Q: Load inventory per user

To load inventory for a route sales user, go to Manage sales and delivery routes. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10061_1iimuwz.png =351xauto) Then, select the option New Assignment&#32;→ New Route ![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10194_ba8rtt.png =813xauto) After selecting New Route, you'll need to choose the user, products, and amounts, as well as how much money they'll be carrying, if any. Add the product name to be added to the user's inventory in the search bar, The next step would be to specify the amount available for sales. This screen is an example of how you will see the products assigned to the user: <img src="https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/captura-de-pantalla-2025-09-29_1sie122.png" alt="" /> Remember, if you have any questions, we’re available in the chat to help you! 😎

Question 1

Set up recurring patterns

Accepted Answer

In this article, we'll help you create and set up recurring patterns for your visits.

Here are some examples:

For a visit that happens every two weeks. 😎 Here's an example for Mondays, every two weeks

FREQ=WEEKLY;BYDAY=MO;INTERVAL=2;

You can change MO (Monday) to any other day of the week.

For a visit that happens once a month, on the first Monday of each month. 😎

FREQ=MONTHLY;INTERVAL=1;BYDAY=MO;BYSETPOS=1;

BYDAY indicates the day of the week, allowing you to change it to the first Monday, First Tuesday, First Thursday, and so on.

BYSTEPOS indicates the day's location at a specific time of the month. You can change it so that it's the second Monday, second Thursday, third Wednesday, etc.

**
Days of the week for recurring patterns:

MO = Monday
TU = Tuesday
WE = Wednesday
TH = Thursday
FR = Friday
SA = Saturday
SU = Sunday

You can click on the following link to generate formulas automatically:

https://www.textmagic.com/free-tools/rrule-generator

Remember, you can always reach out on the chat and we'll be happy to help you! 😎

Question 2

Load inventory per user

Accepted Answer

To load inventory for a route sales user, go to Manage sales and delivery routes.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10061_1iimuwz.png =351xauto)

Then, select the option New Assignment → New Route

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-10194_ba8rtt.png =813xauto)

After selecting New Route, you'll need to choose the user, products, and amounts, as well as how much money they'll be carrying, if any.

Add the product name to be added to the user's inventory in the search bar, The next step would be to specify the amount available for sales.

This screen is an example of how you will see the products assigned to the user:

Remember, if you have any questions, we’re available in the chat to help you! 😎

Question 3

SAP Business One B1 Integration

Accepted Answer

Introduction

This document uses the word SAP to refer to SAP Business One.

Handy offers our clients an integration between SAP and Handy.

This integration synchronizes sales at Handy (presales) as sales quotations in SAP.

Additionally, it synchronizes clients, products, prices, and warehouse stock from SAP to Handy.

This document elaborates on the scope of this integration. If you're interested, please get in touch with us via chat to receive a quote for the service.

In some cases, the quote can be adjusted depending on your operation's structure and the number of distribution centers you'll integrate.

Pre-requisites

The integration uses SAP's Service Layer API (web services) to connect both systems securely and robustly. SAP supports SQL and HANA, starting from version 10.

Activate SAP's Service Layer and have your public URL on the internet. Both the activation and the URL can be obtained from the Extension Manager.
Have the user credentials: UserName, Password , and CompanyDB. You don't need to get an additional license. You also don't need one license for each Handy user, just one SAP license to synchronize the information. Later on, check out the option to synchronize orders. If you wish to synchronize them as Sales offer, you'll need a Professional license.
Provide the service URLs for the Handy test environment (QA environment).
The user must have access to the following: Currencies, Quotations, O

Question 4

How Often Is My Data Synced?

Accepted Answer

When you create new data in the Handy mobile app—such as a new order, form response, or client visit—this information is sent to the web portal in real time, as long as you have a stable internet connection.

Similarly, when new data is added on the web portal, such as new clients, it syncs to the mobile app in real time, provided the mobile device has a reliable internet connection.

This is an example of how an updated user appears on the web:

In addition, the app performs an automatic background sync every three hours, to ensure that both the mobile app and the web portal remain up to date without requiring any action from you.

These syncs only transmit changes—new data or modifications—to help conserve mobile data usage and battery life.

Question 5

Start a visit from the mobile app

Accepted Answer

The visits log in the Handy app helps you follow up in real time on how much time is invested in each visit, as well as make sure that each visit is completed in the right place.

Visits must be logged the moment each client is visited. The permissible Geofence for starting a visit can be defined here. If you try to register a visit outside of this permissible Geofence, the Handy app will not allow it, as the location will be marked as incorrect.

There are many ways you can start a visit. The simplest and most common is through the cards shown on the "clients" menu. These are updated as the user changes locations, showing the user the 3 closest clients to their current location.

The second way to start a visit is to manually search for it in the top search bar. Just type in the client's name or code to manually find it.

Once you have found the client you're looking for, press the "visit" button if you found the client on the main client screen, or press the "start visit" button if you found the client manually.

During the visit, you can carry out many other activities, for example:

Record an order.
Take a photo.
Schedule the next visit wit

Question 6

End of route

Accepted Answer

The end-of-route process is an essential step for operations based on route sales and on-board inventory sales.

When performing the end-of-route process, we're assuming that the inventory allocation process has already been completed.

However, there are times when the seller has not completely sold all of their merchandise.

At Handy, there are three options for handling these products.

❌ Shrinkage: Product that is no longer in a condition to be sold (expired, damaged).
🏠 Warehouse: The product will be returned to be assigned at another time or to another seller.
🚚 Load: The seller will keep the stock in their truck to continue selling.

This is a visual example of how different products will appear at closure. We will look at each scenario (no sales appear in the example).

Lay's Potato Chip: The user had 1 in their truck, but for some reason, it was damaged. (Shrinkage)
Dove Body Wash: The user lost one piece during the day; only 7 are returned to their warehouse (the amount in red is a total loss).
Clorox Disinfecting Wipes: All 9 pieces are returned to your warehouse with no missing items.
DiGiorno Frozen Pizza: This product remains in the truck to continue selling.
Chobani Greek Yogurt: Same as this product.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/captura-de-pantalla-

Frequently Read Articles

Browse All Categories