Minimum Version Required: 22.01
Pre-Conditions
Must be a delivery 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.) in the Loaded status.
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
6. Swap/Pickup Products
All Pickups or Swaps must be NEGATIVE
Trade Out will create the Negative Trans to match the Ordered amount for you
7. Print Bill of Lading
8. Collect Payment & Signature
9. Print Final Invoice
10. Back to Save & Complete Task
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 product's purchase and inventory history.
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 Sell Sheet or Knowledge Document, if applicable.
Enter/display On-Hand Inventory.
Enter Purchase Amount (Note: Product Returns MUST Be Entered as a Negative Denomination).
Product Order History.
Best Practices
Sync as often as possible using the sync button on the home screen.