salesUP BS is an ERP (Enterprise Resource Planning) for managing invoicing, customers, stock, sales teams, pre-sales or van sales, logistics optimization, B2B and production, empowering distribution businesses in the food, beverage and other sectors.
Contact us salesUP BS offers a wide range of features that power your sales.
It is an AT-certified invoicing software, supporting EDI and electronic invoicing, integrating a set of products and
features optimized for food and beverage distribution businesses.
salesUP BS uses the concept of Point of Sale (the location where goods are delivered) and tax entity (the entity that pays the invoices), allowing the same tax entity to have several points of sale, so the organization can track how much each tax entity is worth, but also each point of sale individually.
Main features:
→Commercial and pricing conditions;
→Financial conditions, credit control and liabilities;
→Logistics information;
→In-person follow-up or combined with the Contact Center;
→B2B e-Commerce;
→Association with sales routes with pre-scheduled visit days.
With salesUP BS, keep a supplier record, purchase history, balances, statements and transaction history.
Main features:
→Commercial and pricing conditions;
→Additional and rappel discounts;
→Financial conditions;
→Purchases in the supplier's currency;
→Contact record.
The PowerSales App, in Pre-Sales and Van Sales mode, supports route management for sales teams, managing stock and ensuring the issuance of legal documents certified by the Portuguese Tax Authority (AT).
Main features:
→Routes, customers and visit control;
→Transport notes and delivery notes;
→Invoices and simplified invoices;
→Returnable packaging / crates deposit management;
→Receipt issuance;
→Stock and other stock-managed documents;
→Collections and sales prospecting;
→Bottled gas van sales.
Option to use the Contact Center module, with features for phone follow-up of the customer portfolio, for both outbound and inbound calls.
Main features:
→Daily contact plans, per operator;
→Suggested conversation scripts with the customer;
→Knowledge of consumption history;
→Knowledge of credit control history;
→Order registration;
→Customer surveys;
→Recording of incidents and activities;
→Customer purchase analysis;
→Current account analysis;
→Contact rescheduling;
→Minimum order value control.
Linked to commercial management, it provides an additional channel to connect with your customers. It gives your customers access to a Web portal with exclusive, authenticated access.
Main features:
→Order registration and lookup;
→Delivery data and shipping methods registration;
→Email receipt after order placement;
→Order and product history;
→Purchase analysis;
→Notice panel (outstanding documents, pending orders, etc.);
→Current account;
→Order suggestion for your customer.
salesUP BS ERP ensures the issuance of certified documents with communication to the Portuguese Tax Authority (AT). Electronic invoices are sent to your customers via EDI or digitally signed PDF, by email.
Main features:
→Electronic invoicing in PDF (digitally signed invoices sent in PDF);
→Electronic invoicing for Public Procurement;
→EDI support (CIUS-PT and UBL 2.1);
→Partnerships with SOVOS Saphety, DigitalSign and other EDI operators;
→Other electronic documents (see the EDI module below);
→Issuance of other documents (transport notes, delivery notes, etc.);
→Issuance of tax-relevant documents with ATCUD and QR Code;
→Conversion of orders into invoices;
→Conversion of delivery notes into invoices;
→Price history lookup;
→Product pack handling;
→Credit control (in the BackOffice and on SmartPhone or Tablet);
→Contracts, promotions, discount tables.
Current account management for customers and suppliers, with a real-time view of outstanding amounts and full transaction history.
Main features:
→Current account control by tax entity;
→Current account control by Point of Sale;
→Document history;
→Cheque statement;
→Amounts payable;
→Notes received and pending maturity;
→Sending of Payment Due Notices with and without interest;
→Advance payment lookup;
→Points Current Account (points earned through sales).
Constant treasury position, showing amounts received from customers and held by sales reps, for end-of-day reconciliation, as well as amounts owed to suppliers and other service providers.
Main features:
→Payment terms, credit limit / number of unpaid documents per customer;
→Ageing of customer and supplier balances;
→Collection report by vehicle/sales rep;
→Automatic sending of Payment Due Notices and Account Statements to Customers;
→Collections via CTT / SIBS / SEPA Direct Debit file;
→SEPA file payments (coming soon);
→Treasury forecasting, balance ageing and average payment terms;
→Liability limits (post-dated cheques);
→Doubtful debt management;
→Payment authorization management;
→Account reconciliation;
→Financial dashboard.
salesUP BS ensures stock management — essential for food and beverage products with expiry dates — awaiting supplier receipt or reserved for customer orders.
