Overview

Mobileezy is a software that connects mobile field sales, back office and warehouse staff. The use of this add-on ensures that businesses achieve flexibility, accuracy and reliability while making transactions such as sales, taking orders, invoicing customers and shipping product and other tasks from the warehouse.

The software works on Android smartphones, tablets, and handheld devices with integrated barcode scanners for quick sales, more organised delivery, efficient stocktaking, product tracking and/or picking. Paired with a portable printer, this add-on lets a user make sales and directly invoices customers instantly while in the field, providing a link between the field and the back office, which automatically updates the accounting data. With its compatibility to Microsoft operating systems, the add-on enables users to perform multiple actions such as reporting, back-up, share and synchronising their data onto a desktop or laptop computer. The software integrates with various accounting systems which automatically synchronises quotes, orders, sales pricing and stock and customer details with the accounting software being used.

Features

Mobile Field Sales Solutions

With Mobileezy’s mobile sales management feature, sales transactions are controlled anytime on laptops or mobile Android and Windows devices. It adds efficiency to business’s sales power by keeping updated sales and inventory activities.

Office Integration

Mobileezy integrates with various accounting systems to help with keeping the business’s accounting requirements managed easier with the company’s mobile sales team.

Mobile Order Fulfilment

Sales orders are fulfilled easier with the use of Mobileezy. It is the best-suited mobile invoicing software for small and medium businesses. The add-on allows customers to run sheets, mobile invoices, mobile orders, stock on hand, order status and warehouse inventory levels with the company’s sales representatives.

Run Sheet Management

Managing of run sheets allows a user to schedule pre-determined customer visits. It appears on handheld devices in order of visits and selecting customers, which helps in speeding up the sales process.

Sales Representative Management

This system is an accurate and flexible order fulfilment process which helps sales representatives streamline the capturing of orders to shipments and the updates on accounting software which results in more business productivity.

Warehouse Pick & Pack

Mobileezy is a cost-effective process to pick bar-coded stock for packing and shipments. With this add-on, a company offers inventory tracking software that instantly reduces errors and increases staff productivity with stock level information.

Phone and Fax Orders

The staff are the ones entering phone and fax orders directly into the Mobileezy desktop order entry system directly which reduces data entry errors and improves data security. Instantly, details are confirmed, orders are sent to the warehouse and transactions are sent to the accounting system for invoicing that eliminates manual data entry.

Counter Sales

Mobileezy allows businesses to conduct sales directly from a desktop computer which eliminates the need for a cash register and duplication of data entry.

Integrations

With Mobileezy’s integration with MYOB, Reckon, Xero, Attache and Sybiz it extends the system’s capabilities by performing several actions like the entry of a desktop order, adding extra price levels, unlimited customer pricing, running list management, tracking serial numbers, batch tracking, random weight management, asset tracking and barcode automation. It also supports multi-warehouse stock management, stock take systems and fully integrated stock management. It also allows two-way data transfer between systems. The software allows imports and exports into Mobileezy with the following data and reports:

  • Customer and supplier and employee cards
  • Items and prices
  • Shipping methods and payment details
  • Stock locations and stock levels
  • Purchase orders, sales quotes, invoices, payments and credits
  • Stock adjustment information

Supported Industries

Beverages

Mobileezy controls batch numbers and products that make it easy to comply with HACCP standards. The add-on also tracks multiple barcodes for a single item and allows updated account balances whenever a sale or purchase is made.

Bottled Water

Inventory is recorded in the software with every transaction so it is easier to keep track of bottles collected and available. Mobileezy manages run sheets and automatically calculates sales and electronic invoices which are automatically transferred to the accounting system. This eliminates data entry and lost data. Proof of delivery(POD’s) are also simplified as records are stored electronically.

Fine Foods

The system uses advanced units of measure to calculate the final weight and price of every invoice issued to customers. And prices can be set for each individual customer that expires after a certain period.

First Aid

Mobileezy holds a run sheet on which and when kits need services and allows tracking of the location and kit requirements for each customer. The add-on automatically syncs data from the handheld devices whenever a service to a customer is made. It also allows printed invoice to be stored electronically and leaves a copy with the customer.

Food Van

Mobileezy has the ability to track stock levels and identifies losses with the use of barcodes which quickly processes multiple small sales. The system also has the ability to make comparative reports with cash collected, which makes it easier to determine whether the right amount has been collected.

Packaging

With the use of this software, packaging companies can keep track of what is in the vans or warehouse so that sales representative can see stock holdings on the device. It also gives flexibility to staff members to undercut competitor pricing without allowing them to sell at below costs.

Sand and Soil Waste

With Mobilieezy, data entry is removed as sales are automatically entered into the system by the query operations. The software allows the creation of invoices from the mobile devices and all data can be sent directly to integrated accounting systems.

Vending

With the use of Mobileezy, it makes forecasting easier by the use of machine stocking levels and historical sales data. Machines can also be monitored to determine machines that are performing poorly.

Conclusion

Mobileezy is a highly regarded mobile solution for small- to medium-sized businesses that require an efficient stock management and mobile tracking solution. It is integrated with various leading software companies which makes it a very efficient solution and offers great service to businesses.