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Office & Productivity Software forum


Mobile Electronic Receipt Book with real time tracking

by SkillachiBlade / August 23, 2016 10:52 AM PDT

I am looking for an electronic receipt book system for my sales agents. These agents collect cash and cheques from clients and I want to eliminate the written receipts. The I want be able to capture the customers signatures and the information on how much was collected. The sales agent's device can be a smartphone paired with a Bluetooth printer or a all-in-one mobile terminal printer unit.

The system ideally should be able to update the back office so that at the end of the day reporting on how much was collected is easily generated.

Looking forward to any help or suggestion on a possible solution to meet the above.


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All Answers

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Sounds like you are ready for SalesForce.
by R. Proffitt Forum moderator / August 24, 2016 7:10 AM PDT
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On Premises Solution is prefered
by SkillachiBlade / August 24, 2016 8:53 AM PDT

Thanks for the recommendation!

I have been looking at a number of subscription CRM services. I am trying to see if there is an on premises option.

Looking forward to more help from the community.

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There might be such a system
by R. Proffitt Forum moderator / August 24, 2016 9:06 AM PDT

What you asked for is something I didn't find in ready to use systems. It's a system, not something I've found off the shelf. I think the subscription CRM might be cheaper today. That is, your outlay in 5 years may be less than paying for hosting your own system because you'll need an IT staff to care and feed it.

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CRM Option Considered
by SkillachiBlade / August 24, 2016 11:45 AM PDT

Thanks for the response.

A CRM solution is being considered but this is still some way in the future. I was hoping that there is stand alone system that can be used for this.

I have seen couriers like FedEx and DHL able to capture the signatures etc on the terminals they use. I know these must be custom solutions developed but sometimes there might be similar systems developed that imitate some features or an open source solution.

I am still actively searching but be glad for any other help.

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I can talk about FedEx and DHL
by R. Proffitt Forum moderator / August 24, 2016 12:00 PM PDT
In reply to: CRM Option Considered

Those systems are developed inhouse with teams of programmers, CIO, CIT and others to make it happen. These are not off the shelf.

If there is an open source, that still leaves your IT team to implement and get it working.

I had the feeling you wanted to not develop so I think Salesforce and having it delivered up and running would be best.

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not going to be able to help but
by renegade600 / August 24, 2016 12:41 PM PDT

I have seen similar systems being used by sears repair, Schwans home delivery, etc... Not exactly sure what you mean by eliminating written receipts, but the customers would need that written receipt for their own records - unless you are wanting to email them a copy.

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Eliminating written receipts
by SkillachiBlade / August 24, 2016 12:58 PM PDT

Written receipts yes, but not receipts altogether.

As mentioned above a printed receipt will be done. This is when the customer has verified with the rep that the figure collected in cash or cheque is correct, sign on either a smartphone or terminal, then the receipt is printed. Emailing was considered but most of our customers would not be interested, they like their evidence upfront.

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by R. Proffitt Forum moderator / August 24, 2016 1:19 PM PDT

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