Customers

While on the Home Screen, the user may select Customers to make a transaction.

The user can tap the search option and look for the customer by typing the customer's name or identification, or use the sort/filter option to look for customers that meet a certain criteria.

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

Meanwhile in the Activities tab, all currently open transactions will appear. This is important to view any transactions left unintentionally open, as MultiRoute can't use the Sync while any are open.

Once the salesman selects the customer who wishes to make a transaction, they will be taken to a page featuring all of the customer's orders/invoices, surveys taken, and an information icon and a plus sign icon at the top right of the screen.

By pressing the information icon, the above icons and options will appear. This tab will show the customer's phone number, followed by icons that when pressed (from left to right) let the user directly message, call, send an email, view contact, account, and activity information, and location of the chosen customer. Below these icons, the user can press Non Service to record the reasons and evidence for a non service visit, in which the customer wasn't available, New Calendar Event to schedule an event or visit related to the customer on your mobile device, and My Sale Guide to add, remove, and view the customer's frequently ordered items, which can help the customer determine what to order.

Whenever the plus sign icon is pressed, the following options will appear:

• Payment
• Order
• Invoice
• Return
• Merchandise
• Survey
• Non Service

Order/Invoice

Add product

In order to add products to the customer's pre-order, the Order option must be selected. Meanwhile, if a customer's order is being delivered and charged simultaneously, the Invoices option must be selected. Then, on the new screen, two tabs will appear. On the Details tab, all the items of the order/invoice will appear along with any discounts, while on the Promotions screen, all promotions that apply to items on the order/invoice will appear. To add an item to the order/invoice, the user must press the blue button on the right of the screen.

The products can be selected by entering the item number or name in the search option or by scanning the product barcode.

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

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

Enter item qty

After selecting the requested item, the salesman must type the amount of cases/units to be ordered/invoiced and tap "Save" on the top right of the screen to confirm the changes.

The Comment option may be used if any comments, warnings, or particularities regarding the product must be added.

Additionally, through here the salesman can see the inventory amount of the selected item and the price, depending on the amount of items being ordered/invoiced.

Print Preview

By selecting the image of the paper with a magnifier, the user can view a preview of the transaction.

Here the salesman will be able to view the items that the customer has requested with the quantity and price of each of the items, which is very useful when reviewing the order/invoice.

Once the order has been reviewed, tap on the top left button to go back to the Details screen.

Order/Invoice Details Screen

Once finished in the Details screen, select the button on the upper right corner to proceed and the Invoice Details page will appear. In here, the Payterms, Purchase Order (Type of purchase or identification), Delivery Mode (Delivery or PickUp), Warehouse, and Delivery Date (Date and Time) can be determined, along with any comments if needed.

Finishing the transaction

Once the formerly mentioned details are entered, the salesman must press the button at the top right to proceed. This will take them to the last step of the transaction. In here, the customer must write their name and signature down to approve the order after reviewing it on the document below. The customer may clear the sign if there was a mistake with the signature and re-sign. Finally, to submit the order, the Save button at the top right of the screen must be pressed. Once done, the order will appear on the customer's page with a green checkmark next to it, meaning the order is to be processed.

Order Options

Once an order is completed, the user has the option to Void it to nullify it with a red icon and prevent it from going through; Modify it to open the order once again and modify the contents of the order, which will remove the green checkmark and the order won't process until it's declared as finished again; Preview to view the order's transaction document; and Print to print the order's transaction document.

Payment

When the user presses the Payment option, they'll be able to see the amount that the customer has due in payments, and the date the transaction was made. Additionally, a discount may be applied if the customer pays within a certain date, which will be shown individually and also applied to the final price, if any discount is available. Moreover, the payments can be sorted by the customer's divisions, if available. Afterwards, press the button on the top right of the screen to proceed with the payment.

In this page 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, as shown in the image below. The screen shown above will appear with the different payment options. The payment can be made with cash, check, certified check, or another type of payment. The consumer may use different methods of payment for one transaction.

In order to view the return order transcript, press the paper with a magnifier icon on the top right of the screen.

The salesman can see the money collected and the amount due (if any) for that transaction by pressing the paper with a magnifier icon on the top right of the screen, which will display the transcript.

Once the payment has been reviewed, tap the button on the top left of the screen to go back to the previous screen.

Then, if the transaction for the payment is complete, the salesman must press the button on the top right of the screen to finalize the payment.

A list with the payment transactions made for the customer will appear on the customer's page as shown above. The salesman may tap on them to see the payment transcript or print the payment invoice.

Return

Through the Return option, the salesperson can determine which merchandise, currently in possesion of the customer, is to be returned when requested.

The salesman must press the green button 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, which can be narrowed down by typing the name of the product being searched. The salesman must select the item (s) the customer wishes to return.

Then salesman must type in the amount of units or cases the customer wishes return.

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

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

After selecting something to return, the merchandise that'll be returned will appear in the form of a list with the amount of items and money being returned.

In order to view the return order transcript, press the paper with a magnifier icon on the top right of the screen.

Once the order has been reviewed, tap on the button on the top left of the screen to go back to the previous screen.

Once the items that'll be returned have been selected, select the button on the top right of the screen to proceed with the transaction.

Through this screen, 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 also select what should be done with the returned merchandise when it arrives at the warehouse.

Afterwards, press the button on the top right of the screen to proceed with the transaction.

In this screen the Payterms, Purchase Order (Type of purchase or identification), Delivery Mode (Delivery or PickUp), Warehouse, and Delivery Date (Date and Time) can be determined, along with any comments if needed.

Afterwards, press the button on the top right of the screen to proceed with the transaction.

In this page, the customer must write their name and signature down to approve the return order after reviewing it on the document below. The customer may clear the sign if there was a mistake with the signature and re-sign. Finally, to submit the order, the Save button at the top right of the screen must be pressed. Once done, the order will appear on the customer's page with a green checkmark next to it, meaning the return order is to be processed.

After creating the return order, the salesman can Void it to nullify it with a red icon and prevent it from going through; Preview to view the return order's transaction document; and Print to print the return order's transaction document.

Merchandise

In Merchandise the salesman can enter the amount of products the client needs to replenish the shelves and displays of their store.

On the screen shown above, the salesman must select the desired product and then count the amount currently on the shelves, write the units in Counted, and then enter the max unit capacity of the products on the shelves in Full Capacity. Then, if the customer chooses to purchase the items right away, the amount of cases desired or needed to replenish the shelves should be entered in the Sale blank.

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

Once the merchandise has been counted, select the paper with magnifier icon on the top right to view the merchandise transaction preview or press the button on the top right to complete the transaction.

Once the transaction is finished, it will appear in the form of a report featuring all of the replenished products for each location. This report can be printed, converted to a PDF, or shared.

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

Void, Preview, Print, Suggest Sale, Create Sale

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 the top right button 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 the top left button 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 the top right button 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.

Survey

By clicking the Survey option, the salesman will be taken to a page containing all the available surveys.

This feature is useful to access any survey whenever it's required by simply selecting the desired one which the customer has to complete or fill out.

After completing a survey, it'll appear on the customer's page. Through here, the salesman can Void it to nullify it with a red icon and prevent it from going through; Preview to view the survey's transaction document; and Print to print the return survey's transaction document.

Non Service

In the Non Service page, the salesperson can select a customer who is not available to complete a transaction, for whichever reason.

In here, the user must 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 to explain in further detail. Afterwards, a Reference must be selected to determine the course of action.

If Carry Over is selected, it means that the service should be provided the next day.

If No Carry is selected, it means that the service will be provided on the next scheduled visit.