Logistics and sales software

Certusoft Logistics and Sales software for your company is complex support of processes. From sales, purchasing, managing purchasing processes, and documents, and managing multiple sales channels to handling through the retail and wholesale network. Our set of modules is a logistics hub where you will prepare all your deliveries. All in one central application in desktop and mobile versions.

Access your logistics and sales system from anywhere, anytime with a web browser. Your business saves money and sells more. Maximize profits and deliver on time.

• Preparing offers.
• Order processing.
• Price management.
• Managing the work of sales teams.
• Discounts and promotions.
• Circulation of sales documents.

• Sales Analysis.
• Managing the work of purchasing teams.
• Preparation of orders to suppliers.
• Purchase records.
• Analysis of purchases.
• Inventory optimization.
• Inventory management.

Retail and wholesale system

You work efficiently on documents within a unified purchasing process, sales process, or with the separation of these processes into independent departments. In any case, data is processed automatically and all information is transferred between documents. You can forget about differences or inaccurate records.

• Preparation of sales offers.
• Handling sales orders.
• Handling internal orders.
• Progress invoices for orders.
• Managing multiple branches.
• Monitoring the stages of order processing.
• History of transactions with customers and suppliers.

System for POS

Do you have a developed sales network or are you planning its dynamic expansion? Certusoft software is the ideal point-of-sale support. Rapidly scalable, cloud-based system, independent of location and complexity of your distribution network.

Freedom of currencies in commercial transactions

Do you conduct foreign sales? Certusoft software support transactions in any foreign currency. Automatically convert transaction costs according to the correct exchange rate without involving employees.

Selling internationally with our software also means that you can set currency prices for your products. Your foreign customers will always see their specific product prices, regardless of the sales channel.

Managing the work of sales teams

Delegate account management responsibilities to a specific employee based on sales regions and specify customer contacts.

Create sales plans based on assumptions for your entire company as well as for individual sales regions.

Manage customer-facing activities with the ability to define tasks and automatic email reminders.

Optimize the execution of customer visits by defining routes and delivery schedules. Manage the work of mobile sales representatives by scheduling customer visits and point tasks, all supported by our mobile application for drivers.

Gather and analyze information from the marketplace by creating surveys that can be administered by your reps during visits, over the phone, or online.

• Creating purchase orders.
• Planning warehouse tasks.
• Review, filter, and sort orders by any variables.
• Assigning employees to clients.

Managing the purchasing team

Do you have a wide range of products? Do you want to streamline the purchasing process in your company? With Certusoft ERP, you can create product groups and assign them to product managers.

Handling the whole order process

Get clear order management at the enterprise level. Fulfill orders by creating purchase orders to suppliers with logistical minimums. Our software allows you to create an order approval path that is customized to your organization's rules.

Optimize orders according to various criteria, such as the shortest delivery time, the lowest price, and meeting the logistical minimum or the minimum amount that the supplier will fulfill the order.

Sales analysis and automated orders

Certusoft ERP system allows manual and automatic order processing. Additional modules can support your logistics and sales processes even more deeply. With the Certusoft Automate purchase orders you will optimize your inventory, secure sales and reduce the risk of lost sales. All this with minimal staff involvement, with a unified system that independently analyzes sales and inventory.

Business process modeling in sales and purchasing

You have full control and transparency over the activities in your company thanks to the ability to assign tasks individually to each employee. Enforcement of tasks assigned to employees is much easier thanks to the system of automatic generation of reminders. Gain the ability to partially or fully automate routine tasks that do not require employee decisions.

Warehouse in the sales process

All inventory and sales processes can be closely intertwined. Your company's business model determines how orders or sales will affect inventory.

Reservation of an assortment when it is added to an order? Automatic release of goods from stock when an order document is issued? Reduction of stock after direct sale and issuance of a receipt? Handling multiple different packages? Managing a series of goods? All these scenarios are supported by our software. This is not a closed catalog, and all warehouse activities in convergence with sales and purchase documents can be individually adapted to the needs of your company.

