The ultimate companion app, designed specifically to work with an existing installation of the VISCO desktop application. VISCO software specializes in landed cost calculation, shipment and inventory tracking as well as document generation and management for import businesses in various industries. The software integrates with Quickbooks (and other accounting packages) for accounting but incorporates more sophistication in inventory and logistics and includes all the tools an import and distribution business needs to operate efficiently.
This app focuses on CRM and Sales functionality. The app has been designed for existing VISCO customers to take advantage of various sales activities against their live VISCO data while "on the go." Base modules in the app include CRM with Inquiries and Quotes, Sales Orders and Inventory Lookup, but more modules can be added by request. The possibilities are endless!
Base Functionality includes:
Ability to View/Edit existing Customers basic information: Default Sales Rep, Address, Phone, Fax, Email etc.
Ability to Add New Customers
Ability to Delete Customers with no Quote, Inquiry or Order history
Ability to View Order History from Customer screen
Ability to Search for any active Customer
Ability to add new Customer inquiries and see a history of all sales activities with existing Customers
Ability to create Customer Quotes
Ability to see history of all Quotes associated with a Customer
Ability to Create new Sales Orders
Ability to Edit existing Sales Orders that are not yet issued
Ability to Search for any not yet issued Sales Order
Ability to View/Edit existing Product basic information: Id, Name, Default UOM and Default Pricing Information
Ability to Add New Products
Ability to Delete Products with no transaction history
Ability to Search for any active Product