• 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 readers

• Order 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 readers

• Route 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 readers

• General 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 readers

• Filter 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 readers

• Creating 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 readers

• How 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: ![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/e/6f1ec566f2825000/b3b96388-56e9-47a0Few readers

• Import web orders from an Excel file

  If you handle many orders, it can be time-consuming to load them one by one in the web portal. To make this process easier, Handy lets you import multiple orders at once from an Excel file. In this article, we'll go over how to do this. Log in to your Handy account in the web portal In the main screen, click on Orders Click on the blue button called + Create Select the option: Create using an Excel template ![](https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• Why 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 readers

• Online orders

  Clients can place orders directly in Handy! To subscribe to this module for your clients, go to Settings and click on Integrations, where you'll see the different modules available: Once you've selected Online orders, you'll see the module's details, and by clicking on Try, you can start a seven-day free trial. After enabling your freeFew readers

• Mobile app order history

  In this article, we'll talk about the order history feature, available only on the mobile app. It can help you get to know your clients better, as well as improve your sales strategy. The information provided by the order history gives salespeople more tools to improve their performance: 👩🏻‍💼 Allows salespeople to see which products they've sold and how much they sold of each, helping them better understand each client's preferences. 📦 After seeing which products are sold the most, salesFew readers

• Import 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 readers

• Return requests

  This feature makes managing returns easier, helps you control balances more effectively, and improves clarity and efficiency in presale processes for your delivery staff. With this feature, mobile users will be able to make a return request without having an assigned load, since the delivery will not be completed immediately, but at a later time. 📦 **What does this mean? **This allows delivery staff to complete these return requests later, when they receive an open route. The total amount wiFew readers

• Show discount percentage in the order information

  With Handy, you have the option to add discounts to products. This setting enables a detailed breakdown of discounts to be displayed in the order details on the web portal, as well as on order summary tickets, quotation emails, and order confirmation emails. Here are some examples: Example on web portal order Example on printed ticket ![](https://storage.crispFew readers

• Limit products available for price lists

  Some companies prefer to separate their clients in a way that not all of them are able to access the company's full product catalog. If your company works this way, there's a setting you can enable to control which products your salespeople can offer to your clients. To enable it, go to Settings, then click on the Orders tab, and enable the setting: In ordFew readers

• Promotions

  Offering promotions to your clients can help push sales and reach your goals. That's why we created Handy's promotions feature to help you manage and execute promotions in an organized manner. In this article, we'll show you how it works. The promotions feature allows you to set the conditions necessary to offer clients a product for free or with a percentage off. Some examples of the conditions that can be set are: If the client buys 2 boxes of popcorn and 2 boxes of hoFew readers

• Reasons for return

  In your day-to-day operations, you can find many reasons why a client would like to make a return. Handy lets you keep track of returns. In Handy, reasons for return can be edited. You can add new ones and disable existing ones. To do this, go to Reasons for return in the main menu: Here, you'll find existing reasonsFew readers

• Placing orders in the web portal

  In this article, you'll see a step-by-step guide on how to place a client's order on the web portal. 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 web portal. Web The web portal's order-placing tool is as powerful and has the same options as the mobile app. Go to the main menu and select Orders ![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/d/e/fade0Few readers

• Boost product sales

  In this article, you'll find more information on how to boost sales of certain products from your inventory. 🚀 At times, companies may want to drive the sale of certain products, either because it's a new product and they want to promote it, or because the stock is close to expiring, or due to many other possible reasons. Handy can help you out with this. To boost the sales of a product, you need to go to the product's details and click on the following option: ![](https://storage.crisp.chaFew readers

• Can 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 readers

• Is 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 readers

• Credit route sales

  The most common way to pay for route sales is with cash, but it may sometimes be necessary to sell on credit to some clients. The system defaults to cash, but you can change it to credit before saving an order. **IMPORTANT: Orders can only be paid for in cash or by credit. It's not possible to create an order paid partially with cash and partially on credit. If you have clients who pay using both methods, you'll need to create two separate orders, one for each payment method. ** Once you'vFew readers

• Edit an order

  There may be times when a client asks you to make changes in an order, either to add or remove the amount of product, or to add new products to the order. There are two ways to edit an order in Handy: from the web portal or from the mobile app: Web portal First, look for the order you want to edit, and on the order details, click on Edit: AfFew readers

• Web orders module (internal use)

  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 readers

• Allow returns for exchange in presale if you have an open route

  Exchange returns allow the client to return a product because it wasn't what they expected, didn't meet their expectations, or was due to shrinkage. Instead of getting a refund, they can choose another product in exchange. To make an exchange return, you'll need the following: 1.- Enable this setting, found in Settings > Orders > Returns Settings. Only enable this setting if you want this process to take place during Presale. 2.- The user must have an open route. ![](https:Few readers

• Sales goals by amount

  In Handy, you can create sales goals to track your users' progress. These sales goals can help you manage your company's objectives as well as give high-performing users bonuses or recognition. Go to Reports and goals, then click on Goals by amount: You can filter sales goals weekly or monthly. You can also see which users have goals and which don't. MFew readers

• Send 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

• Can Handy be used without an internet connection?

  The Handy app is designed to be used on mobile devices with a data plan that allows you to always have an internet connection. This will let you make the most out of all of Handy's features. However, this doesn't mean that Handy can't work without an internet connection. Handy can also be used if the device isn't connected to the internet, but some of its features will not work properly (real-time location, form location, visits, and real-time data upload). Handy includes features that allow coFew readers

• After 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 readers

• Can 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 readers

• Place 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 readers

• Placing 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/f/6/2ff6f6cfb1dFew readers