INTRO DISTRIBUTION PROJECT

Scope of work

Based on our field visit & intro distribution’s business analysis, we will work on multiple axes. Each axis has its detail and its deliverables

CRM Module

Engineering Operation Module

Digital Meters Integration

Billing Module

Payment Gateway Module

Booksuite Modules

Smart Tools

Customer Mobile Application

Implementation & Support

CRM Module

Unify Sales, Operation, and Maintinance Around Common Goals and Definitions

CRM Overview

Maximize your efficiency
Provides control by linking customers with internal teams, which enhances data sharing, operation, and maintenance workflow

Focus on Customer Retention Through CustomerOriented Processes.
With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, when the last maintenance, what they paid, and so much more.

Customer Registration

Collecting customer-required information and attaching requested documents by the customer service department or by using the client’s mobile application.

Quotation & Installation

The engineering team will generate a quotation for the customer and issue a bill. The billing system will issue an installation plan once the bill is paid by the customer.

Maintenance

Follow up on both scheduled and unscheduled maintenance. Also, manage spare parts used in maintenance.

Ticketing & Follow up

All-in-one help desk ticketing system converts every customer query into a ‘ticket’ and streamlines all channels of customer communication.

BUILT-IN SURVEYS

INSTALLATION SURVEY

Upon Customer registration, An installation survey will take place to allow the engineering team to issue a quotation for the customer.

SCHEDULED MAINTENANCE SURVEY

All installed equipment and digital meters have a maintenance schedule. Each maintenance plan has a survey filled out by the engineering team.

UNSCHEDULED MAINTENANCE SURVEY

Based on incidental problems, the engineering team fills unscheduled maintenance survey to identify the problem and take action.

Engineering Operation Module

Intro Distribution Special Module

Based on our understanding of engineering operation processes which are based on Intro Distribution’s documentation & system analysis discussions, the engineering operation module will be built to cover all of Intro Distribution’s needs.

FROM START TO FINISH

The engineering operation module covers all operational processes. Starting after customer registration & kicks off the pre-installation evaluation survey, passing throw the quotation and installation plan. then the implementation and releasing of the customer’s equipment from the inventory, then the scheduled maintenance and unscheduled maintenance.

SIMPLIFIED DATA ENTRY

EASY TO USE

TRACKABLE

Digital Meters Integration

Intro Distribution Special Module

Meter Inventory

Managing Meters stock becomes more reliable and accurate. Using this module, you can track meters from one customer to another and easily define meters on hand even when the meter is inactive.

Meter Barcode

Using advanced Smart Tools and meters’ barcode, Identifying meters becomes more flexible and fast. The meter’s barcode also facilitates validation processes during installation and maintenance plans.

Purchasing Meters

Meter integration starts with purchasing or adding a new meter to the system. Once it is defined on the system, the whole journey of the meter is become tracked. Purchasing process, if needed, is controlled by the customer’s approved quotation.

Meter API

The meter Module acts as an MDM system, which connects digital meters using its SDK to gather meter readings. Also, the meter module gives the ability to control the meter remotely to the engineering team allowing them to activate and deactivate the meter upon needed.

MODULE OVERVIEW

MINIMIZE YOUR EFFORT AND SAVE TIME

Based on customers’ consumption, consumer segments, and rates, an invoice will be automatically issued. Customer service agents could print any due invoice instantly from the system and collect payment from customers in customer service offices. The customer termination process is considered and calculating the due amount is a matter of seconds.

Billing & Payment Gateway module

This module facilitates payment transaction by the transfer of information between a payment portal (such as a website, mobile app, or Customer Service offices) and the front end processor. Luckily, multiple front-end payment processors are available in the Egypt market, and we can integrate one or more payment front-end processors in the system at your convenience.

The Billing Module generates all the necessary financial transactions automatically for all active customers based on their billing cycle. With no effort, the final invoice for each customer is calculated and issued.

Credit Cards

Fawry

Meeza Cards

Vodafone Cash

E-Wallet

ERP MODULES

POWERED BY BOOKSUITE

INVENTORY MODULE

MODULE OVERVIEW

MAXIMIZE YOUR WAREHOUSE EFFICIENCY

Provides control by tracking stock levels and prices of all products your company builds, buys, stores, & sells.

