This is a Mobile Sales Tool for Sales People, Account Managers, or anyone who is ‘field-based’.
Field-based personnel relies on information that is up to date, accurate, and available 24/7 without reference back to the office. Vision Insight provides all this as a new feature-rich extension to Vision Commerce that gives you an Android-based phone/tablet App so you can work ‘on the go’.
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Select from the tabs below to obtain further information on each of the areas on the Insight system
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This application will allow you to do the following in one single application Update Customer’s notes Check Stock Check Customer orders Check for Purchased Stock Expected Dates Place an order whilst you are with the Customer Basic Information on Customers and Products Create a new customer
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To download this application, you will see this on the Play Store on the Android device. This is normally done for you before you get the device. This will also do the updates to the application. |
To log in, you will be provided with the Email and Password to connect to the Connection link Image AddedImage AddedImage Added |
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It will open showing the list of Customers as the first page From this screen, you are able to search for a specific customer Image AddedYou are able to create a new customer if you click on the Person + icon. This will populate the screen that is the same as the Basic info, you will need to enter the details. Once this has been saved, this will populate to the VC app and save directly into VC if the setting in the API Interfaces Maintenance shows Save directly into VC. If this is not ticked this will show in the Interfaces – API screen on VC  Image AddedBasic Info Notes This will show all the notes for the specific customer You are able to create a note by clicking on the paper with the + icon. This will populate a screen where you can select the contact, add the note for the customer, select the outcome, and add in the next call. Click on Save to update the Customer Contact Maintenance in the VC app
Price Lists Contact This will show all the contacts for the specific customer You are able to create a new contact by clicking on the paper with the + icon. This will populate a screen where you can add the details for the new contact – everything with the * is mandatory to saveÂ
Reserves Sales Order |
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It will open showing the list of Products on the first page From this screen, you are able to search for specific products Image AddedProduct Info Stock Info Pricing Order History |
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This screen will allow you to create a Stock Sales Order Image AddedYou are able to enter the following by clicking on the Calendar + icon next to the Order Date You will be able to start typing the product code and the list will be populated, this will automatically check if the warehouse you have chosen has stock. This will flag up if no stock. You would be able to choose the payment type for this order using the drop-down list. This will default to the Customer's default. ou will need to click Submit. Once this has been saved, this will be populated to the VC app and saved directly into VC if the setting in the API Interfaces Maintenance showing Save directly into VC. If this is not ticked this will show in the Interfaces – API screen on VC
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All the fields that have a * are mandatory |
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This screen will allow you to set up the Sales order defaults Image Added |
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This screen will show the Application Information for the version and device Image Added |