Feature
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Benefit
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Dashboard
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See a snapshot overview of finances, customer, supplier & products through one simple dashboard
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Demo data
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Take Sage 50 Mobile for a spin before connecting to your own live data
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Customers
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Search customers
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Search your customers by name & quickly access all of their information in seconds - including contact details, sales history & credit status
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View customer overviews
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View the status of each customer account & see any outstanding balances
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View previous quotes
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See existing quotes & quickly convert them to full invoices
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View invoices & sales orders
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Quick access to previous business - ideal for review sessions or queries during customer visits
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View disputed items
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Quick access to disputed invoices, payments and sales
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View previous activities
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Overview of sales and order history so you know exactly where you stand
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View customer credit status
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See up to date credit information prior to committing to any decisions
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View aged debtors
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Live feed of outstanding debts, so you know who to chase & when
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Create new customer records
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Set up a new customer account – particularly useful when you're meeting a new contact or client
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Create new sales orders
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Create a new sales order on the spot - no more waiting around
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Generate sales invoices
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Remotely create a new sales invoice – speeds up initiation of payment process*
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Create sales quotations
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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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Search your suppliers by name & quickly access all of their information in seconds - including contact details, transaction history & status
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View supplier overviews
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See who you owe money to at a glance & avoid late payments
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View outstanding purchase orders
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View live POs so you always know what budget you have
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View supplier disputed items
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Quickly see disputed items - particularly useful before or during meetings
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View supplier activity history
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Know exactly where you stand with each of your suppliers
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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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Search & view products
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Access to your entire product portfolio without having to call the office
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Search & view price lists
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Check prices from your mobile for accurate information on the spot
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Product stock take
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Know exactly what's in your stock room or warehouse when you're out and about meeting customers and suppliers
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Finances
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View your bank accounts
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Check up-to-date balances and see when funds are cleared in your account
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View company headlines
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Get an overview of trading to help you stay on top of your cash flow
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View summary Profit & Loss YTD
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Summary P&L information for those that only need a top line overview
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Project activities*
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See a breakdown of transactions for different projects
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