From customer to payment tracking

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Customer
📝
Quotation
🧾
Invoice
💳
Payment
📊
Tracking

CRM & Customer Management

Full customer list with hierarchy, visit history, contact details and Google Maps navigation. Always know who to visit and how to get there.

Quotation & SO Booking

Create and share professional PDF quotations directly from the field via WhatsApp or email. Sales order booking with real-time inventory check.

Payment Collection

Generate instant cheque and cash receipt slips. Track customer outstanding balances with Paid / Partial / Unpaid status and downloadable aging reports.

Lead / VisitQuotation (PDF)Sales OrderInvoicePaymentComplete field-to-ERP sales workflow
📱 Mobile Apps LayerSalesman · Warehouse · Logistics · HRMS🔗 Secure API LayerRESTful APIs · Authentication · RBAC · Audit Logging⚙️ Business Logic LayerValidation · Workflow Engine · Notifications🗄️ ERP Database LayeracSys ERP Core DB · Real-Time SyncAll apps: Online-Only · Real-Time ERP Synchronisation

Complete toolkit for field sales excellence

Every feature designed for UAE and GCC field sales teams — from cheque receipts and GPS navigation to barcode scanning and performance dashboards.

01 — Cheque Receipt

Generate an instant professional receipt slip the moment a cheque payment is received in the field. Fully branded and printable.

02 — Cash Receipt

Create instant cash receipt slips on-site — fast, accurate and professionally formatted for immediate customer handover.

03 — My Customers

View your full assigned customer list with hierarchy, visit history, contact details and one-tap Google Maps navigation to client sites.

04 — Sales Invoice Ledger

Access all Sales Invoice Statement records with full invoice values, payment status and outstanding balances for each customer.

05 — Item Price & Barcode

Instantly check item details, pricing and availability using the built-in barcode scanner — no manual lookup required in the field.

06 — Customer Outstanding

View each customer's Paid / Partially Paid / Unpaid invoice status with a downloadable aging report for collections conversations.

07 — Sales Return

Track and process all customer sales return records directly from the app — linked back to original invoices with full audit trail.

08 — Sales Chart

Visual performance charts showing Paid, Unpaid and Partial invoice breakdowns. Customisable date ranges for period analysis.

09 — Price History

Track 30-day price change history for all items. Never get caught off-guard by pricing updates when quoting customers on-site.

10 — Quotation / SO Booking

Create professional PDF quotations and book sales orders from the field. Share instantly via WhatsApp — close deals at the customer's location.

11 — Customer Location

Get precise customer GPS locations and start turn-by-turn navigation with one tap. Always arrive on time, every time.

12 — Sales Target

View your assigned monthly/quarterly sales targets and track real-time achievement progress against those targets with visual indicators.

13 — Business Card

Display and share your digital business card with customers instantly — no more running out of physical cards during client meetings.

14 — Real-Time Data Sync

Access live ERP data — sales figures, inventory levels, customer financials and order status — all updated in real time from the field.

15 — Task Management

Approve requests, manage pending tasks and handle workflow approvals remotely — no need to return to office for sign-offs.

16 — Reports & Dashboards

View comprehensive KPI analytics, performance metrics and management dashboards from any location — your ERP data in your pocket.

Enterprise-grade mobile security

Multi-Step Authentication

Username + Password + MPIN secondary layer. Company selection on login for multi-entity environments. No shared credentials permitted.

Role-Based Access Control

RBAC at module and action level. Each salesperson sees only their assigned customers, territories, pricing tiers and performance data.

Audit Logging

Every transaction, payment and data access logged with user ID, timestamp and device information. Full auditability via ERP admin interface.

Empower your field sales team today

Give your sales reps 16 powerful tools and real-time ERP connectivity. Request a live app demonstration.

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