Minimum Version Required: 21.01
Steps
Customizing The Product Detail Widgets - Mobile
1. Navigate to the Mobile Invoice Edit screen on Encompass Mobile.
2. Tap a Product to open the Product Detail screen.
a. If viewing on a tablet, the Product Detail screen is always visible.
3. Tap the edit pencil.
4. Tap the red minus sign next to any widget to remove it from view.
a. The Product Header, Inventory, Invoice Trans, and Sales History widgets are displayed by default and cannot be removed.
5. To add a widget in the 'Not Included' section, tap the green plus sign.
6. Drag and drop widgets using the 3 lines to change the sequence.
7. Tap the checkmark to save changes.
Fields And Definitions
Widgets:
Product Header - Product image, Product Num and Name, Sell Sheet button, Knowledge button, and information icon.
Inventory - Editable field to take inventory
Invoice Trans - Editable fields to enter purchases, Backorders, BO Expiration Dates, Add Trade Outs, Price Button, and Promotion Override button.
Sales History - Pending Sales, Inventory/Purchase/Backorder history by day or week, Brand History, Brand Family History, and Supplier History.
Common Information - Retailer Inventory data (only accurate for Retail Insights customers), and Warehouse inventory.
Price - Product pricing, editable field to record customer's retail price, and discounts.
Product State - Editable field for Build To, Editable field for Expiration date, and Product Status (Customer History status).
UPC - Case UPC, Carrier UPC, and Unit UPC.
Product History - Last Purchase, Last Inventory, Last Inventory + Purchase, Last Purchase Date, Pre-Order Delivery Date, Last Price, Last Case Price, Last Discount, and Last Case Discount.
Memo - Editable field to add a Memo to the associated Customer History record.
Market Analysis - Market Trends report.
Potential Promotions - List of potential promotions the customer qualifies for with the selected product.
Retail Sales (Retail Insights customers only) - Editable Inventory box, Pending Sales, Days of Inventory, Since Last Purchase data, Daily and Weekly sales calculations.