Minimum Version Required: 20.01
Pre-Conditions
Must be a sales rep in the correct role.
Must have Encompass Mobile installed on their mobile device.
Must have a route/plan pre-created for the day, populated with invoices (from pre-sell, dsdlink, EDI, etc.).
Steps
1. Clock In
May not be the first option displayed for all users, depending on permissions. Requires Permission: ‘Hourly Employee: Allow Clock In and Out’.
Increased accuracy of Shift Hours.
2. Sync with Server
*Tip: Check your Location permissions before syncing. This can be done from Control Panel -> Complete Settings.
3. Sync Complete
Click the Home button to go to the main menu after syncing is complete.
4. View My Day
My day displays the users’ Events generated through the Plans table. These will include invoices, surveys, tasks, etc. for each customer generated for their route.
5. Enter Customer Event View
6. Open Invoice and add Products
7. View Available Promotions
8. Tap back arrow to Save and Review Invoice
9. Add Additional Invoices
10. Tap Complete Sales Invoice Task
11. Add Customer Events
Fields And Definitions
Usual Products screen:
Inventory Field: Enter Total Inventory # of Wholesale Units.
Purchase Field: Enter Total Purchased # of Wholesale Units.
Tap on the product name to view the Product Detail page.
History: Tap to view the purchase and inventory history of the product.
Days of Inventory (DOI): Based on historical sales and inventory data, an estimated number of days the product will last on the shelves.
Product Detail screen:
Edit the sequence and placement for each Product Detail widget.
View the Sell Sheet or Knowledge Document, if applicable.
Enter/display On-Hand Inventory.
Enter Purchase amount (Note: Product returns MUST be entered as a negative integer or decimal).
Product order history.
Sequencing the Usual Products screen
Select from available sequencing options.
Custom sequences can be created to match the order of Products in the store. There may be ONLY ONE Custom Sequence per Customer.
Toggle on ‘Record New Custom Sequence’ -> Enter orders or inventory -> Toggle off. Products will be resequenced in the order inventory/purchases were entered.
Best Practices
Sync as often as possible using the blue sync button on the home screen