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Feature
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Benefit
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Dashboard
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Provides a snapshot overview of customer and supplier finances in one simple dashboard
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Demo data
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Find out what Sage 50 mobile can do with our demo data before connecting to your own live data
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Customers
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Search Customers
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Find specific customer by name and all information relating to that customer including contact information (dial, email directly from phone) and recent financial information
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View Customer Overview
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View status of customer account to ascertain who owes money for what
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Search Customer Cash
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Search function for Customer Overview section to enable more specific view
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View Customer Quotations
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View live quotations to enable follow up and increase conversion to invoice
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View Customer Outstanding Sales Orders
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Improve customer service through increased knowledge of orders as yet incomplete
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View Customer Invoices
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Quick access to historical business ideal for review sessions or queries during customer visits
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View Customer Disputed Items
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Quick access to disputed items
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View Customer Activities
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Overview of sales and orders especially useful during onsite visits or prior to customer account management calls
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View Customer Credit Control
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On hand status information prior to commitment to further trading
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View Aged Debtors
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Provides feed of debts by age to allow the right debts to be chased and closed and in turn aid cash flow
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Create Customer
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Remotely create a new customer account – particularly useful if capturing details when with a customer
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Create Sales Order
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Remotely create a new sales order – particularly useful if in the presence of a customer*
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Create Sales Invoice
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Remotely create a new sales invoice – speeds up initiation of payment process*
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Create Sales Quotation
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Remotely create a new sales quotation – ensures timely recording of quotes especially if during busy periods or customer requires quickly*
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*order, invoice and quotation generation uses the same pricing and discounting functions from desktop to ensure that prices are set accurately and consistently
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Suppliers
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Search Suppliers
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Find specific supplier by name and all information relating to that supplier including contact information (dial, email directly from phone) and recent financial information
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View Supplier Overview
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View status of supplier account to ascertain who owes money for what
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View Supplier Outstanding Purchase Orders
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View live PO’s to enable better management of financial commitment
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View Supplier Disputed Items
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Quick access to disputed items; particularly relevant in advance of face to face or telephone based account management
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View Supplier Activities
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Overview of orders especially useful during onsite visits or prior to customer account management calls
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View Supplier Credit Control
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On hand status information prior to commitment to further trading
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Products and pricing
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View Products
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Get access to your product portfolio remotely to check details and without having to call the office
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View Price Lists
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Get access to your product price list remotely to check details without having to call the office
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Search Price Lists
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Find specific pricing information if you remotely need to quote a price or compare with competitors/alternative suppliers
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Product Stock Take
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Be aware of stock levels when out of the office so you’re always providing or sourcing stock based on up to date information
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Finances
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View Bank Accounts
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Get a live overview of respective bank account status to keep up to date with where funds are within your business
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View Company Headlines
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Get an overview of trading headlines to help you stay on top of cash flow wherever you are
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View Summary Profit & Loss YTD
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Quick summary P&L information for those that only need overview and not details everyday
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Project Activities*
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See a list of transactions and transaction breakdowns to enable more efficient management of projects
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Customer Unpaid Transactions
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Chase debts more specifically with details of unpaid transactions including date, reference and outstanding amount
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