User Manual of Telema MMT
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 
at the bottom of the screen. The Main Menu 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 Menu you can navigate into different functions of the application.
Explanation of icons:
 | Customers | opens Customers' Menu - list of customers where sales person can schedule customer visits |
 | Products | opens Products Menu where agent can navigate to products list showing prices, inventory etc |
 | Documents | opens Documents Menu - documents and sales activities library 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 sales 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 |
| test.telema | User name | Name of currently active user |
 | Keyboard | Icon to activate on-screen keyboard |
| 4.0.0.15 | Version number | Version of Telema MMT 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.
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 the current day are shown in blue (in addition to the asterisk).
All customers who have unpaid overdue invoices are shown in red.
Customers without asterisk 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
To create customer visit for the current day (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 the current day will be shown in blue.
To 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 where the current 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 where the currently set visit 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 box. When the asterisk disappears, the visit is deleted.
Handle Customer list view
Sort customers
In the Customer List window, tap on the column header to sort the customers 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.
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 
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
Tap 
to open the Products Menu. Productcs Menu opens in products category view.
Products Menu contains full list of products, or if set accordingly, only the products available for particular agent, and the details of the products. 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 Menu and revert to Main Menu.
Opening product list
Open the Products Menu 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 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 on-screen keyboard by tapping in the bottom 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 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.
Handle product list view
Product list table contains the following columns:
- Product name - name of product
- Inventory - warehouse inventory at the time of last update
- Price - base price of a product
- Code - supplier product code
There is a product details pane above the product list showing furhter details of a selected product:
- Sales(m) -
- GTIN - the global trade item number of the selected product
- Package - options of packages the selected product is available in
- Price - current price of selected product
- BPrice - base price of selected product
- Campaign -
Tap 
in the top right corner of the window to hide product detail section and display only product list.
Tap 
in the top right corner of the window to display the product detail section again.
Tap at the bottom of the screen 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.
Find products
In the products category view 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 bottom 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 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.
Sales activities & tasklist
To display Today's tasklist...
... tap 
in the Main Menu or
... tap at the bottom of the Customers List window.
Tap at the bottom of the window to quit Tasklist view and revert to Main Menu.
Handle Tasklist view
By default Tasklist displays list of customers to be contacted on the current day, showing the following columns in the table:
- Name - name of customer
- Sum - value of all orders made since the last session of "Send orders"
- Code - code applied for the customers in ERP
Above the list there is a credit details pane showing the credit details of the selected customer:
- Tap
in the top right corner of the window to hide credit details pane. - Tap
in the top right corner of the window to show the credit details pane again.
To display all customer contacts, both planned and the finished ones, check the "Show all" check-box at the top of the window and tap .
Uncheck the "Show all" check-box and tap to display the planned customer contacts again.
To see scheduled customer contacts for other days choose the according date from the calendar at the top of the window and tap .
Tap 
in the top right corner of the window to display the default tasklist again.
Sort tasks
In the Tasklist window, tap on the column header to sort the tasks 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.
Delete tasks
Select the customer whose visit you would like to delete.
Tap 
at the bottom of the screen.
Tap "Yes" in the confirmation dialog box. The task is deleted.
Re-schedule tasks
Select the customer whose task you would like to change.
Tap 
at the bottom of the screen. Calendar will open where the currently set date is marked with blue box.
Choose the new date in calendar and tap "OK". The selected customer disappears from the list and is scheduled on the date specified.
Start and finish sales activity
Start a sales activity
Select the customer in the Tasklist window.
Tap 
at the bottom of the screen to start a sales activity. Sales contact detail view will open.
Name of the selected customer is displayed at the top of the window. The window is split into two sections:
- sales contact details in the upper part of the window to specify mileage driven to the customer, date when the next contact with the customer should take place, and which type of contact the current one is (e-mail, phonecall or visit), and
- document list related to the customer showing document type, its status and amount of the document
Insert the appropriate data in the sales contact details section.
Tap at the bottom of the window to insert new order, or change orders listed.
Tap 
at the bottom of the window to insert a comment about the sales contact.
Finish sales activity
Open the Started sales activity if not opened yet.
Tap at the bottom of the window to quit or finish the current contact:
- tap "Yes" in the confirmation dialog box to finish the contact. Status of the contact will be set to "Finished" and it will not be shown in the Tasklist, anduser will be taken to the Main Menu. 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 contact later. Status of the contact will be set to "Started" and it will still be shown in the Tasklist, user will be taken to Tasklist.
- tap "Cancel" in the confirmation dialog box if you do not want to quit the contact at this time.
Sales activity: create new order
Select the customer in the Tasklist window.
Tap at the bottom of the Tasklist window to start a sales activity. Sales contact detail view will open.
