Customers

Once in the Home Screen, the user may select "Customers" to make a transaction.

Tap on the sarch option to look for the customer by typing in the name or customers identification.

The customers will be presented in form of a list. The salesperson must select the customer that will make an order of transaction.

Order/Invoice

Create Invoice

Once the salesman selects the customer who the transaction will be made to, a screen will appear where the user must select the plus sign on the upper right corner. Once the plus is selected this screen will appear where the salesman must select "Order" in order to create a new order for that customer.

Add product

Select a product from list

In order to add products to the customer's order the plus sign must selected.

Order Entry Additional Functionalities:

• Online inventory visibility
• Order Guide
• Alternate products
• Custom Sales Guide Generation

The products can be selected by entering the item number or name of the item in the "search" option. Also the user can scan the product barcode.

The product may also be selected by tapping on the item in the list that appears at the bottom part of the screen. Clients can only select the products that are approved for each of them.

This screen will show standard product pricing in two units of measure, price breaks based in quantities, and product images.

Enter item qty

The salesman must type in the amount of cases the customer desires of that product and tap on "Send".

This option may be selected if any comments regarding this product must be added.

Here the salesman can see the inventory for this particular and the price depending on the amount of the items being ordered.

Select the image of the magnifier with the paper to view a preview of the transaction.

If the order is complete select the arrow instead.

Select this option if the customer wishes to add another item to the order.

Here the salesman will be able to see the items that the customer has requested with the quantity and price of each of the items.

Print Preview

Once the order has been reviewed, tap on this arrow to go back to the "Details" screen.

Once the preview option is selected, the following screen will appear with details regarding the order.

Invoice Details Screen

Once on the "Details" screen, select the arrow on the upper right corner and this will appear.

Select the pay terms for this customer

Type the purchase

Select the delivery mode desired by the customer

Select the warehouse which will dispatch the items

Type in this blank for any comments regarding the order

Finishing the transaction

The salesman must type in the name of the customer.

The customer must sign here to approve the order.

The customer may clear the sign if there was a mistake with the signature and re-sign.

Order Options

Select this option to make a new transaction.

Here you can make another transaction like an order, payment or a return.

Customer's Merchandise

Tap on the search option to look for the customers by typing in their name.

The customer will be presented in a form of a list. The salesperson must select the customer who needs to replenish their merchandise.

Once the salesman selects the customer who the transaction will be made to, a screen will appear where the salesman must select the plus sign on the upper right corner. Once the plus sign is selected the following screen will appear where the salesman must select "Merchandise" in order to enter the amount of products the client needs to replenish the shelves and displays of the store.

Once the inventory has been taken, select this option to view the preview.

The salesman must enter the quantity of products needed to refill shelves. The customer may choose to purchase the items right away. If this is the case the amount he wishes to purchase should be typed on the "Sale Cases" blank.

The items that are commonly serviced by customer will appear in form of a list.

The salesman must check this box if the item selected is "Out of Stock".

The salesman may print this inventory report progress.

The transaction will appear in form of a report after the inventory and replenishment process has been completed for all location/display and backroom.

Select this option to create another transaction for the customer.

Once the inventory is replenished all the transactions performed for that customer will appear in the activity list.

Customer Returns

Tap on the search option to look for the customers by typing their name.

The customers will be presented in form of a list. The salesperson must select the customer who whishes to return their merchandise.

Once the salesman selects the customer who the transaction will be made to, a screen will appear where the salesman must select the plus sign on the upper right corner. Once the plus sign is selected the following screen will appear where the user must select "Return" to proceed with the transaction.

The salesman must select this option in order to select the item (s) the customer wishes to return

The items the customer has purchased will appear in form of a list. The salesman must select the item (s) the customer wishes to return.

The salesman must type in the amount of cases the customer wishes return.

This option may be selected if any comments regarding this product must be added.

Once the transaction for this particular item is finalized the salesman must select this option in order to save the changes.

Select this option in order to view a preview of the transaction.

The merchandise that will be returned appears in form of a list with the amount of items and money being returned.

Once the items that will be returned have been selected, select this arrow to proceed with the transaction.

Once the order has been reviewed, tap on this arrow to go back to the previous screen.

