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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘mobile’

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Find the right product in your Item catalog by scanning it’s Barcode in Exact Online for ANDROID!

Written by Jaap Jan de Lange on . Posted in Exact Online

As a Wholesale Distributor, knowing your products, prices and availability is key to make a sale. Having a catalog at hand offering this information in real time is a necessity no sales rep can do without these days. But what happens when the assortment is large or items are very much alike? You do not want to struggle finding products or make mistakes as your prospected customer expects a direct answer.

After a first introduction on the iPhone a few months ago, scanning a product barcode to find the right item in the item catalog of Exact Online is now also available for ANDROID users. 

Not 1, not 2, but 3 new Android Apps for Exact Synergy Enterprise

Written by Martin Ortgiess on . Posted in Exact Synergy

In my last day as a product owner I can share this great news to all Android users. Many of you have asked me about when to expect the Android Apps. They are finally there now!

The Exact HR Self Service App and the Exact Expenses App are available to you. These Apps can be downloaded via the Google Play App store. There you will find all information about these Apps.

HR Self Service App: Contains all your information you don’t want to share with your colleagues! Salary slips, Personal files, Vacation requests and Sick leaves. You are able to plan your time off, call in sick and secure your App with a pin code.
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Download the Android HR Self Service App

Expenses App: Easily book your expenses! View your previous expenses, secure your App with a pin code
googleplayicon
Download the Android Expenses App

CRM App: is in a pre-beta version and only available to a very limited set of users. End of August we plan to have a Controlled Release version availble. If you are interested to join the Controlled Release  and run on Exact Synergy PU252 or above, please contact Huwald Smeets via productreadiness@exact.com. The Android CRM app offers exact the same functionality as the CRM App on iOS and looks even better.

Enjoy using our great Apps!

Version 2.0 of the Field Service App is there: Have a look and feel the difference!

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

The Exact Field Service App is already used by many customers today. Statistics show that more and more service oriented organizations equip their service engineers with an iPad rather than paper files. They have seen the benefits of linking the activities of their service engineers directly in the back-office. It allows them to approve the activity for invoicing, send a confirmation email to the client when the job has been done and always have an update planning ready for the engineer. Also all stock movements made by the engineer are directly managed in the back-office and never lose track of a signed service order again!

service order

Version 2.0 of the Field Service App offers new features and an improved user interface. Most obvious changes are:

  • A new activity can be created from the service order. This way the engineer can send a message to the internal organization when he thinks there is a need for it. This can be that maintenance of a machine is very poor, that he sees an opportunity to replace the existing machine by another one or to request the planner to plan a follow-up appointment at the customer side. Note that user cannot create a new service activity.
  • The Field Service App can be secured by the use of a pin code. In the setting, the engineer can define his pin code. Now every time the App is used, a pin code needs to be filled in first.
  • The user interface has been adjusted. Goal is to make the service order screen easier to use. This has been done by cleaning up the screen and offer only that information the engineer needs most. Note that all information is still there, only not directly in your face.
  • Get informed when an item you want to add to the service order is blocked (only available with latest PU 252 update)

Besides these new features there are hundreds of small adjustments in this version of the Field Service App. Some adjustments are visible, most are not. Have a look and feel the difference!

important: As mentioned, a lot of changes have been made in the App. The communication with the Synergy back-office is improved and fully runs via web services now, just like the other new Apps that are launched this year. Because of this change it is required to open up the web services in your Synergy back-office. You can do this in the Web services settings menu, located in the System tab. Check the ‘Exclude web services function rights’ setting and make sure all checkboxes in the right column are checked. When this is done run an IISreset and you’re save and done! The ‘Exclude web services function rights’ setting allows users to use the web services mentioned in the right column based on their Synergy roles and rights.

The Exact HR Self Service App: For your eyes only!

Written by Martin Ortgiess on . Posted in Exact Synergy

All your HR information in one spot? The HR Self Service App is your App with your personal information.

Whether you want to book a day off, check your latest salary slip or view your latest review from your personal files, the Exact HR Self Service App has it all. And for that one time that you’re sick, inform your manager via the App.

downloadappstore

The Exact HR Self Service App is your personal App. The App shows your personal information: information you normally don’t share with your colleagues. Besides insight in your time off balance, salary slips, personal files and sick leaves, you’re able to request for a day off or call in sick.

salslip

FEATURES (USERS)
– Absence:
* View time off balance
* Request for a day off
* Check the status of your time off request
* Overview of your historical time off requests
* Call in sick
* Overview of your previous sick leaves

– Access to your salary slips and annual statements
– Access all documents in your personal files

– Secure your personal information via a pin code

FEATURES (CORPORATE)
– Design a companywide time off process
– Design a companywide Sick leave process
– Time off and sick leave processes are centrally managed in Exact Synergy Enterprise
– The App is multi language

The HR Self Service App is the 4th App in line of our new App proposition. More Apps and Android versions of these Apps can be expected later this year!

