9/3/2023 0 Comments Dsd mobile invoicing solutions![]() ![]() The system automatically registers and analyzes the planned customer visits of the fleet and measures their compliance with the plan.īoth Supervisors and Mobile agents may run end-of-the-day reports anytime and see current progress. Various heat map reports are available, showing the places in the world where most of the business takes place in terms of money and activities. Inventory levels are updated on each sale made.Īll transactions are augmented with GPS coordinates and rendered on the world map, allowing Supervisors in the back-office to track the fleet in near-real time.Īll mobile transactions like orders, invoices, payment collections, deliveries and others may be observed by Supervisors in real time on the world map. Mobile agets may check the inventory loaded in the truck by items, lots (batches), serials. ![]() Mobile agents may be blocked for visiting customers with due invoices or exceeded credit limit. Mobile agents may print invoices or payment receipts from their mobile device via Bluetooth printers right there on the field. ![]() The collected payments are automatically sent to the database/ERP and settled in the payment journal. Mobile agents may see due invoices on the mobile device and register payment collections via cheques, wire transfers or cash. Cash, wire transfer, cheque payment collection.Mobile agents can register invoices directly from the mobile devices without a need for Internet connection and still have the mobile app properly calculate order totals based on the customer agreed prices, discounts and current promotions. Mobile agents may see customer number, title, address, credit balance and credit limits as well as open invoices and last orders. prices, quantities, capacities), and more. weekly, monthly) and campaign types of visit, and the following tasks: Sales order registration, Sale, Delivery of a previous order, Return of goods, Collection of payment, Survey (questionnaire), Item comparison (e.g. Setup geofencing notifications in case a mobile agent deviate out of the predefined territory.ĭynamics Mobile supports one-time, periodic (e.g. Estimated distance and ETA (estimate-time-of-arrival) per visit are provided as well.ĭefine areas (geographical coordinates) on the world map in which Mobile agents of a specific office/division can perform assigned activities. Once done, Dynamics Mobile applies automatic route optimization so activities can be completed in a faster way. Supervisors plan sales routes per specific period and assign them per specific mobile agent. Online as well as complete Off-line modeĭynamics Mobile synchronization technology allows the mobile app to store and consume business data locally on the device, so Dynamics Mobile Van-Sales can run in complete off-line mode, eliminating the need for permanent Internet connection.Runs on Apple (iOS), Android and Windows 10 devices. A standalone solution that can be integrated with your ERPĭynamics Mobile Van-sales is a standalone solution with own back-end and database, however it can be connected with your ERP (e.g.Back-end (office) and mobile-site functionalitiesįor people in the office (Supervisors) who administer users, plan routes, define campaigns and visit types, create questionnaires, visualize reports and follow-up on mobile agents’ activities in real-time.įor Mobile agents who follow the routes and execute the tasks assigned to them by Supervisors.Intended for DSD, HOD, DS and other operations.ĭynamics Mobile Van-sales is applicable to a variety of mobile sales and delivery scenarios and operations such as Pre-sales, Van-sales, Direct sales, Direct Store Delivery, Home and Office Delivery, Payment collection activities and more. ![]()
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