Features

CUSTOMER
Click to Enlarge	Download all customer or filter by sales person User defined search criteria Stores unlimited number of customer and ship-to-address records Includes customer accounts receivable information Capture customer level notes, payments on account View customer’s sales history, AR balance, last payment date and amt. Optional support for add/edit customer and ship-to records.

SALES DOCUMENTS

Click to Enlarge

Create Quotes, Orders, Invoices or Credit Memos
Assign ship date, cancel date and order promotion codes
Supports price groups, price sheets, price books and other special pricing functionality
Print hardcopy of sales documents direct from the device via IR, TCP/IP, Bluetooth, WIFI, RS-232
Capture customer signature on orders
Capture order notes
"Hold Post" functionality allows reps to send complete orders and "Hold" in process orders until ready
Supports Item Cross Reference/alternate part number/customer part number lookups
Supports Item Variants, Sales Templates and Order creation from Sales History

SALES HISTORY
Click to Enlarge	Review sales history by customer Review sales history by product Review sales history by customer and product Create NEW Sales Documents from Sales History

PRODUCT CATALOG
Click to Enlarge	Support for customer specific pricing and multiple price levels Displays on hand and available quantities Supports multiple units of measure Search by Item number, description, bar code or any other field available in the item table. Keep track of stock levels/usage

CUSTOMER PAYMENTS
Click to Enlarge	View Customer accounts receivable balance Record payments on account or against a specific sales document Accept cash, check, and credit card payment information Capture split payments in any combination of cash, credit cards or checks

CATALOG SEARCH
Click to Enlarge	Group Products into Categories up to five levels deep. Find products quickly and easily using a tree style interface Added products to sales documents directly from catalog search screen Create and maintain categories and members via our management console

GENERAL FEATURES

Create sales documents on a notebook or tablet PC (off-line) and post them directly into your Microsoft Dynamics system when a connection is available.
Can work in either on-line or off-line mode
Integration with Microsoft Dynamics NAV, GP and AX Inventory, Sales Order Processing and Receivables is built-in out of the box, no need to create custom data import/export programs
Replicate 10,000’s of inventory, customer and sales document records in seconds
Supports barcode scanning
Proven solution based on the latest Microsoft .NET technologies and SQL

Supports wired & wireless database replication (WIFI, Bluetooth, CDPD, GSM, CDMA, etc.
Can be configured to live query data sources via SQL or WEB
Administrator defined security protects your data
User definable default search fields
Administrator defined custom field mappings