Require two-step authentication for company administrators via email
You can enable this by going to Settings General
When enabled for the first time, all administrator users with an active session will be asked to confirm their session via email.
(https://storage.crispPocos lectoresRestrict presale orders
If your company operates fully based on route sales, you can disable this setting to prevent salespeople from registering presale orders.
If this setting is disabled and a user tries to create a presale order, they'll receive the following message:Pocos lectoresHow to enable and disable sending emails with daily/weekly/monthly summaries
Handy automatically sends daily, weekly, and monthly summaries so you can see updates on your operation using your mobile phone without the need to log into the web portal.
Go to Settings Notifications:
The general activity summary is sent to administrators and supervisors. Daily summaries are sePocos lectoresPayments only allowed during active route
Enable this setting ⚙️
Go to Settings Clients Permissions for mobile users in the app > there, you'll find the setting Payments only allowed during active route:
(https://storage.crisp.chat/users/helpdesk/website/-/7/2/8/a/728af7e3d93d0800/400efef3-1815-4250-Pocos lectoresSummary per salesperson
This is why we created summaries per salesperson, which they'll receive via email, allowing them to self-evaluate using the same information their supervisors are using. This is especially useful for salespeople who ask for feedback.
These summaries will be sent to mobilePocos lectoresOrders increase the customer's balance in pre-sale
Handy's collections module allows you to keep track of money movements in your company.
Handy can track your customers' balances, keeping a record of the total amounts each customer owes.
On the Clients screen, the Balance section will show you this information. This section can be found on the screen where you edit the client's information.
(https://storaPocos lectoresYou can use fractional quantities for product orders
This setting is designed for products that can be sold or delivered in fractional amounts, not necessarily as a whole.
Your company can choose to use this setting based on the types of products you're selling.
For other companies, this feature can prove to be very useful, as they sell products measured in pounds, ounces, or their fractionPocos lectoresRestrict creation, editing, and deletion of charges to only when on visit
Geolocalized charges 📍
Just like other features in the Handy app, the location of charges can also be tracked.
You can view this information in the User activity map and in the Timeline
In this timeline, you can click on aPocos lectoresOnly show products with prices per client
Even further, Handy lets you set it up so that, when creating an order, the user can only see the products for which the client has a special price set.
These prices can be seen in the product's Prices per client tab, when looking at the product detaPocos lectoresPresale orders reduce the company's inventory
If you already have a company inventory loaded, you can enable a setting that allows for the orders placed by your users to modify this inventory.
To enable this, go to your company Settings, then click Orders:
Don't forget to click Update.
If you haven't registered a company inventory, you can set it up by clicking here: Load company inventory (https://help.hPocos lectoresHow do I change to my company logo?
To switch to your company's logo, go to settings on the left side of your screen:
There, you'll see the Handy logo, with an icon at the bottom labeled Change logo:
After clicking Change logo, you'll see the following windowPocos lectoresForce users to update to the latest version
It's important for users to always have the latest update of the Handy app on their devices. This way, they will always have the most updated services and amenities that Handy has for its users.
To make sure that users always have the latest version of the Handy app, you can set up the following Settings found on the General section:
(https://storage.cPocos lectoresUsers can print quotes
Handy can allow salespeople to print quotes as tickets.
This allows you to give a better service to potential clients who don't buy on the first visit but are interested in analyzing your prices and later decide if they want to buy from you.
You can print a ticket with your quote for them.
Sales receipts and quote tickets look similar, but have a different title and subtitle:
(https://storage.crisp.chat/users/helpdesk/website/-/f/2/6/3/f2632570f755b000/b1c56544-61e1-46c1-872c-04dcPocos lectoresClients created from the device are mobile clients
When enabling this option, each new client that is registered from the mobile app will be labeled as a Mobile client, meaning that you can log visits for the same client in different geographic locations.
Mobile client: it refers to a client that doesn't have a specific location or address where their visits are registered. You can register visits in theirPocos lectoresRequire administrators to change their password every 90 days
You can enable it by going to Settings General
After enabling this setting, all current passwords will be valid for 90 days, and after they pass, Handy will ask users to change their passwords.
As long as this setting stays enaPocos lectoresDevice permissions for Handy
1.- Permission to ignore battery optimization - this allows us to get precise information about the user's routes and gives you access to real-time information and location updates.
2.- Permission to get the device's IMEI: Handy links to the devices through their IMEI and their Google token, which we can obtain by enabling this permission.
If any of these pePocos lectoresOnly show products included in the price list assigned to the client
After you've created your price lists, you can enable the setting that restricts users to only adding products included in the client's assigned price list.
To assign a price list to a client, go to thPocos lectores
