Salesforce Automation Software

User-friendly software solution for distribution and warehouse management

Mobility and easy-to-use app

  • Use portable devices such as phones, tablets and handheld POS devices to manage your staff easily and let them perform sales and distribution tasks efficiently
  • Centrally manage stocks and prices, stock levels, tax rates, merchants, employees, and reporting across all your territories, and warehouses easily and efficiently
  • Send invoices to merchants via text, link or pdf using WhatsApp, Viber or Any other sharing platform
  • Monitor agent-wise / territory-wise real-time stock levels.

User management

  • Create regions, states or territories easily and assign any number of managers, Sales representatives and other employees to each territory and track each territory-wise employee activities
  • Grant different access levels for sales executives and provide each with a unique PIN to log in to Clotouch POS App
  • Use shift management and identify if there’s any cash discrepancy at the end of the shift
  • Keep track of sales reps' working hours using clock-in/out.

Inventory and warehouse management

  • Manage inventory efficiently and accurately by tracking stocks with barcodes
  • Distribute stocks from warehouses to territories or between territories easily by using transfer of goods(TOG)
  • Use purchase orders to fill up your stocks accurately, email PO to suppliers and track stock invoices
  • Create GRN and stock adjustments to manage your stocks and conduct weekly/monthly/annually stock counts
  • Get low stock / out of stock alerts

Manage territories and merchants

  • Create and maintain detailed merchant profiles with their contact information, shipping details, product preferences and purchase history
  • Assign merchants to territories and manage each merchant base accurately
  • Manage and keep track of credit sales, merchants’ outstanding and settlements
  • Include merchant signature in the receipts.

Real-time reports

  • Access to real-time reports of sales by products, sales by category, discounts, payment types, taxes and charges
  • Filter the data by territory, region or state to identify problem areas that require immediate action or opportunities for growth
  • Analyze territory-wise growth easily by assessing gross sales, net sales and gross profit in the sales summary report.

Run promotions

  • Create pricing plans that can be applied at the time of sale
  • Develop merchant loyalty with loyalty programs and reward your merchants
  • Create discounts based on the percentage or value, attached to the receipt or product.