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About the product
Dynamics Mobile Van-Sales is a cross-platform mobile application available for iOS, Android and Windows 10 devices. It is integrated with Dynamics 365 for Finance & Operations (Dynamics AX) and Dynamics 365 Business Central ( Dynamics NAV) and is intended to be used by organizations having mobile sales and delivery fleet performing pre-sales, van-sales, delivery and/or payment collection activities. It works in complete off-line mode.
- Works inside Microsoft Dynamics ERP
The solution is natively integrated with Dynamics 365 for Finance & Operations (Microsoft Dynamics AX) and Dynamics 365 Business Central (Microsoft Dynamics NAV) with a native add-on. There is no middleware database to replicate the data and all transactions are automatically exchanged between the mobile device and the ERP.
- Complete Off-line mode
Dynamics 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.
- Invoice registration
Salespeople 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.
- Cash, wire transfer, cheque payment collection
Salespeople may see due invoices on the mobile device and register payment collections via cheques, wire transfers or cash. The collected payments are automatically sent to the ERP and settled as in the payment journal.
- Invoice printing
Employees may print invoices or payment receipts from their mobile device via Bluetooth printers right there on the field.
- End-of-day report
Drivers may run end-of-the-day reports anytime and see current progress. The EOD reports contains full data about daily sales, cash on hand, inventory levels and other information, and can be used for daily reconciliation, once trucks are back in the garage.
- Credit balance, credit limits, dues
Salesmen may be blocked for visiting customers with due invoices or exceeded credit limit.
- Inventory visibility and tracking
Drivers may check the inventory loaded in the truck by items, lots (batches), serials. Inventory levels are updated on each sale made.
- Complete customer information
Salespeople may see customer number, title, address, credit balance and credit limits as well as open invoices and last orders.
- Geo-location enabled
All 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.
- Sales route management
Supervisors may plan sales routes for each weekday and salesmen by providing lists of customers to be visited in a specific order. Salesmen then see their individual planned routes and may follow them accordingly. Supervisors may analyze the visits based on planned routes and see any variance.
- Live fleet monitoring
All mobile transactions like orders, invoices, payment collections, deliveries and others may be observed in real time on the world map.
- Heat maps
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.
- Fleet route compliance analytics
The system automatically registers and analyzes the planned customer visits of the fleet and measures their compliance with the plan.