Exact Online integration with B2B sales app App4Sales
Are you looking for the perfect addition to your Exact Online environment for your sales? Discover the integration with App4Sales and gain even more control over sales within your organisation!
With Exact Online accounting software, you have all important business flows in one place. You work entirely in the cloud and all your business processes are connected. App4Sales connects to your current business processes and helps automate them even better.
Link App4Sales, the perfect mobile sales application for your tablet, to your Exact Online administration and also manage your sales processes in the cloud. Having your representatives and agents manually enter orders into your administration is a thing of the past. The sales process is fully digitised.
Present your items to your customers through a digital lookbook, work online and offline, and make use of a barcode scanner to easily add items to your order. With App4Sales, you have the ability to assign customers and regions to your representatives or agents abroad. Use filters for your items so that your representatives can only sell your customers the right items.
Item and customer filters for representatives and agents
Add items to your order with a Bluetooth Scanner
All your items in a clear matrix
Replace your paper catalogue and digitise your sales process
On- & Offline Mode
Use the sales app with and without Internet connection
Easily navigate to nearby customers
The perfect sales app for Exact Online
- Full customer database
- Real-time stock indication
- Digital catalogue
- Price lists and staff discounts
- View order history
Discover the many possibilities of App4Sales yourself! Feel free to contact us for a demonstration.
Exact Online integrated with App4Sales
To link your Exact Online administration to App4Sales, it is required that you use the Exact Online Trade module.
- Items and customers
- Newly created customers
- New orders and signature
- Stock and order history
You can create the link with App4Sales yourself by means of an authorisation process; our App4Sales team will guide you in this. Your sales data from your Online administration will be placed in the App4Sales cloud and appear in the App4Sales Content Management System (CMS). You can then retrieve your data in the sales app.
Representatives receive their own login details. In the App4Sales CMS, you can view statistics and manage date for each individual representative. This way, you have a hold of the entire sales process and gain better insight into your sales.
System requirements Exact Online and App4Sales
The Exact Online Trade module is required for the use of App4Sales. With Exact Online Trade, full control over stock, open cost items, and financial obligations is possible. Place orders, compile quotations, manage stocks, and process sales orders. Easily share information with your customers and suppliers. Everything is structured and automated, which prevents errors and maximises business results. Link App4Sales to your Exact Online Trade administration and gain insight into stock levels, price lists, and ranges always and everywhere. The perfect addition to your complete ERP online package.
Exact Online technical requirements
No technical preparations are needed for the installation of App4Sales. To start using the tablet sales app, it is important that the sales app is integrated with your administration. Providing this access is done through an authorisation process which you can easily go through step by step.
In order for App4Sales to work properly on your iPad, iOS 10 or higher is required.
Discover App4Sales for free, download the app in the Apple App Store:
Exact Online: online business software for entrepreneurs
With Exact Online from Exact software, you have integrated bookkeeping and CRM into a single software package. The basis of any healthy business. Exact Online is a flexible online ERP package that enables you as a company to automate all business processes. You fully work in the cloud, easy and safe. Updating your ERP software is a thing of the past.
Exact Online offers various integrated packages for small and medium-sized companies in trade, production, and business services. You can use Exact Online 24 hours a day, 7 days a week, and anywhere in the world. You can easily collaborate online with colleagues, partners, customers, and accountants. All business information is located in one place in the cloud.