Creating clients in bulk from the web portal
Having your client's important information registered in Handy is important for your sales process, as it can be used for creating visits, sales, etc.
There are two ways to load clients in Handy: either individually or in bulk using an Excel template. This article will go over how to load clients in bulk.
Creating clients in bulk from the web portal
In the web portal, go to the Main menu and click on Clients. In this screen, you'll see your current enabled clients. Click on ****+ ASome readersCreating payments in the web portal
This article provides a step-by-step guide on how to create a charge for a client.
There are two ways to create a charge for a client in Handy: in the **App **or through the Web portal. This article will go over the process using the web portal.
Web portal
Go to the Main menu and click on Reports and goals, then select Collection report:
ThSome readersDownload client list to Excel
To download a list of your clients as an Excel file, go to the web portal, and on the Main menu, click on Clients:
Then, click on Download, which will download an Excel file to your device with a list of your clients.
NOTE: YouSome readersCreate clients in the mobile app
Mobile users can create new clients from their mobile device in the Handy app's main screen. 😊
Once you've clicked on the + sign, select "Create client"
This will open a new screen where you'll add the new client's data and select which zone they'Few readersCreating payments from your mobile device
There are two ways to create payments in Handy: either through the app as a mobile user or on the web portal. Here, we'll show you how to create payments using the app.
Creating a payment from a mobile device using the Handy app is very simple.
On the client's details, you'll find the option for Payment. After clicking it, you'll see the client's outstanding balance at that time. The next step would be to select the payment method and record how much the client is being charged.
FolFew readersAssign a client to a mobile user
To assign a client, the first thing you need to do is to register them in your client database. We recommend that you read this article on how to register clients in the web portal: Creating clients individually from the web portal.
Once you've added your clients to your database, you'll notice that Zones have been created. These can represent geographical areas or simply serve as a grouping tool tFew readersClient map in the mobile app
From the mobile app, aside from having a list of assigned clients, users can also view their clients as they are located on the map.
The map is located in the menu bar:
In the map, you can filter clients by operation:
Clients (All clients)
Programmed (Clients with scheduled visits or deliveries)
Completed (Client with completed visits or deFew readersFilter clients by zone
In Handy, we know it's important for you to have control over how your clients are organized, which is why we implemented assigning a different color to each zone, making them easier to visualize in the map.
To assign each zone a color, go to Zones in the Main menu.
Then, to assign each zone a color, click on the zone you want to edit:
Change the client's location on the map
This feature is useful if you want your delivery users to be able to view clients without allowing them to modify their information or accidentally move them.Few readersEdit and delete payments
To edit or delete a payment, you can use either the mobile app or the web portal. In this article, we'll show you how to do both. Please note that any changes you make to payments will automatically update the client's balance.
From the web portal
Please note that any changes you make to payments will automatically update
Go to the Collections Report, apply the necessary filters to help you find the specific payment you want to edit or delete, then click on the payment's ****"View dFew readersZones and categories
Zones
Zones are a crucial component of Handy's operation. That is why they need to be set up concretely and objectively.
A zone can be either a geographic space or simply a grouping tool. They allow you to classify clients and generate filters for information analysis. Zones are designed to separate clients, who will eventually be assigned to specific users.
To assign a zone, it's important to understand what you wish to see or determine.
What's the purpose of the zone? To separatFew readersHow to fill in client data
Below is a detailed explanation of each customer field in Handy.
Code: Every customer in Handy must have a unique code. You can use any code you like, whether it’s from your ERP system or a new one you create. Examples: CL0001, MTY005. Codes can include letters and numbers. This field is mandatory.
Description: The name of your customer as you want your sales team to see it. This field is required.
Address, City, Zip Code, Neighborhood: Full address information,Few readersClient balance
To see the client's balance details, click on the client and select the Balance tab:
In this tab, you'll see all movements that affect the client's balance (orders, payments, manual adjustments, etc.).
You'll also see who made each movement, what type of movement it was, when it was made, and other relevant information:
![](https://storage.crisp.chat/users/hFew readersConvert leads into clients
The concept of "leads" is used to differentiate clients created by salespeople in the mobile app. This helps us distinguish between "official" clients and possible clients or "leads" identified by sales users.
You can change the client's status from the web portal or in the mobile app.
In the web portal
In the Clients screen, identify the lead and click on Edit. There, you can specify whether or not the client is a lead. Don't forget to click Save to apply any changFew readersCreating clients individually from the web portal
It's important for Handy's sales processes that you register your clients and their information. This information is used to plan visits, register sales, and many other processes.
There are two ways to create clients in Handy: individually or in bulk using a template. This article will show you how to create clients individually.
Important: Adding the zone is mandatory to create a client. We recommend that you have those already set up.
Creating clients individually
On the Handy web poFew readersDisable or edit clients
In Handy, clients are not deleted, but they can be disabled.
If a client gets disabled, they won't be able to have visits or sales programmed or registered. Disabled clients will not be visible to users in the mobile app.
IMPORTANT: As clients are not deleted, they will still be visible for history reports.
There are two ways to disable clients: either individually or in bulk.
Individually
Select Clients in the main menu:
