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1. sage PASTEL Hesse zn Eel The Signature screen will be displayed T Signialure M TI n sage PASTEL Pesce aqi Eel Using the stylus a representative from the client that is authorized to sign delivery notes signs on the screen To accept the signature and continue click on Done To clear the signature on screen click on Clear fe Hen Delivery Pule i i t Sage PASTEL A prompt will appear asking if you would like to print the document C13 Dira pennae Ensure that the mobile printer is switched on before clicking on Yes hs To continue without printing clickon No The delivery note is now complete and you will be taken backto the VAT FH Tnitzl ROLDAN Custao CE Sener sr ch customer visit home screen Options Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron Page 15 of 23 VanSales User Manual ver 2 docx Py E porii development sofbaare 4 2 Customer Visit Sales Order E TI iF uk Sage PASTEL fe Caplure Order LT Se Cla riEbcmrer irda poc rome L eluery ate Opthans fE Sle Produc Sage PASTEL COo HO cts r Tiezmanen de 5 Li du al pru Porter cou ho cnr fcr arge vas ss cran i2 Detail CQ a wily DENM Document Name VanSales amp SFAUser Manual After selecting Sales Order from the Actions menu you will be presented with the Capture Order home scre2. Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron Page 8 of 23 VanSales User Manual ver 2 docx T REMIT TIT isil Pa i JE Sage PASTEL Lans Bakery CredtLrret L Eaznce L uu cL Daysi b LUL LL Days b JL SL Daysi FR LUL len LATENT sales inrber lunato y ae cherter cl Document Name VanSales amp SFA User Manual To continue with eithera sales order or delivery note invoice click on the Actions menuinthe lowerright hand corner of the screen Three options will be displayed e Delivery Note e Sales Order e Inventory Selectthe action you wish to continue with Version 1 0 DocumentOwner Neil Cameron Page 9 of 23 VanSales User Manual ver 2 docx development softagre wc n 4 1 Customer Visit Delivery Note AE Hen Delivery ule TI sie uk Sage PASTEL Adri VAT Tnitzl Cut Cede arr Opthans fE Sle Produc TAE sage PASTEL sew HO cts r Tiezmanen de 5 Li du al pru Porter cou ho cnr fcr arge vas ss cran i2 Let ail CQ a iib DENM Document Name VanSales amp SFAUser Manual After selecting Delivery Note from the Actions menu you will be presented with the New Delivery Note home screen To start adding items to the delivery note from your inventory click on Add After clicking on Add the Select Product screen is displayed To start searching for
3. No you will be taken backto the Discount screen Clickon Yes to apply discounttothe delivery note Version 1 0 DocumentOwner Neil Cameron Page 13 of 23 VanSales User Manual ver 2 docx fe Hen Delivery Fule i Ti t Sage PASTEL vw add aan ion gil eb peer fer tFE A bse Pn Ee aaa E i VAT gt FH Tritzl BOLA Custav vereri sr ch Optlans PE Aceh Pavel M TI dE Sage PASTEL 23 mren AIT uec eer Ineo otal 11 4 J4 UL i EL Cancel PE Aceh Pavel E TI be Sage PASTEL 23 ren AIT R LELEN Invcic Iota I 15441 T Ir Cancel Document Name VanSales amp SFAUser Manual Next you will be asked if you wish you wish to accept payment for the delivery note Clickon Yes to accept payment for the delivery note You can only clickon No ifthe clienthasa creditlimit in which case if the client has enough creditleft you will not be prompted to specify amount received oronly forthe balance if insufficient creditis available The Accept Payment screen will be displayed Enter the amount received by clicking on the numericicons Click on C to clear entered value If you specify an amountin excess off orlessthan whatis required a warning message will be displayed Once the correct amount hasbeen specified clickon Save to continue Version 1 0 DocumentOwner Neil Cameron Page 14 of 23 VanSales User Manual ver 2 docx T Signialure ch TI n
