SalesPad Mobile Usage Guide. Contents. A software product created by SalesPad Solutions Copyright

Transcription

1 SalesPad Mobile Usage Guide A software product created by SalesPad Solutions Copyright Contents SalesPad Mobile... 1 Usage Guide... 1 Overview... 4 Installation... 4 Android... 4 ios... 4 Licensing Overview... 4 Non-Module Screens... 5 Login Screen... 5 Menu... 7 The Slide Menu... 8 Navigation Menu... 8 Lookup Screens... 8 Card Screens... 9 Favorites... 9 Recent Cards... 9 Modules Sales Monitor Overview Workflows Sales Batches Documents Document Card Holds Audit Notes AR Report Sales Monitor Example Sales Document Entry Overview... 25

2 Quick Customer Entry Document Contact Contact Entry Document Configuration Document Editing Addresses Properties Line Items Default Items Totals Inventory Overview Inventory Lookup Item Card Warehouse Sales Purchases Notes Customers Overview Lookup Customer Card Docs CRM Addrs Notes AR Customer Entry Overview Customer Fields Contact Entry Contact Search Contact Entry Contacts Overview Lookup Contact Card CRM Contact Entry REV SALESPAD MOBILE USAGE GUIDE 2

3 Overview Customer Prompt Contact Editing Offline Mode Barcode Scanning Troubleshooting Error Message: User name or password was incorrect Error Message: You do not have permission to change holds (or forward documents) Support REV SALESPAD MOBILE USAGE GUIDE 3

4 Overview The SalesPad Mobile application is available as a free download through Google Play on Android smartphone and tablet devices, as well as through the Apple App Store for the iphone and ipad. Once installed on a device, that device can be given a full license through the SalesPad Mobile Server (see the step-by-step walkthrough in the SalesPad Mobile Server Installation and Initial Configuration document), and users can begin accessing content anywhere the device has an active internet connection. Installation Android The SalesPad Mobile application can be downloaded from the Google Play marketplace and directly installed to the device. 1. Launch Google Play on the Android device 2. Search Google Play for SalesPad Mobile and select the SalesPad Mobile application 3. Tap Download 4. Tap Accept & download if you accept the permission request The application is now installed and ready to be launched. ios The SalesPad Mobile application can be downloaded from the Apple App store and directly installed to the device. 1. Launch the App Store application from your device s application menu 2. Search the App Store for SalesPad Mobile and select the SalesPad Mobile application 3. Click the green Install button The application is now installed and ready to be launched. Licensing Overview The SalesPad Mobile application is a single application that is broken into several individually-licensed modules. Licensed modules are accessed via the application s main menu. The first time an individual logs into a SalesPad Mobile Server with a device, the user will receive a free two-day trial of all available modules. Once the trial has ended, if no modules have been licensed through the SalesPad Mobile Server application (see the SalesPad Mobile Server Installation and Initial Configuration documentation for a step-by-step guide), the SalesPad Mobile application will not operate until a valid license is acquired. REV SALESPAD MOBILE USAGE GUIDE 4

5 Non-Module Screens Login Screen The Login Screen is the first screen seen after launching the application. The username and password entered on the login screen should be for an account setup in the SalesPad Mobile Server. The screen consists of two sub-screens, the initial screen and the login form. 1. The initial login screen presents the user with two options: Sign In or Try The Demo a. Sign In Clicking this button will send the user to the login form. If the user has saved credentials, the icon on the left side of this button will be colored, and clicking it will sign into the application, bypassing the login form. b. Try The Demo - The Demo button will allow the device to access a sample GP database, letting the user try the app out before installing their own SalesPad Mobile Server 2. The login form consists of three fields and a checkbox: a. User Name The username entered here should be for a user setup in the SalesPad Mobile Server b. Password The password for the user account c. Server The server field is used to specify the address of the SalesPad Mobile Server to which the user will connect. Prefixing the address with will allow connection to encrypted servers. Suffixing the address with :<Port #> will point the mobile device to a server hosted on an alternative port. See the SalesPad Mobile Server Installation and Initial Configuration documentation for help on server configuration, if needed d. Save Login? (optional) The Save login feature will save the username, password, and server as entered for the next login REV SALESPAD MOBILE USAGE GUIDE 5

