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Products : eMobileSales : ActiSales® for QuickBooks®
ActiSales® for QuickBooks® Features
PocketPC Software
Order Module
  • Order Module
  • Delivery date box
  • Create new order or invoice
  • One shipping address
  • Automated order/invoice number
  • Ship via box
  • Authorized products per client
  • Terms box
  • Authorized products pricing per client
  • Plano gram picture taking*
  • Bar code scanning
  • Signature capture on device*
  • Product image display
  • Receipt printing with capture signature
  • Warehouse and vehicle inventory view
  • Wireless synchronization
Returns Module
  • Pick up or Picked up box*
  • Return reason code*
  • Picture attachment of returned product*
  • Automated return number
  • Returned items
Route Module
  • View pre-determined route for day*
  • Verify customer visit with signature capture*
Customer Info Module
  • Physical & billing address
  • Phone number with dial-out-on-click feature
  • Contact person
  • Address mapping: map and driving directions**
Payments Module
  • Cash or check payment registration
  • Receipt printing with captured signature
  • Signature capture
  • Real time credit card processing**
Invoices Module
  • View open invoices by client
  • Collect payments against invoices
Synchronization Capabilities
  • Wireless or via Cradle
  • Accounting/ERP package data connector 
Messaging Capabilites
  • Send messages to and from BackOffice
  • History of messages*
  • Confirmation of message delivery*
  • Secured, No POP3 or SMPT technology

BackOffice (web based administrative system)
Download Center
  • Download Center
  • Download Integration Adapters
  • Download Pocket PC software
  • Download User Guide
Customer Module
  • Physical address
  • Credit limit
  • One Shipping address
  • Account Balance
  • Contact info: phone, name & e-mail
  • Price Levels by Customer*
  • Assigned sales person

 
Order Module
  • Near real-time view of orders from the field
  • Date and Time stamp of transaction*
  • View of customer's captured signature*
  • View taken picture (ex. planogram, product, etc.)
Products Module
  • Price levels
  • Product name
  • Authorized products per client*
  • Product description
  • Authorized product price per client*
  • Product Image
  • Product number
  • Product price
Invoice Module
  • Client Balance
  • Open Invoices per client
Payments Module
  • Near real-time view of payments
  • Credit card payments monitoring
  • Cash, check or money order data
Employee Module
  • Employee name
  • Send and receive messages (Not SMTP/POP3)*
  • Employee designated zone
  • History of messages sent and received*
  • View near real-time employee inventory*
  • View employee location* **
  • Manage employee inventory*
  • Historical view of employee locations* **
Returns Module
  • Near real-time view of returns from the field
  • Configurable return reason codes*
  • Customer's signature view of return*
  • View of returned product picture taken on the field*
Routes Management Module
  • Create routes by employee*
  • View customer visit with signature*
  • Calendar view or daily view*
Reports Module
  • Orders report by date range, customer or sales person*
  • Visited clients report by date range, customer, sales person*
  • Products sold report by date range, sales person*
  • End of Day payment collection report*
* Extended funcionality provided by the eMobileSales BackOffice web based administrative system. This data is not transferable in or out of Peachtree or QuickBooks.
**Additional charges and transaction fees may apply.
 
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