4. Page 22 of 23 VanSales User Manual ver 2 docx 7 Logout EN Peale Evululiu n S ET ET on vi dt Sage PASTEL To logout of the application click on Logout C23 eae RMT Te A prompt will appear asking to confirm whether or not you would like to logout a j Clickon Yes to continue A n mi m al L Incendio fnnt Reese ji TI Ae ASTEL con ter sadrg yr ILzz67 If you have a vehicle associated with your username you will be required to n Es specify your current odometer reading and clickon Done inthe lowerleft HE hand corner of the screen to continue elfs ju zs fe Syu Prgress AL Sage PASTEL The application will synchronize with the serverto ensure all datafor the day is up to date UKxhcrEEFC NE BE Libro Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron Page 23 of 23
5. Sage PASTEL UkbhicrEEFC rne Reding riada Document Name VanSales amp SFAUser Manual Pa porii development sofbaarc The first screen you will be presented with when loading the application will be the login screen Here you have to specify your assigned user name and password Use the stylus and click anywhere inside the Username box The onscreen keyboard will automaticallyopen Enter your username Do the same for your password and then click on Login inthe lower right hand corner of the screen The application will authenticate you and if the login was successful it will begin synchronizing data with the server The first time you login on a particular mobile device the sync will take some time because all the data associated with your username needs to be copied to the device Subsequent logins on the same mobile device willbe much faster Version 1 0 Document Owner Neil Cameron Page 3 of 23 n development softagre wc n VanSales User Manual ver 2 docx Pg Ohmes Rec qz Ty AE After synchronizationis complete you willbe presented with the start of day Safe PASTEL ODO reading screen con ter 2adrg YI ILzz67 rc HE If you do nothave a vehicle associated to your username you will be taken directly to the home screen E E ES EE i 7 e o Please note that this screen will only be displayed if a vehicle is associated pu with
6. be displayed To Won Cam Hs a Sas Se DT ER To reprint the delivery note click on Print otherwise to return to the delivery notes summary click on Back mini wales rE rl Ts 1 ET FE Yiew Delivery Mule TE n Sage PASTEL iel vers Hate Worker Ow pU Let bed L LAIT To reprintthe delivery note click on Reprint ps De vnm Code osapter o ree Ensure that the mobile printer is switched on before clicking on Reprint D RES Lk Sams ava Ela 1930 4e u To return to the previous screen click on Back Reprint 6 Day End Report RE Dar Emdi Repor E Ti PT Sage PASTEL To viewa summary of all the delivery notes and sales orders completed for Fe rT the current working day clickon the Day End Reporticon on the application idl LESTI INATT c ILL home screen Le cC Tiiri ese a FM urrzamT Tom r ccu Tet Ta Proce ads H Tem Bac AAWIT A summary of all transactions completed will be displayed L we mus e c Lett LI Tes Arr kot dar ICEL asare Eatas LEE 0 To printthe dayend report clickon Print uzhia fTI 2S eats egada IL LLUILLI Titem el TIR z mesiez Amour EMAA Ensure that the mobile printer is switched on before clicking on Print T gt Lin ia F l Vale EWY W To return to the application home screen click on Back Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron
7. NCCE VanSales Mobile Solution Van Sales amp Sales Force Automation User Manual Document Name VanSales SFA User Manual Manual Version 1 0 Document Owner Neil Cameron Page 1 of 23 VanSales User Manual ver 2 docx Table of Contents 1 LOGIN 3 2 INVENTORY VIEW e 4 3 STOCK COUN PER ne 5 4 CUSTOMER VISITE UN 5 4 1 CUSTOMER VISIT DELIVERY NOTE intense ntm EE S vane Ed ea sense guseccesc cdeasenbevecess 10 4 2 CUSTOMER VISIT SALES ORDER iii eva eia pas S9 RREFRE SEE Fe a FR a ER e ea CE aeg a Ee EE Ra Casi PE Ens se oe EP Ra eaae ense EE ee tes cotenniinne 16 4 3 SUGGESTED ORDERS ss n n 20 4 4 CUSTOMER VISIT ENDING A CUSTOMER VISIT NO SALE OR OTHER secceccececceccececceceeceeseee 21 5 DAILY DELIVERY NOTE SUMMARY ans siuu cud ex3e XE uuu gynEsesken s Sas ge nissana ai cannes cena E EUKS casernes 21 6 DAY END REPORT 2 55 22 7 LOGOUT p A demesesdeceabetesswencedoessvesdesncendecieereeceeseie 23 Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron Page 2 of 23 VanSales User Manual ver 2 docx 1 Login T Lagi E TI n Sage PASTEL Lizernazr e 2001 Hasard agul Frumpg s ck TI ni