6 Login Screen REV SALESPAD MOBILE USAGE GUIDE 6

7 Menu The Menu contains all of the modules the user can access. REV SALESPAD MOBILE USAGE GUIDE 7

8 The Slide Menu Navigation Menu Tapping the Menu icon in the top right, or clicking the Menu button on the Android device, will slide out the navigation & action menu. Tapping any row underneath the Navigation heading will start the corresponding module. Menu Entry Wizards Contacts, Customers, and Sales Documents each have securable entry wizards under the "Entry" category. These will each be detailed in their own section in the "Modules" area of this document. Lookup Screens Opening the Slide Menu on any lookup screen will give the user access to a number of actions for managing the associated data. Common lookup screen slide menu functionality is listed below Tapping the Refresh row will refresh any data that has been loaded so far. If no data has been loaded, tapping the Refresh row will attempt to grab all the data contained in the corresponding SalesPad/GP database. Tapping any of the Sort by options will sort the current list by the selected value. For example, tapping the Sort by Workflow Total row will sort the listed Workflows by total in descending order. REV SALESPAD MOBILE USAGE GUIDE 8

9 Tapping the Reset row will remove any sort or search filters that are currently applied. Certain lookup screens may possess unique functionality, which will be expanded upon in their own sections. Card Screens Each type of card (Customer, Item, etc) may have unique actions associated with them, and will be detailed in their corresponding section in this document. Favorites SalesPad Mobile includes functionality for managing a number of favorite items. This functionality can be found near the bottom of the slide menu, in the 'Favorites' category. While on any card screen, the user may add the current card to their 'Favorites'. To do so, they must simply click the 'Add Favorites' row in the Slide Menu. This functionality is also available on lookup screens, and when used there it will also preserve the user's current search value and how they have sorted the data. To re-access their favorite cards or lookups, the user can simply select said favorite's row in the Slide Menu. To remove an existing favorite, navigate to said favorite, open the Slide Menu, and select 'Remove Favorite' Recent Cards SalesPad Mobile records the previous five cards the user has visited, and displays them in the 'Recents' category of the slide menu. To access a recently viewed item, simply select its row from the slide menu. REV SALESPAD MOBILE USAGE GUIDE 9

10 Modules Sales Monitor OVERVIEW The Sales Monitor module allows the user to view documents throughout their company s workflow, view and modify holds and notes, and forward sales documents. WORKFLOWS The first screen in the Sales Monitor module contains a list of workflows. The workflow list displays the workflow names, the number of documents of in that workflow, and the total value of the documents in that workflow. REV SALESPAD MOBILE USAGE GUIDE 10

11 SALES BATCHES The Sales Batch List displays the sales batches for the selected workflow. Each sales batch in the workflow is represented by an entry in the list, and each entry displays the sales batch name along with the number of documents and cumulative monetary total from the documents in that sales batch. Sales Batch List Tapping a sales batch will forward the user to the list of documents within the selected sales batch. REV SALESPAD MOBILE USAGE GUIDE 11

12 DOCUMENTS The Documents screen lists all of the sales documents in the selected sales batch, and each entry displays the document number, customer, document total, and document date. Any applicable holds are displayed in red. Sales Documents Tapping a sales document will forward the user to the Document Card. REV SALESPAD MOBILE USAGE GUIDE 12

13 DOCUMENT CARD The Document Card displays a general overview of a sales document (addresses, line items, total, etc.) and includes tabs for document holds, the document s audit trail, notes, and applicable customer AR. Sales Document REV SALESPAD MOBILE USAGE GUIDE 13

14 Menu The Sales Document card contains a number of unique slide menu actions, detailed below. Sales Documents Tapping Edit Doc will allow the user to make changes to this sales document. Sales Document entry (and editing) is described below. Tapping "Go To Customer" will take the user to the Document's associated Customer. Tapping "Forward " will prompt the user to forward the current document into the next Sales Batch. Tapping the Report will take the user to the Report er, described below. Tapping Delete Doc will delete the sales document after receiving user confirmation. REV SALESPAD MOBILE USAGE GUIDE 14

15 HOLDS The Holds tab displays a list of the holds on the selected document. With proper security on the server, the user has the ability to add or remove holds. Adding a hold Tapping the + sign in the upper right hand corner of the screen will display a list of holds that can be added. Document Holds Adding a Hold Tapping a hold in the list will add the hold to the selected document. REV SALESPAD MOBILE USAGE GUIDE 15

16 Deleting a hold Android: Tapping a hold in the list of holds will display a prompt for the user to confirm the deletion of the hold. ios: Tapping the ( ) symbol next to a hold will display a prompt for the user to confirm the deletion of the hold. (See: Sales Monitor Example section below) AUDIT The Audit tab displays the audit trail for the sales document a log of all the activity on the document including added line items, saves, allocations, etc. REV SALESPAD MOBILE USAGE GUIDE 16

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18 NOTES The Notestab displays notes on the sales document. Tapping the Note field will display the keyboard for note entry. Entering the desired data and tapping Add Note will add the note to the database. REV SALESPAD MOBILE USAGE GUIDE 18

19 AR The AR tab consists of two sections. The Customer Aging section displays lists the balance held by the customer and different aging periods (31-60 days, days, etc.) A/R Measures screen gives insight into the customer s payment activity. Swiping left to right will return to the Customer Aging screen. AR Customer Aging A/R Measures REV SALESPAD MOBILE USAGE GUIDE 19

20 REPORT The Report screen can be used to send a generated report describing this sales document as an attachment in an . This feature requires the server to be set up prior to use. The server must have system user addresses defined to send the from, reports that can be generated, and templates to use for the body of the . To initiate sending an , select Report from the menu on the sales document screen. Tapping the arrow next to the From field will present the user with a list of all available address that can be used to send the . REV SALESPAD MOBILE USAGE GUIDE 20

21 Tapping the arrow next to the Report field will present the user with a list of all available sales document reports defined on the server. The To, CC, and BCC fields all behave identically. These fields allow free typing of arbitrary addresses, or, by clicking the + icon to the right, the user can search contacts to select saved addresses. REV SALESPAD MOBILE USAGE GUIDE 21

22 Contacts with addresses have a blue envelope icon to the right of their name. If a contact is selected that does not have an address, the user is presented with the option of editing the contact. After editing the contact, return to the by pressing the back button. Tapping the arrow next to the Template field will present the user with a list of all available body templates that are defined on the server. REV SALESPAD MOBILE USAGE GUIDE 22

23 Once the above information is supplied and a subject line for the is entered, tapping the Send button will present the user with a confirmation box to send the . REV SALESPAD MOBILE USAGE GUIDE 23

24 SALES MONITOR EXAMPLE Below is an example of using the Sales Monitor module to remove a hold from an order in a Ready to Ship workflow batch. WORKFLOWS BATCHES DOCUMENTS DOCUMENT CARD HOLDS TAB HOLDS TAB REV SALESPAD MOBILE USAGE GUIDE 24

25 Sales Document Entry OVERVIEW The Sales Document Entry feature allows users to create and modify sales documents from their mobile device. Sales Documents can be created by selecting the appropriate menu action item from the customer card or by selecting the Sales Document option under the Entry category anywhere in the app. Existing documents can be edited by selecting Edit Document action from the sales document menu. DOCUMENT CREATION Sales Documents can be created two ways. The user can either select the "Sales Document" option from the Entry category of the slide menu, or select the "Create X" options from a customer card, where X is a document type. Both options will launch the same wizard which will guide the user through the doc creation process. Selecting the options from the customer card will skip the Doc Type, and Customer selection screens of the wizard. DOC TYPE/WORKFLOW SELECT The first screen of the wizard will prompt the user to enter which Doc Type they would like to create a document in. These doc types are secured in the server under the Access Security -> Document Entry -> Available Workflows For Order Entry (SalesPad) or Available Doc Types For Order Entry (GP Only). In SalesPad mode, this screen will be followed by a screen that will allow the user to select workflow, if more than one workflow is available for that doc type. REV SALESPAD MOBILE USAGE GUIDE 25

26 CUSTOMER SELECTION The next screen of the document wizard will prompt the user to decide which customer this document will be entered for. The user can either select an existing customer, or enter a new one. If the user doe not have the "Can Create Customers" permission, they will only be able to select an existing customer. CUSTOMER SELECTION REV SALESPAD MOBILE USAGE GUIDE 26

27 If the user chooses the "Select Existing" option, they will be presented with the customer search screen. Here they can search as normal. Tapping a customer selects it as this document's parent customer. QUICK CUSTOMER ENTRY Selecting the "Enter New" option will present the user with a Customer Edit list. Here the user may enter whichever fields they desire for a new customer. The Customer Name field is required. If the Customer Number field is left empty, a new customer number will be generated. These fields can be independently secured via the "Available Customer Columns for Edit" security option. REV SALESPAD MOBILE USAGE GUIDE 27

28 DOCUMENT CONTACT If an existing customer is selected, it's primary bill and ship to addresses are automatically applied to the document. If a new customer is created, the user will be prompted for a contact. If "Skip" is selected, a blank address will be generated for this customer with the Address Code "PRIMARY" and will be set on the document. This can be edited later. If "Copy" is selected, the user will be presented the Contact Search screen to select a contact from another customer. If the "Add New" option is selected, the user will be presented with the Contact entry screen. CONTACT ENTRY If "Add New" is selected on the previous screen, a Contact Edit List will be presented. The Addr Code field is required. The fields available for entry can be configured via the "Available Customer Contact Columns for Edit" option in Access Security. The address entered here will be used for both the Bill and Ship to addresses of both the Customer and Document. REV SALESPAD MOBILE USAGE GUIDE 28

29 DOCUMENT CONFIGURATION The final screen of the Sales Document wizard is a Sales Document Edit List. The fields available in this list can be configured via the Access Security -> Document Entry -> Available Sales Document Columns for Entry option in the server. After tapping "Next" on this page, the document will be saved, and assigned a Sales Document Number. Therefore, this is the last chance the user has to adjust the Currency field. Document Editing A sales document consists of several sections of information: customer info and document totals, bill-to and ship-to addresses, document properties, and line items. Tap a section with the orange gear icon to edit it. REV SALESPAD MOBILE USAGE GUIDE 29

30 ADDRESSES The Bill-To address field is populated with a customer contact s address. The Ship-To address field allows any address to be entered, but this address can be taken from customer contacts as well. Tap an address field to change it. Since the Bill-To address does not allow customization, simply tap Choose Address to select the desired billing address. The Ship-To address may be customized, and fields are displayed here for editing. Tapping the arrow to the right of the Choose Address button will display a list of available contacts and addresses for this customer REV SALESPAD MOBILE USAGE GUIDE 30

31 PROPERTIES Tap the Properties section to edit the sales document s Sales Batch, customer PO Number, Required Ship Date, Payment Terms, Shipping Method, Location Code, and Price Level. Document properties also include a read-only customer currency field. Tapping the arrow to the right of a field will display available options. For example, shipping options are displayed below: REV SALESPAD MOBILE USAGE GUIDE 31

32 LINE ITEMS Line Items can be added to the sales document in a number of ways. SIMPLE LINE ENTRY The easiest way to enter an item is by tapping the Add Item button. Line items include an item number, quantity, unit of measure, price, description, and an optional comment. REV SALESPAD MOBILE USAGE GUIDE 32

33 If the exact inventory item number is known, it may be entered and corresponding item will automatically be selected. Tapping the gear icon to the right of the Item Number will perform a search on inventory items for the entered text. Selecting an inventory item will auto-populate the Unit of Measure, Price, and Description fields with saved information. REV SALESPAD MOBILE USAGE GUIDE 33

