Pending Release View inventory stock unit notes in the search results grid. See at a glance the most recent notes entered on that unit. Customize results grid to change the order and display the notes fields you want to see.
While in a stock unit, tap the action menu. Choose whether to add an Equipment note or a Dealer note. * Permission to add either type of note are set per user.
To open stock unit details tap on a row from the search results (from list or grid view). This data is loaded live from your business system each time you open a Stock unit. To view additional information, you
Place units on Hold or mark as sold directly from your mobile device. Rules can be put in place to set timers and additional configuration can be done to capture specific details (details here). Open the stock unit and tap
A quick response can make the difference in closing a deal or losing it to competition. Product availability, specifications, and pricing are many times the critical pieces of information needed. The trouble is searching product information can be complicated with
Every Dealer has a slightly different definition of their ‘Hot List’, building and saving a saved search in Handle will create this list for you with updated results every time you run it. No need to print lists or excel
Pull activity reports for Alerts, Sales Calls, and Tasks to measure activity, find areas of improvement, and/or create a weekly plan. The most flexible and powerful way to run activity reports is by building an advanced search in the Activity
Selecting one or multiple Stock Units from Inventory search results shows additional options above the list. Choose the [+] option to create any activity with these selected Stock Units linked. You can link up to 20 Stock units to an
USAGE changes can be put on a timer as long as they’re initiated in Handle and not EQUIP. Once the timer expires, the USAGE value will revert back to its previous state. The timer is defined in hours or days
Rental Contracts can be viewed in Accounts. They are also displayed on the Rental tab in the Inventory stock unit display You can search, report, export, map, and add to Target based on Rental Contracts information using Handle Advanced search.
Pending Release Any saved searches created in the desktop version of Handle are automatically in the mobile app available offline (iOS and Android). To view or edit any items offline they must be part of a saved search and enabled
View Dealer Inventory Tracking (DIT) location and event information from Handle Inventory. *Aggregated Inventory group Pending Release
When viewing the Inventory results grid and individual stock units, you can choose to show or hide Costs. Disabling or Hiding Costs will remove any Cost fields displayed Search Results Stock Unit – Main Detail Stock Unit – Spec
Individual stock units can be opened in an easy to read report and then printed. The Print preview has further display options to include additional information if needed. * Print reports can be customized to fit your needs.
Many fields on a Stock Unit can be updated directly in Handle. You can create stock units, edit stock unit info, update status, and enter notes which will synchronize with your business system. Creating Stock Units Handle has the ability
Data Sync between Business System and Handle occurs every 30 minutes. Updates from your business system to Handle take 0 – 30 minutes. (It’s scheduled) Updates from Handle to your business system happen within 10 seconds. (It’s pushed) Language Cloning
Whether you are comparing similar units or multitasking with several customers, Inventory tabs allows you to easily switch between stock units; so you can leave equipment records open even when performing new searches.
Typically once data is put into a system it can be cumbersome to review and make decisions because of poor organization and tooling. Handle is optimized for you to use the information you have gathered to gain insight for planning
Totals can be used to access Counts and sum financial information. Select one or more items from the smart grid Select Totals From Inventory, in addition to Total dollar and Count there is a breaks down List, Sale, and Cost
Need easy access to real-time pricing and inventory data in or out of the office? The faster you can find the right solution the faster you can sell. Handle allows you to quickly create searches for equipment, export to CSV, summarize totals,
The Handle Inventory app has filters and a keyword search for quick searches. Many times users need to be more specific in their searches. CustomerTRAX has added the desktop advanced searching capabilities to the mobile inventory app (phone and tablet).