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Module is used for fast creation of daily plan and weekly plan by dragging filtered contacts from client databank to calendar. Visits planner leads the user – business representative – to regular and timely visits of contacts. The user is also alerted regarding the contacts, which need to be visit in upcoming week. Thanks to targeting are key deadlines created, which lead representative to proper care of assigned region.

This module serves to fill contact forms during visits. Outside the basic information about the visit is possible to define individual questionnaire as well and during the visits is possible to collect valuable information about clients directly during working in terrain. You can track the propagated products with evidence of amount of prescribed or sold pieces for following cost identification of individual product during each visit.

Beside contact reports is possible to register also the user activities, like Business review, Congress or Area meeting. Visits planner is connected with other modules of Medor CR so it is possible to include vacation in the calendar as well as register issues of samples or direct sale directly from contact report.

Module is connected with map backgrounds, where is possible to display daily route of Sales representative.

Exports and reports of fulfilling the representative plans or timely planning are of course included.

Medor CRM allows to order products for clients directly from distribution stores. During ordering the sales representative has available actual statement of regional distribution and also overall summary of inventory.

Once the order is finalized the confirmation is created, this document can be signed electronically directly on tablet and afterwards send via email to client, sales representative or to the office.

Module contains the order status overview including necessary reports.

Part of Medor CRM is also module for complete warehouse management, which secures the process from stock resupply, distribution to sales team and sales records to distribution of samples directly at the client.

Matter of course is possibility to define the prices – either sales prices or to certain groups of customers, as well as exhibiting the forms and documents (delivery notes, invoices, etc.) directly from the system.

Both movements in internal storages and also distribution of goods to customers are possible to monitored thanks to clear repots.

This module of agenda serves to record request of vacation and following approval or denial of request during approval flow. For individual types of leave is possible to set up annual entitlement for each employee and the remaining days are always calculated already during application. Its not allowed to take more vacation days than they can claim.

Module provides the clear overview of the time schedule of individual holiday vacations of each employee in company, supervisor can be warned of any new vacation request via email or provides necessary reports for payroll clerk.

On the top of mentioned above this module allows connection with MS Outlook, thanks to which is possible to display information about vacation also in personal calendar.

Module records the information about user expenses, mainly to sales representatives. It helps and allows to split the expenses by types, products or clients for need to expense reports for representation. Module contains the clear system of billing approval, from submitting by sales representative to final approval by supervisor and preparation of expense summary for accounting.

In case of using the Accounting module, the records are automatically coding to accounting and in connection with Log book automatically allows the calculation and registration of meal allowance.

Module is also equipped by the tool to import data, like the files with credit cards billing, or complex set of exports and overviews.

Intuitive module allows to record not only the business drive, but also private drive with company car. Except the necessary records to log book, like amount of traveled kilometers, refueling, the business reason of travel, module can also record daily meal allowance, not only given by local legislation, but also the additional meal allowance above standard.

Module is connected with accounting agenda, to which is possible transfer the meal allowance. Filled log book after closing period is going through approval and check process.

The outcome is detailed general overview or overview of the fuel consumption.

Module can completely replace the paper documents of company by electronic process. Invoices are digitized while entering the system and scanned copies of documents are included in electronic attachment. Document is send to approval process, where are individual costs split by the cost centers, accounts and also clients and approved afterwards. After approval is document processed – paid.

Intuitive and clear module of electronic evidence of company projects. To each project is beside the basic identification and selection possible to include the costs, products or budgets. It is possible to upload the electronic documents and send for approval. Approval process is fully scalable according the company needs.

It is possible to connect accounting files from Electronic document evidence with approved documents.

General evidence module of necessary employee details from personal data, through contact information to details about company credit cards or the evidence of salary range and selling rating.

Medor CRM is equipped by complex accounting, which is fully integrated into the system. It contains all agenda given by law for managing the company accounting including sophisticated financial statements.