Navigating the Route List on Your Android Device

1. Select Route List from the home screen

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRLa1.png$

2. Route Customer List

a. Sequencing – Customer Number first unless using stop numbering or route optimization

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1a.png$

b. Customer List Color Coding

White – Customer is assigned to route
Yellow – Customer has a delivery (Presale)
Salmon Pink – Customer has a completed transaction (Invoice, presale, payment or non stop)
Green – Current selected customer when adding to route

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1.png$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD18.png$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL2.png$

c. List ability

1. Date selection on Route List – allows pulling future date customer lists

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1b.png$

2. Add customer to current route

1. Press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1c.png$

2. Search desired customer from list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1za.png$

3. Press on customer line 3 seconds

4. Choose add to today’s route

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL2a.png$

5. Uncheck Show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1c.png$

6. Customer is now part of the current day route list

3. Add customer to reoccurring sequence for running route

1. Press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1c.png$

2. Search Desired customer from list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1za.png$

3. Choose add a future appointment

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL2b.png$

4. Set start date if occurring one time set for date of occurrence

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL3a.png$

For Reoccurring

1. Tap is Reoccurring

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL3b.png$

Set Frequency of Occurrence

Days – occurs every Monday e.g. 7 days
Months – occurs every month
Years – occurs every year

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL4s.png$

2. Press Save – stop will now cycle back to device on desired date

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL4c.png$

3. Repeat for additional stop sequencing

How to Access Customer Record

1. Tap on desired customer record from route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL1d.png$

2. Customer info panel will open with the following options

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL6ALL.PNG$

a. Edit – update customer contact

b. Call Phone 1 – loads device communication

c. View email – Create new email addresses or update existing

d. Open Balance – See customer balance of open invoices

e. Notes – Allows user to see notes pertaining to customer; tapping on notes section also allows the android to create new records

f. Show map – Launches Google Maps

g. Navigate – Launches Google Navigation services

h. Delivery – Customer has a presale for delivery on current date

i. New order – allows creation of new invoices/Credit Memo or Presales

j. Credit (Hidden by default) – allows creation of credit transactions only

k. Payment – Allows user to create payment receipt for customer – not applied to specific invoice

l. Show History – Allows device to pull past invoice records

m. Non Stop – allows device user to indicate reasons for not servicing customer

n. Products – Standard list of products customer purchases – can be used to create new invoices/presales

o. Count/Fill or Survey or count or consignment – this button changes depending on options set from desktop and add-ins loaded

Count/Fill – allows creation of invoice/ credits from single form
Survey – allows tracking of on hand qty and adjustment to forecast when add-in present
Count – allows physical count of product when running SBT
Consignment – allows invoicing of previous consigned product and new consignment

Deliver Button Process

1. Select the deliver button – if multiple orders are available you will be prompted to choose

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5A.PNG$

2. Order window will prefill with the items and qty

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Change Delivery QTY

1. Select the QTY box

2. Change the number to QTY for delivery

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$

To Add to Delivery

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as sales type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Issue Credit on Delivery

1. Press Add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck or press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11AC.PNG$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty as a negative amount (-5)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12AA.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as a return type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13A.PNG$

To Change Default Type for Return

1. Tap item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13B.PNG$

2. Select line type and choose from available options

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14A.PNG$

3. Press save to return to the invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14B.PNG$

To Complete Delivery

1. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13C.PNG$

2. Enter in payment and press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD15c.png$

Check requires a check number
Charge – If customer is not allowed to charge an alert will come up requesting to move forward or choose another option

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD16.png$

3. Customer signs invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17.png$

4. Save – Returns to route list $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17a.png$

Save – saves and stores on device to send to server during end of day
Save/ Print- save copy and sends to mobile printer
Save/ send – save copy and sends invoice to server

New Order or Credit Button

1. Select the new order button or Credit button

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5BC.PNG$

2. Blank order will open (products can prefill the window if the customer guide is configured to include guide items on invoice)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD19.png$

To Change Delivery QTY

1. Select the QTY box

2. Change the number to QTY for delivery

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$

To Add to Delivery

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as sales type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Issue Credit on Delivery

1. Press Add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck or press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11AC.PNG$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty as a negative amount (-5)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12AA.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as a return type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13A.PNG$

To Change Default Type for Return

1. Tap item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13B.PNG$

2. Select line type and choose from available options

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14A.PNG$

3. Press save to return to the invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14B.PNG$

To Complete Delivery

1. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13C.PNG$

2. Enter in payment and press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD15c.png$

Check requires a check number
Charge – If customer is not allowed to charge an alert will come up requesting to move forward or choose another option.

