CRM for retail and wholesale offline trade

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Allows employees who sell in retail outlets to create and solve tasks.

Universal and suitable for any direction of retail sales. It is preferable to use a barcode scanner at the point of sale.

Employees work with processes:

1. Sales journal;
2. Daily sales journal;
3. Sale at a point of sale;
4. Issue a loyalty card.

In the settings of each stage of business processes, you will receive actions to automate the work of employees, they can work with the application from the office or remotely.

How the program works:

1. Sales log

Allows you to track the total retail sales in a point of sale for a period

• The process is launched annually and/or monthly, depending on the accounting period;
• At the end of the working day and the checkout, we create a subtask > Journal of daily sales.

2. Daily sales log

Allows you to capture:

• Amount of cash balance at the beginning and end of the day;
• The amount we receive at the cash register in the course of sales;
• The amount we withdraw from the cash register.

3. Sale at a point of sale

• Employee starts:

1. named client process;
2. or universal when sold impersonally.

• Scans the products he sells with a barcode;
• Pays for the amount of the processed process, or uses discounts;
• In case of a mistake, the product can be returned and the sale reissued;
• When the process is closed, the goods are written off from the balance of the store's inventory.

4. Issue a loyalty card

• The seller can offer the customer a loyalty card;
• Issuing a card according to the prescribed issuing algorithm.

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