OK365 Field Sales

With the OK365 Field Sales app, you can optimize customers visit by effectively managing routes, deliver goods and issue invoices in an instant, accurately checks customer balances, collect cash or checks from them and issue a receipt right away, and seamlessly updates the data back to your Microsoft Dynamics 365 Business Central. Does your salesperson have trouble with all the paper works for their daily field sales? Is checking real-time customer balance and real-time inventory stock time-consuming for your salesperson? Do you need a real-time update for your daily field sales, inventory, and cash collection to your Dynamics 365 Business Central? Performing daily field sales, managing routes, and updating real-time data to the back office can be challenging. OK365 Field Sales app makes all these processes simple with just a few clicks with your mobile phone or tablet. Features and Benefits Route Planning Multi-Stop Route Planning Sequence assignment for Speedy Route Schedule daily route for salesperson/driver Mobile User Profiling Easy mobile apps user setup Role-based access management Inventory Management System Daily Planning and Stock suggestion by Route Realtime Stock update upon sales Perform Stock Transfer and Stock Take by Route Sales Management Personalized Dash Boards for Daily Sales by Route Auto-generate Cash Receipt Journals by Route Payment to Invoice Application upon cash collection reconciliation report for Daily Cash Collection for the End of Day Process Field Sales App Instant Order Taking, Delivery, and Issuing Invoice to customers Delivering and Issuing Invoice for pre-orders created Cash collection and Issuing Receipt for Outstanding Invoices Electronic Signature Sign Invoice and Cash Receipts from Mobile device Real-time update on prices and stock availability and Real-time update back to Dynamics 365 Business Central Easy Sales Return Handling Seamless Integration with Dynamics 365 Business Central via webservices Multi-Language capability User-friendly Interface for fast adaptability Supports IOS and Android Supports portable printer for receipt printing Online support Supported Editions This extension supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central .