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Create, modify and submit orders via your mobile handheld based on delivery quantities that are determined prior to physical execution of delivery. Orders are then automatically integrated into QuickBooks® and accessed at the time of distribution.
Create, modify, and finalize invoices on-site via your mobile handheld. Customer records, pricing information and product quantities listed on the mobile handheld are used to create accurate invoices in seconds. Other transactions such as Received on Account and Credits can also be created on-site. Settlement methods include cash, cheque, credit card, or other.
Print invoices created on your mobile handheld via your mobile Bluetooth printer.
Compare the batch total against the transactions processed on the mobile handheld. Any discrepancies between the two totals can then be corrected.
Locate transaction information by product description, product code, or barcode.
Capture customer signatures on Windows Mobile handhelds. Signatures can then be printed via your mobile Bluetooth printer and can also be reviewed and reprinted from the office.
Automatically calculate and apply up to 2 Taxes. Multiple level taxes can also be automatically calculated and applied over multiple jurisdictions.
Maintain uniform pricing across all mobile handhelds. Option to allow or disallow pricing ocerrides by route sales staff.
Create a unique transaction on the mobile handheld that is used to stand as a “template” for future sales transactions.
Assign a percentage discount or volume discount to a specific product or customer over a determined period of time.
Report inventory depletion for the mobile warehouse (truck) and invoices on the mobile handheld.
Assign separate transaction number streams and transaction types to each customer, warehouse and counting operation so each transaction can be easily located and referenced.
Activate separate passwords for ‘Supervisor’ and ‘Operator’.
Display and modify main warehouse quantities on mobile handheld.
Configure mobiles to handle ‘Credit Limit Checking’, ‘Types of Transactions’, ‘Passwords’, ‘Re-Initialize’ and ‘Program and Reprogram’ functions.
All transactions created on the handhelds are automatically transferred right into QuickBooks via Solid’s one-touch synchronization technique. All transaction pricing, extensions, taxes and totals are updated into QuickBooks as if the transactions had been created there in the first place.
Optimal transmission security is provided with the highest degree of transmission completion success.
Canada & USA versions 2008-2010; UK versions 2008-2009 with Euro symbol
Optionally allow for adding and modifying customer information on the mobile handheld.
Review and/or reprint previously saved sales transactions on-site. Sales transactions can be previewed via the mobile handheld and printed via the mobile Bluetooth printer.
Verify that the customer has not exceeded their credit limit. When the customer’s credit limit is exceeded, you will be given messages depending upon the setting level you have chosen and the option to ignore credit limits, warn and allow override of credit limits, or not override on credit limits.
Review and/or reprint previously saved sales transactions in the office. Sales transactions can be reviewed or reprinted with or without customer signatures.
Set a maximum limit for an invoice to be discounted by. The route sales people can then grant a customer a discount off of an invoice’s total at the time of sale, up to that maximum discount limit.
Identify inventory by scanning barcodes with a mobile handheld that has barcode scanning capabilities.
Individual customer lists can be allocated to specific mobile handhelds.
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