Sales Trakker^TM

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

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Product Information (pdf)

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: $199	Download Sales Trakker Trial
	or
	Purchase 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 for upon checkout.