Download your Exact App from the Appstrore today!
CRM App
Expense Claim App
Field Service App
HR Self Service App

USA, New Jersey, Jersey City, Close-up of hands using smartphone

Find the right product in your Item catalog by scanning it’s Barcode in Exact Online for iPhone.

Written by Jaap Jan de Lange on . Posted in Exact Online

Knowing your products, prices and availability is key to make a sale. Having a catalog at hand offering this information in real time is a necessity no sales rep can do without these days. But what happens when the assortment is large or items very much  alike? You do not want to struggle finding products or make mistakes as your prospected customer expects a direct answer. 

exact-synergy-service-management

Enter sales orders on your iPad in Exact Online!

Written by Jaap Jan de Lange on . Posted in Exact Online

 

 

Catch the opportunity at the moment it happens. That is basically the key value add of having a possibility for you as a sales representative to directly “write” the order at the customer site after the confirmation that the products presented via the item catalog are matching your customer needs.

 

Sales order iPad

In the Exact Online iPad app, which is already standard available for Exact Online users and covers a wide range of capabilities, it will soon become possible to create a sales order, directly send a confirmation via e-mail and view sales orders and their status in a very intuitive manner.   Business benefits:

  • Improve customer service level by being able to act and confirm the order on the spot.

 

  • Reduce risk of miscommunication with your customer, which potentially might lead to additional
    contacts or delay in shipping or payments of outstandings.

 

  • Save time and avoid errors in the order intake process by verbal or delayed communication of the requested products to colleagues for further processing

iPad Sales order Exact Online

Sales order entry via your iPad will become available within the coming weeks in Exact Online Wholesale Distribution and Exact Online Manufacturing.

2 Android Apps in Controlled Release: Expenses en HR Self Service

Written by Martin Ortgiess on . Posted in Exact Synergy

This week we started the Controlled Release of the first two Android Apps new style. The Apps that are in Controlled Release are:

Expenses App: Easily book your expenses! View your previous expenses, secure your App with a pincode

HR Self Service App: Contains all your information you don’t want to share with your colleagues! Salary slips, Personal files, Vacation requests and Sick leaves. You are able to plan your time off, call in sick and secure your App with a pincode.

Exact partners can download the App from the Exact reseller portal. If you don’t have access to the reseller portal and want to join the Controlled Release, you can contact me via martin.ortgiess@exact.com

Exact introduces four new mobile Apps for business users

Written by Martin Ortgiess on . Posted in Exact Synergy

Last week Exact published a press release. To make you you don’t miss it, here it is!
The article is in Dutch only.

Vier nieuwe apps ondersteunen tijd- en locatieonafhankelijk werken

Delft, 27 mei 2014 – Exact brengt vier mobiele apps voor zakelijke gebruikers op de markt, te weten de Exact CRM app, Exact Expenses App, Exact HR Self Services app en de Field Service App. Met de CRM App en de Field Service app hebben buitendienstmedewerkers alle benodigde klantgegevens altijd binnen handbereik. Persoonlijke informatie als beschikbare vrije dagen, ziekmeldingen en declaraties, zijn nu voor alle medewerkers in een organisatie toegankelijk via de Expenses App en de HR Self Service app. Bedrijfsinformatie uit verschillende bronnen zijn via de app op één centrale plek verzameld en makkelijk te raadplegen, ongeacht de locatie of het tijdstip.

Lees het volledige artikel

Book your expense with the Exact Expenses App

Written by Martin Ortgiess on . Posted in Exact Synergy

Easy does it! That was what we had in mind when making the Expenses App.

With the expenses App you can book file a new expense report by by making a picture of your receipt. It is as easy as that, it’s all it is.

Of course you also get an overview of your previous entered expenses, directly showing you whether it is approved or even better paid back to you.

With the Expenses App, the administrator is free to define the information you have to fill in at booking your Expenses. He needs to define which request type he wants to use at HRM/Settings/Expense claim and the App will pick it up from here.

The header of the expense entry is fixed, showing default information the user needs to fill in. Directly below this section, the account and project fields are shown (when available in the corresponding request type). All other fields that are set mandatory will be shown below.

For now, the Expenses App is only available on iPhone and iPad. We we are working hard on the Android version which should be available this summer.

This Expenses App works in combination with latest version of Synergy product update 252. 

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