Solutions / Sales & Field Operations / Prompt Sales
01 · SALES & FIELD OPERATIONS
Prompt Sales
Sell from vehicle stock with immediate delivery, from load request to daily reconciliation.
02 · OVERVIEW
The sale, the delivery and the invoice, in the same visit
Prompt Sales is the van sales module of the Techy IP platform, built into the Sales Rep app. Representatives carry a small stock of products in their vehicle and sell with immediate delivery: the retailer buys and receives the products on the spot. From the load request to the daily stock reconciliation, invoices, returns and buyback, every step is managed in the app and connected to the rest of the platform through Data Bridge, so teams sell more, reduce stock-outs and keep full control of the mobile stock.
03 · CORE FEATURES
What Prompt Sales does
Load requests
Reps request their vehicle stock, choosing the right products for their route and retailers, and schedule the pick-up date.
Load confirmation
Every load is numbered and detailed; at the distribution centre the rep checks it and accepts or rejects it in the app.
Immediate sale and delivery
Retailers buy and receive the products in the same visit, reducing stock-outs of high-demand items.
Invoicing at the point of sale
Invoices are issued for each delivery, keeping the sale, the stock movement and the fiscal document connected.
Mobile stock management
A full view of the vehicle stock by category and product, with PDF export and history by period.
Daily reconciliation and returns
End-of-day stock checks and the return of products to the distribution centre, all recorded in the app.
Buyback and collections
Buy back damaged, near-expiry or discontinued products from retailers, or record simple collections with a reason.
Operational reports
Deliveries, daily activity, retailer orders, vehicle stock, invoices issued and digital orders, in simple reports.
Built for
Field sales representatives running van sales, and their managers.
Versions
Consumer goods segments with direct store delivery.
Runs on
Inside the Sales Rep mobile app.
Integrations
Sales Rep, your CRM, your ERP and invoicing services, through Data Bridge.
05 · INTERFACES
See Prompt Sales in action
06 · MORE IN SALES & FIELD OPERATIONS
Other solutions in this category
Put customer information, commercial rules and order-taking tools in the hands of your field sales team.
Explore solution ↗Help managers follow team performance, customer activity and operational exceptions across their territories.
Explore solution ↗
07 · CONTACT
Talk to our team about Prompt Sales
Opens the contact form with Sales & Field Operations already selected.