8. ation home screen To start a customer visit clickon Yes By starting the customer visit you initiate a customer visit event which includesatimerto determine the time spent atthe client Version 1 0 DocumentOwner Neil Cameron Page 7 of 23 VanSales User Manual ver 2 docx r Odometer Reading 4 Y a sa PASTEL The first screen you will be presented with after initiating a customer visit ETRE eventisanother odometer reading Odem ter Recdng vEFE d i If you do nothave a vehicle associated to your username you will be taken directly to the customer visit home screen Brae E s pen 3 T Please note that this screen will only be displayed if a vehicle is associated with your username o C F Ohm Rem ji T1 E Sage PASTEL Specify your current odometer reading and clickon Done inthe lowerleft con ter 2adrg yr ILzz67 hand corner of the screen to continue HE 59 Is Please note that this screen will only be displayed if a vehicle is associated 7 a a with your username J E Cuslamner Wisil ow t Sage PASTEL Dan s Bakery SredtLrrim 4 L UU ae The customer visit home screen is displayed which includes the Actions Eaznce LUU eee menu and also customer specific details including credit limit balances and LL Days b JUL terms SL Days LE AE Aanen If the customerison hold a message will be displayed indicatingthis wa CAES I Pt aga Actions
9. d Wy 272 eI DAM orme Lm i cua E 1 1 Cieberrer orda fo bel rome T L eluery ate Options T Caplure Order E TI A uk Sage PASTEL DWI Lesa west L K 10 2010 March EH TW TF i J E A dpud l ls wim wy p ORE A 28 Im OF 2H zH cL ol CLERET Todas 1207217 L eleery Jate Options tE Caplure Order E TI uk Sage PASTEL MM Mn Oesa vy 272 es I Tou de o nee VAT xe c a E 1 323 15 riEbcrrer irda noe ls Jar Leer ate 100 E minarets Document Name VanSales amp SFA User Manual If the client requires an ordernumber you can specify itin the Customer Order Number inputfield The onscreen keyboard will automatically open when clickinganywhere in the input field You will see that when creating a sales order another option is now available called Delivery Date Click on the arrow to open the calendar Specify the desired delivery date using the calendar Tochange months use the forward and back arrows on the calendar By default the current date will be selected Select the date by clicking on the applicable day Once all desired items have been added to the sales order and the delivery date and customer order number have been specified continue by clicking on Save You will notice that no discount prompt will appear in this example as we applied discount per line item If no discount per line item was applied the discount prompt would have appeared as it
10. did under the delivery note and the same procedure would have been followed Version 1 0 Document Owner Neil Cameron Page 19 of 23 VanSales User Manual ver 2 docx T Signialure ch TI n sage PASTEL Hesse zn Eel The Signature screen will be displayed T Signialure M TI n sage PASTEL Pesce aqi Eel Using the stylus a representative from the client thatis authorized to sign sales orders signs on the screen To accept the signature and continue click on Done To clearthe signature on screen clickon Clear tE Caplure Order E TI n Sage PASTEL A prompt will appear asking if you would like to print the document C13 Pra pennae Ensure that the mobile printer is switched on before clicking on Yes hs To continue without printing clickon No prr IET aor l c a E 14 12 LEbcrEET irda Hoe se Jar visithome screen The sales orderis now complete and you will be taken backto the customer Leer ate 10 3 minarets 4 3 Suggested Orders To be documented Document Name VanSales amp SFA User Manual Version 1 0 Document Owner Neil Cameron Page 20 of 23 VanSales User Manual ver 2 docx development softagre wc n 4 4 Customer Visit Ending a Customer Visit No Sale or Other ES Cuolamuer Visil ird i JE Sage PASTEL Er Shik win gt 0101123 L7 gatong ery ectkersr rs un len Anen War sper ERG ens Fon A DL ER A Actions C Sele R