34 Line items that have already been added to the document may be edited by tapping them in the list. These items may be deleted by tapping the Delete Item button at the bottom of the screen. DEFAULT ITEMS Users of the SalesPad desktop application may leverage Customer Default Items they have configured in SalesPad desktop. Doing so is as simple as tapping the "Add Default Items" option. The server will return the customer default items, and they will be automatically priced. RECENT ITEMS Android and ios 5.0+ users have the option of selecting recent items. This is done by tapping the "Add Recent Items" option. Doing so will pull up a grid of all items entered on documents associated with this document's parent customer. Quantities can be adjusted by tapping the plus and minus buttons, or keying them manually. Upon tapping the "Add" button, the items will be priced and added to the document. By default, this screen only shows items from open documents, but this can be changed by toggling the "Include Historic Items in Recents" option in the mobile server under Access Security -> Items. SCANNING ITEMS Users of supported Socket Mobile scanning devices can enter line items via the scanner by simply scanning the item's barcode. (Refer elsewhere in this documentation for guidelines on pairing the scanner with your device). Upon scanning a barcode, a new screen will be displayed showing an entry for that item and a quantity adjustment field. REV SALESPAD MOBILE USAGE GUIDE 34

35 Additional scans will increment the existing quantities, or add new lines if the item number does not already appear on this page. Quantities can also be manually adjusted via the plus and minus buttons, or by keying the quantity manually. Upon pressing the "Price and Add" button, the server will be queried for the item's appropriate price and the items will then be added to the document. REV SALESPAD MOBILE USAGE GUIDE 35

36 SalesPad Mobile currently only supports scanning barcodes whose value matches an Item Number existing in Inventory. TOTALS By tapping the Customer section at the top of the screen, users may modify the totals for this document by adding a discount or a miscellaneous charge. The Sub Total, Tax, and Total fields are automatically calculated. REV SALESPAD MOBILE USAGE GUIDE 36

37 Inventory OVERVIEW The Inventory module allows users to search for and select a specific inventory item, and view the item s general information along with access to related sales documents, purchase orders, and notes. INVENTORY LOOKUP The Inventory Lookup screen is used to search for items. The list view provides high level details about each item. Tapping on an item in the list will access the item s Item Card where more in-depth item information can be viewed. REV SALESPAD MOBILE USAGE GUIDE 37

38 ITEM CARD The Item Card displays general information about the inventory item, and consists of several tabs (defined below) containing more in-depth information. Item Card REV SALESPAD MOBILE USAGE GUIDE 38

39 WAREHOUSE The Warehouse tab is used to keep track of the inventory item s. It shows how many units are on hand, allocated, backordered, and available. REV SALESPAD MOBILE USAGE GUIDE 39

40 SALES The Sales tab displays a list of sales documents containing the item, including details such as doc number, document type, customer, quantity, and unit price. Sales Tab Depending on licensing, tapping on a sales document in the list will open that document. REV SALESPAD MOBILE USAGE GUIDE 40

41 PURCHASES The Purchases tab contains a list of the purchase orders that contain the item, including details such as date, vendor, quantity ordered, quantity shipped, and status. Depending on licensing, tapping on a purchase order in the list will open that purchase order. Purchases REV SALESPAD MOBILE USAGE GUIDE 41

42 NOTES The Notes tab can be used to both view and add notes related to the item. Tapping the Note field will display the keyboard for note entry. Entering the desired data and tapping Add Note will add the note to the database. REV SALESPAD MOBILE USAGE GUIDE 42

43 Customers OVERVIEW The Customers module allows users to search for and select a specific customer, and view the customer s general information along with access to their sales documents, addresses, AR, and notes. LOOKUP The Customer Lookup screen is used to search for and select specific customers. Once a customer has been selected, the user is forwarded to the Customer Card, which contains general information about the customer, accessed through tabs at the bottom of the screen. Customer Lookup REV SALESPAD MOBILE USAGE GUIDE 43

44 CUSTOMER CARD The Customer Card contains general information about the customer, and consists of several tabs (defined below). REV SALESPAD MOBILE USAGE GUIDE 44

45 DOCS The Docs tab consists of a lookup list of the customer s sales documents. Depending on licensing, tapping a document in the list will take you to the Document Card for the selected document. REV SALESPAD MOBILE USAGE GUIDE 45

