Dynamics Mobile Van-Sales demo video: New Sale
This is pt.3 of a sequence of screen recording videos that will introduce you to the main Dynamics Mobile Van-Sales functionality
Watch pt.2 - New Order
Video
Script
New sale feature or so-called Van-Sale functionality. We start by selecting the New Sale task and we are presented with the Sale lines list window.
From the plus icon located on the bottom right, we can add products. The product list is displayed and from the top we can cycle between different catalogs. Under the name of each product we can see information as batch number and in stock numbers within our Van/Truck.
We can add a product by selecting it and choosing the quantity manually like so. We are also present with additional information on the item. The other option is to swipe to the left and perform a bulk addition of the item.
Once we have selected the products the customer wants to order, they are being displayed on the sale lines preview window. By swiping to the left we have the option to remove items.
Once we are ready with the order we click on the arrow on the top right and we are presented with the option to add supplementary items. A little suitcase icon will appear in the bottom left corner. We add the supplementary products available to our customer and the system calculates the total amount and discounts will be applied automatically.
We can proceed to the next window to confirm the order. The system calculates the total amount and the VAT. We can choose the payment methods (cash, bank, cheque) and to select a payment model (example: 50% on order and 50% on delivery). We can attach a snapshot or a signature from the bottom right and we can proceed with issuing the invoice. The next window is the Payment collection. We can see the customer credit limit and the amount that is payable for this sale. We confirm the payment method and we input the amount (depending on the payment method other fields will be required). We can now issue the invoice and the delivery note at the same time and print them via a Bluetooth printer.
Learn more about Dynamics Mobile Van-Sales - a standalone app for wholesale, distribution and delivery business.
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