Home> Products> Si Mobile Sales> Special Edition for QB> Features

Product Features

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

Si Mobile Sales™ delivers mobile invoicing which integrates with QuickBooks® 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 QuickBooks when the operator synchronizes his handheld either locally or remotely. The current customer and product information from QuickBooks is also saved to the handheld during synchronization.

You can even create Customer Groups in QuickBooks 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.

Our mobile invoicing software increases field sales and office productivity making your business more profitable!

Sharing Data with QuickBooks:

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.

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 QuickBooks and sent to the PDA during each settlement.
• 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 - QuickBooks 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 QuickBooks.
• Program upgrades are automatically loaded during a settlement if a new program is detected.