How to improve sales performance?
Salespeople can create their offer at the client’s place and after approval it can be easily converted into an order. Of course, instant orders can also be placed and returns are handled by the system, too.
To prepare an offer / an order / a return, the salesperson has to select the desired customer. By selecting the customer, the billing and shipping address ﬁelds are automatically ﬁlled out. The desired product(s) can be easily added to the list with the built-in barcode reader of the application.
After selecting the product, the system displays the best price for the customer, and a discount can also be added.
The direct connection to the NAV server enables the salesperson to view the balance of the customer and check the current inventory on site. It is also possible to view and print the offer / the order / the return in PDF ﬁle format.
The signature of the customer can also be registered easily with the MobileNAV application. Salespeople can handle not only the current offers / orders / returns, but also the historical documents (delivery notes, invoices, credits and return receipts).
The application takes advantage of the features of the phone as well. It is possible to start calls and send emails directly from the application, and the integrated map helps you with planning the route.
How to improve the service process?
Both time and money can be saved for your business with the Microsoft Dynamics NAV solution available on mobile devices. The application fully supports the on-site online and offline service, so all data can be recorded on site and important pieces of information will not be lost anymore.
Under the Service category of the application’s main menu, the service person can access the „My Service Tasks” sorted by due date or priority.
The documentation of the selected service task takes a couple of minutes only.
After examining the disabled service item the service person can immediately ﬁll-in the fault code and the resolution code ﬁelds. The replacement item can be selected easily with the barcode or QR scanner, and the applied items can be effortlessly entered.
At the end of the service process the working hours can be recorded with one click.
The photo of the repaired result can be stored with the application.
The ﬁlled service item worksheet can be previewed in PDF and printed, which can be approved by the customer on site. If there is no printer nearby, the customer’s signature can be captured in digital format as well.
The application takes advantages of the features of the phone as well. It is possible to start calls and send emails directly from the application, and the integrated map helps you with planning the route.
How to make your warehousing processes more efficient?
The mobile version of Microsoft Dynamics NAV saves your company time and money. The application fully supports the warehousing workflow, which allows your warehouse agents to perform their tasks on their mobile devices quickly and effectively, making paper-based working obsolete.
The Inventory menu of the application allows you to list your vendors and track the items in your warehouse. You can access your up-to-date inventory lists and start administering your warehouse put-away and warehouse pick processes.
The following example provides an overview of warehouse management in MobileNAV. To start the process, open the warehouse put-away list. With the barcode scanner function of the application scan the ID of the warehouse put-away document. This will open the list of items to be stored. Next, scan the ID of the item that you want to handle. You will see the details of the item to be handled. Following that, enter the amount of items to handle that you can either set with the +/- buttons or type manually. If necessary, scan the shelf number with the barcode scanner.
Click Post to finish the process and start the standard NAV workflow. The item’s card closes and you return to the list of items to start handling the next item.
MobileNAV supports the warehousing process with a number of additional functions, such as warehouse pick, warehouse shipment, warehouse movement, and item reclassification.
You can access these functions in offline mode as well in case there is no wireless or mobile broadband connection in the warehouse.
How to make your manufacturing process immediately trackable?
The mobile version of Microsoft Dynamics NAV saves your company time and money. The application greatly supports the complete manufacturing workflow, which makes your production workflow immediately trackable.
You can access the available Consumption Journals and Output Journals in the Manufacturing menu.
In MobileNAV, you can administer the items used in the manufacturing process in the New Consumption Journal.
You can create a new Consumption Journal line and run the built-in barcode scanner function with which you can read the IDs of a production order. Subsequently, enter the ID of the manufactured product with the barcode scanner.
Next, you should scan the ID of the consumed item and store it on the card.
After selecting an item for production, the item’s description, unit of measure code, and other details are automatically filled in on the card.
Following that, you only have to enter the consumed quantity that you can either set with the +/- buttons or type manually. If necessary, you can store the code of the supporting warehouse and lot number and with the barcode scanner. With these simple steps a Consumption Journal is created.
MobileNAV supports the manufacturing process with a number of additional functions, such as creating an Output Journal. Naturally, you can also access these functions in offline mode.