General

• Telema MMT workflow description
• Definitions
• How to run Telema MMT in PDA
• Main menu
  • Explanation of icons
• Send orders and update data
• Settings
• Set up internet connection
  • Over GSM
  • Over WIFI
  • Over data cable

Telema MMT workflow description

1. Download Masterdata to have most up-to-date information in your MMT PDA application

2. Plan your customer visits to quickly and easily start and record the visits

3. Download order history to be able to see the products' order history for the scheduled customers

4. Record your visits, make orders, conduct questionnaires etc

5. Send orders for instant processing and delivery

By specifying the next visit date for each customer during every visit to the customer (see the Start visit section), the Visits schedule for every day will be generated automatically in work flow. All you need to do is to look over the schedule in the Tasklist window prior to heading to the field.

Definitions

PDA - Personal Digital Assistant

EDA - Enterprise Digital Assistant

ERP - Enterprise Resource Planning

Sales activity

Customer visit

How to run Telema MMT in PDA

In order to use Telema MMT on your PDA the application needs to be installed first. Please contact Telema or your IT department regarding installation issues.

Turn on your PDA.

Click "Start" and choose "Telema MMT" from the list of programs. The Main Menu of the application will open.

If there are more than one users set up the application will open in user selection window.

Choose your username and click  at the bottom of the screen. The Main Menu of the application will open.

To quit the application tap  at the bottom of the Main Menu.

Main menu

Tapping on icons in the Main Menu you can navigate into different functions of the application.

Explanation of icons

	Customers	opens a list of customers
	Products	opens a list of products
	Documents	opens list of visits and orders
		(currently inactive)
		(currently inactive)
	Visit list	opens a list of scheduled visits
	Communication	Sending and receiving data
	Exit	closes the application
	Settings	Menu for managing settings
	User	Menu for managing users
test.telema	User name	Name of currently active user
	Keyboard	Activates on-screen keyboard
4.0.0.15	Version	Telema 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  button in the Main Menu to open Send & Receive Data menu.

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

Settings

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

Tap  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

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

Set up internet connection

Over GSM

Over WIFI

Click on  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   and choose Wireless Settings. You can turn WLAN status ON or OFF.

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

Over data cable