11. ems orthe delivery Mstorrer rd n note as a whole and not to both L eluery ate Options T Dis uul E Yi PT S PASTEL us tes crabs cad ev du aan dk niit pesata Q OO UD The Discount screen will be displayed T Ale Document Name VanSales amp SFA User Manual Version 1 0 Document Owner Neil Cameron Page 17 of 23 VanSales User Manual ver 2 docx EE Diseuunl a TI it Sage PASTEL uses caler cad ev di aa F dk niit pesata dou p FT Ale ancel Pee Dis uul ng TI it Sage PASTEL e Abb en E ELITS VOI ot Fin 4994 5 SI jsca nt Cancel fe Caplure Order sage PASTEL Se eee ee K Ee Document Name VanSales amp SFA User Manual E TI iF uk Specify the desired discount percentage to be applied tothe line item by using the and icons To clear clickon the C icon Once the percentage is specified click on Accept in the lowerright hand corner ofthe screen To cancel applying discount click on Cance A prompt will appearasking if you are sure you wantto apply discountto the line item If you clickon No you will be taken backto the Discount screen Clickon Yes to apply discounttothe line item The selected item will now appearon the salesorder You can add more itemsfollowingthe same steps Version 1 0 DocumentOwner Neil Cameron Page 18 of 23 VanSales User Manual ver 2 docx fe Caplure Order We LE Sage PASTEL _ Liese
12. en To start adding items tothe sales order click on Add After clicking on Add the Select Product screen is displayed To start searching foritems click anywhere in the Search input field The onscreen keyboard will automatically open To list all items available click on Search without entering anything inthe input field A warning prompt will appear stating that it could take long to display all available Clickon Yes to continue If you have a very large number of available items it could take a while to load In such cases it would be easier to search for the specific product name or code Version 1 0 Document Owner Neil Cameron Page 16 of 23 VanSales User Manual ver 2 docx T Sele tl Product aa i JE SE PASTEL F All available items will be displayed HO cts Cat rere RI Lon Less vuatcF OL Trin r7 crore q 2 MLI tavEua acts L d IF La WaT 14 TEJ Irvearrec LN 13 o M You can also search for specificitems by eitherthe description or code It functions the same way as searching for customers by name Detail C a wily 1d fr Fack T Caplure Order M TI n sage PASTEL A prompt will appear asking if you would like to discount the item Click on Yes dm waddysilke m ckrnin BT taster The discountscreen will only be displayed if you are allowed to apply Yin ITE i w discount You can only apply discountto either individual line it
13. ents by using any part of theirname forinstance bake would return the same search results Version 1 0 DocumentOwner Neil Cameron Page 6 of 23 VanSales User Manual ver 2 docx np E sage PASTEL Sea fi ETES fe Sele tl Cus luner rnd ane SELIID BL Ltd ay Rear Hah uo Fert sa Du 1n 5 Fona Friporitii PEEL izah Ep I k 4 metall hin Back TAL sage PASTEL La ans Haag T Cussler Del ool fan SC dcr ess zantzcthamae Dzn antzct Arber Tar urter Bg Paslad Evululiun Mubi g Ty ae sage PASTEL t3 fUv nostri var for d p Dans Cakar os ES ERIS cial del i Incendio Document Name VanSales amp SFAUser Manual Once the client you are at has been located select the client by clicking anywhere on the client s name Once selected the client s name will be highlighted in green as illustrated To view details about the selected client click on Detail To start a customer visit forthe selected client click on Select inthe lower right hand corner of the screen If you clicked on Detail inthe previous step the client s details will be displayed To return to the Select Customer screen click on Back in thelowerleft hand corner of the screen After clicking on Select a prompt will be displayed where you will have the choice of either Yes or starting a customervisit or No which will take you back to the applic
