Main menu consists of four different views: Customers, Products, Events and Documents
The selected menu tab is highlighted in Red
Above the menu tabs is a status bar that, depending on the view, displays username, opened tab or window name or current order’s total sum
The Customer list displays up to 250 corresponding entries at a time in alphabetical order.
Customer list displays for each customer:
Tapping on the customer opens a customer card.
White - normal status
Grey - the customer has an event or a created document on the current day
Red - the customer has a sales restriction, has not paid bills due date or has a negative account balance
The Search field in Customers tab searches the entered text from customer names and customer codes in real-time. It means in prompt of entering a character or a symbol, the results list will be updated automatically. The search results will consist of customers whose name or code include the character combination – fragment, entered into the search field.
Enter a fragment of a customer's name or code into the Search box to search for desired customer. Search can be performed with several fragments separated by %-sign in the same order as they are appearing in customer names.
Example. To find a customer named “Rannarootsi Shop Haapsalu”, enter into the Search box: ra%sho%haa
Tap on the customer address to display the location on Google Maps and use its tools to retrieve the driving instructions.
Tap on the telephone number to start the call directly from the application.
Tap on the e-mail address to start the e-mail directly from the application
Tap on Amount overdue to display the details of the unpaid invoices. The details are available only when the respective information is synchronised between Telema EDI system and customer ERP.
While on customer card tap on device's menu button to display the following additional options:
At the bottom of the customer card the document history of that customer is displayed. Tapping on the documents opens the selected document. To copy the document tap&hold on the document until the respective menu opens, and select Create New from This. You can choose to copy only the quantities or the quantities and the discounts from the order selected. Note! When Telema MMT Visists module is used the copying functionality only works in the Visits window.
The Products list displays up to 250 corresponding entries at a time in alphabetical order. Products search is performed in real-time based on the set search conditions.
The Search field in Products tab searches the entered text from product names, GTIN codes and product codes in real-time. It means in prompt of entaring a character or a symbol, the results list will be updated automatically. The search results will consist of products whose name, GTIN-code or product code include the character combination – fragment, entered into the search field.
Enter a fragment of a product's name or code into the Search box to search for desired product. Search can be performed with several fragments separated by %-sign in the same order as they are appearing in product names.
If the search words are correct and the corresponding product should definitely be displayed but is not, then it is possible that other search parameters can prevent form finding it. For example a group where the products does not exist has been selected. In this case, tap on button Clear to restore the search and try finding the product again.
Example. By inserting "1011" into the Search box you will be shown all the products whose name and/or GTIN-code and/or product's code has the combination “1011"
In the Products tab choose Groups: All – a list of main groups appear.
If there are many groups, it is possible to create a favourite group – tap and hold a finger on a group and check the box Favourite. To delete a favourite group follow the same action.
Choose a group > if needed then select a subgroup – the application displays all products in the group.
If there are many products in a group, use the Search box.
In the Products tab tap on the scanner icon, after which the camera is activated and a box with a red stripe in the middle of it will appear on the screen.
Direct the camera towards the barcode, so that the barcode would fit in the box nicely. If necessary, move the device closer or further to the barcode, so that the camera could focus on the barcode.
With a proper focus, the camera regonizes the barcode itself and finds the right product – no buttons need to be pressed.
The scan’s success depends on room’s light, surface’s shine and other conditions.
In the Products tab tap on the button – it opens additional filters. Additional filtering options are shown here:
Activate filters as needed to find all necessary products.
Creating an invoice is basically the same as creating an order. The only exception is the invoice’s display, where it has Payment term and Payment type as additional fields listed.
To make an invoice start a document as usually and choose the docuement type Invioice from the Document type field. Invoice option is only available when Telema MMT Invoices module has been activated.
In the events tab all sort of customer registered events – visits and phone calls - will be saved.
Event is like a “container” for all the documents created for the same client. For example, when visiting one customer it can be necessary to fill in three orders for different departments, to fill in a questionnaire, etc. In that case, it is possible to display all the created documents within a single event. Of course, these documents will also be available in the document list, but there they will appear individually with other customers documents.
By default, only events with the status Unsent or Draft will be displayed. To display all events, even with status Sent, deactivate the option “Unsent”
Send button sends all Unsent events to Telema server. If an event has documents with status Draft, then that document and event won’t be sent, furthermore, documents with status Unsent will be sent. Also, documents with status Unsent in a Draft event will be sent.
Choose the event that will be deleted from the Event tab > if the event is opened, press device' Menu button > Choose Delete > confirm your action
Documents menu displays all sort of created documents - orders, invoices, gallups, etc. The list will show:
By default, only documents with status Unsent and Draft will be displayed. To display all documents, even with status Sent, deactivate the option Unsent.
To open a document, tap on the document row.
Holding a finger on a document row opens an additional menu:
Button “Send Documents” sends all documents with status Unsent to Telema server. Ony documents will be sent, events related to documents won’t be sent – these have to be sent separately in the Events tab.
To send only one document, tap and hold on the desired document until an additional menu opens > choose Send to Server – only one document will be sent.
Option 1. Hold a finger on the document until an additional menu opens > choose Delete > confirm the action
Option 2. Open the document > press on the device's Menu button > choose Delete > confirm the action
* This function only works when it is ordered with a Telema contract and when the respondent information and data is being sent from your company to Telema server regularly.