Creating an order in PDA

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

Creating an Order based on scheduled Visit

To find the customer to create the order for, either scroll down or use find function.

Select the customer in the Visit list window by clicking on the row of customer.

To start a visit tap  at the bottom of the screen. The visit detail view will open.

Name of the chosen customer is displayed at the top of the window. The window is split into two sections:

• In the upper part, there is data regarding the visit itself:
  • Mileage driven to the customer,
  • Date when the next contact with the customer should take place,
  • Type of current contact (e-mail, phonecall or visit)
• In the lower part, list of orders created during the visit, their status and total amount of the order

Fill in the mileage and next contact date in the upper part.

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:

To add a specific product to an order, choose it by going down the product tree or by using search function. When there are multiple levels of product categories, tap on the name of the categories to open them up until the level of products. Choose the desired product by clicking on its row. There are three options to insert a product to order:

• Option 1. Tap onscreen keyboard   to insert the quantity for the selected product. Select the proper package type in the upper part of the window if necessary. This is the quickest option if you do not need to make any discounts or change price.
• Option 2. Tap  at the bottom of the screen. Edit window will open.
  
  
  Using on-screen keyboard insert the proper price (if different from base price), discount, quantity, and select the proper package type following by tap on "OK". To delete the text in the selected cell at once use  in the Edit window, or to delete characters one by one use . To leave the Edit window without saving the changes tap .
• Option 3. Tap  at the bottom of the screen to retrieve the order history of the selected product. In the order history view, the dates and quantities of up to 5 past orders will be displayed.
  NOTE! The orders history needs to be downloaded first to use this functionality (see section ...).  See on vaja välja uurida ja pikemalt siinsamas lahti kirjutada!
  Select an order from the list to use the same quantity as on that order, or type the quantity manually in the "Quantity" field at the top of the window and tap "OK".
  Tapping "Cancel" will close the order history view 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 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

Select a document (order) of the customer in the Document List window whom you would like to create new order.

Tap  at the bottom of the window. A confirmation dialog box will open.

Tap "Yes" in the confirmation dialog box. A new order based on the selected order will be created. At the same time new customer contact for the customer of the order will be created and added in the Document List.

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.

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

Viewing and changing an order

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 and update data

Make sure your Pocket PC is connected to the internet. To set up an internet connection please see ... section.

Tap  button in the Main Menu to open Synchronization tools menu.

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

Tap "Get masterdata" to download and synchronize product, customer etc data.

Tap "Update MMT" to update MMT application to a newer version.

Tap "Get order history" to download the order history for the customers whose sales activity has been scheduled for the current day.

Tap  to quit Synchronization tools menu and revert ot Main Menu.

Users and settings

Users

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).

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

To change already existing orders, choose the order by tapping on its row and tap  at the bottom of the window.

To insert a comment about the sales activity tap  at the bottom of the window. Insert the comment using on-screen keyboard and tap "OK".

Finish sales activity

Open the Started sales activity if not opened yet.

To quit or finish the current sales activity tap  at the bottom of the window:

• tap "Yes" in the confirmation dialog box to finish the sales activity. Status of the sales activity will be set to "Finished" and it will not be shown in the Tasklist. User will be taken to the Main Menu. NOTE! It is not possible to finish a customer contat if there are unfinished orders on the customer sheet. 
• tap "No" in the confirmation dialog box to return to the sales activity later. Status of the sales activity will be set to "Started" and it will still be shown in the Tasklist, user will be taken to Tasklist.
  This is a good option to use when you are in the middle of a sales activity and another customer calls in to make an order, for example, thus it is possible to leave the current sales activity open and choose promptly another one to deal with. Later you can re-open the previous activity and continue completing it. 
• tap "Cancel" in the confirmation dialog box if you do not want to quit the sales activity at this time.

Using Telema MMT web application