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Telema Wiki » User Manual of Telema MMT » Creating an order in PDA

# Creating an order in PDA

Last modified by tauri on 2011/12/08 19:57
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- Creating an Order
  - Adding products to order
  - Finishing order
- Creating an order based on previous order
- Viewing and changing an order
  - View order
  - Changing an Order
- Send orders

NOTE! After you have completed the visits schedule for today, and before proceeding with order making, download order history to make sure you are able to see the last orderd quantities of the products (see Send & receive data section for more details).

To create an order in PDA, you can either start from (icon) Visit List or from (icon) Document List.

# Creating an Order

Start a visit as described in the Start a Visit section. The visit detail view will open.

To create a new order, tap at the bottom of the window. This will open the Product List. Products are grouped by categories (that are determined by your company).

PS. If there are already orders made (and listed under documents) during this visit, you have to choose between "Edit" (to edit existing order) and "Add new" (to create new order) options.

## Adding products to order

Using category tree

Choose the category where the product is. To go down the category tree tap "+" in front of the Category name.

Tap at the bottom of the window. The product list of the selected category will be opened.

Using Search

Select the search criteria (Name, Code or GTIN) in the top left corner of the screen.

Tap on the searchbox next to the criteria field to insert the cursor in the searchbox.

Open the on-screen keyboard by tapping in the bottom right corner.

According to the selected search criteria type the product name or part of the product name, or the product code or part of the product code in the searchbox.

Tap in the top right corner of the screen. All the products that's name or code include the text inserted in the searchbox (regardless of the category) will be displayed.

If you enter the right GTIN code, the program will automatically go to the order form. There you can change or insert the right info. See Option 2 for details.

Select the desired product in the list. There are three options to insert a product to order:

Option 1.

Select the product.

Select the proper package type in the upper part of the window if necessary.

Tap to open the on-screen keyboard.

Insert the quantity for the selected product.

NOTE! This is the quickest option to insert the product to order if you do not need to make any discounts or change price.

Option 2.

Select the product.

Tap at the bottom of the screen. Edit window will open.

If necessary, select the proper package type in the dropdown box on the "Amount" row
Tap on the data field that you want to modify. To delete the text in the selected field at once use , or to delete characters one by one use . Another option is to slide over the text in the field with the stick to select it and just type over with the new value.

Insert the proper values in the fields using the numeric keyboard in the window - price (if different from base price), discount and quantity depending on the package type.

Tap "OK" to save changes and revert to product list. To leave the Edit window without saving the changes tap .

Option 3.

Select the product.

Tap at the bottom of the screen to retrieve the order history of the selected product. The dates and quantities of up to 5 past orders will be displayed. NOTE! Prior to using this functionality the orders history for the specific client needs to be downloaded. After creating the visit list for current day, go to Communication (icon) and tap on "get order history". (see section ...). See on vaja välja uurida ja pikemalt siinsamas lahti kirjutada!

Select a quantity in the order history list, or type the quantity manually in the "Quantity" field at the top of the window using on-screen keyboard.

Tap "OK" to insert the product in the order and revert to the product list. Tapping "Cancel" will close the order history window without changes.

To add other products to order, tap to open the Product List again. Repeat the above steps as many times as necessary to complete the order.

## Finishing order

Tap at the bottom to display all the products added to the order (the basket view).

In basket view:

- To add more products to the order tap at the bottom of the order view. Tapping again in the product category view will take you to visit detail view.
- To delete a product from the order, tap at the bottom of the order view, and confirm your decision by tapping "Yes". Tapping "No" will not delete the selected product, and the basket view will be displayed again.
- To edit price, quantity or discount of a product, tap at the bottom of the basket view.

After you are satisfied with the contents of the order, the next step is to enter the delivery details. Tap at the bottom of the basket view.

In delivery details window, select the delivery date.

You might want to add a comment with delivery. For that you have three options:

Invoice - comments about your invoice

Complect. - comments about complecting your products

Clientservice - comments about customer service

You can also enter delivery and reload addresses, but only do it if they differ from default delivery addresses.

You can still go back to add more orders by tapping at the bottom of the delivery details window following by "Yes" in the opened save dialog box to save the changes made to the delivery details. Tapping "No" in the save dialog box will not save the changes made in the delivery details.

To add any comments to the order tap at the bottom of the delivery details window.

To finish the order tap at the bottom of the delivery details window following by "Yes" in the opened confirmation dialog box. Status of the order will be set to "Wait", and the Sales activity detail view will open to continue with operating the sales activity. To leave the order open for later editing tap "No" in the confirmation dialog, the order status will be set to "Started".

# Creating an order based on previous order

Tap in the Main Menu to open the Document List.

Select an order of the customer to whom you would like to create a new order.

Tap at the bottom of the window. A confirmation dialog box will open - "Start a new order based on selected order?".

Tap "Yes" in the confirmation dialog box. A new order will be created where all the products and quantities from the previously selected order will be copied. At the same time a new visit will be Started for the customer and recorded in the Document List.

To modify the quantity, price and discount of the products listed, select the according product and tap .

To add more products to the order tap and follow the steps of Adding products to order section.

Follow the instructions of Adding products to order section to change or add products to order.

Follow the instructions of Finishing order section to complete the order.

Follow the instructions of Finishing sales activity section to finish the sales activity of the current contact.

# Viewing and changing an order

## View order

Select a document (order) in the Documents List window.

Tap at the bottom of the window. Contents of the order (backet view) will be displayed.

Note! Only documents with status "started" and "unsent" (wait) statuses can be modified.

To go back to the Document List, tap at the bottom left corner of the order product list view.

## Changing an Order

NOTE! Only orders with "started" and "unsent" (wait) statuses can be modified.

There are two options to modify an order: 1) starting from Visit List and 2) starting from Document List.

1. Change Order from Visit List

Open the Visit List (ikoon).

Select the customer in the list whose order you would like to modify. If the customer is not listed, check the "Show all" check-box and tap .

Tap at the bottom of the Visit list window. The sales activity detail view will be opened.

Select an order from the list to be modified.

Tap at the bottom of the window following by tap on "Edit" in the opened dialog box. Order window will open. By tapping "Add new" in the opened dialog box will start a new order.

Follow the steps of Adding products to order section to change or add products to the order.

Follow the steps of Finishing order section to finish the order.

2. Change order from Document List

NOTE! Only documents (orders) with status "Started" and "Wait" can be modified.

Select a document (order) in the Documents List window.

Tap at the bottom of the window. Order window will open.

Folow the instructions of Adding products to order section to change or add products to order.

Follow the instructions of Finishing order section to complete the order.

# Send orders

Make sure your PDA is connected to the Internet. To set up an Internet connection please see ... section. (selle võiks siia kirja panna)

Tap button in the Home Screen to open the Communication menu.

Tap "Send orders" to send all created documents. NOTE! Only orders with status "unsent" (wait) and visits with status "Finished" will be sent to server.

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Created by sven on 2011/08/03 12:06

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