Getting Started
Once the software and the necessary files have been downloaded to the device and the configuration procedures are done, a screen with the user’s name and assigned route number will appear.
Log In
A password will be required for each user. Once typed, tap on "Login" to get access to the system.
An alert may appear reminding the user of an user of an appoinment or any specific message. Select OK to proceed to the Home Menu.
Once logged in, a screen with the options for the different transactions will appear.
Main Menu
From the main menu the user can navigate to any desired area of the application.
The main menu consists of the following options:
| Menu Options | Usage |
|---|---|
| Truck | Appears only when in DSD mode. Allows for functions related to the truck’s inventory management. |
| Deposits | All transactions regarding pending deposits from the collection process of payments that will be deposited in the bank or office will be made here. |
| Sync | Refreshes data in your device and sends transactions back to the office. |
| Settlement | This option will list all customers who received service on a day or within an user established period, with completed transactions. |
| Customers | A list of customers to whom transactions can be made will appear under this option. |
| Products | Shows a list featuring all of the available products, divided by category, each with their descriptions. |
| Quota | Displays the Quota statistics by percentage, such as the monthly and yearly quota completion rate. |
| Reports | Through this option, all available reports will be accessible and able to be generated. |
| Survey | Features a list featuring all of the surveys available to be taken. |