General

Last modified by sven on 2011/12/19 17:26

Using Telema MMT in PDA

To use Telema MMT in your PDA, the software must first be installed into your device. For that, contact Telema or your own IT department.

Turn on your PDA.

Press "Start" and choose "Telema MMT" from the list of software. Main menu will open.

In case of more that one user has been created into the software, a menu of choosing the correct user will open.

Choose your username and click on the button Next button at the bottom of the screen. The main menu will open.

To close the software, click on the button Exit icon at the bottom of the screen.

Main menu

To start using one of the many functionalities of the software, click on the icons in the main menu.

MainMenu.PNG

Explanations of icons

Customer listCustomers opens a list of customers
Products listProducts opens a list of products
Documents listDocuments opens list of visits and orders
TasklistVisit list opens a list of scheduled visits
SyncronizationCommunicationSending and receiving data 
ExitExit closes the application 
Settings iconSettings Menu for managing settings
Users iconUser Menu for managing users 
test.telemaUser name Name of currently active user 
Keyboard iconKeyboard Activates on-screen keyboard 
4.0.0.15 VersionTelema MMT program version

 

Send orders and update data

Make sure your Pocket PC is connected to the internet. See Set up internet connection section on how to set up an internet connection.

Tap Sync button button in the Main Menu to open Send & Receive Data menu.

Sync Window

Send orders 

Sends all documents with status "wait" and "Finished" - orders and visit records as well as gallup responses.

Get masterdata

Downloads any new information and updates for customers, products, prices, gallups, also the tasklist if it is composed in your company's ERP

Get order history

Downloads order history for the customers whose sales activity has been scheduled for the current day.

Update MMT

Single-tap update of your MMT application to a newer version. Make sure you do not have any started, unfinished or unsent documents in the Document List.

 

Tap Button back to quit Send & Receive Data menu and revert ot Main Menu.

 

Settings

Tap Button Settings at the bottom of the Main Menu to display the settins window.

Settings Window

Tap Button back to leave settings window.

Tap "Yes" in the confirmation dialog box to save changes, or "No" not to save changes.

 

Security tab

Security tab displays user name and password fields for the current agent. Agent is linked with settings on server through his/her user name and password, and makes possible to download individual (user-based) information. It also addresses sent documents, so it is possible for company representative to follow the activities of each sales agent on Telema service web from any computer with internet access.

 

Rights tab

This is an informative tab only showing which activities are allowed for the current user.

 

Settings tab

settings.PNG

Change and select the appropriate settings for the current user such as

  • Order unit - default order unit
  • Order No prefix - prefix to be included in front of the order number
  • New Order No - number of the next order
  • New Invoice No - number of the next invoice
  • Save sent orders - if enabled, the application will keep the completed orders in the Document Library when sendig the orders to the server. If disabled, the sent orders will be removed from the document list. 
  • Language - set the preferred language of the user interface (UI).
  • Auto fill client list - if enabled, then client list will be automatically filled.

Tap Button Save to save changes. Settings are saved and the Main Menu is displayed.

Set up internet connection

Over GSM

Over WIFI

Click on internet.PNG and choose Turn Wireless ON. You will then be shown a list of available connections. Choose the right connection by clicking on it. Whether or not the connection is password protected, you might have to provide the correct password. You will be then connected to the Internet in a few seconds.

If you need to change the wireless settings the click on  internet.PNG and choose Wireless Settings. You can turn WLAN status ON or OFF.

WLAN has three power saving modes: Enable, Disable and Auto. 

wlan.PNG

Over data cable

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Created by tauri on 2011/12/08 19:08