On The Road Sales

On the Road Sales (OTR) is a mobile sales application designed to enhance productivity, competitiveness and profitability for any company that processes manual invoicing.

  • Salespeople can process sales 30% to 60% faster than hand written invoices
  • Reduce administration cost by 20% to 50%.
  • Fully integrated with Cougar Mountain Software
  • Utilizes inexpensive industry standard Hardware
  • Payback ROI in 3 months or less.

 

Features and Benefits

OTR Inventory:

  • Populated and refreshed using the Cougar Mountain Inventory module.
  • Lookups by inventory stock item and description.
  • Displays current pricing and current quantity on hand.
  • Utilizes customer/inventory pricing matrix.
  • Works with Cougar Mountain Multi-Location Module

OTR Customers:

  • Populated and refreshed using the Cougar Mountain AR module.
  • View critical customer data including: customer #, company name, contact, address, total due, last payment amount, last payment date, last charge date, last charge amount and customer notes.
  • Review recent customer sales detail information.

Invoicing:

  • Easy to use and learn entry screen.
  • Scan items with bar codes or enter via stock # or description lookups.
  • Discount and tax each line item and associated price.
  • Click on the payment screen and choose cash, check, credit card or charge.
  • Process payments on account for collected receivable payments.
  • Have the customer sign your PDA and capture the signature with the transaction to verify receipt.
  • Print invoices via network, IR and Bluetooth technology

Syncronization of data:

  • Transfer sales transations and refresh customer and inventory data via wireless, cradle or ftp site
  • New Cougar feature brings the OTR transactions into the Cougar Mountain Order Entry program where you can edit, change, delete and print invoices.
  • Once invoices are posted the new files are generated to refresh data on the PDA.

Report:

  • Daily Sales, replenish report, reconcilation.