46 CRM The CRM tab displays any CRM notes associated with the customer, and allows the user to add a new CRM note. REV SALESPAD MOBILE USAGE GUIDE 46

47 ADDRS The Addrs tab displays the addresses associated with the customer s account. REV SALESPAD MOBILE USAGE GUIDE 47

48 NOTES The Notes tab can be used to both view and add notes to the customer. Tapping the note field will display the keyboard for note entry. Entering the desired data and tapping Add Note will add the note to the database. REV SALESPAD MOBILE USAGE GUIDE 48

49 AR The AR tab consists of two screens. The Customer Aging screen displays initially and lists the balance held by the customer and different aging periods (current, days, days, etc.) Swiping from right to left will show the A/R Measures screen, which gives insight into the customer s payment activity. Swiping left to right will return to the Customer Aging screen. REV SALESPAD MOBILE USAGE GUIDE 49

50 Customer Entry OVERVIEW Users can enter new Customers by selecting the "Customer" item from the "Entry" category in the Slide Menu. This item can be secured in the server under Access Security -> Customer -> Can Create Customers. CUSTOMER FIELDS The first screen that is shown upon selecting Customer Entry is a Customer Edit List. The Customer Name field is required. If the Customer Num field is left empty, one will be generated. The fields which appear in this list can be configured via the Access Security -> Customer -> Available Customer Columns for Edit. CONTACT ENTRY The next screen is a prompt asking the user how they would like to enter a contact for this customer. Selecting "Skip" will create a blank contact with the Addr Code "PRIMARY". This can be adjusted later. Selecting "Copy Existing" will open a Contact Search screen. Selecting "Enter New" will present a Contact Edit List. No matter which option is chosen, the selected contact will be assigned as the Customer's Default Bill To and Ship To address. REV SALESPAD MOBILE USAGE GUIDE 50

51 CONTACT SEARCH Selecting the "Copy Existing" option from the Contact Select page will open a Contact Search. Selecting one of the entries on this screen will create a copy of that contact with the address code "PRIMARY" and set it as the primary bill to and ship to address for the new customer. CONTACT ENTRY Selecting "Add New" from the Contact Select page will open a Contact Edit List. The Addr Code field is required. The fields which appear in this list can be configured via the "Available Customer Contact Columns For Edit" option under Access Security -> Contacts. REV SALESPAD MOBILE USAGE GUIDE 51

52 Contacts OVERVIEW The Contacts module allows users to search for and select a specific contact, and view the contact's general information along with the ability to or call them directly from the app. LOOKUP The Contact Lookup screen is used to search for and select specific contacts. Once a contact has been selected, a menu is presented prompting the user if they wish to view more information, , or call the customer. If "View Details" is selected, the user is forwarded to the Contact Card, which contains general information about the customer, accessed through tabs at the bottom of the screen. Choosing either to call or the contact will trigger the device to dial the number or open an authoring window. REV SALESPAD MOBILE USAGE GUIDE 52

53 Menu The Contact Card contains a number of unique slide menu actions, detailed below. Tapping any "Call" or " " rows will cause the device to dial the associated number or launch the device's default composition screen. Tapping the "Go To Customer" option will bring the user to the Customer card to which this contact corresponds. Tapping Create Contact or Copy Contact will both create a new contact. If Copy Contact is selected, the new contact will have the same address, phone numbers, and address as the original. Tapping Edit Contact will make the contact card editable, which is described in more detail below. REV SALESPAD MOBILE USAGE GUIDE 53

54 CONTACT CARD The Contact Card contains general information about the contact, and consists of several tabs (defined below). REV SALESPAD MOBILE USAGE GUIDE 54

55 CRM The CRM tab displays any CRM notes associated with the customer, and allows the user to add a new CRM note. REV SALESPAD MOBILE USAGE GUIDE 55

