HandAppsX Mobile Sales for Android

HandAppsX Mobile Sales for Android

Life On The Road Is Tough.

And having limited or no access to information makes it even tougher. For years writing orders on the road meant just that; writing (by hand on paper).

Can you imagine?

If you needed to know a customer’s price or a products stock level or the name of the new contact at ABC Comp you basically had to call in and have someone look it up on the system. Your hand written orders had to be called, faxed or mailed in.

Any errors, omissions, or poor penmanship resulted in delays, miss-shipments, upset customers, higher costs for everyone and lost opportunities.

Fortunately There Is A Better Way.

Times have changed and mobile technology has evolved.

Since 2001 HandApps Software has been providing users of Microsoft Dynamics the means to automate their Direct Store Delivery, Mobile Order taking and Proof of Delivery work force.

With thousands of installations worldwide processing over 2 billions in annual sales transactions; HandAppsX Mobile Sales for Android has become the mobile solution of choice for Wholesale Distribution companies of all sizes and across industries.

Our Customers Speaks Out

“After adding HandApps Mobile Sales™ to our Microsoft Dynamics NAV™ suite, we are more efficient and have reduced risk of order errors by automating our processes. Additionally, we have significantly lowered administrative costs and our outside sales people have more freedom and control when it comes to managing their accounts.“

Michael Honig, President, Honig Vineyard and Winery

Why Should You Trust Your Mobile Sales To HandAppsX?

Portable
No connection required. The solution runs local on the device with a local subset of the Dynamics data specific to that user. Data and transactions are replicated with Dynamics when a connection becomes available.
Scalable
We can handle tens of thousands and even hundreds of thousands of records
Reliable
Data is stored in SQL and moves to and from the remote devices using SQL Merge Replication.
Functional
The most out of the box features of any product on the market. It’s almost like having Dynamics Order Processing in the palm of your hand.
Customizable
Built using Visual Studio .NET and SQL so adapting it to specific needs is quick and easy.
Flexible
Dozens of configurable parameters allow each customer to tailor how the software works and what it can and cannot do.
User Friendly
Software is worthless if it’s not user friendly and intuitive. Designed with ease of use in mind its logical flow keeps training costs to a minimum.
Focused
Mobile is all we do. We don’t sell Dynamics so there’s nothing to distract us from building the best mobile solutions; period.
Seamless
Integration to Microsoft Dynamics NAV and Microsoft Dynamics GP is provided standard.

Grow Your Business With The Right Mobile Strategy!

Find Out How Through Our FREE 1-on-1 Strategy Session

Intuitive solutions that take the manual work out of wholesale distribution!

Features

GENERAL FEATURES

- A fully functional Route Sales, Directory Delivery and Proof of Delivery solution for the enterprise.
- Create sales documents on an Android device and upload them directly into your Microsoft Dynamics system when a connection is available.
- Access Customer/Ship-to, Item list, Stock Levels, Pricing, Sales History, Notes and more all from your mobile device.
- Manage inventory, generate stock transfer and perform stock counts for any location (mobile or stationary).
- 1D and 2D barcode scanning, signature capture and printing via Bluetooth or WIFI to mobile and network printers. Also, print to PDF with direct email via device email client.
- Offline database with Sync via replication to Microsoft SQL Server
- SSL Encrypted data synchronization
- All data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
- Replicate tens of thousands of inventory, customer and sales document records in minutes
- Totally customizable download filters allow fine tuning what records go to each user
- Standardized, proven and fully supported integration with Microsoft Dynamics GP and Dynamics NAV Sales Order Processing and specific Inventory management feature is built-in out of the box, no need to create custom data import/export routines or integration programs
- Proven solution based on the latest Microsoft .NET technologies and SQL
- Optional live query to online data sources for totally up to the minute access to key information.
- Supports device running Android version 7 and above.