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD16.png$

3. Customer signs invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17.png$

4. Save – Returns to route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17a.png$

Save – saves and stores on device to send to server during end of day
Save/ Print- Save copy and sends to mobile printer
Save/ send – save copy and sends invoice to server
To create a presale, select invoice in the lower left corner

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD20a.png$

To Set Presale QTY

1. Select the QTY box

2. Change the number to QTY for delivery

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$ To Add to Presale

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as sales type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Complete Presale

1. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13C.PNG$

2. Enter the expected deliver date

3. Enter the route if known for delivery

4. Save – Returns to route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD29a.png$

How To Accept a Payment

1. Press the payment button

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5BD.PNG$

2. Enter in payment

Check requires a check number
Cash amount

3. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD21a.png$

4. Customer signs Payment

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD22.png$

5. Press Save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD22a.png$

6. Preview of Payment receipt opens

7. Print

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD23a.png$

Show History Button

1. Press show history

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5BE.PNG$

2. If invoices are available –

Press the desired invoice
Print or email

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD24.png$

3. If no invoices available (Must have data enabled device) –

Press Refresh
Set date to date in the past
Press ok
Device will retrieve any past invoice available to date specified

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD25.png$

Non Stop – Used For Customer Refusing Load

1. Press Non Stop

2. Select a reason for non stop occurrence

3. Enter notes

4. Press saves

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD26.png$

Products – Standard List of Products Customer Purchases

1. Press Products

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5G.PNG$

2. Items customer has purchased will populate grid

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27.png$

3. Day of the week allows user to maintain target level and order from the window (Target level is used as part of count/fill process)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27f.png$

To Remove a Product From Product Guide

1. Long press on the item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27a.png$

2. Select yes or no

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD277.png$

To Add New Items

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27b.png$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

If Not Creating An Order

1. Press save

2. Return to customer or route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27c.png$

If Creating Order From Guide

1. Update order qty column

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27e.png$

2. Press save and invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD27d.png$

To Change Delivery QTY

1. Select the QTY box

2. Change the number to QTY for delivery

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$

To Add to Delivery

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as sales type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Issue Credit on Delivery

1. Press Add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck or press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11AC.PNG$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty as a negative amount (-5)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12AA.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as a return type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13A.PNG$

To Change Default Type for Return

1. Tap item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13B.PNG$

2. Select line type and choose from available options

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14A.PNG$

3. Press save to return to the invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14B.PNG$

To Complete Delivery

1. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13C.PNG$

2. Enter in payment and press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD15c.png$

Check requires a check number
Charge – If customer is not allowed to charge an alert will come up requesting to move forward or choose another option

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD16.png$

3. Customer signs invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17.png$

4. Save – Returns to route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17a.png$

Save – saves and stores on device to send to server during end of day
Save/ Print- Save copy and sends to mobile printer
Save/ send – save copy and sends invoice to server

Count/ Fill

1. Press count fill button

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL5H.PNG$

a. BU – current target amount from product guide

b. CO – Current good product on hand at customer

c. QTY – Todays calculated order BU-CO=QTY

d. DMG – damaged returns

e. GR- Good return

f. SPL – Spoiled Return

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD28.png$

To Order Using Count Fill

1. To invoice – Enter a CO value for calculation or a value in QTY

2. For Returns- Enter returning QTY in DMG, GR or SPL column

3. Press save and Invoice

4. Device will take you to the invoice screen

To Change Delivery QTY

1. Select the QTY box

2. Change the number to QTY for delivery

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$

To Add to Delivery

1. Press add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11.png$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty to deliver

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12A.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as sales type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10.png$

To Issue Credit on Delivery

1. Press Add item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10B.PNG$

2. Product type will display of product on truck or press show all

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11AC.PNG$

3. Select the product type item is assigned to or search for item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11A.PNG$

4. Enter qty as a negative amount (-5)

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12AA.PNG$

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL12B.PNG$ $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL11B.PNG$

6. Device will return to invoice screen – new item will display as a return type

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13A.PNG$

To Change Default Type For Return

1. Tap item

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13B.PNG$

2. Select line type and choose from available options

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14A.PNG$

3. Press save to return to the invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD14B.PNG$

To Complete Delivery

1. Press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD13C.PNG$

2. Enter in payment and press save

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD15c.png$

Check requires a check number
Charge – If customer is not allowed to charge an alert will come up requesting to move forward or choose another option.

