Minimum Version Required: 23.01
Steps
Three Ways to Sync in Encompass Mobile
Syncing is required for Encompass Mobile (non-warehouse) to push and pull information from the server/handheld. All methods of syncing can only be performed while connected to Wifi for cellular connection.
Manual Sync - To perform a "Manual Sync" tap the Sync button on the home screen of Encompass Mobile.
Note: A "Manual Sync" is a full push and pull of data from the server. Manually syncing ensures that all Customer, Product, Pricing, and Inventory data is up to date and should be performed at the start and end of every day, at a minimum.
Swipe-Down Sync - A "Swipe-Down Sync" uploads invoice data, and most survey data to the server. It does not update inventory information on the handheld
Auto-Sync - An "Auto-Sync" is automatically performed whenever a user backs out of Invoice Edit as long as they have a data connection. The "Auto-Sync" will push invoice changes to the server.
To check a user's sync history, audit the relevant record on the Handhelds table.
Best Practices
Perform a "Manual Sync" after each stop and at the start and end of each day.