Introduction
First thing the user sees after launching ST-Mobile Trade is the summary screen.
It displays generalized information on the main documents issued by the field employee.
Daily route for today
At the top of the screen, the daily route for today is displayed:
- how many visits are planned,
- how many of them are completed,
- how many are left unfulfilled.
Pie chart on the right visually shows how many percent of the work planned for the day has been completed.
Dynamics of sales and orders
Graph (in the upper part) shows the dynamics of the level of sales and orders in the context of product categories.
Dates are marked on the horizontal axis, and the amount of funds (in the main currency) is marked on the vertical axis.
Diagram (at the bottom) shows the ratio of orders and shipments (how many goods were shipped in comparison with the quantity of ordered goods in this category).
Also, share of each category of goods in shipments is noted.
Individual product categories can be disabled or enabled, but you cannot disable all categories.
By default, the report is built for the last 30 days, to select a different period, click .
Main menu
Through main menu, user gets to main sections of program — route, reports, tasks, etc.
To open main menu, click on icon in upper left corner of screen.
Decoding of designations
Main menu consists of the following sections:
Icon | Title | Description |
---|---|---|
Summary | Go to Summary screen. | |
Route | Go to Work on route. | |
Tasks | Go to Task list. | |
Notifications | Go to Notification list. | |
Reminders | Go to Reminder list. Number in red circle is the number of unread reminders on route. | |
Reports | Go to list of Reports. | |
Journal | Go to Document Journal. | |
Materials | Go to list of route Marketing Materials. | |
Exchange | Go to Data exchange with office. | |
Settings | Go to Settings. | |
Support Service | Contact with Customer Support. | |
Reference | Open program's User Manual. | |
About program | Get Detailed Information about program. |
Express exchange
Number of unsent documents and drafts is displayed at the bottom of the main menu.
To send unsent documents to the office, click to Begin.
Data Exchange will start.
To get documents to the office, do not forget to save them!