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD16.png$

3. Customer signs invoice

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17.png$

4. Save – Returns to route list

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17a.png$

Save – saves and stores on device to send to server during end of day
Save/ Print- Save copy and sends to mobile printer
Save/ send – save copy and sends invoice to server

1. Select Route List from the home screen

2. Route Customer List

a. Sequencing – Customer Number first unless using stop numbering or route optimization

b. Customer List Color Coding

White – Customer is assigned to route

Yellow – Customer has a delivery (Presale)

Salmon Pink – Customer has a completed transaction (Invoice, presale, payment or non stop)

Green – Current selected customer when adding to route

c. List ability

1. Date selection on Route List – allows pulling future date customer lists

2. Add customer to current route

1. Press show all

2. Search desired customer from list

3. Press on customer line 3 seconds

4. Choose add to today’s route

5. Uncheck Show all

6. Customer is now part of the current day route list

3. Add customer to reoccurring sequence for running route

1. Press show all

2. Search Desired customer from list

3. Choose add a future appointment

4. Set start date if occurring one time set for date of occurrence

For Reoccurring

1. Tap is Reoccurring

Set Frequency of Occurrence

Days – occurs every Monday e.g. 7 days

Months – occurs every month

Years – occurs every year

2. Press Save – stop will now cycle back to device on desired date

3. Repeat for additional stop sequencing

How to Access Customer Record

1. Tap on desired customer record from route list

2. Customer info panel will open with the following options

a. Edit – update customer contact

b. Call Phone 1 – loads device communication

c. View email – Create new email addresses or update existing

d. Open Balance – See customer balance of open invoices

e. Notes – Allows user to see notes pertaining to customer; tapping on notes section also allows the android to create new records

f. Show map – Launches Google Maps

g. Navigate – Launches Google Navigation services

h. Delivery – Customer has a presale for delivery on current date

i. New order – allows creation of new invoices/Credit Memo or Presales

j. Credit (Hidden by default) – allows creation of credit transactions only

k. Payment – Allows user to create payment receipt for customer – not applied to specific invoice

l. Show History – Allows device to pull past invoice records

m. Non Stop – allows device user to indicate reasons for not servicing customer

n. Products – Standard list of products customer purchases – can be used to create new invoices/presales

o. Count/Fill or Survey or count or consignment – this button changes depending on options set from desktop and add-ins loaded

Count/Fill – allows creation of invoice/ credits from single form

Survey – allows tracking of on hand qty and adjustment to forecast when add-in present

Count – allows physical count of product when running SBT

Consignment – allows invoicing of previous consigned product and new consignment

Deliver Button Process

1. Select the deliver button – if multiple orders are available you will be prompted to choose

2. Order window will prefill with the items and qty

To Change Delivery QTY

1. Select the QTY box

2. Change the number to QTY for delivery

To Add to Delivery

1. Press add item

2. Product type will display of product on truck

3. Select the product type item is assigned to or search for item

4. Enter qty to deliver

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

6. Device will return to invoice screen – new item will display as sales type

To Issue Credit on Delivery

1. Press Add item

2. Product type will display of product on truck or press show all

3. Select the product type item is assigned to or search for item

4. Enter qty as a negative amount (-5)

5. Press save (if using product type 2 times) DO NOT PRESS BACK AS IT WILL NOT SAVE

6. Device will return to invoice screen – new item will display as a return type

To Change Default Type for Return

1. Tap item

2. Select line type and choose from available options

3. Press save to return to the invoice

To Complete Delivery

1. Press save

2. Enter in payment and press save

4. Save – Returns to route list $C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDSD17a.png$

$C:\Users\eric_\AppData\Local\Microsoft\Windows\INetCache\Content.Word\ANDRL10A.PNG$ To Add to Presale