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
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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
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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
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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
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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
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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
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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
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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
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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
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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