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Introduction

By exchanging data with the office, mobile employee receives up-to-date data from ERP and ST-Mobi.com, and also sends the results of his work: documents, photos, statuses of completed tasks, etc.

System uses several types of exchange:

  • Data exchange;
  • Sending photos;
  • Getting additional materials;
  • Getting complete database.

Setting up exchange

When exchanging data, ST-Mobile Trade automatically uses any active internet connection.
If GPRS is available on the device, then communication with the server will be carried out via GPRS, if Wi-Fi is available, it is connected through it.
Exchange is performed correctly if the following conditions are met:

  1. User's mobile device is connected to the Internet (in any way):
    • GPRS / 3G / 4G — if there is no access to Wi-Fi network;
    • Wi-Fi — if the Outlet has access to Wi-Fi network.
  2. Data exchange parameters are correctly configured on the mobile device.

Get full database

Calling dialog form:  > Exchange > Get full database

After completing full database download, mobile employee receives all most up-to-date data:

  • about he's route,
  • territory,
  • retail outlets (their details and debts),
  • tasks,
  • goods (prices and stock balances),
  • and other information.

pay_attention
When performing the operation of obtaining a complete database, the old version of the database located on the mobile device is deleted.
Before receiving the full database, be sure to make sure that there are no documents left on the mobile device that have not been sent to ST-Mobi.com and ERP.
It will be impossible to return the missing data (documents, questionnaires, photos) after receiving full database!

When do I need to perform Full download?

  • Attention! Every day, at the beginning of work on the route;
  • At first launch of ST-Mobile Trade to load new route;
  • When updating ST-Mobile Trade version (for example, when switching from 4.0.45 to 4.1.0);
  • When changing route of mobile employee (worked on route 201, changed to 202);

How to perform Full download?

  1. Click Get Full Database.
  2. If there is unsent data in the system, a warning will appear: 
  3. Click Send, this will prevent you from losing unsent data.
  4. Data loading log will appear on the screen.
  5. When database is loaded successfully, corresponding message appears.
  6. After that, the program will restart and be ready to work.

Perform data exchange

Calling dialog form:  > Exchange > Perform data exchange

When exchanging changes , the mobile employee sends to ST-Mobi.com the data changed since the last exchange and receives up-to-date information (updated balances, debts and stop lists).
Exchange changes so as not to lose unsaved data.

When do I need to do data exchange?

  • Before starting work with Outlet and after its completion;

  • At beginning and at ending of working day;

  • Attention! After updating ST-Mobile Trade version, until database is fully loaded (otherwise all unsaved data will be lost).

How to perform data exchange?

There are several ways to exchange changes.

   Method 1. On the exchange screen, tap Perform data exchange.
   Method 2. While working with the document, click  and choose Exchange.
                      This allows you to get up-to-date information about the balances without closing the document. 
   Method 3. Open main menu and scroll through it to Express exchange item.
                      Click Begin.
 
   Method 4. On Route screen in the lower right corner, select sent/not sent data display button  and choose There is unsent data.
                      Exchange screen opens.

Automatic Data Exchange

Changes can be exchanged automatically in background.
Such an exchange does not interfere with employee's work, but increases traffic consumption.

pay_attention
Automatic data exchange does not replace operation of obtaining complete database, which employee must perform before each exit to route!
Automatic exchange is disabled by default.
You can enable it in the settings ST-Mobi.com.
Automatic exchange can also be carried out after the completion of work in the Outlets, if for the setting Exchange of changes at the end of the visit in ST-Mobi.com the value is set to Automatically.

Exchange status

Status and time of last exchange of changes is displayed under line Perform data exchange.

Presence of unsent documents or exchange errors is also indicated by icon located at bottom of route or document screen.

Clicking on status description opens data exchange screen.

Sending photos

Photos taken by mobile employee can be sent to office during exchange of changes or manually.
It depends on value of constant Mode of sending photos from ST-Mobile Trade in ST-Mobi.com.
If connection type installed on mobile device differs from setting value, then photos are not transmitted when changes are exchanged.
In this case, action is used Send photos.

When sending photos, message is displayed about number and volume of images being sent.

pay_attention
When working with low-speed mobile internet ST-Mobile Trade will notify you that sending photos may take longer.
helpful_hint
If receiving photos from employees is an important business process for your organization, we recommend that you train employees to click Send photos every time at end of working day.
This ensures that captured images are sent to ST-Mobi.com.

Get additional materials

Additional materials (product images) are uploaded to the mobile device:

  • with manual exchange of changes,
  • with separate type of exchange Get additional materials.

When database is fully loaded or background exchange, only information about the availability of new or updated materials is downloaded to device, but not materials themselves.
To download or update materials on device, exchange changes or upload them manually.

Loading materials manually

Calling dialog form:  > Exchange > Get additional materials

  1. Click Get Additional Materials.
    After the program connects to exchange server, message will appear:
  2. Click Download to begin downloading of materials.

Data exchange interruption

Data exchange can be stopped at any time.
To do this, click .
Data wouldn't lost in this case.

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