Accountview integration with sales app App4Sales
Integrate your business administration with the App4Sales platform and provide your sales representatives and customers with a convenient order tool. Are your orders already registered directly in your Visma Accountview administration?
With App4Sales, you can easily place orders via your tablet, after which these appear in your business administration. Additionally, changes in customer data that are done in the sales application App4Sales are immediately implemented in your Accountview ERP system.
App4Sales is a handy sales application that is also used as a digital catalogue. The app can be used online or offline, so there is no need for an internet connection and it is possible to place orders at any location. In addition, App4Sales is easy to use and easy to implement within your company.
Show item descriptions in different languages
View the order history of customers
Retrieve item and customer data from Accountview
Add mood images of items
Create, view and edit customers
View up-to-date pricelists
The Accountview app for B2B sales representatives
- Transparent customer database
- Real-time stock levels
- Digital catalogue
- Order tool
App4Sales users and the Accountview integration
The sales app is used in many types of segments in the logistics market. App4Sales users also gain many advantages with the Accountview connection, read customer stories below and discover what advantages are gained by digitising the order process.
Accountview integration with App4Sales
After integrating your Visma Accountview software with App4Sales, item, customer and order data are synchronized in the App4Sales Content Management System (CMS).
- Customer data
- Order history
- Stock levels
- Price lists
The authorisation of Accountview and the App4Sales CMS ensures that all data ends up in the App4Sales sales application. Changes that are made to the application, such as the creation of new customers, are directly implemented in your administration.
The integration ensures that your representatives are always provided with up-to-date price lists and stock levels. In addition, they can easily place orders on location via the digital catalogue, after which these become directly visible in your Accountview administration.
With Visma Accountview it is also possible to collect multiple delivery addresses or contacts from your ERP system. Also, if available, item descriptions in other languages can be added to App4Sales, so that the application can also be used abroad.
System requirements Accountview
Before the integration of App4Sales with your Accountview ERP can be made, you must meet some requirements. For example, you must be in possession of the Accountview.net module and you must install the following modules prior to connection:
- Invoicing 1
- Price agreements 1
- IIS server installed with .NET 4.5
- Sales orders
- Communication Service Online (Accountview.net)
- Extended item description (optional)
- Item units (optional)
An iPad with a minimum of iOS 10 or an Android device with a minimum of Android 6.0.0 is required for the application to function properly.
Accountview Software: your financial administration standard
Accountview by Visma Software offers standard software for SMEs with a focus on user-friendliness. The software has been developed for independent entrepreneurs as well as medium-sized organisations. Accountview software consists of various basic financial versions that can be extended with additional functionalities if required.
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