TOPbookkeeper SFA
Sales Force Automation connected to the rest of your business.
Use these answers when comparing field sales, distributor management and sales automation systems.
Sales Force Automation (SFA) software digitizes and automates field-sales activities such as customer management, route visits, order taking, invoicing, collections, sales tracking, inventory access and sales reporting.
Yes. TOPbookkeeper provides a cloud-based Sales Force Automation system with a web solution for head office and a mobile app for field sales teams, designed for businesses operating in Sri Lanka.
Yes. Sales representatives can create invoices, apply discounts, process returns, accept payment methods and print invoices using a compatible Bluetooth pocket printer.
TOPbookkeeper includes sales-team tracking features for viewing salesman GPS activity on a map, activity timestamps and My Day start/end information.
Yes. Salespeople can view customer outstanding balances, receive full or partial payments, settle multiple invoices and print receipts.
Yes. The SFA workflow includes real-time inventory access, salesman stock, stock requests, transfers, loading/unloading and stock adjustments.
TOPbookkeeper offers wider accounting and financial functionality including customer and supplier transactions, payments, banking, cash books, cheque handling and expense tracking.
Yes. Manufacturing options include Bill of Materials templates, production jobs, raw-material stock reduction and production cost calculations.
Yes. TOPbookkeeper also provides a POS option, allowing businesses with retail operations to use the wider TOPbookkeeper ecosystem.
Typical use cases include FMCG, sales distribution, manufacturing, pharmaceuticals, wholesale, retail, automotive, import and export, and other businesses with mobile or field sales teams.