Mobile sales software, designed and perfected by mobile sales
professionals
When we started Xcalibur in 2002, our mandate was
to build a
mobile point of sale solution that can...
... allow a rep to have
access to all of their customers
... add new customers
... create invoices, backorders, quotes, and credits
... track
inventory on the vehicle
... transmit to the back-office via any Internet connection
... print to existing dot-matrix printers
... and run on the latest
hardware.
Those goals were achieved, surpassed, and now for the last eight years, sales reps across the country have been serving their customers using Xcalibur for Windows Mobile
We're now on version 5.0, and Xcalibub Mobile continues to grow and evolve.
Click here to jump to the feature list for Xcalibur Mobile
What kind of hardware do I need to run Xcalibur Mobile?
There are three things that you'll usually need in your vehicle, a handheld
device, okidata printer, and a bluetooth printer adapter.
Click here to see your Mobile Hardware
options
Xcalibur for Windows Mobile features include...
Store each customer's order history for the past two months
Order history includes payment status
Ability to prevent reps from servicing customers with past due accounts
Save customer's special pricing on a per item basis
Save a customer's discount percentage
Save a customer's unique price list
Add new customers and contacts
Add multiple customer locations (addresses) within the same customer record
Automatically apply surcharges to orders
Create quotes with option to convert to invoices in the future
Start a customer order and finish it at a later date
Transmit sales to Xcalibur Server using any Internet connection
Create unlimited units (kits, groups, cabinets, etc) to organize items on an order
Print invoices, backorders, quotes, etc to dot-matrix printers via Bluetooth
Reps or office staff can add reminders and notes to customer locations to be viewed on each visit
Reps can see their current inventory status when adding an item to an order
Digital signature capture for customer orders
Price lists can be created and used for multiple customer locations
Search for customers by name, street address, city, and zip. Partial search works too
Rep has the option to deliver products from van, or backorder from the office
System will inform rep if a particular item is active, discontinued, or inactive
Establish a minimum GP%, and prevent a rep from selling below that threshold
Reps can order additional inventory (not part of their regular restock)
Multiple unique "ship to" locations can bill to a central billing office
Customers can have a blanket PO number which will appear on each order
System generates backup database upon each connection to Xcalibur Server to eliminate downtime in the field
Data is stored in a primary and redundant backup database to prevent data loss
"Windows Update" style upgrade process, Xcalibur Mobile software updates are delivered as part of the transmission process
Runs on most Windows Mobile devices