iPreventa

Company in palm of your hand

3.64 for iPhone, iPad
Free
0

0 Ratings

Update Date

2023-10-11

Size

18.2 MB

Screenshots for iPhone

iPhone
iPreventa Description
iPreventa is a friendly tool for managing sales and collections specially suited for food and beverage distribution companies.

iPreventa provides to the company's sales team a powerful tool that will help on sale and collection tasks for sales managers, commercial directors and managers.

iPreventa REQUIRES you to use also ix_Distribución ERP (also developed by iProgram Global Software) or any other compatible ERP.

Key Features


--- Customers, Routes and GPS ---

- Management of customers through routes, days and visit frequency.
- Customer’s sorting and searching based on visit order, code, name or town
- Alerts based on hours, days, last sale, outstanding bills, promotions and discounted merchandise in stock, notes, warnings, incidents, and so on.
- Complete data sheet including postal info, fiscal, logistical and integration with phone, SMS and email.
- Calculation of best route between multiple customers (GPS and G.Maps).
- Calculation of the path forward to a selected customer (GPS and G.Maps).
Note :Please note that continued use of GPS running in the background can dramatically decrease battery life.

--- Rates, Stocks and Catalog ---

- Generation of photographic catalog of products based on searches.
- PDF Product catalog download and display
- Complete product sheet including photo, rates, taxes, logistics data, stocks, packaging ...
- Online product stock query enabled


--- Orders ---

- Order proposal based on products sold before
- Alert icons about promotions, discount, stock availability
- Direct access to product data sheet, photo catalog, statistics, stock, and so on
- Powerful product, families and groups searching using multiple criteria
- Delivery notes and comments to complete order for each item.


--- Collections ---

- List of amounts outstanding on each customer.
- Simultaneous multiple debts collection and multiple payment methods
- Partial charges supported
- Access to debt’s invoice detail


--- Historical Inquiry ---

- Access to previous sales, storage, packaging ...
- Selection of predefined periods (1M, 2M, 3M, 6M, A0) or from / to date.
- With / without tax and average price reports
- Discounts shown in amount, percentage or unit formats


--- Scoreboard ---

- Reports and graphs comparative / evolutionary by customer, item and also by item groups.
- Direct access to detailed historical sales
- Report only or Report & Graph
- Follow-up statistical amounts, amounts of sale, promotion and discount.
- Predefined periods (1M, 2M, 3M, 6M, A0) quick selection or specific from / to period.
- Bar, Area, Pie charts


--- Incidents, Warnings & Remarks ---

- Incidents (sales vs delivery) reports
- Difference quantity, amounts, promotions, discount, …
- Warnings grouped by seller /customer
- Multiple remarks annotations on each customer


--- Activity Summary ---

- Activity report by date, customer, item and item groups
- Activity summary with sales accumulates and several types of charts
- Quick access to activity edition (sales, receipts, notes ...)
- Several detail levels


--- Data Synchronization ---

- Wifi or 3G Synchronization
- Full or Differencial Data Synchronization
iPreventa 3.64 Update
2023-10-11
- Improvements to correctly display the Customer File when using the device in "Dark Mode"
More Information
Price:
Free
Version:
3.64
Size:
18.2 MB
Update Date:
2023-10-11
Language:
English Galician Spanish

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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3.64 2023-10-11
- Improvements to correctly display the Customer File when using the device in "Dark Mode"
3.63 2023-10-02
- Ability to highlight with different colors (Blue, Purple, Orange, Red) the "Days since Last Sale" indicator (depending on the period of days elapsed until the current date)
- Possibility of showing (or not) in Article Searches those marked as (C)onsultation
3.62 2023-06-07
- Collections: Improvements displaying Client, Number and Amount of Debts
- Collections: Improvements in sending Receipts of Collections consecutively
- Sale : When copying the Sale Amount of a Recent Sale, the applicable Current Conditions are recalculated
- Sale: Improvements in the calculation of Discounts when editing the order from the "Quantities Only" view
3.61 2023-04-04
- Equipment: Improvements in the treatment of the Loan Deadline
3.53 2022-08-19
- Risk Control: Now you are able to configure the risk control ...
a) On the Total Debts of each client (Debts Overdue and Not Overdue)
b) or just take into account the Debts Already Overdue
- Improvements in Collection management through Virtual POS
3.51 2022-02-07
* Debt Collection Capacity via BIZUM
* Photo Album of Articles: Now the number of photographs per row is configurable
* Offers : Improvements in checking Offers that combine predefined Discounts and Promotions
* Offers : Ability to use "Locked Offers" where all Charge and Promotion amounts are automatically covered at once
3.50 2022-01-05
- Summary Activity: Improvements in the visibility of results
- Notices: The seller is allowed to delete Notices
- Clients: New Indicators (Gold, Silver, Bronze)
3.45 2021-09-14
- [New] Customers: Consumption Indicators
New icons to identify the CUSTOMERS who have consumed each Range of Products ... and, in addition, we apply different colors depending on the consumption is recent (or not ;-)