Main features:
→Stock management across multiple warehouses;
→Batch management across multiple warehouses;
→Batch control/traceability;
→Inventory management;
→Replenishment management;
→Expiry dates;
→Stock control in external/consignment warehouses;
Using the "storageUP" Android APP for warehouse management:
→Goods receipt;
→Storage;
→Put-away;
→Order preparation/shipping (Picking);
→Inventory control;
Picking tasks (order separation and preparation), combined with the necessary product traceability, enable effective management of product movement.
Main features:
→Receipt, preparation, shipping, order verification, batch allocation;
→Option to use wireless mobile devices with barcode readers.
Enables effective management of returnable crates and packaging.
Main features:
→Recording of movements, deposits, deposit returns, loans, debits, etc.;
→Current account statements for returnable packaging per customer;
→Stock position reports per packaging type.
Enables the management of orders to suppliers and control of product receipt.
Main features:
→Order suggestion based on minimum stock levels;
→Historical turnover for a chosen period;
→Conversion of the suggestion into a supplier order;
→Recording of supplier order receipt;
→Batch recording;
→Invoice recording;
→Payment control and current account position;
→Recording of quality control on receipt and supplier evaluation.
In salesUP BS, visits by food and beverage distribution sales teams can be organized into routes/rounds that can use customer geographic coordinates, with features that make it easier to create and organize the route. Sales performance analysis also lets you evaluate sales achieved per route.
Main features:
→Grouping by day of the week or location;
→Visit order;
→Justifications for missed visits or no purchases;
→Control of off-route visits
→Sales on the route
→Collections on the route.
Easier load preparation, with vehicle capacity validation.
Main features:
→Load reports by vehicle/driver;
→Load reports by route/distribution;
→Geo-referencing of delivery locations;
→Lookup on the geographic map;
→Option to use a tablet-based solution;
→Management of stock in transit in vehicles and issuance of legal documents.
Connection with the Power Delivery App for delivery management, and deposit/return of returnable crates and packaging.
Main features:
→Customers, products, users;
→Load verification;
→Route management;
→Delivery management;
→Payment management;
→Returnable packaging control;
→Unload verification;
→Cash/account reconciliation.
Customer relationship management.
Main features:
→Recording of follow-up actions;
→Document management;
→Follow-up status.
Definition and follow-up of company and sales team goals.
Main features:
→Goal definition (indicators to track);
→Number of visits;
→Number of orders;
→Volume goals (litres, kg, etc.);
→Acquisition goals (winning new customers);
→Referencing goals (new product listings);
→Action goals;
→Coverage goals.
Main features:
→Acquisition – New customers in a given period;
→Referencing – Placement of new products with existing customers;
→Average sale – Average sales value per route, sales rep, customer;
→Drop size – Number of distinct product lines placed in each order;
→Numeric distribution – Number of product line groups;
→Average prices – Market price trends;
→Profitability – By product, customer, sales rep;
→Frequencies – Of purchases and sales by customer, sales rep, route.
Analysis of business trends and route follow-up, based on the geography of the regions where work is carried out.
Main features:
→Location of the distribution/reseller network;
→Location of customer points of sale;
→Geographic analysis of sales routes;
→Sales trends across comparative periods;
→New customer acquisition analysis;
→Referencing analysis (new product listings in the market).
Main features:
→Reporting (Management reports);
→Dashboards;
→Alerts.
With salesUP BS, use EDI to exchange structured data between your company and your business
partners, whether Customers or logistics operators.
EDI allows different technologies to "speak the same language", through a secure communication channel, exchanging data with each other, avoiding the need for human intervention.
With EDI you can carry out the electronic exchange of documents, from purchase orders, invoices, payment documents, and more.
EDI is also what allows the delivery of electronic invoices to customers under the Public Procurement regime, generating the electronic invoice in the CIUS-PT XML format and sending it to the EDI operator, who in turn delivers it to the end customer.
Main features:
→Entity identification;
→Selection of document types;
→Export of documents to the business partner, via EDI channel;
→Series configuration;
→Generation of periodic files in the format agreed with the partner.
salesUP BS is the reference ERP for companies in food and beverage distribution and other sectors looking to optimize invoicing, logistics and commercial management.
