• Record client inventories

  In this article, we'll go over how to record the client's inventory in the mobile app, which will let mobile users keep track of what product each client receives. To record client inventories, in the mobile app, click on the client's name, then click on Inventory: When recording client inventories: After clicking on Inventories, the app will ask yoFew readers

• Apply quantity discounts in the mobile app

  When creating an order in the mobile app, if you add products with a defined discount, you'll see a label indicating the product's available discounts: When clicking on that orange button, you'll see the available discounts, as well as choose whether or not to apply said discounts: (httFew readers

• Discount types

  Quantity discounts You can find quantity discounts in the Main menu: To learn more about quantity discounts, pleaFew readers

• Import prices by client

  In Handy's web portal, go to the Main menu and select Products.  There, you'll see a list of your enabled products. Click on Import prices by customer: (https://storage.crisp.chat/users/helpdesk/website/-/9/a/5/0/9a5046727ad63000/65d8ebf6-543a-4857-9c72-1Few readers

• Load company inventory

  There are three ways to load your company's inventory into Handy: on the Products tab, using an Excel template to upload in bulk, or directly in the Company Inventory section. Edit inventory individually through the web portal: Search for the product in the search bar or in the product menu: Once you've selected the product, click on edit: (https:Few readers

• Product activity in the mobile app

  For salespeople, it's useful to keep track of how much product they've sold so they can strategize and reach their set goals. This feature helps users visualize the total number of products they handle in their daily activities, providing access to a detailed breakdown of those products. This feature is available for: The activity summary screen Presales Sales Deliveries Returns MobiFew readers

• Look up products in the mobile app

  From the Main Menu, select Products to view them. After entering, you'll see a list of existing products, organized according to the category each one belongs to. Click on the Search to find a product, and type its name. You can alFew readers

• Creating products individually

  You can load products individually or in bulk using an Excel template. This article will go over how to create products individually. Creating products individually In the Handy web portal, click on Products in the main menu. There, click on +Add, and from tFew readers

• Units of measurement

  Creating new units of measurement To create and see your existing units of measurement, go to Main menu Units of measurement. In this screen, you can view and edit units of measurement, as well as create new ones. To do so, click on Create. (https://storage.crisp.chat/useFew readers

• How do price lists work?

  If a client has a price list assigned, these prices will be prioritized over the general prices defined in the product catalog. First, you need to create a price list with a code and name that lets you easily identify each. Then, assign the products included in the list with their corresponding price. This can be done one by one or through the client template. Price lists can be modifiedFew readers

• Use special prices in promotion rewards

  We give you the option to respect the client's special prices and assigned price lists and apply promotion discounts over these special prices instead of regular prices. When creating promotions, you can enable the following setting:Few readers

• Inventory movements

  To enable the logging of inventory changes, go to Settings, click on the General tab, and then activate the setting Enable transaction logging for product inventory: Once the setting is enabled, inventory movements generated from that moment forward will be registered. Movements gFew readers

• Pricing options

  These are the pricing schemes you can work with on Handy: List prices The default prices, assigned to your products in the general catalog. Price lists Groups of special prices that you can assign to specific clients. For example: wholesale lists. Special prices per client These are useful if you've negotiated special prices with a client for certain products.Few readers

• Product families and categories

  Every product must belong to a product Family, but the Category is optional, and you can decide not to use it if it's of no value to you. Let's see an example of how to use these two grouping tools. If I own a convenience store: I use the concept of Family to group my products as foFew readers

• Creating price lists

  To create new price lists, follow these simple steps: Click on the "Price lists" menu to create a price list. You can also click here: create a price list. Add the prices to your list. You can do this one by one, or you can add priceFew readers

• Disable or edit products

  You can disable products one by one or in bulk. One by one In the Main Menu tab, select Products. Click on the edit button of the product you wish to disable. !Few readers

• Import products in bulk for price lists

  To import products in bulk to a price list, you need to follow the next steps: Create a new price list in the Price Lists menu Create a new price list Click on + Create New Price List. You'll need to give it a name and a brief description. Once you've created a new list, click on Add new, then select Product prices from Excel. (https://storage.crisFew readers

• How many decimals can I use in my prices for products and orders?

  For the product catalog and for orders, both in the mobile app and in the web portal, Handy works with up to 6 decimals. It's possible that some phone screens don't show all digits, but if you entered your products with 6 decimals, that's how they're saved in our database and how all calculations will be performed. Here, we can see the calculations made on a product's price using the 6 decimals shown on the phone screen: (https://storage.crisp.chat/users/helpdesk/website/-/3/a/a/f/Few readers

• Creating products in bulk

  There are two ways to load products to Handy: either individually or through a template in bulk. This article focuses on how to load products in bulk. Loading products in bulk In Handy's web portal, go to the Menu and select Products. In this screen, you'll see your enabled products. Click on the Add product button, whFew readers

• Quantity discounts

  You'll find the Quantity discounts screen in the Main menu: :— We'll start with Global discounts. The most important thingFew readers

• Sales goals by product

  To create sales goals by product, go to the Reports and goals menu: Then, click on create goal: (https://storage.crisp.chat/users/helpdesk/website/-/9/4Few readers

• How can I download my products?

  To download your products, you need to go to the menu on the top left: Once inside the product catalog, click on Download: If you have any questions, send us a message in the chat! 😊Few readers

• Scan barcode

  When creating an order, it can be hard to find the products we're looking for exact products you're looking for, more so if you have products with similar names and presentations. This option lets you find the product you need faster. Settings The first step is to establish each product's barcode. You can do this individually or in bulk with an Excel file. Individually (https://storage.crisp.chat/users/helpdesk/website/-/a/1/5/1/a1515bcb3c73e000/f5a1fc9d-1210-4cb8-8e37-e8Few readers

• Enable and disable product families

  If you want to disable product families, click on Product family in the Main menu: Here, you can click on "Show disabled families" to display the families you've previously disabled: To disable or enable a product family, click on the threeFew readers

• How to fill in product information

  Code: Each product in Handy must have a unique code that distinguishes it from the rest. You can use any code you want, either the one you use in your administrative system or create a new one. For example, PROD001, MIA123. The code can have letters or numbers. The product's code is a mandatory field. Description: The product's regular name. For example, medium red t-shirt. The product's descriptioFew readers

• How are product search results sorted when creating orders?

  📱 In the mobile app When you open the search bar in the mobile app, before typing anything, you’ll see the best-selling products for the current client and salesperson, ordered from most sold to least sold: Once you've typed something in, the search results will be sorted in the following ordFew readers

• Edit product prices per client

  This feature acknowledges that each client is unique and has their own specific needs. In some cases, if a client is buying more of a certain product, you have the option to offer them a special price on that product.  To use this feature, go to Settings: In the Orders tab, you'll find two options you can select: (https://storage.crisp.chat/users/helpdesk/websiteFew readers