- [New] Customer Filters: Consumption Indicators
You will be able to consult the clients that Buy (or Don't Buy ;-) a certain Range of Products easily.
But not just ONE Range ... you can also combine different filters on DIFFERENT Ranges at the same time ... of course, only if you wish ;-)
An example: "I want to search for customers who BUY Beer, but DO NOT BUY Coffee" ... very useful, isn't it ? ;-)

- Order Capture
Possibility of predetermining the "Type of View" and the default "Order of Products" when starting each new order
3.33 2020-09-16
- Permission to transfer debts to the dealer (even if none of the debts are collected)
- Improvements in the calculation of the Discount Limit (allowing a tolerance of 0.001%)
3.26 2020-06-29
- New Main Menu Item (Catalogs and Brochures)
3.24 2020-01-15
- Improvements in presentation of Alerts (when starting a new Order)
3.23 2019-12-07
- Alert for each Pending Task when creating a New Order
- Possibility to determine if the Promotion column is editable (or not)
3.22 2019-10-24
- Compatibility with iOS13 for the edition of the Presale Visit Days
3.21 2019-09-30
* Adjustments and improvements for greater compatibility with iOS13
3.20 2019-09-17
* Integration of iHoreca Orders
3.11 2019-09-03
- Improvements in control of the Discount Limit when ...
       i) select the button that indicates the "Maximum Discount Percentage" allowed
      ii) or the "Days" button is selected on any of the recent consumptions shown under the current row to repeat the same line item
- Improvements in the Control of the Minimum PVP: The sale to a previously applied PVP is prevented if the previous rate is LOWER than the lower of the PVPs currently
3.10 2019-08-28
* Available "Complementary Information" from the Article Sheet (Adds, Allergens, ...)
* Improvements in the Sale Price check below the Minimum Price
3.09 2019-04-20
- Activity Summary: The Number of Unique References sold is now added to the Summary
- Activity Summary: The Total Amount of the Order with VAT Included is now shown
- Priority / Recommended Articles / Brochure: Both YES previously consumed by the customer and the NO Consumers are shown
- Behavior improvements in Split View mode
3.08 2019-03-02
- Offers limited to a small group of customers now are highlighted
- [Settings] New Button that allows you to keep the previous activity when a Complete Synchronization is performed
3.07 2019-01-25
- Slight improvements in Offers and Template of Articles
3.06 2018-05-10
* Improvements in the "Activity Summary"
    1) The "Distribution Date" of the order is shown when it has been indicated
    2) The Title and the beginning of the Body of the "Commercial Annotations" is shown
* Corrected an error when editing Offer : searching for a new item was incorporated into the Offer (instead of into General Catalog)
3.05 2018-02-28
* New control methods for Order Capture only in Customers with Scheduled Visit for the Current Day
* Ability to use Query Articles for Offers
* Now the items "On Request" are highlighted in RED.
3.04 2018-02-10
- New Orders Limited by Customer Visit Date (optional)
3.03 2017-11-06
* Now is possible to show the Customer Location both by their GPS Position and by the Postal Address
* Now is possible to apply an Alternative Rate to the Rate .1. when searching Articles
* Other minor corrections and adjustments
3.02 2017-10-12
* Fix on Debts Query
3.01 2017-09-29
* "Recent Sales": Discounts are shown in the same format in which they will be edited (Percentage, Amount per Unit, Total Amount)
* Improved compatibility with iOS11
3.00 2017-09-13
* NEW: For "Risk Control" now it is allowed to take from the server the Minimum Date from which to take into account the Outstanding Debts.
* NEW: Differential treatment of potential customers is included.
* NEW: Optionally it allows the visualization of the Recent Consumption in the own line of detail that is being edited, as well as to transfer to the editable columns (Quantity, Promotion, Discount, ...) the value of any of the Recent Sales, through to press the button that indicates the days elapsed until today from the date of that movement.
* Icons and labels are modified to identify Customer Types to Visit (Active, Inactive, Potential)
* The response time is improved in the checking of the Accumulative Promotions Balance after the editing of the detail lines.
* New indicator "Pending Orders" in the Customer List when there are documents in the delivery for the indicated customer.
   It is also possible to consult the document detail from "Panel" -> "Pending Orders".
* When noting NEGATIVE Quantities, it is checked if there has been activity for that article + customer, and if not, an alert is offered asking the user if he is sure to make that FEE to the client.
* The WEEK OF YEAR calculation according to ISO (1st week of the year = 1st full week of the year) is adjusted, so that the VISIT FREQUENCIES are applied properly.
* We proceed to show the Average Price in detail lines with Quantities and Total Amounts to zero, instead of showing Price = 0 while quantities are not edited.
* Offers - Various improvements and corrections
2.35 2016-03-28
* New: Global Stock Report and Individual Warehouse Stock Report
* New Alerts when not picked up Equipment
* New Informational Alerts with New Balance Cumulative Promotions (when editing an order)
* New orders allowed only when Atorney Customer Name and NIF filled
* Several improvements in Collection Management
2.34 2015-12-13
- Optimizations and performance improvements
- Offers : Special treatment of complete and incomplete sections
2.33 2015-10-22
* Equipment [New]
* Tasks and Commercial Notes: Improvements in content and presentation screens
* Improvements in treatment of Christmas baskets
* Optimizations for iOS9
2.32 2015-07-01
* Now is possible to add items to the current order from the Photographic Catalog
* New gesture to download all the pictures available on the server
* Additional settings for compatibility with iOS8
* [New] Tasks Processing
* [New] Define and Show Automatic Warnings
* [New] Expenses Input for Liquidation
2.31 2014-12-11
- Improved compatibility with iPhone 6 / iPhone 6 Plus
- Improved compatibility with iOS8.1
2.30 2014-09-12
- PDF Budget
- Now you can pick Service's Initial and Final Hours for each Order
- Improved Edition Client File
- Improved integration with Catalogs from iBooks
- Ability to sort the items by "Item Description" within Order
- Summary of Activity: Discount Percentage format
- Customer List: New indicator for Rappels
- Customer List : Shows usual delivery day
- Integration Data Model 347
- Improved speed and stability of the application
2.22 2014-01-13
* Now is possible to block new orders when Credit Risk is over allowed value
* It's also possible to block new orders when the order does not reach a minimum rate of revenue
* New icon to identify customers with Advance Billing
* Data Sheet Customer shows IBAN Code
2.21 2013-09-28
* Several visual improvements in iPhone / iPod
* Default format for showing discounts taken from edition default format
2.20 2013-08-12
* Orders : New improved appearance which highlights Offers, Priority Articles, Featured Articles, Articles on Brochure and Catalogue.