56 Contact Entry OVERVIEW A new Contact can be entered in three different ways, either through the "Contact" option under the "Entry" category of the slide menu, via one of the options to create or copy a contact on an existing contact's card, or by selecting "Create Contact" from a customer's card. Creating a contact from an existing customer or contact will skip the customer selection pages of the wizard. CUSTOMER PROMPT In Dynamics GP, a Contact requires a Customer. For this reason, the first screen of the Contact Wizard prompts the user to enter a customer. The user may select to either select and existing customer or enter a new one. If the user does not have the "Can Create Customers" permission from the server, they will only be able to select an existing customer. SELECT EXISTING CUSTOMER Tapping the "Select Existing" option on the previous page will launch a customer search screen. REV SALESPAD MOBILE USAGE GUIDE 56

57 CUSTOMER ENTRY Selecting the "Enter New" option on the Customer Prompt page will launch a customer edit list. The fields available on this screen can be configured via the Access Security -> Customer -> Available Customer Columns for Edit option in the server. The Customer Name field is required. If the Customer Num field is left empty, one will be automatically generated. CONTACT FIELDS REV SALESPAD MOBILE USAGE GUIDE 57

58 The final screen of the wizard will allow the user to enter important contact fields. The Addr Code field is required. The fields available in this list may be configured via the Access Security -> Contacts -> Available Customer Contact Columns for edit option in the server. Upon tapping "Next" on this screen, the contact will be saved. If a customer was created via this process, this contact will be set as that customer's primary bill to and ship to addresses. Contact Editing To edit a contact, select the "Edit Contact" option from the slide menu of a Contact card. The contact card appears similar to the read-only card, but has orange gear icons to indicate sections that can be edited. Tapping anywhere in the Properties block will open the properties editor, where users can change the contact name and address. REV SALESPAD MOBILE USAGE GUIDE 58

59 Users may touch the Choose Address button from the properties editor to copy address information from another contact for this customer. Back on the main contact edit screen, tapping anywhere in the "Phones" or " s" section will present the user with editable phone and address fields, respectively. REV SALESPAD MOBILE USAGE GUIDE 59

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61 Offline Mode OVERVIEW New in Version SalesPad Mobile supports operating without connection to a Mobile Server. This is achieved via synchronizing the user's Dynamics GP SQL database into a local SQLite database which is operated on, and resynchronized with the server at the user's leisure. The following sections will detail the offline and synchronization process. SYNCING AND GOING OFFLINE INITIALLY Before the user is able to go offline, it is necessary to create and populate the local SQLite database. The first time the user selects either the "Sync" or "Go Offline" options they will be presented with the following prompt. Selecting yes on this prompt will begin the synchronization process. SYNCHRONIZING TO OFFLINE MODE The synchronization process can be started by selecting the "Sync Data" option when in online mode, or by selecting "Yes" to the prompt shown the first time the user attempts to go offline. The server will create a SQLite database version of the Dynamics GP database, and transfer it to the device in chunks. Upon completion, the amount of time the sync took will be displayed. REV SALESPAD MOBILE USAGE GUIDE 61

62 GOING OFFLINE Once the user has a synced database, they can enter Offline mode at any time by selecting the "Go Offline" option in the slide menu. It is, however, usually a good idea to re-sync data before hand to ensure the most up-to-date information is used. Offline mode is by-and-large identical to online mode, with the following differences: No connection is required to the Mobile Server Data will be pulled from/stored in the local SQLite database until the "Go Online" option is selected. Sales Documents and Sales Line Items are not available for viewing in offline mode, except for those which have been entered since going offline (for data size reasons). The Sales Monitor module is unavailable. The Report function for Sales Documents is unavailable. When in offline, the color of the header bar across the application will change color (Silver in ios, Green in Android) to ensure that the user knows they are in offline mode. REV SALESPAD MOBILE USAGE GUIDE 62

63 GOING ONLINE The user can exit offline mode and re-enter a connected state at any time by selecting the "Go Online" option from the slide menu's "Offline" category. Doing so will start the resynchronization process. Any changes to existing Documents/Customers/Contacts, along with any new Documents/Customers/Contacts entered will be pushed to the server. If any conflicts are detected between the local data and the server's data, the Conflict Resolution process will be started, as detailed REV SALESPAD MOBILE USAGE GUIDE 63

