User Manual of Telema MMT
- Using Telema MMT pocket PC application
Using Telema MMT pocket PC application
Run Telema MMT in a pocket PC
Turn on your pocket PC.
Click "Start" and choose "Telema MMT" from the list of programs. The application will open in user selection window.
Choose your username and click 
button at the bottom of the screen. The main window of the application will open.
Tap 
at the bottom of the Main Menu screen to quit the application.
Main menu
Tapping on icons in the main window you can navigate into different functions of the application.
Explanation of icons:
 | Customers | opens list of customers where sales person can schedule customer contacts (visits) |
 | Products | opens products section where agent can navigate to products list showing prices, inventory etc |
 | Documents | opens documents section and activities related to the sales person |
 | Gallups | list of gallups downloaded from server (currently inactive) |
 | Messages | tool for sending/receiving messages (currently inactive) |
 | Tasklist | opens tasklist calendar of pre-scheduled customer contacts where agent can manage the customer activities (visits, phone calls, make orders etc) |
 | Syncronization | tools to syncronize PDA with server - send orders, download updates etc |
 | Exit | closes the application |
 | Settings | tools to set user optios and settings |
 | User | manage users |
| User name | Name of currently active user | |
 | Keyboard | Icon to activate on-screen keyboard |
| 4.0.0.15 | Version number | Number of Telema MMT version currently running |
Manage customer visits
Open the Customer list by tapping 
on the main menu.
The list shows customers' names and addresses, and wether a visit has been scheduled with them. Depending on settings it may contain full list of customers or just the customers of a particular agent if more than one agent uses the device (it is possible to set more than one user in the application).
Customer list is used to plan customer visits.
All customers who have a visit scheduled have an assterisk ( * ) in the Visit column in front of the customer name.
All customers whose visits are scheduled for today are shown in blue (in addition to the asterisk).
All other customers without asterisks do not have any visits scheduled.
Tap 
at the bottom of the window to quit Customer List view and revert to Main Menu.
Create customer visit for today
Tap on the Visit column in front of a customer name. The visit has been created when an asterisk ( * ) appears in the Visit column in front of the customer name. All customers whose visits are scheduled for today will be shown in blue.
Create customer visit for other date in the future
Select the customer with whom you would like to schedule a visit.
Tap 
at the bottom of the screen. Calendar will open. Today's date is selected by default
Choose the desired date in calendar and tap "OK". An asterisk will appear in the Visit column in front of the customer name.
Change scheduled customer visit
Select the customer in the customer list window.
Tap at the bottom of the screen. Calendar will open. The currently set date is marked with blue box.
Choose the new date in calendar and tap "OK".
Delete customer visit
Option 1.
Tap the asterisk in front of the customer whose visit you would like to delete. When the asterisk disappears, the visit is deleted.
Option 2.
Select the customer whose visit you would like to delete (any customer with an asterisk)
Tap 
at the bottom of the screen.
Tap "Yes" in the confirmation dialog window. When the asterisk disappears, the visit is deleted.
Sort customers
In the customers list window, tap on the column header to sort the customers by that column.
Tapping on the same column header again will sort the list in reverse order.
Find customers
You can find or filter customers in the customer list by name or by code.
Select the search criteria (Name or Code) in the top left corner of the screen.
Tap on the searchbox next to the criteria field to insert the cursor in the searchbox.
Open the screen keyboard by tapping 
.
According to the selected search criteria type the customer name or part of the customer name, or the customer code or part of the customer code in the searchbox.
Tap the magnifying glass icon in the top right corner of the screen. All the customers whose name or code includes the text inserted in the searchbox will be displayed.
View products' details and inventory
Products menu contains information about products available for particular agent or full products list if not set separately. Products are grouped in categories and subcategories set in the same way as in company's ERP system.
Tap at the bottom of the window to quit Products Category view and revert to Main Menu.
Opening products list
Open the Products section by tapping 
on the Main Menu. Products top-level category view will be opened.
Option 1.
Tap on "+" in front of a category to expand the sub-categories. The bottom-level categories do not have "+" in front of them.
Select a bottom-level category and tap to display the products list of the selected category.
Option 2.
Select the search criteria (Name or Code) in the top left corner of the screen.
Tap on the searchbox next to the criteria field to insert the cursor in the searchbox.
Open the screen keyboard by tapping in the lower right corner.
According to the selected search criteria type the product name or part of the product name, or the product code or part of the product code in the searchbox.
Tap search button in the top right corner of the screen. All the products that's name or code include the text inserted in the searchbox (regardless of the category) will be displayed.
Products list view
By default the Products List view is split into two parts:
- Products list table showing product name, inventory, price and code
- Product detail view showing details of a particular selected product like Sales(m), GTIN, Package, Price, BPrice
Tap 
in the top right corner of the window to hide product detail view and display only products list.
Tap 
in the top right corner of the window to display the product detail view again.
Tap to revert to the Products Category view.
Sort products
In the Product List window, tap on the column header to sort the products by that column. An asterisk appears after the column name of the sorted column.
Tapping on the same column header again will sort the list in reverse order.
Customer contacts
Open Tasklist by tapping 
in the Main Menu.
By default Tasklist veiw displays all customer contacts planned for agent for today.
Tap at the bottom of the window to quit Tasklist view and revert to Main Menu.
Create orders
Open Todays Tasklist
To display Today's tasklist...
... tap in the Main Menu or
... tap at the bottom of the Customers List window.
Documents section
In documents section overall activities of an agent appear: documents (such as sent, unsent, unfinished orders, questionaires etc), and customer contacts (scheduled visits, finised client contacts etc).
At the top of the window more detailed data about the selected document is displayed, such as sum of an order
Tap at the bottom of the window to quit Documents section and revert to Main Menu.
Document types
All activities and documents appear in one table with four columns:
- Type - type of document or activity (visit, phonecall, e-mail, order etc). For planned customer contacts no type appears as it is not defined yet what type of contact it is going to be (visit, phonecall or e-mail).
- Date - date of the document or activity.
- Partner - customer name whom the activity or document is related to.
- Status – status of particular document or activity:
- Planned - if customer contact did not take a place yet.
- Finished - if there was a customer contact already but document is not sent
- Started - if customer contact was started but no order is made.
- Wait - if there was a customer contact, there is an order but contact is unfinished.
Functionality of the Document section
 | Back | Return to Main Menu |
 | Information | Gives information on highlighted document. Available only for documents with status “wait” (in case if they are not finished and unsent) or “Finished” (finished and unsent) |
 | Make an order | Allows beginning of customer contact. Available only if the status is “wait” or “Finished”. In case if status is “wait” it will edit existing order. If status is “Finished”- order will be used as a template for new order. |
 | Delete | deletes selected document |
 | Forward |
Sorting documents
In the Product List window, tap on the column header to sort the products by that column. An asterisk appears after the column name of the sorted column.
Tapping on the same column header again will sort the list in reverse order.