• How Often Is My Data Synced?

  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: (https://storage.crisp.chat/users/helpdesk/webPopular

• Creating users

  There are two ways to create users in Handy: either or using a template to create them in . This article will go over both options. Individually Go to the Users menu on the left side of your screen: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-25-at-93357qrqhwr.png =282xauto) Now, click on , then on Add new to add a new user:Few readers

• Adding orders to an open route

  Handy allows you to add new orders to a previously established delivery route. Just follow these steps: First and most importantly, the user needs to accept the initial load, or you won't be able to add any more orders. Once the user has accepted it, you need to go to the routes tab and click on . (The button will be blue if applicableFew readers

• End of route

  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:Few readers

• User roles

  As the administrator of your company or sales team, it's very important that, before starting to use Handy, you read this brief introduction. Handy is a tool designed to optimize the control of operations in the work field, and it's structured around the user's four main roles. Company Administrator Inventory Manager SupervisorFew readers

• How to add user information

  Name and last name: The user's full name, to help you identify them. Email: The user's email address. Their email will be used to receive summaries, recover their password if necessary, log in to the Handy app, and it will also double as their . Role: Handy allows you to control your operation with users under five types oFew readers

• User types

  There are four types of users you can assign in Handy: Route sales Promoter Presales Delivery You can select the user type in the user data section when editing a user. While the app permissions for each user are mostly the same, the main differences lie in how they execute certain processes in the field. Below is a detailed explanation of each tFew readers

• 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-100611iimuwz.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-10194ba8rtt.png =813xauto) After selecting New Route, you'll need to choose the user, products, andFew readers