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Microsoft Dynamics NAV

 

Mobile ERP

 

 

 

 

 

 

Mobile ERP

 

ExpandIT Mobile ERP is a client/server system that enables your mobile professionals to create transactions in your ERP-system.This could be sales transactions, service orders or time registrations but it could also be inventory movements from one remote inventory to another.

 

                  

 

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 with up to 20 percent because 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 customers have added such modifications as a detailed map showing delivery roads, sales statistics and route planning functionality. 

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

 

 
Product Application
 
The Product Application is the 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.

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 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 it contains such information as order date, ordered items, shipment date for each item or group of items, order number, quantity and amount.

Some customers have modified this application area to include a 'Re-order' function.

 

 
Service Orders
 

With the ExpandIT Mobile Service Management your organization will be able to minimize these costs while at the same time provide the service employees as well as the managers with up-to-date information. In addition each service employee will only receive service requests that are relevant for her/him.

The service employees will be able to receive service requests as well as report registrations to the administrative back-end system using virtually any Windows Powered device or a browser.

Service requests from customers are typically entered directly in your administrative back-end system as service orders. The requests are synchronized to the service employee’s mobile computer and she/he will be able to take action immediately. The service order includes all crucial information, including the customer’s name, address, the service priority, the customer’s preferred appointment date and time and of course a description of the problem.

As the work is completed the service employee records all important service information such as type of service, fault reason, fault area, symptom, solution and quantity on her/his mobile computer. Furthermore, the service employees can add onsite requests which during synchronization supplements the ones that already exists in the back-end system. This contributes to invoicing the customer correctly and for the actual costs without demanding extra resources in your administration.

Synchronization between the back-end system and the mobile computers can be accomplished i.e. via her/his cellular telephone whenever the service employee finds it convenient and necessary.

Conclusively, an ExpandIT Mobile Service Management solution consists of a set of applications (see illustrations) that together creates the total solution. You can continuously modify each application to suit the market as well as the user requirements.

 
ExpandIT Mobile Sales application areas
 
ExpandIT Mobile Sales consists of the four application areas; Customer, Product, Order and Order History 

 


 

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