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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
Exchange goods between vans/trucks in the field
Exchange goods between vans/trucks in the field
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
Starting the journey for the day
Vehicle Checklist
Filling in a vehicle checklist
Route/Planned Visits
Observing the planned visits for the day
Start a visit
End Visit
End a visit
Searching into the all-customer list for non-planned visits
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: Addresses
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
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.
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
Registering collected payment against
Collecting payment against due invoice
Collecting payment against open invoice
Specifying the payment method
Proof of Delivery (POD)
Ability to capture signature, camera snapshot, geolocation and date/time
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
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