limit.
o Product validation
Minimum quantity control for sale.
Minimum price control for sale.
Selection of price list for the sale.
• Possibility to define the tables that will be available.
o Maximum discount limit per orders
o Order delivery date control.
o Observation of the order.
o Payment methods
Possibility to define which payment methods will be available.
Functionalities:
• Customer catalog
the customer register
Physics and Legal.
Online search by zip code.
o Customer consultation
Search filters.
Registration data.
Related contacts.
Observation.
History of Orders made in the application.
Change of customer registration data not yet synchronized.
• Product catalog
o Product inquiry
Search filters.
Registration data.
Price tables (Up to 7 tables).
Minimum quantity control for sale.
• Order catalog
the order query
Search filters
Order sharing options
PDF generation of the order.
Option to consult the status of the order.
Change orders not yet synchronized.
• Contact book
the contact register
Related to customers or not.
Online search by zip code.
List of products offered to the contact.
Relationship of visit times to the contact.
o Contacts query
Search filters.
Registration data.
Observation.
Related products.
Visiting hours.
• Catalog of visit agenda
the agenda register
List the contact.
Enter date and time of visit.
o Consultation of appointments
Search filters.
Rescheduling of visit.
Cancellation of visit
Synchronization of appointments
Schedule deletion.
Completion of scheduling with description of the visit.
• Data synchronization
o Update server vs application
Loads customer updates, products, contacts and other necessary processes.
o Update application vs server
Sends all new customers, contacts, appointments and orders to the server.
• Order registration
o Customer validation
Checks if the customer is released to make the purchase.
Checks if the customer has a credit limit.
o Product validation
Minimum quantity control for sale.
Minimum price control for sale.
Selection of price list for the sale.
• Possibility to define the tables that will be available.
o Maximum discount limit per orders
o Order delivery date control.
o Observation of the order.
o Payment methods
Possibility to define which payment methods will be available.
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