Features

The Field Sales applications provides the following features

General
	Offline and Online modes	Ability to work without internet connection
	Android and iOS devices
	Tablets and Smartphones
	Security roles	Ability to limit the functionality access based on roles
	ERP Integration	Integrated with Microsoft Dynamics NAV, Microsoft Dynamics BC, Microsoft Dynamics FO
	Signature capturing	Ability to capture the customer or user signature on the device screen
	Camera snapshots	Ability to take a camera snapshot and attach it to documents
	Printing to bluetooth printers	Support for printing to bluetooth paired printers
	Printing to printers supported by Android	Ability to print to printers via the Android printing API
	Printing to printers supported by iOS	Printing via iOS AirDrop
	Printing to PDF	Printing to PDF file
	Barcode and QR scanning	Ability to scan barcodes and QR via the device camera or integrated barcode scanners
Inventory
	Load	Send Load inventory request towards the ERP
	Unload	Send Unload inventory request towards the ERP
	Truck Send	Exchange goods between vans/trucks in the field
	Truck Receive	Exchange goods between vans/trucks in the field
	Stock Count	Blind counting of the remaining van/truck inventory
	Forced Unload on Route close	Ability to force the van to unload the inventory before closing the route
	Capacity exceeded warning on Load	The app will show warning if the vehicle capacity is exceeded during Load Request
	Automatic Load of products , planned for delivery	The mobile user can add all products planned for delivery during Load Request
	Automatic Unload of all products	The mobile user can add the entire inventory from the mobile app during Unload
	Automatic Sending of all products to another track in Truck Send	The mobile user can choose to send all the products from his truck to another truck with single click
Route and Visits
	Route Start	Starting the journey for the day
	Vehicle Checklist	Filling in a vehicle checklist
	Route/Planned Visits	Observing the planned visits for the day
	Start Visit	Start a visit
	End Visit	End a visit
	Customer List	Searching into the all-customer list for non-planned visits
	Route Close	Closing the journey for the day
	Maximum Visit Duration	Ability to limit the maximum time for a single visit
	Geofencing	Ability to limit the distance from the client location on visit start
	No-order reasons	Requiring reason if no order or sale is created during a visit
	Visit tracking: geolocation, duration
	Journey expiration	Limiting the journey for the current day only
	Route Map	Observing the planned visits on the world map
	Route progress and timeline	Ability to see route progress statistics and route timeline
	Visit Rescheduling	Ability to plan visit for another day
	Inventory validation on route start	Check and warn if there is no loaded inventory in the track before the route is started
Customer
	Customer Details
	Customer Details: General
	Customer Details: Contacts
	Customer Details: Addresses
	Customer Details: Others
	Customer Details: Notes
	Blocked customers
	Overdue, credit limit, balances
Presales
	New Order	Creating new Sales Order on the spot
	New Quote	Creating New Quote on the spot
	New Order/Quote for "Unknown Customer"	Creating New Order or New Quote on the sport for unknown customer
	VAT, Prices, Discounts	Ability to calculate complex prices and discounts based on rules
	Free/Sample products	Ability to provide free-of-cost products
	Sales Order Printing	Ability to print the Sales Order to mobile printer
	Proof of Delivery (POD)
	Product images
Sales
	New Sale	Ability to deliver and invoice goods on the spot
	New Sale for "Unknown Customer"	Ability to deliver and invoice goods on the sport for "unknown" customer
	Inventory levels tracking	Control and tracking of the remaining inventory levels by lots/batch, serials and license plates.
	Lots/BatchId, Serials, License Plates	Control and tracking of the remaining inventory levels by lots/batch, serials and license plates.
	Invoice and Delivery note printing
	Proof of delivery (POD)	Ability to capture signature, camera snapshot, geolocation and date/time
	Product images	Ability to display product images
Delivery
	Pending Delivery	Delivering previously created open sales orders
	Sales Order amendment	Ability to deliver more or less than the originally requested
	Proof of Delivery (POD)	Ability to capture signature, camera snapshot, geolocation and date/time
	Invoice and Delivery note printing
Payment collection
	New Payment	Registering collected payment against
	Due invoices	Collecting payment against due invoice
	Open invoices	Collecting payment against open invoice
	Payment methods (Cash, Cheque, Bank)	Specifying the payment method
	Proof of Delivery (POD)	Ability to capture signature, camera snapshot, geolocation and date/time
	Payment Receipt Printing
Returns
	Free Return	Collect returned goods without previous invoice
	New Return	Collect returned goods based on previous invoices
	Collect approved returns	Collect goods based on previously approved return order
	Proof of Delivery (POD)	Ability to capture signature, camera snapshot, geolocation and date/time
	Return Order printing
Merchandising
	New Survey	Ability to answer to customer facing survey from the mobile screen
	New Activity	Ability to register custom activity
Reports
	EOD (end-of-the-day)	Review the route progress for the day
	In Stock	Analyze the remaining inventory levels
	HQ Inventory	Check the remaining inventory levels in the main warehouse
	Items to deliver	Check the products planned for delivery
	Planned deliveries	Check the sales orders planned for delivery
	Products	Explore the product catalog
	Customer History	The user may look into the Customer History and see any invoice up to 30d back ( header and lines) for specific customer
	Open and Due invoices	The user may see the entire list of the open and due invoices for specific customer
Reconciliation		Perform reconciliation at the end of the journey
Alerts