SALES DOCUMENTS

- Create Quotes, Orders, Invoices, Credit Memos or Return Orders
- Your data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
- Select ship date, cancel date and order promotion codes
- Supports price groups, price sheets, price books, Item Specific Pricing, Customer Specific Pricing, Quantity Breaks, Aggregate Group Pricing, Unit of Measure Pricing, Unit of Measure Conversion, Line specific Price Editing and other special pricing functionality
- Print to printer or email via Bluetooth of WIFI
- Signature Capture
- Sales Doc notes and header and/or line level
- “Hold Post” functionality allows reps to send completed sales docs and hold in process sales docs until ready
- Multiple input options including virtual keyboard, Physical keyboard, handwriting recognition, voice input and 1D / 2D Bar Code scanning
- Optional Item Cross Reference/alternate part number/customer part number support
- Add sales lines form Customer Sales History
- Use customer specific Sales Templates (optional) to quickly create new sales docs based on customers past purchases (including last QTY and last price paid)
- Integration with Microsoft Dynamics GP and Dynamics NAV is built-in out of the box; no need to create custom data import/export programs
- HAX can also be interfaced to other ERP systems that provide integration tool for third party developers

PROOF OF DELIVERY

- Optional module enables Proof of Delivery functionality in HandApps.
- Download Sales Orders from ERP in a “Pending Delivery” status.
- Adjustments to QTY and PRICES is supported (If enabled).
- Manage inventory, generate stock transfer and perform stock counts for any location (mobile or stationary).
- Supports adding more items to the order, entering notes, and pre-delivery stock verification (if enabled).
- Locks ORDER upon delivery to prevent attempts to make post-delivery changes.
- Can REQUIRE signature capture before delivery (if enabled).
- Also supports DELIVERY INVOICES.
- Print or Email “Delivery Confirmation” document with signature.
- Pre-delivery changes are sync’d back to the ERP and update original document (if enabled).
- Never again wonder if an order was delivered or when. Never again worry that the expected delivery and actual delivery do not match.
- Easily ensure that you are always billing ONLY for what was ACTUALLY delivered and signed for.
- Eliminate costly errors in billing, stock tracking and pricing.

SALES TEMPLATES

- Optional module that simplifies and dramatically speeds creating QUOTES, ORDERS, INVOICES and CREDITS
- Using each customer’s purchase history, our Sales Template module automatically creates unique product list and organizes them into groups/categories for use when creating new sales documents.
- Users can quickly and confidently create new sales documents by utilizing the list of previously bought items (including quantity and last price paid) as a guide.
- See ALL template items in one scrollable list or filter by CATEGORY.
- Enter order quantity directly in the template screen and even access the PRICE PANEL to adjust the price.
- Customers Current Price and Sugg. Price are prominently displayed.
- Knowledge is Power. We take the guess work out of the price adjustment process. Having ready access to the last price paid can help your sales reps to maximize revenue and could dramatically increase sales and profit.
- Find template rows via the multi-field search box or barcode scan.
- Clearly denotes any template items already on that sales document.
- Server-side processes perpetually keep Sales Templates data updated as customers buy products or are given new special prices at the time of sale.
- Manual maintenance of Sales Template data is completely eliminated.

PRICE ADJUSTMENT

- The HandAppsX Price Panel is an optionally enabled feature that allows users to manipulate an items sales price.
- Supports either or both DISCOUNTS and MARKUP price changes.
- Price can be directly changed by editing the Sell Price field or by entering a Percentage or Discount Amount.
- Sales Line QTY can be changed from within the Price Panel eliminating the need to switch back from screen to screen.
- Pre-defined percentages can be configured at the server and used to speed up changes.
- MAX DISCOUNT, MIN MARGIN limits can be set at the server.
- Directly accessible from sales line, sales templates, sales history, product catalog.
- Only available if enabled at the server.
- Can be enabled on a user by user basis when using optional multiple profiles module.