14. ernumberhas been specified complete the delivery note by clicking on Save inthelowerright hand corner ofthe screen A prompt will appearasking whetheryou would like to apply discountto the delivery note as a whole Clickon Yes to apply discount If you applied discountto individualline items the prompt will not appear The discountscreen will only be displayed if you are allowed to apply discount You can only apply discountto either individual line items orthe delivery note as a whole and not to both Version 1 0 Document Owner Neil Cameron Page 12 of 23 VanSales User Manual ver 2 docx EE DriscuuniL a TI it Sage PASTEL uses caler cad ev di aa F dk niit pesata Yo T Fle Cancel Pee Dis uul a TI it Sage PASTEL us tas cial ee cad ev dui aan F dk niit pia bae 10 0 Pe Ces TI n Sage PASTEL C 3 Fn e d OH v Lon Fn c 399 10 4 damt Cancel Document Name VanSales amp SFA User Manual n development softagre versions n The Discount screen will be displayed Specify the desired discount percentage tobe applied tothe delivery note by using the and icons To clear clickon the C icon Once the percentage is specified click on Accept inthe lowerright hand corner ofthe screen To cancel applying discount click on Cance A prompt will appearasking if you are sure you wantto apply discountto the delivery note If you clickon
15. esgsunluderu i JE Sage PASTEL Elct aaier For tas action EM O After a delivery note orsalesorderhasbeen completed the customer visit is ended by clicking on Done on the Customer Visit home screen When a customer visitis completed without making a sale no delivery notes or sales orders were completed you willbe prompted to finish without performing any actions To continue with the customer visit clickon No toend the customer visit clickon Yes If the customer visit was completed without performing any actions as described inthe previous step you will needto specify areason The reasons available willbe determined by your organization Selectareason by clickinganywhere on the reason description then click on Done to end the customer visit 5 Daily Delivery Note Summary i ruis Iw Today i 46 sage PASTEL Ce ECC empor kb LV OA rir Turri ss Fern CTI Document Name VanSales amp SFAUser Manual To view a summary of all the delivery notes completed forthe current working day clickon the Delivery Notes icononthe application home screen A screen titled Invoices for today will be displayed To selecta delivery note clickon the client name to highlight it then on View Version 1 0 DocumentOwner Neil Cameron Page 21 of 23 VanSales User Manual ver 2 docx EE Pro view Furi TE n Sage PASTEL TA TT HOTT TT 11 The selected delivery note willnow
16. items click anywhere in the Search input field The onscreen keyboard willautomatically open To list all items in your inventory click on Search without entering anything inthe inputfield A warning prompt will appear stating that it could take long to display all items associated with your warehouse orinventory Clickon Yes to continue Version 1 0 DocumentOwner Neil Cameron Page 10 of 23 VanSales User Manual ver 2 docx F Select Produc mE Sage PASTEL Can Ah cl USES WY ET 1 LE LT R LR E 2 Selec Produc m E Sage PASTEL Nea Leza vvatcF us Ys 2727 ICE CMS tS Hen Delivery Fule Ti i t Sage PASTEL TE WOU ycu Ka to discount oo d EB air EE VAT Tnitzl Cut eer arr Options Document Name VanSales amp SFA User Manual development softagre wc n All items in your warehouse or inventory will be displayed along with the quantity on hand You can also search for specificitems by eitherthe description or code It functions the same way as searching for customers by name To selecta product click anywhere on the item description When selected the item will be highlightedin green To view additional details about the item click on Detail To return click on Back To adjustthe quantity of the selected item to be addedtothe deliverynote clickon the up and down arrows nextto the Quantity input field To specify large quantities you can use the
