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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. 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 overrides 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 2008-2011; UK versions 2008-2010 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.
Set a maximum limit for an item to be discounted by. The route sales people can then grant a customer a discount off of aa particular item at the time of sale, up to that maximum discount limit.
This report allows supervisors to have a bird’s eye view of their route sales people’s work including at what times they make their stops, the customers they visit, when that customer was last visited, how much the invoice was created for, and also very important, which customers were missed.
Route sales people can receive payments for previously charged invoices and they can record and print an receipt using a mobile Bluetooth printer. Settlement methods include cash, cheque, credit card, or other.
Create credit notes on-site via your mobile handheld. Customer records, pricing information and product quantities listed on the mobile handheld are used to create accurate credit notes in seconds.
Customer Route Sheets with Sales History allows route sales staff to receive summarized historical sales data to allow them the make informed sales decisions based on customer historical information.
Allows route sales people to transfer stock to and from their supply warehouse or between mobile warehouses (trucks) by using a traceable and printable transactions.
In this process, your mobile computer is specially encoded so our system will identify it as belonging to your system and no other.
Each truck is assigned a warehouse number in QuickBooks. Then, changes to inventory are automatically posted to that warehouse in QuickBooks.
A mobile is used to count inventory in a warehouse thus saving a "Count Sheet" to evidence inventory levels by quantity as a particular date.
When a count sheet is received, the system can automatically adjust inventory to the counted levels by creating a stock transfer to or from the designated supply warehouse. This will provide a strong audit trail for and evidence of stock changes to each mobile warehouse.
Returned goods can be assigned to a separate warehouse together with indication of reason for return. For example: Damaged, stale dated, or other reasons.
Remote sync permits mobiles to be settled from remote locations via the internet using any accessible Wi-Fi connection, or via a cell phone provided the mobile computer is so equipped.
Each synchronization session can 'talk' to one mobile computer at time. The most common length of such a 'conversation' is about 2 minutes. If you need to settle more than one mobile at a time, then you will need additional sync sessions.
A complete audit trail is maintained so you can trace each and every transaction.
Receive up to 4 to 10 hours of guided implementation, depending on the features provided with the package.
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ALL RIGHTS RESERVED
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