Empower your salespeople and field staff to create sales quotations and enter sales orders on mobile devices using the Unified Order Management for Microsoft Dynamics solution. Provide your team with complete visibility of customer contact information, credit limits and open receivables when on the go. Support for customer-specific pricing and access to stock availability.
1. Add or update customer details.
2. View customer information including contact information, credit limit, quotes, order history, invoices, and payment status.
3. Record special notes.
1. Create sales quotes and sales orders with customer-specific pricing.
2. Place orders when online or offline with an ability to synchronize offline orders when internet connectivity is available.
3. Search for products by item name or number.
4. Visibility of available inventory quantity.
5. Apply discounts within empowerment.
6. Record special requirements for orders.
7. Single click re-order function allows for quick ordering.
8. WhatsApp notification and email confirmation on successful order placement.
1. Create cases to register complaints and feedback from the customer.
2. Capture and log visit information including photos captured from the mobile device.
1. Mobile-optimized user interface.
2. Highly secure with multi-factor authentication.
3. Security scope to allow staff to only view data such as customers, items, orders based on their security authorization.
4. Native app for Android and Apple devices.
1. Auto-synchronization of customers, quotes, orders, invoices and other details between the mobile application and Microsoft Dynamics 365 Supply Chain/ Microsoft Dynamics 365 Sales
2. Ability to do an immediate synchronization with a single click.
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