Products and services.
Sold, contracted, delivered.
Vision Retail Distribution covers the full commercial lifecycle for product and service suppliers — from lead and offer to contract, order, delivery, service and renewal — with the automation and approval control that keeps offers standard where it matters.
- Automated contract generation
- Flexible commercial packages
- Customer self-service portal
Integrated platform for Products and Services Suppliers
Sales Processes
- Lead generation
- New clients acquisition
- Up Sales, Cross sales, Renewal and Renegotiation
Post-contracting Processes
cover cancelled contracts and past customers:
- Cancelled Contracts
- Past customers
Contracting and Operational Processes
are applied to existing clients base and consist in:
- Segmentation, portfolio management and risk Assessment
- Orders, Delivery, Maintenance, Info, Requests, Claims, Customer Service, Development, Collection and Retention activities
Administrative Processes
complex mechanism for automation control of the commercial offering based on predefined parameters, rules and level of authority:
- Service/pricing catalogue administration
- Commercial offers, contract models management
- Commercial parameters
Customer Self Service Portal
Customers update their own profile, check product availability and prices, request offers, follow order status and place new orders around the clock. Offer requests can be filled in item by item or uploaded from an Excel file, and every response — price details, credit limit, commercial terms, delivery date, payment method — is visible in the portal before the customer approves it.
Sales and Client Management
The client page is the starting point of every action. It aggregates general company data, addresses and contacts, locations with their own attributes, sales potential, interactions across all channels and active contracts. From that single view the team launches sales actions — new opportunity, transfer, contract change, prolonging or suspension — without leaving the page.
Contract Management
Standard contracts are defined at statement level and organised in chapters and subchapters, with dynamic parameters such as invoicing period, duration or value injected automatically. Contracts are generated from the customer’s locations and commercial parameters, and approved through level-of-authority gates that trigger on escalation, customer insight or on request.
Operations & Customer Service
From order to delivery and collection, the operational module covers the full lifecycle of any customer action: ordering, operational requests, delivery, service and maintenance, parts, information requests and complaints. The customer service page was designed for minimum navigation — place an order, administer events, check warranties or open the client file from one screen.
Inventory & Commercial Packages
Products, services and devices are organised in tree-structured catalogues and combined into commercial packages with their own pricing, content, commercial terms, business rules and target market. Limits of authority let agents sell the standard package or request an approved deviation, keeping offers tailored without losing control.
Administration & Levels of Authority
Thresholds are defined for every commercial parameter and associated with an approval level, so any request to change a standard term is routed to the right approver automatically. Services, devices, maintenance, cost management, sales actions, price lists, portfolio and locations are all administered from the platform interface.
Special features
Automated Contract Generation
Contracts assembled statement by statement from the customer’s locations and commercial parameters, with dynamic content and structured annexes — no manual document assembly.
Level-of-Authority Approvals
Approval gates for client, sales and contract, triggered by escalation of standard terms, customer insight or on request, with a configurable approval sequence.
Commercial Package Builder
Any combination of service, product and device with complementary items, packaged with its own pricing, rules, terms and target market, then published as a catalogue item.
Customer Self-Service Portal
Inquiry, offer request, offer approval, ordering, order documents, feedback and notifications — the full commercial relationship available to the customer online.
Operational Single Page
A customer service interface built for minimum clicks: smart search across the whole database and quick actions launched directly from search results.
Full Lifecycle Traceability
Item-level traceability from provider order and warehouse reception through to customer delivery, including fabrication documentation and reception details.
Resources
Discover the solution — Vision Retail Distribution (PDF, 7.1 MB)
Tailored demonstration
See Vision Retail Distribution in your business
See how proven distribution processes — offering, contracting, operations and self-service — can shorten implementation time, lower delivery risk and deliver measurable results for your organization.