Оглавление
The presence of a memo can reduce the number of questions and ensure that employees have no problems in the fields, as well as the completeness of the data transmitted to the office.
Appeal to users
Dear users of the system!
Familiarizing yourself with this simple instruction and following the steps described will allow you to work productively, avoid possible problems with your company management and communicate less with our technical support service.
This guide is brief and does not reflect all the features of the system, but it allows you to understand the main principles of work and avoid mistakes of your more lazy colleagues.
Keep it in the glove compartment for the first time!
The whole instruction boils down to 9 simple steps that you should follow every day using our program.
Steps of working with the program:
- Every morning - Make a download of full database.
- Every morning - Start the working day.
- Each visit - Start the visit.
- Each visit - Create documents and make other needed actions.
- Each visit - Finish the visit.
- Each visit - Make an express data exchange.
- Every evening - Make a manual data exchange.
- Every evening - Finish the working day.
- Every evening - Make an express data exchange.
Main Menu
You will perform many important operations in the system through the main menu.
From the main menu, the user gets to the main sections of the program - working with clients, reports, tasks, data exchange with the office, etc.
To open the main menu, click on the icon 
in the upper left corner of the screen.
The expanded view of the menu:
Download Full Database
Calling a dialog form: > Exchange > Download full database
Every day, before starting work, it is necessary to make a full download of the database.
When performing this operation, up-to-date data about customers, the plan of visits for the day, tasks, goods (prices and stock balances), etc. will be uploaded to the mobile device.
A full database download deletes all documents that are not sent to the office that are on the tablet.
Don't forget to send the data, if there are any!
It is impossible to recover the missing documents after that.
Begin of Working Day
When you open the program, you will always be taken to the Summary section.
The first thing to do when starting a new working day (after receiving the full database) - record the time of its start, which will be reflected in the reports of the management in the office.
The time is recording by pressing the button Get started.
Begin of Visit to Customer at Point of Sale
All work with clients is carried out in the Route section, it opens automatically after the start of the working day.
When you are ready to start a visit to a point of sale, find it in the list of customers, highlight it by clicking, and click Start a visit.
If you plan to visit a point of sale that is not in the route (the plan of visits for the day), you can select it on the Territory tab.
This will allow you to accurately determine your current coordinates and correctly display them to the management in the office, otherwise questions may arise about the correctness of the visit.
If the client is on the stop list due to overdue accounts receivable, then create documents Order or It will not be possible to Ship from the board.
Such outlets will be marked with a stop list filter (example below) and if you still need to make an order or a sale, you need to contact your management to resolve the situation and remove the lock.
After the start of the visit, customer information is automatically opened in the form of Point of Sale Card.
It displays information on the status of accounts receivable, sales plan, mutual settlements, customer details, etc.
If the customer has an overdue debt, it will be highlighted in red.
After reviewing the client's card, click the cross in the upper left corner to return to working with the point of sale.
Order
When you click the Start Visit button, operations at the selected point of sale will become available.
This means that you can create documents as part of a visit to this client.
To start placing an order, click on the Order operation.
The reason for the situation that has arisen, most often, is an overdue or canceled contract with the client in the company's Accounting System (ERP).
It is necessary to act according to the situation and the agreement with the management.
You can use the filter to select the desired product groups (button
), or find it in the search by name or article (button 
).
- When you have found the right product, put down the quantity in the Count column.
- A keyboard opens for entering values.
- After entering, do not forget to click OK.
After you have selected and filled in the information for all the products that the customer ordered from you, click the button Next in the upper right corner of the screen.
The final form of the document opens, where you see all the ordered goods and data on them - in what quantity and for what amount the goods were ordered, as well as the total amount of the document.
If you need to send additional information on the application to the office, make it out in the form of a comment by clicking on the button 
.
You can also offer the client to send a copy of the order to his email address, to do this, click the button Send via E-mail and ask the client to enter the email address.
After checking the data with the client, to save the document, be sure to click the button Save in the upper right corner.
If this is not done, the order will not be saved and sent to the statement, and the next day it may be lost when the full database is received.
Be extremely careful, always save the documents after they are processed, this will help avoid problems with management and customers!
Photo Report
To create a photo report document, select the Photo Report item in the list of operations during a visit to the client.
After opening the Photo Report document, you need to take photos, to do this, click on the Add Object button.
Choose which object the photo will relate to (if there are none, select No Data).
ST-Mobile Trade camera will open, which has the following form:
To take a photo:
- Select the object of photographing
- Click on the blue circle button to take a photo.
- Click on Done to exit the camera.
After all the photos are taken, click Done.
To add a comment to a document, tap 
at the top of the screen and enter the text.
After all the photos are taken and the comment is written, click Done in the upper right corner.
End of Visit to Customer at Point of Sale
When all the client's work tasks are completed and it is necessary to move to the next outlet, it is necessary to complete the visit that was started earlier.
To do this, click the End Visit button on the operations screen at the point of sale.
Visits to the following clients are carried out by analogy with the actions described above.
This will allow you to accurately determine your current coordinates and correctly display them to the management in the office.
Send collected data to Office
The system is able to send the collected data automatically, without user participation, if the appropriate settings are enabled in the office.
Therefore, we recommend that you always check whether all documents have been sent and do data exchange manually.
In addition to sending the collected data, the exchange updates data on balances and accounts receivable.
To exchange data, open the menu by pressing the button 
in the upper-left corner of the screen, and press Start opposite the block Express exchange.
Before closing the menu, make sure that the exchange process was completed successfully - the current date and time appeared, and the number of unsent documents is 0.
Displayed icons in the Express Exchange section:
- saved documents,
- drafts documents,
- images (photos).
Before receiving the database, you need to make sure that all documents are saved and transferred, the images are sent - in the Express Exchange block, the numbers 0 are opposite the documents.
End of Working Day
To record the time and location at the end of the day, you need to finish the working day in the program.
This information will be displayed in the management's office.
To do this, click the Stop button in the upper right corner.
Often users try to end the working day without completing the last visit to the outlet, which the program does not allow.
After clicking on Stop, a dialog box will open:
- Finish — record the time and location of the end of the working day.
- Continue — return to work on the route.
Press Finish.
At this point, the working day is considered completed.
This guarantees the delivery of information about the end of work to your supervisor.