Unisales' features

Offline content

Offline consultation of the totality of catalog contents, structure, and multimedia files.

Initialization frequency

Fast device initialization functions based on periodic snapshots of content, data structure and media files.

Incremental synchronization

Incremental content synchronization system with evidence of progress.

Multi-language application interface

Application interface available in Italian, English, German, French, Spanish.

Multi-language catalog

Content management in several languages from a choice of 18 supported languages, with the possibility of managing even partial translations into the additional language.

Supported languages: Italian, English, German, Spanish, French, Czech, Chinese, Croatian, Danish, Japanese, Dutch, Polish, Portuguese, Russian, Slovak, Slovenian, Turkish, Ukrainian.

Browsable catalog

The static version allows you to conveniently manage and present browsable catalogs in PDF format.

The interactive version allows you to manage and present PDF files with the ability to quickly access product sheets related to each page, useful both for acquiring orders from promotional flyers and for managing lookbooks.

Product data sheet custom fields

Ability to customize the product data sheet using custom fields.

In the Enterprise and Ultimate versions, custom fields can be organized into blocks and presented in a full screen view.

Configurable taxation by product

Possibility of associating a different VAT class for each individual product in the catalog.

Filters based on technical data

Ability to refine search results not only by categories or brands but by applying filters on technical product data.

Filters on dynamic aggregators.

Ability to refine the results of a consultation by calling up pre-configured searches based on a set of logical operators acting on key product characteristics.

Example: products with novelty tags created in the last 60 days with a stock greater than 300 and with a specific value reported in a product data sheet field.

Multiple layout visualization

Display of products based on multiple layouts. Available modes are grid, list and full screen presentation.

Technical data comparator

Display layout that allows you to quickly compare the information and technical data of products resulting from a search or selection.

Dynamic layout configuration

Display layout that allows you to quickly compare the information and technical data of products resulting from a search or selection.

Tags on products

Ability to insert even multiple tags on products and use them to search the catalog or for aggregator composition.

Multi-brand catalog

Navigation among products not only by category but also by brand, with the ability to restrict access to specific users or user groups to one or more brands.

Product variant management

Native management of product variants that allows for the creation of “virtual” type products, which are not displayed in the catalog, but are intended to aggregate variants to facilitate both the processes of consulting and adding variants to the order.

Configurable products

Ability to manage configurable products with dynamic features based on technical data fields.

The price is managed on the base product according to the standard Unisales logics, if desired, for each value of the dynamic features it is possible to define an additional cost in value or in %.

Product bundle management

The bundle entity allows you to merge multiple product codes by selling them in bulk at a specific price, which is useful for managing kits and displays.

From the detail view of a bundle, it is possible to view the list of products that make up the bundle and quickly access the details of the bundles.

Content dispatch module

A function that allows users to select a range of products and quickly forward materials related to them to customers and prospects.
The PLUS version also allows users to ask the platform to dynamically generate a PDF of the data sheet for each product using the information in Unisales.
The submission is managed by the platform, for each submission session an email is created with a link to a zipper containing all the material.
The recipient will be able to download the material within 72 hours.
This mode allows even very heavy material to be distributed in a controlled manner.

Configurable cover images

Function that allows a sequence of images to be uploaded from the platform for use as catalog covers.

Product Gallery

Management that allows up to 10 images per product to be uploaded. To facilitate data enrichment activities, images can be related directly to categories, brands and virtual products. Images will be automatically inserted into the galleries accessible from the product detail sheets.

PDF files that can be associated with the product

Management that allows PDF files to be associated with products. To facilitate data enrichment activities, it is possible to relate PDF files directly to categories, brands and virtual products. PDFs will be accessible offline directly from product detail sheets.

Offline videos that can be associated with the product

Management that allows videos to be associated with products. To facilitate data enrichment activities, it is possible to relate videos directly to categories, brands and virtual products. Videos will be accessible offline.

Product selection by individual customer

Create a product selection for a specific customer, use it as a filter, and make catalog consultation more effective during appointments. The selection is saved on the master data and can be recalled during subsequent meetings with the customer.

Customer status management

Custom states on customers (e.g., active, prime rate, administrative block) identifiable with colors that will be shown in customer list views.

Customer management by group and/or type

Management that allows customers to be categorized by group and by type. From devices, agents will be able to use these new criteria to filter and search for customers. Groups also come in handy for managing promotional price lists and discount conditions in a centralized manner without acting on the specific master records of individual customers.

