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  • Manual or Automatic Invoice Creation

  • Cash & Credit Customer management including Cash payments

  • Automatic or manual credits including credit approval if sales are returned after invoicing

  • Ability to define credit status based on outstanding balances

  • Sale or Return items eg Sanding sheets sent out with a sander

  • Manage sales of company assets as well as used equipment sales with revenues from billing going back to the asset register as sales revenue

Sales Invoicing, 

Return from Invoice & Credits

#5: Invoicing & Charging

  • Mobile Apps for Load Confirmation & Customer Signature capture in the field

  • Internal Truck Management including the ability to track drivers & revenues against trucks

  • External Truck Management including the ability to raise POs for external trucking, receive multiple quotes and track driver information

  • Drop shipment from vendors directly to customers if using just-in-time ordering

Internal & External Trucking, Signature capture on despatch & pickup

#4: Sales Logistics

  • Mobile Apps for Yard Picking & Allocation

  • Multi-Branch fulfilment including split deliveries by dates and locations

  • Inter-branch transfers to bring equipment to contract locations

  • Contract transfers to move contracts to best location for fulfilment

  • Picking by RFID & Barcode

  • Warehouse and Yard Bin Locations

  • Used equipment pre-allocation if still on hire

Mobile Apps, RFID, Barcode, Allocation

#3: Picking & Allocation

  • Workflow driven by type of sale, nature of equipment or consumables & the complexity of your required process

  • Just in time ordering for new equipment or parts sales

  • Complete visibility of future availability based on expected receipts, inter branch transfers and expected receipts

  • Visiblity of availability in other locations

  • Process losses straight from rental returns

Status,

Location & Availability across your Branch network

#2: Availability 

  • Prospect & Customer Management

  • Quotes, Quote Conversions &  CRM

  • Customer Service Call Management

  • Rate Optimisation & Rate Management

  • Multi level rate structures driven by geography, location, customer and dates

  • Competitor Price Matching

  • Value Add prompting for attachments, accessories and Kits

  • Track transport charges and other additional services including relocations

  • Unique product configurator to make sure the right equipment is offered every time

  • Project and Task Code recording if customers need it

  • Consumables linked to Hire Items

  • Used equipment pricing & identification

Sales & CRM

to support your

Parts Counter & Sales Team

#1: Customer Demand

Whether you sell Consumables & Parts, New or Ex-Fleet Equipment, or simply need to manage the occaisional loss from a hire contract, rentalresult is designed to meet all your sales needs. 

Sales Workflow & Sales Logistics

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