Head Office + Field Team
One workflow from customer visit to accounting.
Field transactions are not isolated in a separate sales app. TOPbookkeeper can connect sales activity with inventory, receivables, banking, purchasing, manufacturing and POS operations.
Customer, CRM & Route Management
- Customer profiles and new customer registration
- Assign customers to sales routes
- Credit limits and outstanding visibility
- Customer transaction history
- Price lists, discounts and offers
- Customer QR-code lookup
Sales Order Management
- Create sales orders from the mobile app
- Map-based delivery follow-up
- Google Maps directions to customers
- Update orders during delivery
- Convert orders to invoices
- Track order progress from head office
Smart Invoicing
- Create invoices in the field
- Process returns and discounts
- Multiple payment methods
- Bluetooth pocket-printer support
- Customer-specific pricing
- Immediate transaction update to head office
Outstanding & Collection Management
- Real-time customer outstanding balances
- Full and partial payment collection
- Settle multiple invoices with one payment
- Payment and receipt history
- Receipt printing
- Better receivable follow-up
Sales Team Tracking
- GPS location and activity timestamps
- My Day start/end attendance
- Vehicle odometer readings
- Sales route execution visibility
- Sales targets and achievement analysis
- Field activity monitoring
Inventory & Distribution
- Salesman stock visibility
- Warehouse and store stock access
- Stock transfer requests
- Loading and unloading workflow
- Stock in, stock out and adjustments
- Stock take and variance analysis
Head Office Billing & Finance
- Customer invoices and delivery orders
- Credit notes
- Customer outstanding management
- Salesman targets and commissions
- Bank and cash-book control
- Cheque return and deposit management
Analytics, AI & Management
- Dashboard charts and filters
- Day-end sales reporting
- Item sales performance
- Collection reporting
- AI-driven sales forecasting
- Route optimization and market research insights
SFA terminology your buyers may search for
TOPbookkeeper supports many workflows commonly described under different names by different industries.