64 in the following section. If no conflicts are detected, the changes are pushed to the server and the following prompt is shown. Selecting "Yes" to this prompt will perform the synchronization process again, and pull the current version of the Server's database. Doing so is recommended, as it will ensure the user has current data the next time they go offline, but is not required. CONFLICT RESOLUTION If the server detects any conflicts between the local database and it's own when synchronizing to online mode, the user will be presented with the following prompt. REV SALESPAD MOBILE USAGE GUIDE 64

65 Selecting "Delete Local Changes" will delete any local Documents/Customers/Contacts which conflict with the server. This process is irreversible. Selecting "Resolve" will present the user with a list of the conflicts, and instructions for how to resolve the problems. REV SALESPAD MOBILE USAGE GUIDE 65

66 In the above example, there are two different types of conflicts, a "Column Difference Conflict" and a "Key Column Conflict". Both will be detailed in the following sections. Once all conflicts have been investigated, the following prompt will be shown. Selecting "Yes" to this prompt will re-attempt the sync. If any of the attempted resolutions was unsuccessful, the user will be prompted with another resolution list with the updated conflicts, and the process will be repeated. COLUMN DIFFERENCE CONFLICTS A column difference conflict occurs when a Customer/Contact/Document was edited in both the server and the device since the last time the device synchronized it's data. Selecting a column difference conflict in the resolution list will open a list of the conflicting columns. REV SALESPAD MOBILE USAGE GUIDE 66

67 In this example, the Sales Territory column of the customer is in conflict. Selecting the Sales Territory row will display the conflicting values. The above list shows that the local user has selected the value "Territory 2" and a user on the desktop has selected the value "Territory 6". The user can select which value to save at this point. Once all columns have been resolved, the user will be prompted to return to the resolution list. REV SALESPAD MOBILE USAGE GUIDE 67

68 KEY COLUMN CONFLICT A Key Column Conflict occurs when an object created locally has the same key value (Customer: Customer Number, Contact: Address Code, Sales Document: Sales Document Number) as an object entered in the desktop client since the device has last synchronized it's data. Selecting a Key Column Conflict from the Resolution List will display the following screen: REV SALESPAD MOBILE USAGE GUIDE 68

69 The first value shown is the key value in question, in this case, DEMOCUST1. In the text box directly below, the user can enter a new key, in this instance, DEMOCUST2. Tapping "Save" now will change the key value of the local object, allowing the two to exist without conflict. For Customers, there is an additional option, "Generate", which will generate a new Customer Num automatically. Barcode Scanning OVERVIEW SalesPad Mobile supports the use of Socket Mobile scanning devices, such as the CHS 7Di on both the ios and Android Platforms. Information on these products can be found at In order to use the scanner, it is first necessary to pair the device and scanner. The process differs slightly between ios and Android. IOS PAIRING Pairing the scanner to an ios device requires the following steps: a. Ensure the device is in SPP mode (instructions for setting this up should be included in the booklet for your SocketMobile device) b. Open up Settings from the Android menu c. Click the BlueTooth line item on the left side d. Turn the scanner on and click Search For Devices ANDROID PAIRING Pairing the scanner to an Android device requires the following steps be followed: SCANNING ITEMS a. Log in to SalesPad.Mobile b. Click the Slide Menu button on the upper right side c. Select E-ZPair Activity d. Select the top option e. Click Pair Device f. The scanner will now beep three times immediately then once again in a few second. The fourth beep signals the device as being paired. An overview of scanning items and adding them to a Sales Document can be found in the Sales Document Entry Section of this document. REV SALESPAD MOBILE USAGE GUIDE 69

70 Troubleshooting Error Message: User name or password was incorrect Remember that when logging in through the mobile device, the credentials should match the credentials setup in the SalesPad Mobile Server, not SQL or any other credentials. If an account has not yet been setup for you in the Mobile Server, contact your system administrator to have an account and mobile license appropriated for you. Error Message: You do not have permission to change holds (or forward documents) Only accounts with proper system security can modify holds and/or forward documents. If you should be able to modify holds or forward documents, contact your system administrator to modify permissions for your account. Support Any issues not solved through the use of the troubleshooting section of this document or the website can be ed to the support team at: REV SALESPAD MOBILE USAGE GUIDE 70