SALES DOC PAYMENT

- View Sales Document Open balance and record payments against it.
- Allowed payment methods are downloaded from your ERP. Typical methods include cash, check, and credit card. Credit card processing within HandAppsX is an optional feature.
- Credit card reader devices can be integrated with device and HAX.
- Capture split payments in any combination of cash, credit cards or checks.
- End of Day process module with cash drawer balancing and currency denomination breakdown available.
- Payment entry on account is also available in HAX Customer Card as a standard feature.

STOCK TRANSFER

- Create Transfer Orders on device – Anywhere
- Record product movement from any location to any other location quickly and easily
- Also supports creating Truck to Truck transfers and using Transfer Orders to create a “Re-stocking request”.
- Works with either 1D or 2D barcodes
- All data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
- Integration with Microsoft Dynamics GP and Dynamics NAV is built-in out of the box; no need to create custom data import/export programs
- HAX can also be interfaced to other ERP systems that provide integration tool for third party developers

STOCK COUNTS

- Perform fast and accurate stock counts of your items; anywhere.
- Simultaneous search across multiple fields makes finding what you’re looking for fast and easy.
- Print count reports to a printer or email as PDF.
- Data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
- Supports 1D and 2D barcode scanning.
- Large on-screen number pad increases accuracy of keyed-in counts.
- Use to confirmation accuracy of previously counted items
- Increased count frequency can reduce inventory shrinkage.
- Re-count items as many times as necessary.
- Can be used to make inventory adjustments on device when device stock tracking is enabled.

CUSTOMER INFO

- Download all customers or filtered by user/route/sales rep.
- As many as tens of thousands of customer records available on the device.
- Your data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
- Simultaneous search across multiple fields makes finding what you’re looking for fast and easy.
- Includes customer A/R balance, Credit Limit, Last Payment and Open Order Info.
- Supports adding NOTES to customer records and syncs them to the ERP.
- Seamless interaction with device email client
- Optional A/R aging data access and reporting
- Payment collection on Account or against specific Invoice
- Sales history by customer

CUSTOMER PAYMENTS

- View Customer Open balance and record payments on account
- Allowed payment methods are downloaded from your ERP. Typical methods include cash, check, and credit card. Credit card processing within HandAppsX is an optional feature.
- Credit card reader devices can be integrated with device and HAX.
- Capture split payments in any combination of cash, credit cards or checks.
- When combined with optional AR Aging module payment can be recorded against the specific invoice.
- End of Day process module with cash drawer balancing and currency denomination breakdown available.
- Payment entry is also available in HAX Sales Doc module as a standard feature.

PRODUCT CATALOG

Download all items or filtered by user/route/sales rep/territory/category/Any criteria.
Tens of thousands of item records available on the device.
Your data is available whether the device in ONLINE or OFFLINE. A full time / always on data connection is NOT REQUIRED.
Simultaneous search across multiple fields makes finding what you’re looking for fast and easy.
Displays on hand and available quantities.
Multiple units of measure and UOM conversion.
Optional stock level tracking on the device.
Item images (one or multiple).
Item product spec/info PDF doc support.
Multiple description fields and multi-row description display.
Access to item sales history from item card.

SALES HISTORY

- Customer Sales History is download based on configured filter settings.
- The number of days of sales history is only limited by device memory. This settings is configurable and usually set based on transaction volume or product turns. Usual setting is 365 days.
- Access sales history for all customers, specific customer or by product.
- Use “Add from History” in Sales Doc to quickly review what the customer has been buying and even add items to the new document.
- Quickly find the specific history records need using the multi-field search box.
- Sales history is dynamically and perpetually kept up to date via our server side integration to your ERP system
- Multiple sort and preset filter options allow for quick arrangement of records into easily manageable groups

HandApps Software Add-on Modules

Great Add-on Features available for HandApps Mobile Sales

Explore

Requirements

SERVER

Hardware

Intel Processors are the only ones we recommend. The best processor that you can afford for the selected platform is preferred.

