- Automation of business and trade in Uzbekistan, Kazakhstan, the CIS with ERP, CRM, HRM Smartup systems: automation of business processes
- Trade Modules
Another part of sales system is sales monitoring. How are the sales going?
How many sellers perform your tasks and how many only pretend to work as hard as they can?
Who of the buyers are those 20% (the Pareto principle - 80% of small and random buyers against 20% of big customers) that define the main part of your profit?
How the time of your sellers is spent?
Most importantly, your do not work in the twilight. You own data, and this is priceless. What can be done by analysing this data?
All this can be provided by our Smartup Trade solution, stay well informed of your sales.
Customer base is as a minimum a tool for development of company’s business and its sustainability support. Perhaps this is one of the few real, effective tools for business management. The full-fledged customer base in Smartup Trade contains a large number of opportunities to help the manager, such as sales history, statistics of the most purchased products, debt and others on one electronic page.
If you wish to reduce costs and establish control over retail standards, then using such a tool as audit of sales outlets makes sense for you.
Most commonly retail audit is required in three cases.
Firstly, for the developing retail operators whose growth potential is not realized yet. Usually they are interested in retail space optimisation, increase of operation efficiency of their staff, cost reduction, improvement of work with stock reserve.
Secondly, for the stagnating retail business. Usually these are small (up to 8-10 stores) retail chains with a limited administrative staff. Most often, they need help in stocks restructuring, staff motivation and quality control of the retail presentation.
Thirdly, for the large retail chains. They are usually interested in assessing the work quality of staff (sellers, merchandisers, and administrators), work with KPI (average receipt amount, service rate, visitor engagement rate, sales per sq. m), and quality of brand representation in sales outlets.
Use retail audit in “Smartup” SP
Feature access control - the development of a policy of selective access control, while the access rights of system’s subjects to objects are grouped taking into account the specifics of their application, forming roles.
Feature access is aimed to define clear and understandable rules of access differentiation for computer system users. Feature access provides implementation of flexible access control rules that are dynamically changing during operation of a computer system.
"Smartup" software package provides for flexible configuration by role. Each role exists within customizable limits of program usage, which prevents the user from unauthorized access to third-party modules.
Confidentiality - necessity to prevent the disclosure of any information or anything. The policy of Smartup SP is based on confidentiality and protection of our customers' information
- Stock planning, taking into account the pace of sales, delivery methods, lead times of suppliers, minimum balance.
- Capability to lead different types of warehouses: retail, wholesale, transit, for own needs, safekeeping, etc.
- Products search by supplier, batch, serial number, barcode
- Balance control by separate warehouses or a group of warehouses
- Control of shelf-life
Goods are a part of inventories purchased for further resale. Movement of inventories at the enterprise occurs during operations on goods receipt, transfer, sale or release into production.
Our product Smartup supports automated creation of accounting documents, keeping a full account of goods, avoiding personnel errors thereby. Forget about routine work and free up time to find new and creative solutions for your business.
Smartup facilities for warehouse inventory management
It will not take much time to start working with Smartup, just fill out a request for a demo version and get a link to enter your account. Free tariff is not limited in functionality. Optionally, you can switch to a professional tariff and increase the number of users.
Do not waste your time! Start working in SmartUp right now!
Planning and task manager
We all definitely need “one-more-hour”, right? Often, simple self-organization and planning can help get out of the situation “always busy, but I don’t have time”. The first thing we recall when we say, “planning” is, of course, a daily planner. However, what if you are not the one who is in love with stationary, who enjoys the simple rustle of pages and challenge of weighting the bag does make happy? You can keep your notes right on your smartphone, which is probably always at hand.
Today we have collected the most recommendable features to our mind that will help you organize your plans and notes inside the Smartup SP itself. Manage your time by yourself!
Market competition becomes strong. More and more efforts are to be taken in order to sell more and more efficiently. It is necessary to collect merchandising information for better planning of trade activities. More and more companies oblige sales agents not only to prepare documents but also to collect data for sales analysis and planning when visiting a customer. These are such parameters like current balance, facing, merchandise display, availability of advertising materials, etc. The main purpose of the Smartup Trade program is to automate the collection of applications, but at the same time, we have not forgotten about merchandising. Program provides two ways for it. At the time of placing an order, you can collect basic data, balance and facing. These are basic parameters and for most companies they are enough. Nevertheless, we went further and added a wide range of merchandising features. For example, Smartup has an editor for creating polls of any complexity and content. Automation of merchandising with Smartup Trade.
“Whoever owns the information owns the world”, said Nathan Rothschild in an interview. In conditions of heightened competition, a correctly planned strategy is one of the main secrets of building a successful business. Therefore, we paid great attention to creation of an analytical unit in our system. It includes several important tools for building the right analytic platform.
The basis for any research is collection of information. We have already talked about the importance of removing the right balances. The entire collected history of past sales and balances at the sales outlet is the basis for predicting future sales. Therefore, this information does not disappear, and you can always get data for analysis for any reporting period. This will allow you to correctly distribute the number of released products and plan future sales volumes.
Do not forget about the impact of competition on sales. The number of consumers in the market is limited and all competitors are forced to fight for them. No matter how well a company’s development strategy is built up, it may be derailed by one successful move of competitor. Competitive analysis allows the company to be sure that it will not be caught off balance. To analyse competitors with Smartup, either special forms of end-user questionnaires can be used to find out their preferences, or a simplified form of retail audit can be conducted, evaluating your products against similar competitors' products.
All reporting forms can be automatically sent to e-mails of relevant departments and employees of the company. It allows you to always stay in the know about the situation, even while away from the office.
Graphs and charts are displayed on the main page of the program to visualize the analytical base.