* Customers and Panel: Priority level and Recommended level items consumed by each customer.

* Orders: Highlight the range that causes each order.

* Orders: Specific treatment of deals, allowing consultation, implementation and monitoring of various types of Offers (Cross Promotions, Promotions based on consumption of 2 or more items simultaneously, ...)

* Collection: Request for Due Date Heel with which the Collection was made.

* Items: Searches multifield (Code, Description, Reference Provider and EAN at once).

* Orders : Ability to add articles to the order from tapping on product photograph on a PDF catalog.

* Items : Margins from applying the Maximum Discounts for this product.
2.13 2013-03-18
- Improved management of variable weight items, offering Rates in Box, Unit and Kilo.
- Cost Pricing and Margin of each Item available
- Several Sales Rates available to user (you can cycle through them by pressing the button showing the Index Rate)
- Fixed position for the numeric keyboard, if desired, improving the capture of values ​​on the own numeric keypad
- New screens for Rappel and / or Contract agreements
- New alerts when ...
   * Overcoming a number of Debt
   * Exceed a certain number of days from the oldest debt
- Allowed to apply last Sale's Rate on new orders (rather than actual rate)
- Recently discounts showed in the same format in which they are being edited (percentage / amount / amount x billing unit) (previously always showed total discount amount)
- Items "Inactive" become highlighted in gray (instead of the usual orange color)
2.12 2012-10-02
- Update for iOS6 and new iPhone 5
2.11 2012-09-13
- Maps : Now you can watch all customer's position on map, and also customer's density expanding and reducing zoom
- Comms : Significant sync improvements in "Only Changes" mode
- Budget and Order copy via e-mail



2.10 2012-07-28
WARNING :
-------------------------------------------------- -
Before upgrading to version 2.10 you should ..
1) Perform a "Changes Only" synchronization to preserve the recent activity
2) Update the application on the device
3) Make a "Full" synchronization in order to receive new content related to your device
-------------------------------------------------- -

New features in version 2.10 ...
=====================================
* Performance improvements when performing data synchronization with server
* Indicator (as a lock) for items included on EXCLUSIVE CONTRACTS and also on RAPPEL condition
* Ability to accumulate Promotions Amounts on QUANTITY query and accumulate Promotion Value as DISCOUNTS (upon server configuration)
* Different icons to identify several collection document's types
* View Dealer and Seller of each document / item when consulting Statistics
* New parameter to enable / disable the use of Customer's Query Filters

2.02 2012-05-25
- Searching Items by BarCode now you may use camera to capture BarCode and find items quickly

2.01 2012-05-09
- New "Help" Option (shows Youtube iPreventa Training Videos)
- New App Badge Number showing Sync Pending Activities
- New Customers Sorting Mode
* Permanent Mode : 2 fingers, twice
* Temporary Mode : 3 fingers, twice
- Several Price/Total Display Mode (Orders Form) switching between ...
* Prices/Totals without Taxes
* Prices/Totals with Taxes
* Medium Prices / Totals without Taxes
... by pressing ob Price/Total icon.
- Several visual effects improvement