Take orders and invoice on the spot
  • Create new sales, quotes, invoices and orders out in the field

    Capture customer signatures for proof of delivery

    Record billable activities such as services

    Email/Print quotes, orders, invoices and credits immediately (including signature)

    Complete POS transactions from the handheld

  1. Manage rebates and levies

  • Create special pricing events

 

 

Serve your customers better and access information wherever you are
  • Create new customer cards and sales templates on the spot

    Access customers contact details, previous sales, balances and reports whilst in the field

    Automate special customer and item pricing with customer groups and up to 30 special pricing levels

    Administer shipping methods and payment types, products groups and head office accounts

    Audit transactions as the time stamp and employee id are automatically recorded

  1. Provide historic sales data needed to up-sell to customers (If Advanced Sales History Module selected)

 

 

Reports provided for better business analysis
  • Customer. Item purchases, payment, route history, runlists, missed visits
  • Item. Item purchases, payment, route history, runlists, missed visits
  • Stock.  Register, asset levels, losses, requests, transactions, book out/book in
  • Employee. Orders, Item Sales, Route history, Activity Slips and handheld synchronisation reports
  • Advanced Reporting. Create your own reports
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  • For a full list of reports click here.

 

 

 

Synchronisation and Integration with your accounting system
  • View field orders on the Mobileezy Desktop immediately after they are made
  • Export details to the Mobileezy Desktop or your MYOB, Reckon, Xero and Attache accounting system. Choose which invoices to export to your accounting system
  • Import items, products, employees, customers and supplier cards from your accounting system to Mobileezy

 

More complex business needs

Tailored to your specific business needs with our optional modules, Mobileezy Enterprise is the complete package, with unlimited users.  One off and monthly pricing is available which makes Mobileezy adaptable to small and medium businesses.  Read below for a snapshot of what Enterpirse could do for your business or click here to see the full list of Mobileezy Enterprise optional modules.

 

Advanced Barcoding & UoM

Manage multiple barcodes depicting various quantities for one product.  Add varying quantities to an order or invoice

HACCP Compliance

Track product name, manufacture data and pallet or batch with Product Tracking Mode of Operation 

 

Manage Stock and Containers

Track containers and bottles. Track stock across multiple locations including non-saleable assets at customer sites. Track consignment stock left at customer location.

Automated Picking and Packing

Automate pick list for warehouses created from order and automate van picking transactions 

 

EDI

Use Electronic Date Interchange to transfer  sales orders directly to wholesalers sales and distribution systems 

 

Electronic Run Lists

Publish electronic run lists from the Mobileezy Desktop to individual handhelds and track visits

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