Of course, the question on how safe it is to store such data in one product arises. Special importance was paid on this matter. All data for reports stored on the servers is protected, and the SSL protocol or the VPN channel is used when exchanging information between the user and the server.
Many distributor companies have an extensive network of branches in all regions of the country. In such case it is extremely important to divide the work between branches correctly.
Imagine a company with a staff of mobile employees of more than 100 people, represented in all regions of Uzbekistan. The daily flow of incoming and outgoing information is enormous. Therefore, in order to avoid confusion, we have introduced a multi-branch system.
Each region has its own separate section where it can establish own warehouses, own product line and sales representatives. Moreover, the region gets access only to its part of the information, which greatly facilitates the work of the operator.
This avoids data processing slowdown and helps to optimize the work as much as possible.
At the same time, the head office can receive a report on the work of each of the branches at any time.
In addition, the ability to move stock balances between branches and to carry out mutual settlements is provided.
The advantages of such a system are obvious. It not only saves time and labour resources, but also provides an increased level of security when working with a large amount of company’s confidential data.
No need to forget that reporting can be generated both by the work of all branches as a whole, and by each individual branch.
The management of a trade organization is impossible without setting up an effective accounting system based on compliance with accounting rules related to inventory transactions and established by legislative and regulatory acts. These rules include:
Unity of valuation of goods during their receipt and disposal (in wholesale trade at purchase prices, in retail at selling or purchase prices);
Choice of inventories evaluation method when they are released in sales (the cost of production method of each unit; the average cost method; the FIFO method; the LIFO method);
Determination of accounting order of a process of inventory (goods and materials) acquiring using and without using account 15 “Procurement and acquisition of tangible assets”;
Establishment of boundaries between fixed assets and working materials in process;
Ensuring the reliability of accounting data and accounting reports by conducting an inventory of goods and materials and liabilities, during which their presence, condition and assessment are checked and documented. At the same time, the procedure and terms for goods and materials inventory are established;
development of forms of primary accounting documents used for processing of business transactions related to inventory movement, for which standard forms of primary documents are not provided, as well as forms of documents for internal accounting reports;
Delimitation of financial liability for safety of goods and materials and timely conclusion of liability agreements.
Accounting at a trading company is the most important element in its economic policy formation, a business tool, and one of the main facility for managing the trading process. It assists in improvement of operational and long-term planning, as well as establishment of information base for the analysis of economic activity and forecasting its financial result, provides a complete picture of the property and financial condition of the enterprise.
You will find in the Smartup SC this and many other. Join and use
Needless to say how operational work is important for distribution companies. According to our customer surveys, the use of Smartup allows reducing the time of operator’s order processing by 40% in average and increasing area coverage by sales representative by 20%.
Let us take a closer look at all these advantages using one working day of a sales representative as an example.
Using Smartup application, the sales agent can start his working day directly in the "fields" saving time for the way to office, since a ready-made route schedule for the day is already loaded into his gadget. The visit plan can be drawn up both by the sales representative via phone and by the operator via the administrator’s panel of the program. Both methods take only a few minutes. Moreover, the route has already been optimized and the agent always has a built-in map with his retail points at hand, so that he can create the most convenient route schedule for himself.
So, we have defined visiting plans, now let’s comment a visit to a point. We tried to make the interface as simple and convenient as possible so that filling out the items did not take up much time. Therefore, for example, the program contains standard types of comments, which are added by the operator, and the agent only needs to tick off a necessary one instead of typing frequently repeated comments at each visit. Leftover stock module is filled in in a few clicks, as well as the module for monitoring of advertising equipment, promotional products and retail audits. In addition, to quicken the work with large lists, we have implemented a system of filtering by various parameters, that also saves time. And finally, when accepting an order, the program not only helps to calculate all the data automatically taking into account current prices and even discounts, but can also recommend the number of products to order, taking into account previous sales, so that it can be enough until the next visit of the sales representative.
Therefore, you get complete information about the visit by performing few simple steps, minimizing errors and increasing the quality of the information received. You just need to connect to Internet and send new order to operator in the office.
GPS tracking technology became permanent in a set of tools for staff management. Each manager knows that without proper control, efficiency of work outside office is only 50%. As in this case, nothing restrains employee from violating the planned schedule, resolving personal issues or earn extra money beyond the company. Therefore, location-monitoring systems cannot be ignored.
Keep up to date with all events with Smartup Trade SP.
If you carry out transactions in several currencies, we suggest using a multi-currency transaction account. In Smartup you can easily add additional currencies to existing account of your enterprise or open new transaction account. If you want to split funds for different purposes, you can open several multi-currency accounts.
There is one currency on your enterprise account by default and cash inflows in other currency are converted in main currency of the account. To start using the benefits of a multi-currency account, additional currencies shall be added to the account. Use multi-currency in your enterprise, and Smartup will support you.
Smartup single system solves the tasks of security provision and increase of enterprise’s operation efficiency. The design of Smartup system corresponds to the modern level of security systems development, including systems for improving management efficiency and real-time sales monitoring.
Wherever you are, no matter how far from the office you are - you are always up to date with all the relevant data and observe any movements on the air. Reliability with Smartup.
Wide range of reporting
Configuration provides convenient means of monitoring the current state of trading activity - turnover, assortment sufficiency, which provides for quick decision-making. Implemented reporting system is a powerful and flexible tool for analysing all aspects of trading activity and goods turnover of the enterprise.
The user can get information about the state of warehouse stock, orders, sales, settlements in any analytical views with required details. For example, sales data by customers and items with breakdown by month can be obtained.
Each user can create unlimited number of reports. You can also configure user access to reports for each entity. For convenience, the report can be displayed on the main page and in the menu. All this and many other things are already implemented in Smartup SP. Find the right and appropriate reports for your business.