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ExpandIT Mobile Sales
ExpandIT Mobile Sales gives sales representatives access to customer, product, and order history information from your organizations back-end system, allows them to create orders, and print order confirmations and invoices.
ExpandIT Mobile Sales - Video

The tight integration with your administrative back-end system gives a tremendous reduction in administrative overhead. Users testify a 40 percent cost reduction on every order taken using ExpandIT Mobile Sales.

Reducing paperwork increases the efficiency of the sales representatives up to 20 percent: more prospects can be visited as less time is spent pushing paper.

Customer Application

The Customer Application allows the user to search and select customers registered in the back office ERP system. The user can search for any available fields and can modify and print the information. 

In the Action menu, ExpandIT Mobile Sales customers have added such modifications as a detailed map showing delivery roads, sales statistics, and route planning functionality. 

Other customers have ExpandIT Mobile Sales linked to their favorite global positioning software.

Planning Visits

Visits can either be planned in the back-end or on ExpandIT BAS.

Each customer can have their own visiting frequency and prefered visiting day and time.

Visit Overview

Visit sequence can be modified centrally and each mobile client automatically reports back which customers they are working on at the moment.

The planning board reflects the actual history and the completed jobs are represented in gray and with their duration.

Visit List

The scheduled visits are sent to the mobile computer and the user can select different views such as tomorrows visits. This is particularly useful if the user have completed all of todays visits and still have time left. The following screenshots are from PDAs but the solution runs equally well on laptops.

Ordering

The user selects a customer and the appropriate information is displayed. This includes historical information such open orders, last orders and ledger entries. Using ExpandITs unique offline/online technology we here display additional when there is a connection to the server.

Fast Order Entry
ExpandIT Mobile tells the difference between a barcode and a quantity so the user can input barcode/item number in the same field as the quantity and save valuable time.
Shipment Date and Delivery Address
Once the order lines have been completed the user can enter the requested shipment date and the address.
Signature and Visit Completion
The user can select or skip the signature pad when completing an order and now completes the customer visit in order to update the central planning board.
Back-End Integration
When the order has been completed it is sent first to ExpandIT BAS and the forwarded into the back-end for fulfilment and posting.
EMS215-038 EMS215-036
Product Application

The Product Application gives access to a catalog of items containing such information as prices, descriptions and illustrations.

Items are grouped in a tree structure using the Item groups in the ERP system.

ExpandIt Mobile Sales Product Application customers have added such functionality as online-on-demand stock level check using the ExpandIT Web-connector.

Order Application

The Order Application allows entry of new sales orders. Items can be added typing in the item number, using a barcode scanner, or by selecting items in the Product Application area.

If the same item has been ordered twice, Compress Lines will add the quantities. The signature function enables you to capture a customer signature for a specific order.

Some ExpandIT customers have modified the Calculate function to include discounts from the ERP system. 

Order History Application

The Order History Application is the representative's access to previously obtained orders and contains such information as order date, ordered items, shipment date for each item or group of items, order number, quantity and amount.

There are ExpandIt customers that have modified this application area to include a Re-order function.

New Application Areas

ExpandIT Mobile Sales consists of a set of application areas that together create the foundation for customer specific mobile ERP solutions. Each application area can be continuously modified as the competitive environement changes and new application areas with industry specific functionality can be added.

 Worldwide (English)  Deutschland, Österreich, Schweiz (Deutsch)  España, Portugal (Español)
 Danmark (Dansk)  France, Belgique, Luxembourg (Français)  North America (English)
 Sverige (Svensk)  UK, Ireland, RSA (English)  Nederland, België (Nederlands)