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Control Panel Overview - Encompass Mobile

Encompass Mobile guide for drivers/reps to Control Panel settings: switch sites/locations, printer and scanner setup, Delete All Current Data, upload logs, Table View. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

  • Complete Settings - variety of settings that determine what you see and how you see data in the app.
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  • Site Setting - Allows you to toggle between the site you are linked to in the app. Here you can select sites you have access to in the list below to switch.
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  • Locations - If you have permission to view multiple warehouse locations, you can toggle between them here or choose to see all locations at once by checking them all.
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  • Mobile Application - allows you to toggle between the default mobile application or any custom mobile application created by your company.
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  • Display Product ID and Customer ID - can be toggled on and off to choose whether to display these I.D.s along with the Product and Customer names throughout the app.
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  • Edit Invoice Sequence - When toggled on, an editable sequence column will display on the Mobile Invoice Edit screen for all customers which allows you to set the order that products display in the list. Updating the sequence using this setting will change the sequence for other users as well.
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  • Retail Inventory Picker - When toggled on, the inventory entry boxes on Mobile Invoice Edit allows for entering inventory in both cases and eaches.
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  • Printer Type - If you use a mobile printer, set the printer type here. This will ensure that the printer can be connected successfully.
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  • Delete All Current Data - This function is similar to clearing cache and cookies on a web browser. It clears all of the data on your app and resyncs with the server. This can be helpful when you are running into unexpected app behaviors or missing information.
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    - When tapping Delete All Current Data, a warning message is displayed. This is because any data that has not been synced to the server will be lost when running this process. It is essential to complete a manual or full sync before running Delete All Current Data to make sure no data is lost.
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  • Upload Current Database and Logs - The Encompass Support team often requests this upload when troubleshooting Encompass Mobile issues. This button uploads a log of all of the data and clicks made in the app for the last several days.
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  • Restore Database - Uses uploaded database and logs to recreate what was on someones app at the time they uploaded them. This is useful for troubleshooting or viewing lost data.
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  • Table View - gives you easy access to table data that is stored on the server. After tapping Table View, select a table you want to view, then select the columns of information you want to view from the selected table and click Done. Or, tap the hamburger menu in the top right and click advanced search to filter or search the data in the table.
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  • Packages Last Update Time - This is an informational page that displays the last time data was synced or updated to your app. This can be helpful when new data is not visible on your app yet to see if all of these packages have updated since the change.
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  • Default Customize Columns - Requires the Global Setting Edit permission which is typically only available to those with Full Access roles. This page allows you to customize the information displayed on the Mobile Invoice Edit screen for all users on the site.
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  • Scanner - If you use a bluetooth scanner, you can connect it to Encompass Mobile here. After tapping this option, the app will search for bluetooth devices available to be paired.
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  • Test Print - allows you to test your connected mobile printer. Tapping this will send a test print page to your mobile printer.

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