Once the preview option is selected, the following screen will appear with the details regarding the order.

The salesman must select an option from the dropdown menu (damage, expired or other) as to why the merchandise is being returned.

The salesman must select what should be done with the returned merchandise when it arrives at the warehouse.

Select this option to proceed with the transaction.

Select this option to proceed.

The salesman must type in the name of customer.

The customer must sign here to approve the return.

The customer may clear the sign if there was a mistake with the signature and re-sign.

Select this arrow to proceed with transaction.

This option may be selected if the customer wishes to make another transaction.

A list of all the transactions for that customer will appear in form of a list. The salesman will take the merchandise that has been returned by the customer back to the warehouse.

Request for Pickup

Select this option on the Home Screen to request the pickup of the returned merchandise.

Tap on search option to look for the customers by typing in their name.

The following screen will appear with a list of the clients who wishes to return their merchandise.

Once the salesman select the customer who the transaction will be made to, a screen will appear where the salesman must select the plus sign on the upper right corner. Once the plus sign is selected the following screen will appear where the user must select "Request for Pickup" to proceed with the transaction.

The salesman must select this option in order to select the item (s) that need to be picked up.

The items the customers has purchased will appear in form of a list. The salesman must select the item (s) the customer wishes to return.

The salesman must type in the amount of cases the customer wishes to return.

The option may be selected if any comments regarding this product must be added.

Once the transaction for this particular item is finalized the salesman must select this option to save the changes.

Once all the items that will be returned have been selected, select this arrow to proceed with the transaction.

The merchandise that will be returned appears in form of a list with the amount of items and money being returned.

Once the order has been reviewed, tap on this arrow to go back to the previous page.

Once the preview option is selected, the following screen will appear with the details regarding the order.

The salesman must select an option from the dropdown menu (damage, expired, or other) as to why the merchandise is being returned.

The salesman must select an option from the dropdown menu (damaged, disposal, inventory, or demo use) as to what should be done with the returned merchandise when it gets back to the warehouse.

Select this option to proceed with the transaction.

The salesperson must type in the name of the customer.

The customer must sign here to approve the return.

The customer may clear the sign if there was a mistake with the signature and resign.

Select this arrow to proceed with the transaction.

This option may be selected if the customer wishes to make another transaction.

A list of the transactions for that customer will appear in form of a list. All the returned items will be picked up.

No Service

Select this option on the Home Screen if the customer is not available to make any transaction at the customer.

Tap on the search option to look for the customers by typing their name.

The customers will be presented in form of a list. The salesperson must select the customer who is not available to complete a transaction.

Once the salesman selects the customer who the transaction will be made to, a screen will appear where the salesman must select the plus sign on the upper right corner. Once the plus sign is selected the following screen will appear where the salesman must select "Non Service" in order to report that the customer is not aveible to make a transaction.

Select an option from the drop-down menu (office closed or buyer not in office) explaining why the transaction could not be completed. Comments regarding this order may be added.

Select this option if the service will carry over, which means that the service should be provided the next day.

Select this option if the service will not carry over, which means that the service will be provided on the next scheduled visit.

Customer Payment

Select this option on the Home Screen to make a payment.

Tap on the search option to look for the customers by typing in their name.

The customers will be presented in form of a list. The salesperson must select the customer that will make a payment.

Once the salesman selects the customer who the transaction will be made to a screen will appear where the salesman must select the plus sign on the upper right corner. Once the plus sign is selected the following screen will appear where the user must select "Payment" in order to charge the customer.

Select this option to proceed to the "Payment" screen.

This transaction lists all the open invoices the client owes with the amount and the date the transaction was made.

Select this option to make the payment for the invoice(s) selected below.

The salesman can apply a complete or partial payment to the bills. The customer can also choose to pay a specific one or all of them.

The following screen will appear with the different payment options. The payment can be made with cash, check, or certified check. The consumer may use different methods of payment for one transaction.

The salesman may select this option to view a preview of the transaction.

The salesman can see the money collected and the amount due (if any) for that transaction.

Once the transaction for the payment is complete the salesman must select this option to finalize the payment.

A list with the transactions made for the customer will appear here. the salesman may tap on them to see a preview or print the invoice.