Server:

Component	Requirement
Hard Disk	SQL Server requires a minimum of 6 GB of available hard-disk space. Disk space requirements will vary with the SQL Server components you install. For more information, see Hard Disk Space Requirements later in this article. For information on supported storage types for data files, see Storage Types for Data Files. HandApps will need at least 200GB of free space
Monitor	SQL Server requires Super-VGA (800×600) or higher resolution monitor.
Internet	Internet functionality requires Internet access (fees may apply).
Memory *	Minimum: All other editions: 8 GB (NOTE: EXPRESS IS NOT SUPPORTED) Recommended: All other editions: At least 12 GB and should be increased as database size increases to ensure optimal performance.
Processor Speed	Minimum: x64 Processor: 1.4 GHz Recommended: 2.0 GHz or faster
Processor Type	x64 Processor: Intel Xeon with Intel EM64T support, Intel Pentium IV with EM64T support

Note: Installation of SQL Server is supported on x64 processors only. It is no longer supported on x86 processors.

if doing virtualization Intel Server Processor Spec Sheet
NIC 100MB Ethernet or better

Software

Microsoft Windows Server 2016 or greater
Microsoft Internet Information Service (IIS)
Microsoft SQL 2016 Standard or greater

For Microsoft Dynamics GP Installations –

Microsoft Dynamics GP 2016, 2018 R4 and GP 18.x
eConnect Runtime (for Dynamics GP installations – Installed on GP Server)
Dynamics GP Client – Installed on HandApps Server

For Microsoft Dynamics NAV Installations –

Microsoft Dynamics NAV 2015 thru 2018, Business Central 2018 thru 2022
NAV Client – Installed on HandApps Server
NAV Web Services

For OTHER ERP

Custom integration might be required and specifications will vary

Other

SSL Certificate from a top tier/trusted certificate authority
Anti-virus/Firewall/Anti-SPYware/Anti-Spam Software
We do not recommend Norton or McAfee as they might be resource intensive.
Firewall configured to allow Remote Desktop Access
Remote connect functionality via Remote Desktop
High-Speed Internet access (DSL, T1, WAN, etc.)
All software should be installed using Administrator account
Security settings must allow access to our FTP site (address to be provided). If Internet access from the machine is to be limited/controlled then access to the HandApps Server sync URL or IP must be configured.
Routing of HTTP to port 80 and HTTPS to port 443 as the machine uses IIS for sync processing

HANDHELD

Hardware

Android Oreo (8.1) or above
At least a Quad-Core processor (Octa-Core or above is preferred)
4 GB RAM (Minimum)
4.7″ Display (Minimum)
WIFI
AT&T FirstNet Ready certification
Verizon PNTM certification
LTE FDD: 700/800/850/900/1800/1900/AWS/2100/2600 (28,13,14,12,17/19,20/5,26/8/3/2,25/4,66/1/7);
LTE TDD: 1900/2300/2500 (39/40/41,38);
UMTS/HSPA/HSPA+: 850/900/AWS/1900/2100 (5/8/4/2/1);
GSM/GPRS/EDGE: 850/900/1800/1900

Required Third Party Software

MobiPrint – Mobile Printer Manager for Android (https://arrowheadcorp.com/mobi-print/)
SOTI MobiControl – Mobile Device Manager (https://soti.net/products/soti-mobicontrol/)

*Note: We are authorized resellers for MobiPrint and MobiControl and can provide these as part of your HandApps Solution.

Supported Devices

HANDHELD or TABLET

Zebra	Handheld or tablet devices running Android with integrated barcode scanner, WIFI, WLAN, Bluetooth.
Honeywell /Intermec	Handheld or tablet devices running Android with integrated barcode scanner, WIFI, WLAN, Bluetooth.
Unitech	Handheld or tablet devices running Android with integrated barcode scanner, WIFI, WLAN, Bluetooth.
Others	Most devices running Android Oreo (8.1) or above

PRINTERS

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Zebra	ZQ, RW, QL
Datamax-Oneil	MicroFlash MF4Te
Other	Many other printer models from Brother, Honeywell, Seiko, and Zebra are also supported. Please contact us to discuss your specific printer.