Your agent is in the field?
Comax2Go
Save yourselves angst!
The appl for managing field agents
Supporting infrastructure
So, let's talk then?
Supporting modules
Possible functions at the manager level
- Coordinate a meeting for an agent
- View daily meetings
- Set sales staff targets
- View individual agent performance
- Set agent targets
- View percentage of target met – including only orders for which sales documents were produced
- View orders for agent, including a full breakdown
- View performance by month, going back up to 3 years
- Define designated pricelists
Applications at the agent level:
- Create orders, including having the customer sign on the phone screen
- During the creation of an order, being able to select from a catalog, performing a search for the product code or scanning the barcode with a camera
- Produce customer quotations
- Manage meetings
- Display a catalog with alerts about promotions
- Produce filled in accounting screens for the customer
- Execute collection in the field by accepting checks/ credit cards and producing a receipt
- Locate existing customers by town – including the date of the customer's last order
- Click the customer address to activate Waze
- Click the telephone number to open the calls function
- Click email to open a new email message to the customer
- View a graph of monthly or yearly sales to a customer
- View the details of the customer's orders in terms of item and quantity
- Set annual and monthly sales targets for a customer
- When adding a new customer – define the selected pricelist
- View a screen of the meetings held on the customer
- Define the Obligo
- View the history of the prices given to the customer
- Update price and discount
Other functions in the module
- Transmit an order directly to the system, including a map of the location
- Supply by the warehouse supervisor and updating of the order status
- View and produce invoices/ debt at all levels
- Manage internal inventory orders
- Produce transfer orders between branches and warehouses
- Catalog management
- New order
- List of a customer's orders
- Quotations
- Define pricelist
- Aging of accounts receivable
- Customer ledger
- Open invoices
- Obligo balance
- Receipts
- Update meetings
- Delivery notes
- Customer return delivery note
- Customer invoice
Technician functions
- Service – open a service call for a customer
- The technician reports its performance via the app
- Upload photograph/ video of the service performed
- Have the customer sign directly in the app
Why COMAX2GO?
Business management
Maximum convenience – from anywhere
at any time
Eliminates the need to employ a back office clerk to serve the agents
View maximum details about the customer
Including comparison with the history
Set targets easily and conveniently
The agent doesn’t need to come into the office
or to work with the Accounting Unit
End-to-end built-in advantages - COMAX ERP 360
A secure and comprehensive solution for managing all your business’s needs in the cloud
Specialization in the world of retail and commerce
Integration with a diverse range of software and applications
From POS terminal to balance sheet, a comprehensive ERP and accounting system
A flexible system that is adaptable to the customer’s needs as it grows
A comprehensive BI reports system for analytics and making informed decisions
Complementing systems for a complete solution
An ERP system for comprehensive management of your business
Portable POS terminal
A compact and convenient EMV-Technology enabled clearing terminal. The compact POS terminal allows direct access to the inventory management system and instant clearing from anywhere in the business. The clearing handheld terminal/ portable POS terminal communicates with a smart BO system for comprehensive end-to-end management.
Online store
A compact and convenient EMV-Technology enabled clearing terminal. The compact POS terminal allows direct access to the inventory management system and instant clearing from anywhere in the business. The clearing handheld terminal/ portable POS terminal communicates with a smart BO system for comprehensive end-to-end management.
Smart POS terminals - COMAX SHOP
COMAX SHOP is a user friendly and highly efficient android-based solution for managing your business. With its smart back office, you can manage inventory and procurement highly effectively, perform fast clearing and monitor your business.