Actisales for QuickBooks

Route Sales Designed
ActiSales for Quickbooks was designed around the Sales related process and designed to be user friendly. The system is very intuitive - yet very robust - and gives them quick access to the data they need to do their jobs in the field.

Start using Today with synchronized data from you existing accounting package
ActiSales for Quickbooks has been designed to allow you to start using instantly. From seamless integration to QuickBooks to powerful wireless communication, all areas have been setup to get you started right away! Minimal software to install or maintain. Upgrades and updates are included with no extra charge

Customer Service and Support
Free customer support 8 hours a day 5 days a week. In English and Spanish

No Software to Buy or Servers to Install and Maintain
Because we provide our software as a service, you are not tied to any software, servers or amount of users. Just pay for what you use, nothing more… Start with one user now and add additional users as needed.s.

Affordable Pricing & Upgrade at anytime to QuickBooks
ActiSales for Quickbooks has been priced to allow your company to enjoy the power of enterprise level sales force automation at a low monthly price.

Just purchase a Pocket PC running Windows Mobile 5.0 or Windows Mobile 6.0, install the QuickBooks supplied Integration Adapter and then synchronize your existing data to ActiSales MobileSales. It's that easy, no double entry and seamless data exchange between your Mobile Sales Force and your QuickBooks accounting package.
ActiSales MobileSales for is a complete & robust mobile retail sales or distribution software system. The system allows for data to flow between sales representatives in the field and headquarters, which can be anywhere in the world since the system uses Internet Technology.
ActiSales MobileSales for QuickBooks is priced to fit the needs of small, medium or large businesses. ActiSales MobileSales for QuickBooks is an easy-to-use, yet highly customizable mobile system, that includes software updates, upgrades and tech support. If you are looking for an advance yet easy-to-use solution: ActiSales MobileSales for QuickBooks is the best and most affordable solution available!

ActiSales® for QuickBooks® Features
ActiSales comes in two versions to better fit your specific needs

PocketPC Software
	Field Sales & Distribution Version	eMobilePOS Retail Sales Version
Order Module
Create Estimates, Invoices or Orders
Create Invoices
Automated order/invoice number
Clerk sign on/off
Credit card payment automated reconciliation with QuickBooks
Price levels
Bar code scanning
Units of measure
Credit card payment processing
Delivery date box
One shipping address
Wireless synchronization
Cash tendering
Vehicle or Kiosk inventory view
Signature capture on device*
Receipt printing with captured signature
End-of-day sales report by sales clerk and payment method
Credit card payment automated reconciliation with QuickBooks
Warehouse or Vehicle inventory view
Planograms picture taking*
Payment Terms
Shipping Via
Product Image Display
Authorize products per client

Return Module
Pick up or Picked up box*
Picture attachment of returned product*
Returned items
Return reason code*
Automated return number


Customer Info Module
Physical & billing address
Phone number with dial-out-on-click feature
Contact Person

Route Module
View pre-determined route for day*
View pre-determined route for day*



Synchronization Capabilities
Wireless(GSM/GPRS,CDMA), WiFi or Cradle
Automatic synchronization with QuickBooks

Payments Module
Cash or check payment registration
Signature capture
Receipt printing with captured signature
Real time credit card processing**

Invoices Module
View open invoices by client
Collect payments against invoices

Messaging Capabilites
Send messages to and from BackOffice
History of messages*
Confirmation of message delivery*
Secure, No POP3 or SMPT technology

BackOffice (web based administrative system)
Download Center
Download Center	Download Integration Adapters
Download Pocket PC software	Download User Guide

Customer Module
Physical address	Credit limit
One Shipping address	Account Balance
Contact info: phone, name & e-mail	Price Levels by Customer*
Assigned sales person

Order Module
Near real-time view of orders from the field	Date and Time stamp of transaction*
View of customer's captured signature*	View taken picture (ex. planogram, product, etc.)

Products Module
Price levels	Product name
Authorized products per client*	Product description
Authorized product price per client*	Product Image
Product number	Product price

Invoice Module
Client Balance	Open Invoices per client

Payments Module
Near real-time view of payments	Credit card payments monitoring
Cash, check or money order data

Employee Module
Employee name	Send and receive messages (Not SMTP/POP3)*
Employee designated zone	History of messages sent and received*
View near real-time employee inventory*	View employee location* **
Manage employee inventory*	Historical view of employee locations* **

Returns Module
Near real-time view of returns from the field	Configurable return reason codes*
Customer's signature view of return*	View of returned product picture taken on the field*

Routes Management Module
Create routes by employee*	View customer visit with signature*
Calendar view or daily view*


Reports Module
Orders report by date range, customer or sales person*	Visited clients report by date range, customer, sales person*
Products sold report by date range, sales person*	End of Day payment collection report*

* Extended funcionality provided by the eMobileSales BackOffice web based administrative system. This data is not transferable in or out of Peachtree or QuickBooks.
**Additional charges and transaction fees may apply.

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