| If your field staff sells products to customers, whether it is bottled water or gold jewelry, creating an invoice and getting the sale booked into the accounting system can be a significant burden. With Sales Trakker™ an entire weeks worth of transactions can be posted to QuickBooks® with the push of a button. Customer and item lists are automatically updated, so field staff always has up-to-date information. - Support for QuickBooks® Price levels, both general % markup and markdown, and customer-specific pricing (dependent upon QB version).
- Support for wireless (Bluetooth) printing
- Signature capture on PDA is sent to BMP file on PC. We are building a PC utility program to allow the user to print an invoice copy with signature; this will be free to all registered users.
- Estimates can be created on PDA
- Customer balance as of last sync (optional)
- Customer AR summary report as of last sync (optional)
- Receive items into inventory
- Change sales rep from main screen (optional)
- Set screen resolution to support signature capture on hi-res screens
- Void invoice during creation or review
- Items list on order shows line count and items subtotal
- Support for magnetic stripe credit card swipe
- Set width of item ID in column of list boxes
- Setup for remote HotSync over the Internet
- Transaction reference numbers can sequentially increment (optional)
- Quicksync for just a sync of order/invoices (optional)
- Set volume level of sounds on PDA
- Lookup item list on order item by UPC (alternate lookup, optional)
- UPC scan can now be set to use any/all barcode types
- Application support for Socket SDIO scanner, with configuration and test method in setup
- Create Invoice, Sales Orders (requires Premier or above), or Credit Memos within the same user interface
- User-defined default order type (Sales Order or Invoice, depending upon QB version)
- 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)
- Invoice copies can be emailed to the customer from the PDA (requires email program)
- Expanded support for remote HotSync over the Internet to a PC behind a router firewall
- More comprehensive sales reports from the PDA
- 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
- The system supports 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
Requirements: PDA with Palm OS 4.5 or higher
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