HandApps Modules - HandApps Software

Software Add-on Modules

HandApps Add-on Modules and Architecture Details –

The HandApps Software solutions consists of various software components or modules. Depending on the specifics of each customer a combination of modules is configured that together will provide the features or functions they’ll need to meet their business objectives. These modules are divided into “Client Side” or “Server Side” and are licensed by device (Client Side) and Levels (Server Side). The Server Side levels are “Standard”, “Corporate” or “Enterprise”.

The core or base functionality of the HandApps Software starts with the HandApps Server Suite. The HA Server Suite consists of the three modules called HA Server, HA Management Console, and HA Connector for specific ERP. Together these modules provide the functionality to stage data from the ERP and sync it to and from the mobile devices. It also provides the means by which the HA system can be administered, monitored, configured and managed. HandApps has out of the box integration for Microsoft Dynamics GP,Microsoft Dynamics NAV and SAGE PRO. We have also done custom integrations to many other systems and platforms such as SAP, ACCPAC, Oracle, Prophet 21, AS/400 and Unix.

The core functionality of theHandApps Software solutions can be expanded with addition of several optional modules. These modules provided specific features and enable extra capabilities both at the server and client levels. The need for any of these additional modules is dependent on the specific requirements of each customer. Below is a list of these modules and a brief description of their function. Please note that these extra modules are licensed at the same level as the HA Server Suite.

Product Stock Level Tracking

Not all mobile users are the same. In many instances the mobile user is strictly taking an order for delivery at some future time. They do not carry product with them (other than perhaps samples) and do not sell out of their vehicle leaving product with the customer. For these users there is no need for the device client application to track the level (quantity onhand) of product they carry with them as there is none. Therefore, in the core HandApps client application device side stock tracking is disabled by default.

For environments where the mobile users does carry product and does sell from this mobile stock some customers want the device to keep track of the stock level. This optional capability is enabled by adding the “Item Stock Level Tracking” module.

Stock Counts and Transfers

This module provides the device side capability to create the HandApps equivalent of “Transfer Orders” and to perform Physical Inventory Counts via the mobile device. This module can be used by mobile sales reps that also carry product with them and need a way to record the movement of stock from the warehouse to their mobile location or vice-versa. If licensed in conjunction with the “Item Stock Level Tracking” module then transfers processed on the device will affect the device location stock level.

This module can also be used independent of mobile sales as a simply way of creating Transfer Orders or doing Physical Counts within a warehouse setting.

Start / End Day Wizard

This optional module is used in customers where the mobile users operate in a DSD (Direct Store Delivery) or Route mode. It adds functionality to the client side that requires the user to go through a specific process to start or end their work day. This process typically entails first syncing with the server, reviewing the device’s location product stock levels, confirming product availability can meet scheduled or estimated deliveries/sales, etc. During the End of Day the user is guided through the steps of printing reports, reviewing stock, making adjustments (if needed), confirming cash received and more. This module simplifies the mobile user’s job by leading them through a structured process.

Cumulative Quantity Aggregate Discounts (CQAD)

This optional module expands the pricing functionality already available in HandApps. Standard HandApps provides the capability to locate an items price or discount based on many different criteria including the quantity being purchased. For example if a customer purchases more than a certain quantity of an item then there might be a lower price or a higher discount which can apply. So if they ordered 50 of item A, 75 of item B and 25 of item C they would receive the best price for each based on the individual purchase quantity of each.

With the CQAD module the pricing logic gets expanded so that the purchase quantity of each individual item is summed and then this cumulative quantity value is used to re-price all the items on the sales document.

In the example above the cumulative quantity across all items totals 150; this then becomes the quantity value used to check if a better price is available for all items. Even though no one items purchase quantity even approaches 150 all items get re-priced as if 150 of each had been purchased.

Proof of Delivery (POD)

This optional module enables functionality on the client so that HandApps can be used in an environment where previously created Sales Orders are being downloaded to the device and then “delivered” by the module user. By default the HandApps client module is used to create sales documents (Quotes, Orders, Invoices, Credit Memos, Return Orders) and submit them to the ERP for processing. These documents are created on the device and once sent to ERP are no longer editable at the device level and eventually (based on setup) removed from the device.

With the POD module orders already in the ERP (however these orders were created) can be downloaded to a user’s HA device in a “Pending Delivery” status. The user can then see the order in a list of “Pending Deliveries” and his device location stock level will consider the products on these pending deliveries in calculating availability. When making the delivery the user can update the quantity of the items being delivered, add items as needed or zero the quantity on refused items. They can then capture the customer’s signature and print a delivery confirmation.

The delivered order is then sync’d back and the changes update the order in the ERP.

Advanced Sales Templates with Automated Template Generator (ASTATG)

This optional module is specifically designed to handle all aspects of sales template creation and maintenance. It dynamically keeps the Sales Templates data perpetually up to date so as customers buy products or are given new special prices at the time of sale; these changes will update back to the HandApps Sales template automatically. The sales rep will know immediately if a customer was last given a discount and also what quantity they purchased. The primary benefit of this new module is that all Sales Template data maintenance is eliminated. Sales Templates are always kept 100% up to date and HandApps users can take full advantage of this feature during sales document creation. Users can quickly and confidently create new sales documents by utilizing the list of most recently bought items as a guide and the last price paid. Just knowing the last price paid will allow the user to maximize revenue and could dramatically increase sales and profit. By taking the guess work out of the price adjustment process the user will be more comfortable and assertive during negotiations. The benefit of this one feature (dynamic maintenance of last price paid) will likely cover the cost of the whole HandApps solution.

GPS Tracking Console

This module provides a browser based portal into the GPS tracking data collected by the client side application. Via this portal an authorized user can access the location history of any client device and display via Google maps the visual representation of what route its traveled, stops made, time between stops and transactions created. Furthermore, each stop along the route is color coded to denote if that location is related to an existing customer. Via integration with the HA Server drill in access to transaction data is also available. Both graphical map and satellite imaging is available.

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Software Add-on Modules

Product Stock Level Tracking

Stock Counts and Transfers

Start / End Day Wizard

Cumulative Quantity Aggregate Discounts (CQAD)

Proof of Delivery (POD)

Advanced Sales Templates with Automated Template Generator (ASTATG)

GPS Tracking Console

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