Quick data retrieval direct from your SAP ERP system. Access your SD data via optimised interfaces, without cloud, fast, encrypted and secure.
Tiles as a clearly arranged entry page
Indicators enable a quick overview of the situation at the respective customer
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Detailed and comprehensive client overview
A configurable choice of:
client master data, annual and monthly sales, contacts, partners, customer contracts, bonus agreements, texts, documents, complaints and much more
You may integrate reports from various sources:
- Our special CIS ABAP interface
- ABAP reports with your own layout
- ABAP reports with SAP standard layout
- ALV grid
Display details of orders and offers
relevant data concerning orders and offers are available:
- Header data
- Document flow
Generating PDF documents
PDF documents which include all relevant client data can be generated and then downloaded or sent via email.
Reports can also be stored in PDF format for offline availability on mobile devices.
Easy rapid search
Quick customer selection by partial input of:
- Post code
Display product details including stock overview
- Product data with product image
- Stock overview
- Availability check
Client overview and visit reports
A list of your clients where you can display the address, a sales diagram and the most recent visit reports.
Add successive details
For example, display the partners, item or document flow for a given order. Then roll out item details such as article properties, sales conditions, shipping and much more.
Create orders and offers
Orders and offers can be created and modified, including
- Header data- Header data
- Plausibilty checks by SAP system
- Searching and adding further products
- Calculation of prices and conditions
Display maps and optimal routes
Customer locations can be shown on interactive maps (Google maps). You may bring up an optimal route with distances and journey times.
You may hide unnecessary areas and arrange the order you prefer, thus tailoring CIS mobile to the needs of your users.
Browser based web application serving all devices
CIS mobile is a browser based application and therefore runs on all web capable devices: desktop PC, tablet and smartphone.
Configure the HTTPS protocol in your server to guarantee secure communication.
Maintain classification data
Attributes of the SAP classification system (e.g. customer and product classification) can be displayed and modified.
Add visit reports
Visit reports include:
- Date and time
- Short and long texts
- Responsible employees
- Participating contact persons
- Reason, current status and result
- Topics covered
Add new customers
New prospects, clients and competitors can immediately be added in CIS mobile.
CIS mobile offers meaningful diagrams in many places. This example show the net value and percentage of products ordered in a given period of time.
Attach and display documents
All sorts of documents (such as PDF files or images) can be uploaded and displayed. They are stored in the SAP system ('object services' for client, visit report and product).
Calendar with drag&drop support
You may drag a contact onto a calendar day and thereby create a new appointment. CIS mobile can be configured to synchronize all appointment details with MS Outlook via exchange server.
Extensibility is already built into CIS mobile. Using the add-on exits, clients can add further components that are displayed in a seemless manner. In this example, the stock overview and complaint lists are implemented as add-ons.
Customer search and display history
You may search for name, post code, city or country.
The most recently displayed clients are conveniently listed.
Personalize the user interface
Each user can adjust the interface to his or her personal preferences:
Color scheme, background image, icon set, navigation pane etc.
Maintain contact data
Detailed contact data can be maintained:
- Personal data
- Communication details
- Further attributes such as interests