Route Sales Trakker^TM

If your field staff sells products to customers on a regular route, and maintains inventory levels at the customer sites, then Route Sales Trakker™ can streamline this process significantly; and orders or invoices created during the route post to QuickBooks® with the push of a button.  Route Sales Trakker™ has all the features of Sales Trakker™, but also includes features to assist in route sales activities.

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

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Requirements: PDA: Palm® OS Version 3.5 - 5.4 PC: Windows 2000 or XP QuickBooks®: 2005-2007 Pro, Premier, or Enterprise Printing: Model 50  or 55 slip printer or certain models of portable thermal or inkjet printers (see printer chart).  NOTE: we are not supporting the Canon ip90 at this time. Price: $249 per user	Download Route Sales Trakker Trial
	or
	Purchase Route Sales Trakker License
	A HotSync© User Name will be required to register the purchased software. If you wish to purchase licenses for multiple individuals, you will need to provide us with a unique HotSync© User Name for each license. This information will be requested upon checkout.