• Print price, subtotal, and total in pending delivery tickets

  | Handy allows you to decide whether to include prices, subtotals, and totals in pending delivery tickets. This is especially useful to adapt to your company's specific needs, or if you want to waste less paper when printing. In the web portal, you'll be able to find the settings that allow you to customize tickets. Log in to the web portal as the company administrator Go to Settings, then click on the Tickets tab Click on "Print price, subtotal, and total on pending delivery ticFew readers

• Device permissions for Handy

  || To log in to the Handy app, your phone will ask you to enable some permissions so allow Handy to run smoothly. These permissions are: 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 peFew readers

• How 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 sumFew readers

• Enforce two-step authentication for company administrators via email

  | In Handy, we understand the importance of keeping your information safe, which is why there's a setting that enables you to enforce two-step authentication using an email address. You can find it in Settings > General > Advanced settings: After enabling it for the first time, Handy will ask all users with an active session to confirm their session via email.Few readers

• Force 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 access to the most up-to-date services and amenities that Handy offers 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:/Few readers

• You 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. || Companies that distribute products such as clothing, footwear, or that manage their product catalog by boxes or batches will not need to use this option. For other companies, this feature can prove to be very useful, as they sell products measured in pounds, ounces, or their fractionFew readers

• Only show products included in the price list assigned to the client

  | Handy lets you use multiple price lists. Find more information about price lists by clicking here. 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 clienFew readers

• How 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 wFew readers

• Restrict 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: ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/c/a/b8ca67db7b5f6000/b1202f5f-0e1c-4761-8dc8-795aa3_2wgFew readers

• You can capture straight returns only if you have an open route

  | Straight returns are carried out when a client returns a product and receives a full refund without needing to buy something else in exchange. To carry out straight returns, you'll need: 1.- Enable the setting in Settings > Orders > Returns settings. 2.- The user must have an open route. Mobile app 📱 In the mobile app, go to the client's detailFew readers

• Allow pre-sales orders to be recorded without inventory availability limits

  If you enable this setting, you'll allow your users to create a presale order even if there's no available product in stock. This can be useful if you create presale orders first and then stock up on the product before delivery. By disabling this setting, if a user attempts to create a presales order without the required product in stock, the app will display a message indicating that they're not allowed to add the specified product to the order. Send us a message in the chat if you have anyFew readers

• Users can print quotes

  What is a quote? A quote is an order that: Has not been saved yet Is still in the process of being created Has not been confirmed or registered in the company's system 👉 It's an informative document that does not represent a final sale. This type of document is used to propose an order to a client before closing the sale. They can also allow you to provide better service to potential clients who don't buy on the first visit but are interested in analyzing your prices and later decidFew readers

• Summary per salesperson

  | It's important for administrators to keep track of their salespeople's performance. But it's equally important for salespeople to be aware of their own performance and know how they're being evaluated by their supervisors. 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 mobileFew readers

• Restrict order creation for leads

  The concept of a Lead is used to differentiate between "official" clients created by salespeople in the app and potential clients that salespeople encounter while completing their routes and performing their day-to-day tasks. In the web portal, you can identify which clients are leads when looking at your clients: Or when looking at the client's details: ![]Few readers

• Use of credit balance for cash deliveries

  | This feature will help us especially when clients have completed a return or if they have paid in advance, and they wish to use this credit for future purchases. This feature allows clients to use their credit balance to pay for a delivery originally set as cash, giving clients more freedom to use up this balance and improve their purchasing experience. Delivery confirmation When a client has a credit balance in their favor and receives a delivery set to cash, the mobile app displays a teFew readers

• Payments only allowed during active route

  | With this feature, you can restrict payments to only be allowed when the user has an open route. This ensures that all payments are associated with a route closure and avoids making payments outside of work hours. 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/-/6/f/1/f/6f1f647153ffc800/5a46b86e-ab88-4e6e-acb6-3d082d_Few readers

• Mobile users can log out from their mobile device

  To define whether or not a user can log out from their mobile device, go to Settings: Then, go to General > Basic configuration, where you'll find the setting called "Users can log out on mobile devices" : If you enablFew readers

• Edit clients from the mobile app

  | Handy gives mobile users the option to edit existing clients from the mobile app. This feature can be used if the client has changed their business's name, address, phone number, or to correct any mistakes. The company administrator needs to activate this feature in the web portal's settings first: To edit a client, click on the client's details. If the clientFew readers

• Allowed and default payment types

  | The settings Allowed payment type and Default payment type apply both for sales orders and for deliveries. When editing a client's details, you'll be able to define: The payment types allowed for that client The payment type that the system will automatically default to when creating an order or completing a delivery In the client editing screen, you'll find these choices: ![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-06-16-at-12193_197Few readers

• Ask for payment method confirmation on all cash sales and deliveries

  This setting allows you to define whether, when creating a cash sale or a delivery, the system allows you to automatically select Cash as the payment method or request the user to choose a payment method before completing the operation. How does it work? When this setting is Enabled, the system doesn’t select a default payment method. The user must manually select the corresponding payment method before completing the sale or delivery. When this setting is Disabled, the systFew readers

• Send exports by email

  ||| This setting is OFF by default for all accounts. The setting Send exports by email lets you decide if exported files are sent to your email as well. By default, when an exported file is ready to be downloaded, you'll receive a notification in the Handy web platform, and if your computer settings allow it, you'll also receive a push notification. That's why receiving an additional notification via email is a customizable setting, adapting to each company's needs. Where can I enaFew readers

• Clients 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 theirFew readers

• Orders increase the client's balance in pre-sale

  | This setting only affects presale orders. We suggest you enable it only if you don't manage distribution with Handy. 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://storage.criFew readers

• Require administrators to change their password every 90 days

  | We know safety is important, which is why we created a setting that requires administrators to change their passwords 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 staysFew readers

• Presale 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://helFew readers

• The delivery person can modify the quantity of reward products awarded

  | You can block delivery staff from modifying the amount of product from promotions and rewards to be delivered. This ensures that all quantities are calculated automatically according to the activator products in each order, eliminating the need for manual user errors. This way, you can maintain precision and control to ensure a better experience for all. If you want to activate this restriction, follow these simple steps: Log in: Log in to your Handy account Go to Settings: Then findFew readers

• Allow payments greater than the client's pending balance

  This setting lets you choose whether charges or payments are allowed for an amount greater than the client's pending balance, creating a credit balance that can be used for future sales or pending payments, depending on what fits your company's operation best. You can access this setting by going to: Settings → General → Advanced settings Scroll down to look for the setting called Allow payments greater than the client's pending balance. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• Restrict creation, editing, and deletion of charges to only when on visit

  | With this feature, you can control whether charges can be created, edited, or deleted when the user is visiting a client. 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 a paFew readers

• Require two-step authentication for company administrators via email

  | In Handy, we know safety is important, which is why we created a setting that will require a 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.crFew readers

• Only show products with prices per client

  || Handy lets you define 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 tFew readers

• Users can print unsent sales orders from timeline

  | This article explains how the "Users can print unsent sales orders from timeline" setting works, the impact it has on your operation, and how it currently behaves on Handy. ℹ️ What is an unsent sales order? An unsent sales order, or an unsynchronized order, is one that: Has been completed and saved on the mobile device But has not yet been sent to the system (server) 👉 Meaning, it exists on the mobile device's database, but is not yet synced This can happen when a user is working witFew readers