Choosing a sales rep app

A sales rep app is what your team uses every day at customers' doors. These points help you compare apps before you choose.

1. JoFotara invoices

An invoice the rep issues at the customer is sent to the national e-invoicing system (JoFotara) and printed with a QR code. Ask: does the app send it itself, or wait for the accounting software? And how is a rejected invoice handled?

2. Working offline

Coverage drops on the road and in some areas. The app should issue and store invoices without a connection, then sync them when it returns. Ask when the invoice is sent to the e-invoicing system once the connection is back.

3. Van stock

In van sales, the rep sells from the van. The app needs a warehouse per van, approved stock receipts, deliveries and returns, and a count that matches what the rep sold.

4. Collections and receipts

Reps collect cash or cheques. The app issues a receipt voucher to the customer and shows the customer's balance before a sale.

5. Printing and sharing

Print the invoice and the receipt on a Bluetooth thermal printer on the spot, or send them as PDF or by WhatsApp when there is no printer.

6. Visits and routes

The manager knows whom the rep visited and when, where the rep is now on the map, and the rep's tasks for the day.

7. Accounting link

So invoices are not entered twice, the app should link to your accounting software. Ask for the supported systems by name, such as QuickBooks Desktop, QuickBooks Online, Zoho Books and Odoo, and what moves across: invoices, collections, customers and items.

8. If a device is lost

Ask what happens to company data if a rep's device is lost or stolen, and who can stop access from it.

9. Devices and cost

Which phones does the app run on (Android or iPhone)? What does it cost per rep, monthly or yearly? Is there a trial with all features?

Sanid and this list

Sanid by BadirTech is an Android app for sales reps: JoFotara-compliant invoices, offline work, a warehouse per van, receipt vouchers, thermal printing, and a link to QuickBooks Desktop, QuickBooks Online, Zoho Books and Odoo. Details and prices are on the Sanid page.