Multiple destinations in master data

With multiple destinations, the ability to manage multiple addresses for each customer is given, which is useful for managing multiple sales outlets or delivery locations. The relationship between customer and agent, which determines permissions to view and access customer information and orders, remains at the customer level.

Custom fields of the customer master data

Ability to customize the customer master data structure using with custom fields.
In the Enterprise and Ultimate versions, custom fields can be organized in blocks and presented in a full screen view.

Coding new customer in the App

Ability to customize the customer master data structure using with custom fields.

Customer Geolocation

To view or search for customers directly on the map (requires GPS coordinates in master data).

GPS navigation

Function that allows navigation applications installed on the device to be launched from the client card by directly passing the address of the desired destination.

Management of contacts referred to companies

Function that allows contacts to be managed from the application by tying them directly to the customer master.

Meeting report management

To give agents the ability to create meeting reports on the customer using the application. It is possible to customize the data collection form by using custom fields.

Integration with iOS/Android calendar

Native integration with iOS/Android features for managing calendars and reminders. Starting from a customer card, it is possible to fill out the form for creating an appointment or reminder without leaving the application.

Integration with third-party CRMs

Integration with leading third-party CRMs such as Sugar CRM to facilitate the collection of reports of orders and quotes created by the application with campaigns and opportunities created in the CRM.
Integration requires the use of NIM modules (native integration modules).

Best-selling product management

View into the application with quick access to best-selling products for each customer. From the view, items can be added directly to the order.

Customer-related documentation

Association of PDF documents to the customer master, useful for having documents such as a framework agreement or monthly statistics generated by the management system at hand at all times, which can also be consulted offline.

Offline order capture.

Order acquisition process that can be managed offline from the application. Once the order is transmitted, the order will be maintained on the iPad and will remain aligned with any version reviewed by backoffice operators during fulfillment processes.

Offline quote capture.

Offline manageable quote acquisition process from the application. A quote can be converted directly into an order.

Configurable order management workflow

Configuration of the workflow that defines the process of handling an order and sending related email notifications to backoffice, customer, agent and managers.

Order information customization

Ability to customize the layout of information to be managed in the order header using custom fields.

Digital signature collection

Function to collect one or more customer signatures to confirm the order before transmitting it.
Signing can be done with the finger directly on the device screen and does not require the use of digital pens or other additional devices.

Relatable photos and images to the order

Links photographs taken during the order capture process to the order. Useful, for example, to photograph the company stamp, a check, or to take photographic surveys at the customer’s location.

Collections management

Information gathering related to trade-ins and collections contextual to the order taking process.

Base list management

Management of multiple base price lists assignable to customers and customer groups. Each price list has its own specific currency, maximum discount controls both global and by individual product.

Multiple packaging management

Extended list management that allows multiple packages for each product that can be differentiated between display packages and sales packages.

Minimums and multipliers per package

Extensive list management that allows you to define a number of minimum saleable pieces with associated multiplier for each product’s packaging. Through user roles, it is possible to enable one or more users to break up the packaging by specifying a desired number of pieces.

Inner management on prices

Extended price list management that allows differentiated prices to be defined according to quantities.

Discount conditions on categories and brands

Discount conditions can be used to apply a % discount to all products in a category or brand. The % indicated is to be substituted for the % applied in the customer’s master data in case the one in the master data is lower.

Promotions management for individual products

By means of promotions it is possible to set for a specific time period, a specific price for a product, a discount percentage, a quantity-based offer useful for managing 3×2 or to give away another item in case a specific quantity of the main product is purchased. All rules are always tied to a specific item.
The Enterprise version allows you to manage up to 50 promotions active on the period at the same time and up to 500 products can be tied to each promotion.
The Ultimate version allows you to manage an indefinite number of promotions.

Canvass and shopping cart promotions management

Through canvasses it is possible to define dynamic rules that generate discounts and promotions in relation to the items in the shopping cart. For example, to set a discount on the items of a brand in case an order of an amount equal to or greater than an amount is placed for that brand, or to give freebies in case at least 10 products of a category are placed in the cart, or to apply a discount in case a specific payment method is used.

Historical order storage

Allows you to maintain the history of orders and quotes.
In the Ultimate version, when certain volumes are exceeded it may be necessary to use specific views in App Cloud, for other versions when the indicated number is exceeded, the oldest orders and quotes are automatically deleted.

Buffering orders in “exploded state”

Consolidated orders and quotes are kept complete with all line information for the specified number of days from the order date. When this period is exceeded, the line information before being deleted is analyzed to generate statistics that are saved in the order header. In this way the agent can continue to access the order header information and can view the statistics generated during the order deletion process.

