Do your salespeople need a wireless solution to place and check their orders while they are travelling? Do they need to call the office to check inventory status and price while they are at their customers' site? Carrying a laptop sometimes can be very inconvenient. Why not consider a handheld PC solution for your salespeople? Nowadays, some websites offer a special version for the PDA users; do you want to be ahead of your competitors?

Think how successful your salespeople would be if they can place order themselves while they are working outside the office. Most of the salespeople already carry Handheld PCs or PDAs and use them to check emails. You can take advantage of this technology by adding AppFinity WebSalesForce PDA program to allow your salespeople to access AppFinity web systems via the built-in Internet Explorer from the device.

Our WebSalesForce PDA is a valuable sales tool that increases your order desk productivity and offers the most advanced solution to better manage orders and account activities for your salespeople and customers. This function-rich application operates in real time, and runs on a wireless handheld device and connects to your in-house accounting system via the AppFinity Mobile Server. With this integration, data entered into the handheld device can be collected and be readily uploaded into your accounting system.

The AppFinity WebSalesForce PDA is designed to work with the existing desktop versions of the AppFinity Web Systems (WebStore, WebSalesForce and Customer Portal). The system adapts seamlessly to the specific PDA screen, the operating system and the wireless data bandwidth. It runs under the Windows Mobile 5 or later with Microsoft Internet Explorer installed on a handheld device. Users can access their Web systems via WiFi, GSM and other wireless data services!

Whilst the WebSalesForce PDA can be used as an extended tool for your salespeople, it can also be expanded to your customers. The Fact Sheet will highlight the benefits to your salespeople.

WebSalesForce PDA Key Features

Orders 24/7 - Anywhere

Salespeople have the upper hand with their sales data. They can work outside the office with quick and easy access to their in-house system for placing orders or checking account activities for their customers.

Place Orders With Ease

Use the "Place Order" function to enter the customers' orders. The function is very easy to use and navigate. It comes with a search facility for the customer and item records. Salesperson can select the first character of the customer or item code to display just the records with the same first character. Once an item is selected, the device shows its full description, available quantity and current unit price. The salesperson can simply update the order quantity and the discount percentage when necessary. It displays the item count and the running total of the order. To proceed adding the item, click the "Save" button. Use the "Checkout" button to continue saving the order.

In the Checkout screen, customer information from the accounting database is automatically loaded as default. In this screen, the salesperson can update the shipping and payment terms, enter the email address that will be used in sending the email order notification, change the shipping address and enter order remarks. After the order is submitted, the system saves the order immediately to the accounting database at real-time. An order notification will be automatically sent to the company's order administrator which ensures immediate processing of the order.

Generate Inventory List

The "Inventory Listing" function allows the salesperson to generate a list of items and check their current status, including its base unit price, on-hand, booked, on order and available quantities. With its integration with your accounting database, the information displayed onto the WebSalesForce PDA is always up-to-date allowing greater transparency about inventory movements. This helps in determining availability and scheduling delivery dates when customers inquire on a product.

View Orders

Empower your salespeople by allowing them to keep track of their customers' orders. The "Preview Sales Order" function keeps your salespeople informed about the status and shipments of their orders in real time. With inquiry in a snap, salespeople can spend more time selling!

View Invoices

Collecting amounts that customers owe is a key aspect within the sales process. The "Preview Invoice" function gives the salesperson a detailed listing of their customers' invoices. For each invoice, the system displays the line item details, total invoice value, payments to date and amount due. The salesperson can choose to generate a list for outstanding invoices only or for all invoices within a range of period. With this information at hand, salespersons can help in following up their own customer base to ensure that they settle their outstanding invoices in a timely manner.

SAP Business One PDA

AppFinity SAP PDA Client is a mobile ordering application that operates in real time and runs under Windows Mobile 5 (or later) with Microsoft Internet Explorer installed on a handheld device. With SAP integration, orders entered into the handheld device can be collected and readily updated into the SAP system.