Commercial Agent Lite, gfr21 24.06.03

gFr21 Commercial Agent is an application designed to streamline sales management for commercial agents with multiple clients. The app offers various functionalities tailored for efficient tracking and organization:

• Clients:
  • Comprehensive storage of commercial, tax, and payment terms data for clients.
  • Seamless integration with mapping services for easy access to postal and delivery addresses.
  • Detailed tracking of sales per customer and customer zones, including visit summaries and profitability calculations.
• Suppliers:
  • Centralized database for company trade information and fiscal details of suppliers.
  • Precise address lookup using mapping tools.
  • Effortless monitoring of sales by supplier and storage of visit summaries for suppliers.
• Catalogues:
  • Facilitation of multiple catalogues per supplier with delivery tracking capabilities.
  • Option to set price points and generate customizable PDF catalogues featuring images and barcodes.
  • Easy export of selected catalogue items for enhanced accessibility.
• Products:
  • Detailed product listings including references, descriptions, pricing, units, and images.
  • Versatile product description options suitable for various units of measurement.

The app also offers robust functionalities for creating and managing sales-related documents:

• Sales:
• • Generation of budgets, orders, delivery notes, invoices, and claims with customizable options.
  • Flexible line item editing for detailed sales references.

The application ensures efficient management of collections, commissions, expenditures, and revenues:

• Collection Management:
• • Streamlined input collection processes with observations and receipt management features.

• Commissions:
• • Thorough supervision of sales commissions, incentives, and invoice controls.

• Expenditure:
• • Detailed tracking of expenditures with photo documentation capabilities for expense receipts.

The app also provides utilities such as data export/import functionalities and intuitive navigation aids throughout the application interface. Additionally, users have convenient options for creating backups through external storage services like iCloud, Dropbox, or Drive.

The LITE version offers full functionality; however, limitations on the number of generated documents apply, notably affecting the PDF creation process for sales records.