General features
• iOS and Android app with identical features, web interface
• Cloud-based application server
• Web administration panel for autonomous content management
• Management system connectors with CSV, API, and XML formats
• App works offline and online
• Multilingual, multi-currency app
• User-specific content
• Customizable on request
• News and push notifications
• Tablet lock from the admin panel
• Tablet data backup
• Data synchronization on app launch
• Creation of custom reports
Product catalog and marketing
- Uses existing PDF catalogs
- PDFs automatically made interactive by the system
- Unlimited number of catalogs
- Free content tree structuring
- Digital catalog option (categories/subcategories)
- Product filtering and quick search
- Multimedia content management
- Expandable product sheet
- Single-dimensional product variants (size, color, etc.)
- Two-dimensional product variants (size-color)
- Product family management
Customers
- Customer profile and quick/advanced search
- Accounting details and due date schedule
- Multi-destination management
- Create new customer and new destination
- Customer lock
- Customer history (orders, purchased items, invoices)
- Year-over-year revenue comparison chart
- Customer geolocation on map
Orders
- Order cart creation and management
- Orders and quotes/proposals option
- Deferred order submission
- Order submission and commission copy
- Order transfer and sending order PDF via email
- Digital customer/agent signature
- Notes for order header and order line
- Order replicated/differentiated for multiple locations
- Estimated delivery date
- Returns management
- Reopen order for modification
- Load previous order (as new)
- Reservation of unavailable items
- Order template
- Bonus management on the current order
Agent functions
- Protected agent access
- Visibility of own customers
- History of sent orders with backup
- Discount and freebie budget for agent
- Super-agent and area manager functions
- Visit route from map
- Agent performance dashboard
- Daily/weekly/monthly order summary
- Total revenue and year-over-year comparison
- Personal targets and achievement percentage
- Reporting by product lines/categories
- Outstanding payments summary
- Customizable visit reports
Business rules
- Up to 3 levels of standard discount
- Advanced multi-level discounts
- Discounts by product family and quantity
- Promotions
- Discount range settings
- Net price
- Special price (item/customer)
- Multiple price lists (including customer-specific price list)
- Selection among multiple price lists
- Product availability, stock levels
- Manual and automatic freebie management
- Agent discount authorization
- Package and multiple management
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uPP Ordini
