SmartAssets Route Sales for HanDBase - This database includes tables to track Accounts, Activities, Inventory, Samples, Orders, Notes, and Catalogue.
Route sales requirements vary greatly from organization to organization and I have tried to make this application as comprehensive as possible. Obviously you will want to customize to fit your requirements but this should give you a decent launching point.
Accounts
This is the main table you will work with. From here you will be able to access all relevant account info such as Contacts, Orders, Samples, On-Hand Inventory, Activities, and Notes.
I have included a field called Route ID# which you can use to group accounts to create your route. Once you have inputted these you can filter on this field to see only the accounts you are visiting today.
Orders
This table is used for creating new orders for your client. You tap on this field (from the Account table) to create/edit a record. Fill in the order#, PO#, ship date, etc. Tap on details to add/review items. You will be seeing the linked table. From here you can add items by tapping the item field, which will open the Catalogue table. Select the item you want and the item, price, product#, SCU, and description fields will automatically be populated with the correct information. You can then add the quantity and discounts applicable and the calculations will be done automatically.
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Requirements:HanDBase v.2.7x or greater
Supported operating systems:
Palm OS 3.x, Palm OS 4.x, Palm OS 5.x, Pocket PC 2002, RIM BlackBerry OS 4.2, RIM BlackBerry OS 4.3, RIM BlackBerry OS 4.5, RIM BlackBerry OS 4.6, RIM BlackBerry OS 4.7, RIM BlackBerry OS 5.0, RIM BlackBerry OS 6.0, S60 1st Edition, S60 2nd Edition, S60 3rd Edition, S60 3rd Edition FP1, S60 3rd Edition FP2, S60 5th Edition, Windows Mobile 2003, Windows Mobile 2003 Smartphone, Windows Mobile 5.0, Windows Mobile 5.0 Smartphone, Windows Mobile 6 Classic, Windows Mobile 6 Professional, Windows Mobile 6 Standard, Windows Mobile 6.1 Classic, Windows Mobile 6.1 Professional, Windows Mobile 6.1 Standard, Windows Mobile 6.5 Professional, Windows Mobile 6.5 Standard
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Hope you find it useful
SmartAssets Contact Manager for HanDBase SmartAssets Contact Manager for HanDBase - Thanks for taking a look at the SmartAssets Sales Application. This is an application that I built after looking at a ton of Contact Managers. As a Sales Guy I have learned to use technology to help me in being as successful as possible