Features:

The sales person can establish a standard route for a day, and schedule that route for repetition intervals from 1 to 365 days.

The customer's stock levels can be monitored on the PDA, and reorders and sales volumes are calculated automatically.

Once stock on hand is counted, the system automatically computes sales and reorder amounts. One button push will invoice either a consignment customer or a stocking dealer.

Product bar codes are supported to speed order entry.

The entire customer and job database is on the device

New customers can be added in the field and synchronized to QuickBooks®

All inventory and non-inventory items are on the device, along with retail pricing

Sales descriptions can be expanded in the field to fully document items or special instructions

The system will produce invoices with customer tax rates

Customer payments can be recorded in the field

The customer can be provided with a hard copy receipt at the point of sale (requires a portable printer)

Credit card payments can be documented (credit card scan is available with certain printer models)

Create Invoice, Sales Orders (requires Premier), or Credit Memos within the same user interface

User-defined default order type (Sales Order or Invoice)

Customer invoice history can be loaded to the PDA; the system will automatically delete older history based on user-specified limits.

Customer payments recorded separate from orders (a receive payment in QuickBooks®) can be entered; a payment receipt can be printed

A specific deposit account can be designated on the PDA for receive payments, or the system will use the QuickBooks® default

Customer balances are updated on every HotSync (user controlled)

Expanded support for remote HotSync over the Internet to a PC behind a router firewall

Comprehensive sales reports from the PDA for route accounting

Items can be individually discounted by a % or flat dollar amount, and the user has the option of automatically documenting the discount in the item description

Support for subtotal and % charge/discount items in the same method QuickBooks® handles these items

A specific QuickBooks® file for sync can be designated on the PDA, and HotSync® will automatically open this QuickBooks® file, exchange all information, and close QuickBooks®

Customer payment at the end of the order can be set to default to payment in full or no payment; the user controls the default on the PDA

Customer shipping can be edited at the end of the order process as well as the beginning

The Customer Snapshot provides the PDA with a customer balance summary, taking into account current QuickBooks® balance, invoices created, payments received, and credit memos issued.