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 |
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