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About the product
A cross-platform Van Sales & Distribution mobile application available for iOS, Android and Windows 10. It is connected with Microsoft Dynamics 365 for Finance & Operations (AX) and Microsoft Dynamics 365 Business Central (NAV) and is intended to be used by organizations having mobile sales and delivery fleet performing presales, van-sales, delivery or payment collection activities. It works in complete off-line mode.
- Works inside Microsoft Dynamics ERP
The solution is natively integrated with Microsoft Dynamics NAV, Microsoft Dynamics AX and Microsoft Dynamics 365 with a native Add-on. There is no middleware database to replicate and all transactions are automatically exchanged between the mobile device and the ERP.
- Complete Off-line mode
Dynamics Mobile synchronization technology allows the mobile application to store and consume business data locally on the device. Combined with the ability of the Dynamic Mobile apps to run on-device business logic, it allows Dynamics Mobile applications to run in complete off-line mode, eliminating the need for permanent internet connection. This allows Dynamics Mobile apps to be used everywhere regardless of the conditions.
- Invoice registration
Salesperson can register a sales invoice directly from the mobile device 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
Salesperson may see due invoices on the mobile device and register payment collection against the invoices via cheque, wire transfer or cash. The collected payment is automatically sent to the ERP and settled as payment journal.
- Invoice printing
Salesperson may print invoice or payment receipt from his mobile device to a Bluetooth printer right there on the field.
- End-of-Day report
Driver may run end-of-the-day report anytime during the day to see the current progress. The End-Of-the-Day report contains full reporting about daily sales, cash on hand, inventory levels and others and can be used for daily reconciliation, once the truck is back.
- Credit balance, credit limits, dues
Sales may be blocked for customers with due invoices or reached credit limit.
- Inventory visibility and tracking
Driver may see the inventory loaded in the truck by items, lots (batches), serials. The inventory level is updated on every sale.
- Complete customer information
Salesperson may see the 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 the supervisors to track the fleet in near-real time.
- Sales route management
Supervisors may plan sales routes for each weekday and for each salesperson by providing a list of customers to be visited in specific order. Salesperson sees the planned route for the day on his device and may follow it accordingly. The supervisor may analyze the visited customers based on the planned route and see any variances.
- 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 is happening 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 the compliance against the planned routes. This provides overall and fine-grained analytics over the performance of the fleet against the planned visits for the day.