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AutoCount- TD Ordering Mobile Apps

Introduction to AutoCount TD Ordering Mobile Apps

In today's fast-paced business environment, having the ability to manage sales and orders on the go is crucial. Therefore, the AutoCount TD Ordering Mobile Apps provide a robust solution for businesses seeking to enhance their sales operations through mobile accessibility and real-time data integration.

Key Features of AutoCount TD Ordering Mobile Apps

  • Seamless Integration with AutoCount Accounting

    The TD Ordering Mobile Apps integrate directly with the AutoCount Accounting system. Thus, ensuring that all sales transactions are instantly reflected in your accounting records. As a result, this eliminates the need for manual data entry. In addition, it also reduces the risk of errors.

  • Real-Time Data Access

    Access up-to-date customer information, product availability, and pricing details in real-time. As a result, his feature empowers sales professionals to make informed decisions during the sales process. Therefore, enhancing customer satisfaction.

  • Mobile Sales Transactions

    Conduct sales orders, invoices, cash sales, and payments directly from your mobile device. As a result, this mobility allows sales teams to operate efficiently. In addition, they can avoid being tethered to a desktop system.

  • Auto Pricing and Multi-Dimensional Price Books

    Utilize AutoCount's auto pricing feature and multi-dimensional price books to access accurate and dynamic pricing information during sales transactions. As a result, this ensures consistency and accuracy in pricing across all sales channels.

  • User Access Management

    Implement robust access rights management by assigning tailored permissions to individual users. As a result, this ensures that only authorized personnel have access to sensitive functions. In addition, it also helps in enhancing security and operational control.

Benefits of Using AutoCount TD Ordering Mobile Apps

  • Enhanced Sales Efficiency

    By digitizing the order-taking and invoicing processes, the app minimizes paperwork and human errors. Thus, leading to a more efficient sales operation.

  • Improved Customer Satisfaction

    Real-time access to customer data and inventory levels enables sales teams to respond promptly to customer inquiries and fulfill orders more effectively. Thereby enhancing customer satisfaction.

  • Streamlined Inventory Management

    The app provides real-time stock availability, allowing sales professionals to check inventory levels instantly. Subsequently, this helps in preventing stockouts. Thus, ensures timely order fulfillment.

  • Reduced Server Load

    Processing sales transactions directly through the mobile app reduces the load on the server. Thus, improving system performance. As a result, it can help in ensuring a seamless experience for both sales professionals and back-office staff.

Ideal Industries for AutoCount TD Ordering Mobile Apps

The AutoCount TD Ordering Mobile Apps are particularly beneficial for industries such as:

  • Retail

    Enhances the ability to manage sales and inventory in real-time. Thus, improving customer service and operational efficiency.

  • Distribution

    Facilitates efficient order processing and inventory management across multiple locations. Thus, allowing for better and seamless distribution.

  • Manufacturing

    Streamlines the sales order process, ensuring timely fulfillment. Subsequently, it can improve coordination between departments.

User Guide: AutoCount TD Ordering Mobile Apps

Getting Started.

System Requirements:

  • Operating System: Android 8.0 or above.
  • Storage: Minimum of 200MB free space.
  • Network: Stable Wi-Fi or mobile data.

Installation Steps:

  1. Download the TD Ordering APK from the official AutoCount website or authorized distributors.
  2. Install the app on your mobile device.
  3. Launch the app and log in using your credentials.

Using the Mobile Apps

1. Mobile User Settings:

To enable mobile login:

  1. Navigate to TD Ordering > Mobile User in the AutoCount backend system.
  2. Select a user and check the Allow Mobile Login option.
  3. Click Save to apply the changes.

You can edit user details like:

  • Locations
  • Sales Agents
  • Item Profiles
  • Payment Method Profiles

2. Dashboard Navigation:

The dashboard provides an overview of key metrics:

  • Sales Performance: Filter by daily, weekly, or monthly views.
  • Rankings: Track top-performing and underperforming sales agents.
  • Outstanding Payments: Monitor unsettled dues and invoices.

3. Customer Management:

  • Viewing Customer Data: Access customer details, outstanding amounts, and historical transactions.
  • Editing Customer Data: Update contact information or payment details directly in the app.
AutoCount Credit Control | locate the credit control and click

4. Stock Management:

  • Search Stock: Use filters like item group or type to find inventory.
  • View Details: Check item codes, descriptions, and current stock levels.
AutoCount Credit Control | credit control window

5. Sales Orders:

To create and manage sales orders:

  1. Navigate to Sales > Sales Order and click +.
  2. Add items, review details, and send the order.
  3. Post orders via:
    • Notifications: Click on the notification and post.
    • TD Ordering Section: Select and post the order manually.

6. Cash Sales:

For immediate transactions:

  1.  Access Sales > Cash Sales.
  2. Add item, complete payment, and confirm the transaction.
  3. Post to the backend via notifications or manually

7. Payments

To handle customer payments:

  1. Go to the Payments section and click +.
  2. Enter details like payment method and amount.
  3. Allocate payments to outstanding bills.
  4. Post payments to the backend system under TD Ordering > Payment Receive.

Synchronization

Ensure the app is synced with the backend system:

  1. Navigate to the Settings menu in the app.
  2. Use the Synchronization option to update document formats, payment methods, and sales settings.

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Conclusion

To conclude, the AutoCount TD Ordering Mobile Apps offer a comprehensive solution for businesses seeking to enhance their sales operations through mobile technology. In addition, its features include seamless integration, real-time data access, and user-friendly interfaces. As a result, these apps empower sales teams to operate more efficiently and effectively. Therefore, by adopting this technology, businesses can expect improved customer satisfaction and streamlined processes. Consequently, they can also expect a significant boost in overall productivity.

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