Small Business Field Sales, Run List Management and Inventory
For small to medium businesses with sales reps selling directly to customers from the field, Mobileezy is a comprehensive mobile sales and distribution application that manages run lists, stock, invoicing and orders giving field reps a direct connection to the office and accounting system.
- Import Xero customers, suppliers, employees, items and prices into Mobileezy
- Export Mobileezy quotes, orders, invoices and credits into Xero
- Track inventory in multiple locations in Mobileezy (requires stock)
- Manage Customer Run Lists and Sales Rep Territories
- Capture additional information about items sold
Try it Now
Connecting Mobileezy to Xero is easy!
- Download Mobileezy for an obligation-free 30-day trial.
- Follow the instructions to install Mobileezy to your PC and configure the connection to Xero.
- Contact the support team if you need help.
- If you decide at the end of your 30-day trial that you like the Mobileezy application and want to keep using it, please Contact Anigo to start subscribing.
There is no obligation, you can stop using Mobileezy at any time.
What is Xero?
Xero is an easy-to-use online accounting software that’s designed specifically for small businesses.
- It's all online, so you can work when and where you want to. Just login with your PC, or mobile.
- Your bank statements are automatically imported and categorised, letting you see your cashflow in realtime.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.
- Invoices, Orders and Quotes are imported directly into Xero at the push of a button
- Additional sale details are imported on the invoice
- Remove double handling of data and administrative data entry
- Maintain up to 30 different pricing levels for your customers
- Create special pricing events for your customers with or without a set date range
- Customer pricing is automatically sent to the field sales rep
- New customers can be created by sales reps in the field
- Customers added or edited in Mobileezy will be imported into Xero
- Changes made to Customers in Mobileezy will be updated in Xero
- Manage your inventory in Multiple Locations
- Sales reps can access current inventory levels from the field
- Complete Mobile Stocktakes and Stock Adjustments
- Inventory management requires Mobileezy Small Business with Stock or Mobileezy Enterprise with Stock Module
- Divide your customer list into sales person territories
- Create recurring customer visit schedules
- Field reps only have access to their customers and a daily run list
- Create custom item properties on business SKU's
- Record properties such as use-by-dates, batch numbers, production date, serial number or colour, size and style on invoices
- Report on item sales for specific item properties
- Combine with an integrated barcode scanning device to quickly add products to orders
- Use a barcode scanner to complete stocktakes and stock adjustments
- Combine with Advanced Unit of Measure module to add multiple barcodes in varying quanitites to a SKU