Navigating the Route List on Your Android Device

bMobile Route Training Center

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

  1. White – Customer is assigned to route

  2. Yellow – Customer has a delivery (Presale)

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

  4. 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

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

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

  3. Count – allows physical count of product when running SBT

  4. 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 listC:\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.PNGTo 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 –

  1. Press the desired invoice

  2. 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) –

  1. Press Refresh

  2. Set date to date in the past

  3. Press ok

  4. 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