Registration of contracts and terms of sale

You register different types of contracts at the system level. All terms and conditions resulting from contracts are integrated into the sales and logistics process. Our ERP system allows you to control buyer limits, payment terms, delivery times, and additional sales terms with product and contractor accuracy.

Do you sell concession goods? Our system allows you to store concession documents in connection with a contractor. If it expires, the system can automatically block purchasing of concession goods by that contractor.

Electronic document exchange and e-invoicing

Exchange documents electronically with your suppliers and customers efficiently (EDI). Forget about order errors by eliminating manual work. Our software allows you to exchange information without using email. Your company's purchase orders become sales orders with your suppliers at the same time.

Advanced price management capabilities

Our software includes mechanisms to create price lists, pricing policies, discounts, promotions, and sales. Complex calculations of prices depending on contractors, products, product groups, and promotions can be done according to the hierarchy defined within the needs of the company. The result of the calculation, including the inclusion of the amount of margin, has its final reflection on the sales document.

Transportation management system

Certusoft ERP supports your transportation and all logistic processes in buying and selling goods.

Effortlessly prepare shipments of goods to customers with the use of transport documents of packages, shipments, and delivery advice, including the possibility of using mobile terminals for this purpose. The mobile app for drivers for a distributor company helps you make deliveries with your company's transportation fleet.

Make deliveries with the help of external carriers or your own transportation facilities. You can easily plan delivery routes and prepare transport orders, so that your drivers can execute each order efficiently.

Communication between the distributor and the drivers is carried out within a single system available regardless of the type and location of the device.

System for order completion and shipping

Do you send a lot of packages? Sometimes things go wrong and some products end up in the wrong shipment? You don't have to manually check all your prepared shipments. With our solution and additional modules, such as a mobile application for warehouse terminals, you can take a photo of each completed order. By attaching the pictures to the order, employees can quickly verify and locate the package with the wrong content.

• Completion of packages.
• Printing labels.
• Content control.
• Mobile application support.

Green Logistics & Reverse Logistics

Is the sustainability of your supply chain important to you? Do you use returnable packages? With our software, you can easily manage the delivery process with returnable packaging. It's just as easy to accept a complaint during the delivery. With the mobile app, your drivers can accept the claim, take a photo documentation and pick up the claimed goods in one visit to the customer.

Support software for Intra-Community trade and transactions between EU countries

Our software allows you to store additional product information for Intrastat declarations. Generating the correct documentation for the export and import of goods within the European Union is done in a way that minimizes the company's sales team.

Handling complaints in the supply chain

Web-based software for logistics and sales allows you to automate many processes. With the Certusoft Complaint management system, you can handle the entire claims process. Both those from customers and those directed to your suppliers.

Additional support in this process is provided by Certusoft Mobilny Kierowca (Mobile Driver). The driver tasking system helps to involve your drivers in the process of preparing and executing claims at the customer site.

Integrations for logistics and sales

It doesn't matter if you need communication with another system or database or support for external files. Our software supports multiple integrations for sales and logistics. From importing data from the clipboard to communicating with physical devices.

• Integration with public administrative databases (REGON, GUS, VAT, VIES).
• Cooperation with electronic payment providers.
• API support.
• Import and export files (.csv, .xml, .xls, .pdf).
• Synchronization with the finance and accounting system.
• Integration with external WMS systems.
• Integration with third-party ERP systems.

The flexible solution from Certusoft

Every company is different and has different needs, and we are flexible. We offer your company a custom-made solution that will best fit your current and future needs. We provide Certusoft ERP system in an outsourcing model. You get access to the application on a rental basis. A fixed subscription fee for using the system installed on Certusoft's secure servers. You do not incur one-time large investment costs and you can rest easy - full security with a professional data center. On top of that, you get access to the system from anywhere with internet access. You get a guarantee of service quality based on SLA (Service Level Agreement). You can fully focus on logistics and sales processes in your company.