Agent orders collection

Upp is the perfect app for sales agents to manage order collection.

RACCOLTA ORDINI AGENTI

Agent orders collection: how to automate it and make it effective.

Order collection for sales agents is always a hot topic in any company with a network of sales representatives spread across the territory.

Adopting software for order management is considered a necessary step to make a qualitative leap during this critical and, let’s admit it, often chaotic phase of negotiations.

  • Imagine how effective it could be to:
  • Receive orders in a standardized format
  • Measure the performance of your agents and clients
  • Efficiently organize your sales reps’ visit schedules

A dream? Not quite.

Weblink introduced Upp to the market years ago, a sales force automation solution for iOS (iPad) and Android tablets (also available via web). Upp is already used by hundreds of sales agents and representatives in companies of all sizes.

uPP is the flexible and high-performing order collection solution for tablets

uPP provides your company’s sales reps and agents with a practical and powerful app to simplify client management through CRM functions and streamline order collection. It reduces administrative workload, eliminates errors, and integrates seamlessly with your company’s applications (ERP systems).

App raccolta ordini agenti

1. Select and verify the client

Raccolta ordini Tablet

2. Add products to the cart

Raccolta ordini

3. Send the order to the company

Six reasons to equip your agents with uPP, the order collection app

  1. It’s a multiplatform solution
    The tablet version (iPad and Android) is ideal for mobile agents, while the web version caters to office-based users.
  2. Leverages existing PDF catalogs
    Product searches can be done traditionally (by name, code, etc.) or by browsing and clicking through existing PDF catalogs, which are automatically made interactive.
  3. Works both online and offline
    To maximize mobility, agents can place orders with or without an active network connection.
  4. Enhances your sales force with CRM features
    Agents can better prepare for client visits using comprehensive information about the client’s history (e.g., solvency, revenue, past purchases).
  5. Fully customizable
    The app is tailored to your needs, both in terms of graphic design and the implementation of your commercial rules.
  6. Integrated with company applications
    Thanks to built-in connectors, it integrates with any ERP or management software to extract information and transmit orders seamlessly.

Preparing for client visits

Before meeting the client, the agent can review all historical data that may help close the sale more successfully:

  • Select the client from a complete database or geolocation map
  • Assess comprehensive administrative and accounting data
  • View historical results, revenue trends, and purchased products
  • Identify issues related to payments, invoices, and deliveries

Sales agents can rely on advanced tools such as visit scheduling, prospect identification, and visit report compilation.

Creating the order

During the interaction with the client, the sales agent has access to a complete set of tools to quickly and accurately create an order using their iPad or Android tablet.

  • Identify products to add to the cart via the interactive, clickable PDF catalog
  • Use alternative methods: search the product database, reload products from previous orders, or navigate categories and subcategories
  • Manage complex items (size/color), product variants, and additional details such as product availability
  • Apply commercial rules: choose from multiple price lists, apply discounts up to 7 levels, add gifts and promotions
  • Add notes, order-level discounts, and customer signatures

All these operations are performed naturally and efficiently, in line with the agent’s sales habits.

Sending the order

Once the cart is complete, the agent manages order submission.

  • Orders are sent at the agent’s discretion, when network conditions allow
  • The order can be reopened for modifications
  • Gli ordini inviati rimangono in Submitted orders are archived

Orders are transferred to the ERP system with zero errors, drastically reducing back-office administrative workloads.

Features of our order collection solution

The system is offered in commercial packages that include various feature sets, which can be combined based on client needs. The base package includes all essential features for order creation:

Base functionalities:

  • Multi-platform tablet support (iOS or Android)
  • Management of interactive PDF catalogs
  • Article search by code or description
  • Quick entry mode
  • Customer and contact management
  • Customer blocking (e.g., due to insolvency)
  • Generation and sending of commission copies
  • Product packaging management
  • Notes per order line
  • Basic multi-level discounts (up to 3 levels)
  • History of submitted orders
  • Remote tablet locking from the back office
  • Data backup and synchronization
  • Online/offline operation
  • Other features…

Additional functionalities:

PRO Package

BASE PACKAGE +

  • Stock availability per product
  • Accounting details (credit limit, price list, last delivery, payments)
  • Due date management (overdue/pending invoices)
  • Reopening orders for modifications
  • Per-line gift management
  • Gift budget management
  • Product entry using barcode reader
  • Other features…

ADVANCED Package

BASE PACKAGE +

  • Size/color management and visualization
  • Monthly turnover (current year vs. previous year)
  • Return management
  • Reloading previous orders as new orders
  • Offer creation capabilities
  • Advanced discounts (canvassing, promotions, etc.) up to 7 levels
  • Promotional campaign management
  • Super-agent and area manager functionalities
  • Other features…

Dashboard Package

BASE PACKAGE +

  • Geolocating clients on a map
  • Visit scheduling
  • Agent performance tracking
  • Customizable visit reports
  • Global turnover compared to targets
  • Other features…

Comprehensive service for your order collection

We develop your customized app and provide operational support that includes cloud hosting for the system, management of data exchange formats with ERP and CRM systems, routine maintenance and technical support by phone, management of agent licenses

How much does Upp’s order collection solution cost?

If you’d like to learn more about our sales force solution, you have several options:

Call us at 0332/239546

Use the live chat next to this page

Fill out the contact form below

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For more information about our order collection app