Field Sales Order Entry

Pronto Field Sales Order Entry is an end-to-end solution for capturing and sending orders from the field using BlackBerry or Windows Mobile devices. 

Sales teams are enabled to send orders with customer’s e-signature back to the office, start the fulfillment processes and provide a printed, e-mail or fax copy of invoices to customer for their records.

Key Features

• Order-entry form for handheld device
• Auto generate unique order numbers
• Auto time stamping in orders to facilitate tracking
• Signature/authorization capture
• New orders sent from the field to secure web site or integrated into CRM or ERP systems
• Sales managers can generate basic reports from the web or export data
• Support for printing while in the field, or distribute copy of order via e-mail/fax to the customer

Data Access

• Access data and reports anywhere with secure web
• Export to Excel
• Print through HTML
• Export XMLXML, CSV for use in other applications
• Export to SQL, SharePoint, QuickBooks
• Simple notifications and copy via e-mail

Package includes:

• For Mobile device: Order Entry Form and 10 free changes
• Web viewer: View, Edit, Search/Sort, Delete/Archive, click to save to CSV/Excel or Print
• Optional Integration to: SQL, QuickBooks, SharePoint, and Web-Services applications
• Check with your TrueContext representative for the latest list of available application connectors