For the Ultimate version when certain volumes are exceeded it may be necessary to use specific views in App Cloud.

For other versions, the last five orders for each customer are still maintained complete with all line information, regardless of the date they were taken.

Real-time data on the shopping cart

Availability check in cart before order transmission (requires internet connection).

Real-time order validation

Service that allows, before transmitting the order, a real-time flow to be exchanged with the ERP or a customer service aimed at making a global check of the order. In addition to having purposes of checking and verifying the order, the return flow could make global changes on every aspect of the order. A specific view on the application will highlight the changes made by the procedure in the order. This functionality requires ERP-side client development.

Order line via barcode and QRcode

Rapid order capture process via Barcode and QRcode reading from the device’s built-in camera or by using external optical readers connected with the device.

Order line from variant matrix

For products available in multiple colors and multiple sizes, for example, it is possible to place the order using a two-axis matrix view. The view can be configured using any two attributes of the technical data.

Split of the order being transmitted

A function that, if enabled, allows the agent to collect a single order that, when sent, will be split into multiple orders depending on whether it has been defined that the ERP should receive an order for each brand, or for each customer destination, or for each delivery date set on the rows.

Custom notification emails

Platform-generated notification emails customizable by design, both in graphics and content.

Advanced template management

Templates with configurable fincati by design for orders, quotes and sender.

User management

Advanced user management with control of devices used and the ability to act on individual users by enabling or disabling specific features.

Roles and Permissions Management

Centralized management of roles and permissions to facilitate user profiling. The control functions are highly evolved and extensive; it is possible to act on specific functions, for example, to enable or disable users to discount or see product availability. It is also possible to restrict access to a brand’s products only, or to hide certain product categories.

Multilevel sales chain management

Organizing users into multilevel hierarchical groups to manage customer access permissions and order notifications at multiple levels.

In-App Communications and Notifications.

Centralized communication to all or part of the sales network conveyed through push notifications on the device and in copy via email.

Favorite products by individual user

Each user can create a selection of items and use it as a filter to make catalog browsing more effective during appointments.

User activity monitoring

From the platform it is possible to monitor the status of each individual user, check the main activities performed, check the dates of the latest updates, the version of the application and operating system used, and remotely force the deletion of specific content.

Geolocation of users

In the platform it is possible to set days and times when users’ localization can be activated, a map view provides a check of the last detected location of each user with the active localization functions on the device.

Management of availability by range

Availability management by state/range. Each range has a range label is identified by label and color to facilitate easy glance during quick order capture processes.

Management of numerical availability

Numerical availability management. In addition to the actual stock allocated to the Sales App channel, it is possible to pass the information of an expected date of replenishment of goods. Filters can be set in the app to see all items or only items available or available as of a certain date taking into consideration expected replenishment date.

Real-time availability in the product tab

When there is an available connection, functions are activated on the device that in the background check availability present in the platform at that precise moment for the displayed item.

Inventory views with inventories by channel

Enable views that provide a detailed view of actual and committed inventories for each configured warehouse and channel.

Collecting information for order tracking

Enables during the order fulfillment process the ability to enter order tracking information into the platform.

Dashboard in App by customer

Dashboard with statistical information about the customer, viewable from each individual customer’s tab in UNS SalesApp.

Dashboard in App by User

Dashboard with statistical information about the user in UNS SalesApp.

In-platform Dashboards.

Global statistics with dashboards referring to predefined time periods, without filters and/or Data Drilling functions.

Dashboard with behavioral analytics

Dashboard available in platform with statistics geared to monitor behavioral analysis of sales team members.

Manual CSV and XLSX import.

Functions available in the platform that allow manual import of data using CSV and XLSX files built based on Unisales specifications.

Dropbox connect for UNS

Version compatible with the Dropbox Connect for UNS add-on module that enables automation of data update processes using CSV and XLSX files built based on Unisales specifications.
Requires payment of an additional fee.

API Gateway

Version that allows the use of the platform API.
Requires payment of an additional fee.

UNS Connector Client

UNS Connector Client compatible version. Software that is installed on an internal company server to securely connect the ERP system and/or other data sources with the Unisales platform.
Requires payment of an additional fee.

UNS Connector Client with NIM

UNS Connector Client compatible version with NIM.
Software that is installed on a company-internal server to connect the Unisales platform with major international ERP, CRM, PIM and Accounting Software systems via native integration modules. They make use of certified third-party technology for structured information exchange with popular technologies.
The connection is maintained and certified and ensures the highest level of reliability.
Requires payment of an additional fee.