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About the product
- Intended for DSD, HOD, DS and other operations
Dynamics 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.
- Back-end (office) and mobile-site functionalities
For 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.
For Mobile agents who follow the routes and execute the tasks assigned to them by Supervisors.
- A standalone solution that can be integrated with your ERP
Dynamics Mobile Van-sales is a standalone solution with own back-end and database, however it can be connected with your ERP (e.g. Sage, SAP, Oracle, etc.).
Dynamics Mobile comes with out-of-the-box native integration for Dynamics 365 for Finance & Operations (Microsoft Dynamics AX) and Dynamics 365 Business Central (Microsoft Dynamics NAV). In those cases there is no middleware database to replicate the data and all transactions are automatically exchanged between the mobile device and the ERP.
- A cross-platform mobile application
Runs on Apple (iOS), Android and Windows 10 devices.
- Online as well as 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.
- Route management
Supervisors plan sales routes per specific period and assign them per specific mobile agent. Once done, Dynamics Mobile applies automatic route optimization so activities can be completed in a faster way. Estimated distance and ETA (estimate-time-of-arrival) per visit are provided as well.
- Territorial management
Define areas (geographical coordinates) on the world map in which Mobile agents of a specific office/division can perform assigned activities. Setup geofencing notifications in case a mobile agent deviate out of the predefined territory.
- Visit types and tasks
Dynamics Mobile supports one-time, periodic (e.g. 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. prices, quantities, capacities), and more.
- Customer data
Mobile agents may see customer number, title, address, credit balance and credit limits as well as open invoices and last orders.
- Invoice registration
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.
- Cash, wire transfer, cheque payment collection
Mobile agents 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 database/ERP and settled in the payment journal.
- Invoice printing
Mobile agents may print invoices or payment receipts from their mobile device via Bluetooth printers right there on the field.
- Credit balance, credit limits, dues
Mobile agents may be blocked for visiting customers with due invoices or exceeded credit limit.
- Inventory visibility and tracking
Mobile agets may check the inventory loaded in the truck by items, lots (batches), serials. Inventory levels are updated on each sale made.
- 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.
- Live fleet monitoring
All mobile transactions like orders, invoices, payment collections, deliveries and others may be observed by Supervisors 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.
- End-of-day reports
Both Supervisors and Mobile agents 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.