17. mobile device s numeric keyboard Once the desired item has been selected and the quantity specified click on Select to add the item to the delivery note A prompt will appear asking if you would like to discount the item Click on No Discount per line item is covered underthe Customer Visit Sales Order section The discount screen will only be displayed if you are allowed to apply discount You can only apply discountto either individual line items orthe delivery note as a whole and not to both Version 1 0 DocumentOwner Neil Cameron Page 11 of 23 VanSales User Manual ver 2 docx FE Mau Delivery ule TI A uk Sage PASTEL En PEUT samarreta Lie ETES om QU Lu VAT Tnitzl Cut CE arr Options FE Mau Delivery ule TI A uk Sage PASTEL En PEUT ses Lie Aun VAT FH Tritzl BH Custao veneror 377erH cH Options fe Hen Delivery Fule i i t Sage PASTEL 6a wd ysilke m rkr i tas celery te ESEA sd a onem VAT FH Tritzl BOLA B Custao CE Sener sr ch Options Document Name VanSales amp SFA User Manual The selected item will now appearon the delivery note You can add more itemsfollowingthe same steps If the client requires an ordernumber you can specify itin the Customer Order Number input field The onscreen keyboard will automatically open when clickinganywhere in the input field Once all desired items and the customerord
18. nthe Customer Visit icon on the home screen This will take you to the Select Customer screen netall r Document Name VanSales amp SFA User Manual Version 1 0 DocumentOwner Neil Cameron Page 5 of 23 VanSales User Manual ver 2 docx EE i Seler Cus luner T AE Sage PASTEL Coo ET ETAT Yes rns ane EL IJIL BL Ltd AT RAAT ALL I Hah o AXI Cr JUL Fes dale TATT odes Foner Frpaia pam REEL zh tll LIGA 7 I k rintall Hs BCE SEIELL fe Sele tl Gusluimier np E Sage PASTEL COo f JO eri road Ire 4 11 41 2 4415 r ujuju paw qjv n rjrjvju rjnjn E T ur e t Sele Com Lier p t Sage PASTEL ETES rnd FETE UCARL1 Lars ia rintall HP SEIELL Document Name VanSales amp SFAUser Manual At the Select Customer screen you can search for clients assigned to your warehouse orrep code depending on your organizations specific setup To listall customersassigned to you clickon Search whileleavingthe input field empty You can also search fora specificclientby name Dothisby clicking anywhere inside the Search input field The onscreen keyboard will automatically open Type in the client s name or part thereof In this example we searched for Dan s Bakery by using only dan as search criteria If more than one client s name contained the text dan they would also have been displayed You can search for cli
19. your username Chances Rem ji T1 E Sage PASTEL con ter 2334rg yr ILIZC IF nmi Enter your vehicle s current odometer reading Click on Done in the lower left hand corner of the screento continue Please note that this screen will only be displayed if a vehicle is associated with your username Bg Pastel Evululiun Muli Tp M6 SLR PASTEL _ You will now be at the application s home screen where the most common functionality willbe displayed in the form of icons namely Delivery Notes L el serv rustcmer i ai at Customer Visit a a Day End Report v Synchronize JT em Ln reed Inventory 2 Inventory View Document Name VanSales amp SFA User Manual Version 1 0 Document Owner Neil Cameron Page 4 of 23 development softagre wc n VanSales User Manual ver 2 docx T renw y TI n Sage PASTEL WL Lies 1427277 SAR Sonn rag Flo coun 7 home screen te termel UT 5711r mamn li hi To view the stock currently on hand click on the Inventory iconon the All stock assigned to your warehouse or delivery vehicle will be displayed To return to the home screen click on Done in the lower left hand corner of the screen stack Caunt 3 Stock Count To be documented 4 Customer Visit T Selec D lur p E Sage PASTEL EE enda rare A customer visit refers to the time spent at the client As soon as you arrive at the client click o
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