Features

CUSTOMER
Customer :: General customer detail screen
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  • 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
  • Integration with Pocket Outlook lets sales people create appointments and tasks and send emails to customers.
SALES DOCUMENTS
Sales Documents :: Sales document primary screen
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  • 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
  • Multiple input options including Graffiti, Key Board or Bar Code scanning allows for fast and accurate data entry
  • Supports Item Cross Reference/alternate part number/customer part number lookups
  • Supports Item Variants
  • Supports Sales Templates
SALES HISTORY
Sales History :: Sales history screen
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  • 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
Product Catalog :: Product catalog screen
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  • 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
Payment :: Payment detail screen
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  • 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
Catalog Search :: Catalog search screen
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  • 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
STOCK TRANSFER
Stock Transfer :: Stock transfer screen
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  • Work with product, location and bin lists on handheld from anywhere at anytime
  • Supports barcode scanning for fast and accurate data entry
  • Allows creation of Transfer Orders on handheld
  • Wired or Wireless Synchronization
  • Integration with Microsoft Dynamics GP, NAV and AX is built-in out of the box; no need to create custom data import/export programs
STOCK COUNTS
Stock Counts :: Stock counts screen
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  • Count thousands of items on a single PDA
  • Search for scanned items by item number, description or bin location
  • Print count reports directly from the PDA
  • Configure to work in on-line or batch mode
  • Supports bar code input
  • Large on screen number pad increases accuracy of keyed-in counts
  • Confirmation of previously counted items
  • Zoom in on detailed item information including description, department, category, bin location, last received date, last count date and more
  • Re-count items as many times as necessary
OUTLOOK
Outlook Integration :: Outlook integration screen
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  • Create Pocket Outlook appointments and tasks from within HandApps
  • Tasks and appointments are linked back to the customer record
  • Create customer e-mails from within HandApps
  • View appointments and tasks by customer
  • Sync appointments and tasks to Outlook and Exchange
MAP INTEGRATION
Map Integration :: Map integration screen
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  • Pinpoint your current location
  • Locate customers
  • Zoom in and out
  • View appointments and tasks by customer
  • Obtain directions and routing information to different locations.
    **Requires optional service.

GENERAL FEATURES
  • Create sales documents on a handheld (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
  • Supports printing via WIFI, Bluetooth, IR or serial connection
  • Supports wired & wireless database replication (WIFI, Bluetooth, CDPD, GSM, CDMA, etc.
  • Proven solution based on the latest Microsoft .NET technologies and SQL
  • 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