20 Capabilities Of Using An Order Taking System12 min read

By 20th March 2018 November 30th, 2018 Information
Order Taking System

Below are the 20 capabilities of using an order taking system. Utilising these features to reach the applications full potential which will benefit you at trade shows and on the road.

1. Integrate with different ERP systems

You can integrate with different ERP systems such as QuickBooks, Brightpearl, SAP and many more. The integration process is normally straightforward click here for an example of how it works. Once you integrate a digital catalogue all orders are automatically uploaded to your back office, for a seamless ordering solution.

Order Taking System

2. Store a large sum of product photos

Digital ordering allows you to store unlimited product photos within your catalogues, so there is no need to carry a big paper catalogue around.

3. No internet connection required on the road

Whether you are taking orders on the road or at trade shows, it works completely offline. Once you get an internet connection you can upload the orders to your back office system and even send order acknowledgements to your customers.

Order Taking System

4. Customer details

All your customer details are in one place. You can simply see saved products, back orders and order history of the specific customer selected, which can be a really good sales feature.

5. Include different currencies

Alternating between different currencies that your customers use is made easier with a digital system. The exchange rate will automatically be included cutting out the process of manually converting from one currency to another.

Order Taking System

6. Customise your layout

You can add your own personal touch by customising the layout of a digital application. For example; Company logo, colours that represent your brand or the products that you sell, and many more features.

7. Professional

Present your products professionally with a digital ordering system. Cutting out paper catalogues will give a more professional look when selling at trade shows or on the road.

Order Taking System

8. Easy navigation

All the features and capabilities that you need are in one place making it easy to navigate around the system, all you need is 1 iPad to get started.

9. Add multiple companies

Some sales reps tend to work for more than one company and carrying around multiple catalogues can reduce their time selling. Using a digital system, they merely have to switch companies with separate logins and gain access to each catalogue.

Order Taking System

10. Amending orders

Using pen and paper, mistakes are frequent and its hard to reverse without rewriting the order.

Having a feature where you can amend an order will significantly reduce the number of mistakes in the final order acknowledgement.

11. SalesPresenter controller mode

Controller mode gives you the capability to connect to another device such as an iPod. This helps you to control your catalogues and pricing when dealing with a customer.

  • Controlled prices.

  • Sensitive information is kept private.

  • The customer feels in control.

  • Easy navigation.

Order Taking System

12. Saves time 

Throughout this blog you can see how much time is saved throughout numerous different features a digital catalogue has to offer.

You also save at least 1 week each time you visit a trade show by uploading orders directly to the back office instead of writing them out manually!

13. Cross-selling

Cross-selling is made easier because you can include related items “linked products” to the products you are viewing. This will further your selling capabilities because you are able to link similar products, for example, different colours and products that work well with that current item.

Order Taking System

14. Reporting

View all your reports and sales statistics with the reporting feature to view multiple summaries. See which aspects are thriving within your company and what needs improvement.

15. 360-degree imagery

Present your products with 360-degree imagery to give your customers a full view of the products you offer. Navigating around the product image will give your customers a feel of what the product looks like in all aspects and prompt the sale further.

Order Taking System

16. Up-to-date stock figures

By simply downloading data from the cloud to SalesPresenter, you will see up-to-date stock figures of your products. The time saved will be increased as there will be no need to ring the office for stock figures.

17. Bookmarks

Bookmarks allow you to save products and come back to them at the end of an order, this is highly beneficial when finishing an order as you can go back to those bookmarked products and grab a few extra sales.

Order Taking System

18. Barcode scanning

Using barcode scanners when taking an order will instantly speed up the process and decrease the risk of choosing a product you do not wish to add to the order. Another benefit would be that you can psychically view a product and make a clear and precise decision whether you wish to add them to your order.

19. Order history

View previously ordered products to see the last price you paid and the quantity of the order, with the capability to include previously ordered products to your current order.

Order Taking System

20. Not ordered

This is a great way to view what your customers have not yet placed in their current order, which they might have previously bought before.

Now you know there are many capabilities of a digital order taking system, I guess you want to find out which one is best?

These 20 capabilities are based on if you were to choose SalesPresenter as your order taking system, so the next stage would be to book a free consultation with us so you can see for yourself how each of these capabilities work!

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