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Boostorder Rep
Enhance sales team and field force efficiency while fostering meaningful customer relationships
Create automated workflows and reduce the manual, repetitive tasks your sales reps carry — with the complete history and data of B2B customer interactions stored in one place.
Task
Obtain workflow control by setting up tasks for sales reps, while still letting them create ad-hoc ones.
- Journey planner
- Check in / out / attendance
- On-shelf availability and OOS check
- Media attachment and note taking
- Payment collection
- Stock count and order
- Outlet location report
- Stock return
- Order taking
Catalogue
Easy-to-search products, specifications, stock availability and pricing. Reps can amend pricing and request approval for prices beyond their authority.
- Real-time product details, pricing and availability
- Boostorder Smart Search — find a product by typing part of its name or keyword
Order
Generate and share quotations and sales orders instantly, place orders on behalf of the buyer, and get notified on order status.
- Sales order
- Quotation
- Invoice
- Receipt
- Return
History
Track previous orders and transaction documents, with one-click re-order for repeat purchases.
- View quotations, sales orders, invoices, credit notes and payment transactions
- Filter and sort documents for faster access
- Re-order items for a customer with one click
Payment
Clear visibility on credit term and limit, with multiple invoice and credit note selection.
- Select multiple invoices and credit notes for payment
- Pay securely using different payment methods
- Apply early payment discounts
Return
Perform stock counts on the customer's premises and raise returns on the spot.
- Request a return in a few clicks
- Be notified on the status of the return
Insights
Clear visibility of sales target versus plan, in the field.
- Call rate
- Sales
- Collection
- Commission
The rest of the platform
A suite of solutions that streamline sales, distribution and cash flow across a range of industries. Whether you are managing field operations, complex supply chains or multi-channel sales, the modules are built to deliver real-time visibility, operational control and sustainable growth.
See Boostorder on your own order flow
Tell us what you sell and which channels you sell it in. A product specialist walks through the order cycle with your products, your customers and your numbers.