SOLUTIONS
Dealer orders and orders taken in the field need consistent commercial rules. Logo Cloud Sales Platform brings these channels together in the cloud, connecting orders, pricing and collection with the central operation.
Discuss your requirementsCloud Sales Platform suits businesses receiving orders from dealers and field representatives. Head-office pricing, payment terms, stock and account information need to reach those sales channels. The platform brings teams together around consistent rules for daily commercial transactions.
A B2B portal or mobile application can apply the dealer's assigned prices and payment terms. Previous transactions and basket templates help start repeat orders, while account and risk information provide commercial context.
Customer prices, discounts and campaigns apply during order entry. Where the same item is sold under different agreements, clear rule precedence keeps field entry consistent with the arrangement held centrally.
Mobile functions cover product browsing, orders, customer visits and collections. The representative works with the customer's position as well as the value of a new order. Transaction permissions follow the division of responsibilities.
The platform provides ERP integration for orders, invoices, dispatch documents, stock and accounts. Its implementation depends on the ERP in use. Transfer rules and error handling are designed together to prevent the same transaction being created twice.
WORKFLOW
Prices and customer details inform the order, while ERP transaction status returns to the relevant sales channel.
Cloud Sales Platform focuses on channel transactions: dealer orders, field sales and collection. Edge CRM centres on relationships, quotations and opportunities. A lengthy quotation process and a recurring dealer order require different working tools.
An accepted order is not automatically available for dispatch. Vibe's order, dispatch and sales experience helps connect product units, delivery locations and partially fulfilled quantities to their ERP records. The status shown to the customer needs to agree with the actual delivery.
Cloud Sales Platform is offered to address both channels together. The functions and integration scope depend on how the business operates those channels.
It provides the working environment for sales channels and exchanges data with the ERP. Accounting, inventory valuation and the ERP's related responsibilities remain part of the connected operation.
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RELATED SOLUTION
A customer relationship contains more than an account balance. Logo Edge CRM connects conversations, quotations and sales activity to the customer, preserving commercial history when responsibilities change.
IMPLEMENTATION AND SERVICE
Before connecting Logo ERP to commerce, logistics or internal applications, we define sources, business rules and failure cases. The integration scope depends on the interfaces available in each product.
Tell us about your current system and the work you want to improve. Together, we can define the product scope, connections and implementation steps.
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