If you’re in the business of selling or moving a product or service, then chances are you have a process for capturing a proof of transaction. Whether you’re dealing with outbound deliveries or inbound counter transactions, having a ‘proof of transaction’ process in place is critical. Traditionally, documents associated with customer
Field workers deal with a lot of documentation relating to onsite transactions. In the past, these workers would normally have to bring paperwork back to the office for it to be processed. Whether processing involves scanning the documents into a digital system or simply filing them in physical filing cabinets, the net result is a lack of efficiency.
Automotive businesses can feel like they’re drowning in documentation. There are forms and documents associated with every step of the process from receiving the vehicles onto the lot, confirming their safety and compliance certification, preparing quotes and estimates to sell or repair the vehicles, invoice processing, registration and insurance, and transfer documents. Making sure nothing is missed in this complex process is essential.