Cumulative recording of all goods movements, which allows the possibility of retrieving the stock status at any time and following up on the various variables of the goods such as (expiration date/ colors/sizes….).
Send alerts when the order limit is reached or the expiry date is near.

Storage places

It guides you to the place where you place the products, which facilitates the search process.

Barcode

Barcodes can be printed in the simplest way from the system directly through laser or thermal barcode printers.

Goods Transfer

The warehouse system enables you to transfer goods from one store to another easily.

Cost Management

The cost of each movement of the product is recorded by calculating the average cost per transaction.

PURCHASING MODULE

SUPPLIER MANAGMENT

It allows you to enter all supplier data, follow their financial movements, the amounts used for them, and the dates of installments and their payment. It also provides you with saving means of communication with them, including contacts, addresses, and branches.

COST MANAGMENT

When a purchase invoice is created on the system, product costs are automatically recorded in the stores, with the suppliers dues recorded on time based on the agreed-upon method.

INTEGRATION

We provide you with the ability to follow up on customer service in all its details (the number of calls made by the service representative/the customers response and the timing of calls).

Automate Your Purchasing Workflow

User-friendly point of sale. Set-up in minutes, sell in seconds. Compatible with any device.

SALES MODULE

POWERED BY BOOKSUITE

Multiple selling points with stock and goods movements, and separate accounts for each point.
Each point of sale has its own users and powers.
The ability to review the cash drawer for each point of sale and close the drawer with each shift.

EVERYTHING YOUR SHOP NEEDS

Tracks orders from receipt to delivery. This piece of the ERP feeds all orders to the warehouse, distribution center or retail store after customers place them and tracks their status as they’re prepared, fulfilled and shipped to the customer. The order management module prevents orders from being lost and boosts on-time delivery rates to keep customers happy and cut unnecessary expenses.

CUSTOMERS MANAGEMENT

We provide you with the ability to follow up on customer service in all its details (the number of calls made by the service representative/the customer’s response and the timing of calls).

ONLINE SALES

The possibility of making sales through your website, with the provision of multiple payment methods to facilitate the purchase process for customers.

COMMISSIONS

The Book Suite provides you with the ability to assign an unlimited number of sales representatives with a commission that they get upon successful sales.

ACCOUNTING MODULE

Accounts Tree

The ability to create a branching tree with infinite levels of accounts helps to understand everything that happens in the institution and cash movements.

Journal Entry

When a purchase invoice is created on the system, product costs are automatically recorded in the stores, with the suppliers dues recorded on time based on the agreed-upon method.

Integration

Integrating accounts with sales, purchases, stores, and any BookSuite Modules to generats balances and statistics directly for each tntegrated module.

Automation

Any transaction on all integrated modules is automatically generats Journal Entry on accounting, without the need to do extra effort, allowing the ability to refer to the transaction.

Archiving

It allows you to upload any documents you want to keep, such as (cash receipts, cash exchange receipts, and checks received or delivered). You can upload copies of documents to be attached with any Journal Entry and retrieve it anytime

Stop Recording Transaction Manually

Tax E-Bill

BookSuite Tax E-Bill Module

POWERED BY BOOKSUITE

MODULE OVERVIEW

MINIMIZE YOUR EFFORT AND SAVE TIME

Dealing with the Egyptian electronic invoice system is now easy like never before.
System integrates with the Egyptian electronic invoice system, making it easier for You to deal with electronic Egyptian Taxes. This module calculate taxes automatically with each invoice you create.
Calculate taxes automatically and accuratly.

Reports

BookSuite Reports & Statistics

Each module within Book Suite system has its separate reports. In-addition, Book Suite has a lot of statistics and reports based on corss modules.
Book Suite gives you the ability to assign permissions for each user over specific reports. That helps you to maintain data privacy and security.

Expansion

The possibility of making sales through your website, with the provision of multiple payment methods to facilitate the purchase process for customers.

Exporting

The Book Suite provides you with the ability to assign an unlimited number of sales representatives with a commission that they get upon successful sales.

Smart tools

Increase productivity by utilizing smart tools, which help workers in data entry and increase speed and accuracy.

IDENTIFYING METER USING BARCODE OR QR CODE

Based on field visit, we informed that each meter has its unique Barcode, and if not found, a barcode or QR Code sticker will be printed and attached with the meter to act as unique identifier for each meter. Our solution will utalize this Barcode or QR Code and increase data managment and analytics.