Mobile Sales:
Dynamics NAV Mobile Sales gives sales representatives access to customer, product, and order history information from your organizations Microsoft Dynamics NAV system, allows them to create orders, and print order confirmations and invoices.
The tight integration with your Microsoft Dynamics NAV system gives a tremendous reduction in administrative overhead. Users testify a 40 percent cost reduction on every order taken using ERP Mobile Sales.
Reducing paperwork increases the efficiency of the sales representatives up to 20 percent: more prospects can be visited as less time is spent pushing paper.
Customers
The Customer Application allows the user to search and select customers registered in the back office ERP system. The user can search for any available fields and can modify and print the information.
In the Action menu, NAV Mobile Sales customers have added such modifications as a detailed map showing delivery roads, sales statistics, and route planning functionality.
Other customers have Dynamics NAV Mobile Sales linked to their favorite global positioning software.
Ordering
The user selects a customer and the appropriate information is displayed. This includes historical information such open orders, last orders and ledger entries. Using ExpandITs unique offline/online technology we display additional information when there is a connection to the server.
Dynamics NAV Mobile tells the difference between a barcode and a quantity so the user can input barcode/item number in the same field as the quantity and save valuable time.
Once the order lines have been completed the user can enter the requested shipment date and the address.
Signature Capture
The user can select or skip the signature pad when completing an order and now completes the customer visit in order to update the central planning board.
Products
The Order Application allows entry of new sales orders. Items can be added typing in the item number, using a barcode scanner, or by selecting items in the Product Application area.
If the same item has been ordered twice, Compress Lines will add the quantities. The signature function enables you to capture a customer signature for a specific order.
Some ExpandIT customers have modified the Calculate function to include discounts from the Microsoft Dynamics NAV System.
Order History
The Order History Application is the representative’s access to previously obtained orders and contains such information as order date, ordered items, shipment date for each item or group of items, order number, quantity and amount.
There are customers that have modified this application area to include a Re-orderfunction.
Next Steps: