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

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.

Back to Telema MMT User Manual contents