The delivery person can modify the quantity of reward products awarded
You can block delivery staff from modifying the amount of product from promotions and rewards to be delivered.
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 SettinSome readersYou can capture straight returns only if you have an open route
Straight returns are carried out when a client returns a product and receives a full refund without needing to buy something else in exchange.
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 clickSome readersRestrict 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:Some readersForce 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.cSome readersRequire administrators to change their password every 90 days
We know safety is important, which is why we created a setting that requires administrators to change their passwords 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 enaSome readersPresale 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.haSome readersUse of client's balance for cash deliveries
This feature is helpful, especially when clients have made returns or have paid in advance, and then decide to use this balance for future purchases.
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 mucSome readersDevice permissions for Handy
To log in to the Handy app, your phone will ask you to enable some permissions so allow Handy to run smoothly. These permissions are:
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 readersRestrict creation, editing, and deletion of charges to only when on visit
With this feature, you can control whether charges can be created, edited, or deleted when the user is visiting a client.
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 pFew readersPrint price, subtotal, and total in pending delivery tickets
Handy allows you to decide whether to include prices, subtotals, and totals 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 readersUsers 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/-/d/c/2/6/dc26b9662fd68000/2a5ab9e0-8703-4c62-aa8a-9ce1Few readersMobile 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 readersYou 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.
Companies that distribute products such as clothing, footwear, or that manage their product catalog by boxes or batches will not need to use this option.
For other companies, this feature can prove to be very useful, as they sell products measured in pounds, ounces, or their fractionFew readersRequire two-step authentication for company administrators via email
In Handy, we know safety is important, which is why we created a setting that will require a 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.crispFew readersAllow 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 readersSummary per salesperson
It's important for administrators to keep track of their salespeople's performance. But it's equally important for salespeople to be aware of their own performance and know how they're being evaluated by their supervisors.
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 readersRestrict 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:
