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Product Features

Empower your mobile sales force to create accurate invoices more quickly!

Si Mobile Sales™ delivers mobile invoicing and inventory control fully integrated with Microsoft Dynamics GP® accounting software, saving you time and money!

Features Overview

Si Mobile Sales™ enables your sales force to quickly create customer orders, invoices and ROA transactions in the field. All of these transactions are quickly integrated with Microsoft Dynamics GP just as though they were created there in the first place.

• Mobile computers and PDA's are easily kept up-to-date with automatic syncronization of customer, pricing, and inventory information on every connection. Even programming and mobile configuration is automatically refreshed.
• Create Customer Groups in Microsoft Dynamics GP so that only the customers on a particular route are loaded to the operator's handheld.
• Summary reports make daily settlement operations faster by summarizing the day's activities, speeding up operator's cash settlement and making it easier to reorder and reconcile stock.

Now you can move route sales people through customer orders up to twice as fast, then syncronize their transactions with virtually no effort. Pricing and calculations are accurate while settlement is easy, efficient. That means that compared with manual invoice methods, a full return on investment is normally realized in 3 months and monthly thereafter.

Sharing Data with Microsoft Dynamics GP:

Customer Information:

• Standard Customer Information includes: Company name, city, state, zip code, contact, phone number, account balance, credit limit, account terms, note (up to 100 characters).

Product Information:

• Standard product information includes: product code number, description, bar code, quantity on hand in main warehouse, taxable status, and current retail price.
• Microsoft Dynamics GP standard pricing rules are also implemented.

Transaction Information:

• Transaction details including date, customer, transaction total, and payment method.
• Items on the transaction including product code, quantity, price charged, and tax information.
• Comments attached to items. Up to 100 characters.

Tax Information:

• US tax information is drawn from Microsoft Dynamics GP.
• Transactions are accurately totaled with the correct tax calculated.

Day End/Trip End (Daily Settlement):

• Print out a summary of the day's activities, which includes a breakdown of cash, charge, or credit card payments. Use the daily summary as a bank deposit slip and as the basis for the operator's cash settlement.
• Print out a summary of the actual items sold. Use as the basis for reordering or reconciling mobile inventory.

Configuration Options

• Customer Routing Groups - Microsoft Dynamics GP can be configured to group customers and load specific groups to separate PDA's for each route driver.

Communications & Settlement:

• Connect to the office and settle using serial, modem, Internet, or network connections.

Mobile Computers(PDA's) are automatically maintained with:

• Product Information and customer information from Microsoft Dynamics GP.
• Program upgrades are automatically loaded during a settlement if a new program is detected.