Mobile Order Management for Dynamics 365 Supply Chain
作成者: Unify Dots
Mobile app to create quotes & orders with customer and inventory data with offline capabilities.
The Unified Order Management for
Microsoft Dynamics 365 solution is a mobile app designed for field sales
representatives, allowing them to easily create a quote or an order with
customer-specific pricing while having a conversation with their customers.
Users can efficiently create and manage orders on the go, ensuring real-time
visibility into inventory levels and order status. Sales representatives can access
their customers data, invoices, cases, and products with a single tap from the
shortcut menu. These offline orders will synchronize with Dynamics 365 Supply
Chain when an internet connection is available. Additionally, sales
representatives have the following capabilities:
- Add new customers, maintain or update the existing customer records.
- Get a 360-degree view of customers, including contacts, quotes, orders, and invoices on the customer record.
- View past quotes and orders which help sales representatives prepare before meeting the customer.
- View customer's credit limit, open balance, and invoice payment status.
- Capture and log feedback, including photos taken with the mobile device.
- Search capability for items, customers, contacts across the application.
- Check available inventory by warehouse.
- Convert a Quote to an Order with a single click.
- Record special requirements for orders.
- Receive WhatsApp or Email notifications upon successful order placement.
Supported OS: Android and iOS
Integrated with: Microsoft Dynamics 365 Supply Chain, Microsoft Dynamics 365 Sales
Internet Connectivity: Online & Offline
Deployment: Single click self-service deployable package for a mobile deviceTo find out more and schedule a demo, email us at info@unifydots.com or contact us by calling one of our office locations or visit us at https://unifydots.com
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