Route closure using an Excel file
You can fill in information about warehouse loads, shrinkage, and vehicle loads using an Excel template that you can download during the route closure process. This file comes pre-filled with the products from your route, and you can edit the quantities as needed before uploading it back to complete the route closure.
The Excel file has the following format, and only the columns highlighted in green will affect the products currently in the route:
![](https://storage.crisp.chat/users/helpdesk/Some readersCreating orders in bulk
|| In Handy, you can create orders in bulk using an Excel template.
To do this, you'll need to purchase the Web Orders module.
Once you've purchased the module, or if you're still in the module's trial period, go to Orders, click on + Create, then select Create with Excel template.
This will take you to the next screen, where you'll downFew readersOrder Types
| Setting up order types allows you to categorize orders based on their nature, if you wish. For example, you might label them as urgent or for high-priority clients. This feature is particularly useful for integrations with other systems, but don’t worry if you don’t use it.
To create order types, log in with your company admin account and navigate to Catalogs > Order Types.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/c/0/f/5c0f6169020b3000/6d009a14-bb76-4f84-928a-6c6ad5Few readersWhy can't I see my orders?
In the "orders" screen, results are filtered in two ways: for company administrators and for supervisors.
Supervisors will only be able to see the orders generated by their team. Only the orders made by users in their same zone will be visible.
Administrators are able to see all orders generated in the company.
| It's important to make sure that both administrators and supervisors have an assigned zone. Without an [assigned zone](https://help.handy.la/en-us/article/zones-and-categories-q33Few readersRoute closure - Load differences
| Handy allows you to generate a new route based on the differences from a previous route, that is, the products that remained loaded in the truck when the route was closed. These items are not sent back to the warehouse but remain available for continued sales.
To do this, add the quantity of product you want to transfer to the new route. When viewing the route, in the Return Inventory section, you’ll see the Load button, which automatically adds the product differencesFew readersGeneral activity summary
Handy's general activity summary, as its name implies, focuses on giving company administrators and supervisors condensed information on sales made by mobile users through daily, weekly, and monthly emails.
This helps supervise the company's operations without the need to constantly log into the web portal.
Supervisors will receive the information gathered by the users assigned to their corresponding zones. Administrators, however, will receive information gathered by all users.
Daily summariFew readersImport inventory for each user through an Excel file
To import each user's inventory, go to Manage Sales and Delivery Routes and select Import user inventory.
Download the template and fill in the data. This template considers product code, user email, and amount as required fields.
SFew readersFilter orders by payment type
|| In your day-to-day operations, you’ll make both cash and credit sales.
In the web portal
Handy allows you to filter orders by cash or credit. To do this, go to Orders and select the following filters:
By selecting a filter, you'll then be able to see only those orders with the payment type you selected.
In the app
In the app, you can also see which operFew readersHow to print orders outside the Handy App
Whenever a user creates an order, Handy sends an email with the corresponding information to the company administrators and to the users registered as your notification recipients (more information here on how to set up your notification recipients).
The email you receive with the order information can be printed:
. Handy includes features that allow coFew readersCan I print tickets for orders and payments?
Yes! Handy allows you to automatically print sales receipts when recording an order in the mobile app, as well as payment receipts.
Handy works well with the ESC/POS standard, universally used with almost all printers.
We also have specific integrations with TSC and Zebra printers, which are more expensive but also higher quality.
Some examples of printers you can use are:
ESC/POS:
Epson
Bixolon
Other printers compatible with ESC/POS
Zebra:
MZ-220
MZ-320
iMZ-32Few readersAfter creating an order, send a copy of the order to the user via email
After creating an order, the order details will be sent to the user who created it, to the email address registered to that user.
This email will contain the client's information (address, phone number, email, and zone), as well as the order details (user, date of delivery, and type of order), and the order description (products and totals).
Send us a message in the chat if you have any questions!Few readersIs it possible to get an email notification when an order is placed?
Yes! Handy can automatically send emails to the recipients you choose every time you place an order. This email can be sent to more than one person at a time.
The email will contain the order information, as well as a link to view the order in the web portal.
To enable this setting and learn more about who will receive these emails, click here.
The email will look like this:
![](https://storage.crFew readersCan a salespeople see other salespeople's clients?
No, as long as each of them is assigned to a different zone.
If they share the same client but have different representatives, they will be treated as separate clients, since the client’s code, email, and phone number will differ depending on the representative. Since the client was also registered with another manager, it will be considered a completely separate client. However, both salespeople will still be able to see the client’s basic information: name, address, city, postal code, and latFew readersPlace an order based on a previous order
There are times when clients place orders with similar products, or always place the same order. This causes mobile users to waste time manually adding each product to the order when placing it.
Because of this, Handy has the option to, by just pressing a button, add all products from the client's last order to the new one.
To do this, go to the Order Entry screen and click on the button labeled "Last sales order". Now, Handy will take all the products from the client's last order andFew readersPlacing orders in the mobile app
| In this article, you'll see a step-by-step guide on how to place a client's order on the mobile app.
There are two ways to place orders in Handy: through the App or on the Web portal. This article will focus on placing orders through the App.
App
When opening Handy, you'll have two options. You can click on the + icon in green, which will open some options, where you can find Create Order.
This module, not to be confused with client online orders, allows you to create orders just like you do on an Android mobile device, but through the web portal. This means that with this feature, you can also use the web portal to:
Push products
Send emails to the final client if this feature is enabled
Using this feature has an additional cost, which will be charged on the first working day of the month, along with the rest of Handy's costs.
||| You can use the free trial for 15Few readersSend a copy of the order to the client by email
| Do you want your clients to have a copy of their order? Handy can help you with this, and in this article, we'll teach you how to do it.
In the web portal, go to Settings, and select Orders. There, enable the setting called When capturing an order, send a copy of the order to the client by email.
To define which address will receive these emailFew readers
