• Users can print quotes

  Handy can allow salespeople to print quotes as tickets. This allows you to give a better service to potential clients who don't buy on the first visit but are interested in analyzing your prices and later decide if they want to buy from you. You can print a ticket with your quote for them. Sales receipts and quote tickets look similar, but have a different title and subtitle: (https://storage.crisp.chat/users/helpdesk/website/-/7/a/1/d/7a1d6c3b3d929c00/0568037c-6aed-4f94-aea8-7f48Few readers

• Presale orders reduce the company's inventory

  If you already have a company inventory loaded, you can enable a setting that allows for the orders placed by your users to modify this inventory. To enable this, go to your company Settings, then click Orders: Don't forget to click Update. If you haven't registered a company inventory, you can set it up by clicking here: Load company inventory (https://help.hanFew readers

• Force users to update to the latest version

  It's important for users to always have the latest update of the Handy app on their devices. This way, they will always have the most updated services and amenities that Handy has for its users. To make sure that users always have the latest version of the Handy app, you can set up the following Settings found on the General section: (https://storage.crFew readers

• Orders increase the customer's balance in pre-sale

  Handy's collections module allows you to keep track of money movements in your company. Handy can track your customers' balances, keeping a record of the total amounts each customer owes. On the Clients screen, the Balance section will show you this information. This section can be found on the screen where you edit the client's information. (https://storaFew readers

• How do I change to my company logo?

  To switch to your company's logo, go to settings on the left side of your screen: There, you'll see the Handy logo, with an icon at the bottom labeled Change logo: After clicking Change logo, you'll see the following windowFew readers

• Device permissions for Handy

  1.- Permission to ignore battery optimization - this allows us to get precise information about the user's routes and gives you access to real-time information and location updates. 2.- Permission to get the device's IMEI: Handy links to the devices through their IMEI and their Google token, which we can obtain by enabling this permission. If any of these peFew readers

• Clients created from the device are mobile clients

  When enabling this option, each new client that is registered from the mobile app will be labeled as a Mobile client, meaning that you can log visits for the same client in different geographic locations. Mobile client: it refers to a client that doesn't have a specific location or address where their visits are registered. You can register visits in theirFew readers

• Require two-step authentication for company administrators via email

  You can enable this by going to Settings General When enabled for the first time, all administrator users with an active session will be asked to confirm their session via email. (https://storage.crisp.Few readers

• How to enable and disable sending emails with daily/weekly/monthly summaries

  Handy automatically sends daily, weekly, and monthly summaries so you can see updates on your operation using your mobile phone without the need to log into the web portal. Go to Settings Notifications: The general activity summary is sent to administrators and supervisors. Daily summaries are seFew readers

• Print price, subtotal, and total in pending delivery tickets

  This is especially useful to adapt to your company's specific needs, or if you want to waste less paper when printing. In the web portal, you'll be able to find the settings that allow you to customize tickets. Log in to the web portal as the company administrator Go to Settings, then click on the Tickets tab Click on "Print price, subtotal, and total on pendingFew readers

• Use of client's balance for cash deliveries

  This setting allows clients to use their credit balance for cash delivery orders, giving them more flexibility in how they use those funds and ultimately improving their purchasing experience. Delivery confirmation When a client has a credit balance and is scheduled to receive a delivery order, the mobile app will show delivery users how mucFew readers

• You can use fractional quantities for product orders

  This setting is designed for products that can be sold or delivered in fractional amounts, not necessarily as a whole. Your company can choose to use this setting based on the types of products you're selling. For other companies, this feature can prove to be very useful, as they sell products measured in pounds, ounces, or their fractionFew readers

• Mobile users can log out from their mobile device

  To define whether or not a user can log out from their mobile device, go to Settings: Then, go to General Basic configuration, where you'll find the setting called "Users can log out on mobile devices": If you enable thisFew readers

• Restrict creation, editing, and deletion of charges to only when on visit

  Geolocalized charges 📍 Just like other features in the Handy app, the location of charges can also be tracked. You can view this information in the User activity map and in the Timeline In this timeline, you can click on a paFew readers

• Only show products included in the price list assigned to the client

  After you've created your price lists, you can enable the setting that restricts users to only adding products included in the client's assigned price list. To assign a price list to a client, go toFew readers

• Only show products with prices per client

  Even further, Handy lets you set it up so that, when creating an order, the user can only see the products for which the client has a special price set. These prices can be seen in the product's Prices per client tab, when looking at the product deFew readers

• Payments only allowed during active route

  Enable this setting ⚙️ Go to Settings Clients Permissions for mobile users in the app > there, you'll find the setting Payments only allowed during active route: (https://storage.crisp.chat/users/helpdesk/website/-/7/9/7/c/797c36672e2e6c00/000d8f95-6683-4246-Few readers

• Use of credit balance for cash deliveries

  This feature allows clients to use their credit balance to pay for a delivery originally set as cash, giving clients more freedom to use up this balance and improve their purchasing experience. Delivery confirmation When a client has a credit balance in their favor and receives a delivery set to cash, the mobile app displays a teFew readers

• Edit clients from the mobile app

  The company administrator needs to activate this feature in the web portal's settings first: (https://storage.crisp.chat/users/helpdesk/website/-/c/6/3/2/c63231Few readers

• Restrict order creation for prospects

  The concept of a Lead is used to differentiate between "official" clients created by salespeople in the app and potential clients that salespeople encounter while completing their routes and performing their day-to-day tasks. In the web portal, you can identify which clients are leads when looking at your clients: Or when looking at the client's details: (htFew readers

• The delivery person can modify the quantity of reward products awarded

  This ensures that all quantities are calculated automatically according to the activator products in each order, eliminating the need for manual user errors78. This way, you can maintain precision and control to ensure a better experience for all. If you want to activate this restriction, follow these simple steps: Log in: Log in to your Handy account Go to SettinFew readers

• Allow pre-sales orders to be recorded without inventory availability limits

  If you enable this setting, you'll allow your users to create a presale order even if there's no available product in stock. This can be useful if you create presale orders first and then stock up on the product before delivery. By disabling this setting, if a user attempts to create a presales order without the required product in stock, the app will display a message indicating that they're not allowed to add the specified product to the order. Send us a message in the chat if you have anyFew readers

• Enforce two-step authentication for company administrators via email

  You can find it in Settings General Advanced settings: After enabling it for the first time, Handy will ask all users with an active session to confirm their session via email.Few readers

• Summary per salesperson

  This is why we created summaries per salesperson, which they'll receive via email, allowing them to self-evaluate using the same information their supervisors are using. This is especially useful for salespeople who ask for feedback. These summaries will be sent to mobileFew readers

• You can capture straight returns only if you have an open route

  To carry out straight returns, you'll need: 1.- Enable the setting in Settings Orders Returns settings. 2.- The user must have an open route. Mobile app 📱 In the mobile app, go to the client's details and cliFew readers

• Restrict presale orders

  If your company operates fully based on route sales, you can disable this setting to prevent salespeople from registering presale orders. If this setting is disabled and a user tries to create a presale order, they'll receive the following message:Few readers

• Require administrators to change their password every 90 days

  You can enable it by going to Settings General After enabling this setting, all current passwords will be valid for 90 days, and after they pass, Handy will ask users to change their passwords. As long as this setting stays enFew readers

• Delivery user can modify the number of reward products given

  Disabling this option ensures that the number of reward products given is automatically calculated based on the activators in the order, meaning you won't have to worry about mistakes when making these calculations manually. To enable or disable this option, follow these simple steps: Log in: log in to your Handy account on the web porFew readers