Tap at the bottom of the window again to open Product Menu which opens in product category list. NOTE! If there are documents listed for the selected customer a little dialog with selection of "Edit" and "Add new" buttons will open in the bottom right corner of the window after tapping . Choose "Add new" from the dialog, product category list will open.
Adding products to order:
Select a bottom-level category and tap , or use search to display the product list (see ... section).
Select the product to be inserted in the order. There are three otpions to insert a product to order:
- Option 1. Tap in the bottom right corner to insert the quantity for the selected product. Select the proper package type in the upper part of the window if necessary. This is most comfortable option if you do not need to make any discounts or change price.
- Option 2. Tap the button with a pencil at the bottom of the screen. Sales parameter view of the product will open. Using the keyboard appeared insert the proper price (if different from base price), discount, quantity, and select the proper package type following by tap on "OK". In the sales parameter view use "del" button to delete the text in the cell at once, or "<-" button to delete characters one by one. Tap to leave the sales parameter view without saving the changes.
- Option 3. Tap the button with "5" at the bottom of the screen to the order history of the selected product. NOTE! The orders history needs to be downloaded first to use this functionality. In the order history view datesand quantities of up to 5 past orders will be displayed. Select an order from the list to insert its quantity, or type the quantity manually in the "Quantity" field at the top of the window and tap "OK". The inserted quantity will be assigned to the selected product.
Tap at the bottom of the product list window to open the product category window and add other products. Repeat the above steps as many times as necessary to complete the order.
Finishing order:
Tap 
? at the bottom of the product list window to display the order window.
In order window:
- Tap at the bottom of the order view to add more products to the order. Tapping again in the product category view will take you to sales activity detail view.
- Tap
at the bottom of the order view following by "Yes" in the confirmation dialog to delete the selected product from the order, or "No" if you do note want to delete the selected product. - Tap the button with a pencil at the bottom of the order view to change price, quantity and discount of selected product.
- Tap at the bottom of the order window to open the delivery details window.
In delivery details window:
- Select the delivery date, insert the delivery and reload addresses if different from default. NOTE! Insert the addresses only if the order is to be delivered to another address than set by default to the customer in the database.
- Tap at the bottom of the delivery details window to add more products to the order, following by "Yes" in the opened save dialog
- Tap at the bottom of the delivery details window to delete the order, following by "OK" in the opened confirmation dialog box.
- Tap at the bottom of the delivery details window to add any comments to the order.
- Tap at the bottom of the delivery details window to finish the order, following by "Yes" in the opened confirmation dialog box. Status of the order will be set to "Wait", and the Sales contact detail view will open. If you would like to edit the order later tap "No" in the confirmation dialog, the order status will be set to "Started"
Sales activity: modify order
NOTE! Only unsent finished orders can be changed. There are two options to modify an order:
Option 1.
Open the Tasklist window.
Select the customer in the list whose order you would like to modify. If the customer is not listed check the "Show all" check-box and tap .
Tap at the bottom of the Tasklist window to enter the sales activity. Sales contact detail view will open.
Select an order from the list to be modified.
Tap at the bottom of the window following by tap on "Edit" in the opened dialog box. Order window will open
Option 2.
Open the Document Library
Select the according document (order) from the list.
Tap at the bottom of the Document Library window to open the order.
Follow the steps of Adding products to order section to change or add products to the order.
Follow the steps of Finishing order section to finish the order.
Document library
In document library overall activities of an agent appear: documents (such as sent, unsent, unfinished orders 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 Document library and revert to Main Menu.
Handle Document Library
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 with whom the activity or document is related to.
- Status – status of particular document or activity:
- Planned - customer contact (sales activity) is scheduled and has not taken place yet
- Finished - the customer contact (sales activity) is completed
- Started - the sales activity or the order has been started but not completed
- Wait - is used for orders that have been completed but have not been sent to the server yet
- Sent - is used for orders that have been sent to the server
Sort documents
In the Documents 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.
Delete document
Select a document in the Documents List window.
Tap at the bottom of the window.
Tap "Yes" in the confirmation dialog. Document is deleted.
View additional document information
NOTE! Additional document information is displayed only for orders (delivery details of the order).
Select a document (order) in the Documents List window.
Tap at the bottom of the window. Additional information of the document will be displayed.
Tap at the bottom left corner of the additional information window to revert to Document List.
View order
NOTE! Only documents (orders) with status "Sent" can be viewed without modification options.
Select a document (order) in the Documents List window.
Tap at the bottom of the window. Product list of the order will open.
Tap at the bottom left corner of the order product list view to revert to Document List.
Start new order based on another 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.
Modify order in the document library
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 visit has been scheduled for the current day.
Tap to quit Synchronization tools menu and revert ot Main Menu.
Users and settings
Tap wrench 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. The Main Menu will be displayed.