Overview

Navigating the system

Navigation

At the top left hand corner of the screen, tapping the  icon will bring up the navigation options. The sections available are the same as those found on the non-mobile interface. Tapping the  icon at the top of the menu will close it.

To select an option, tap the required symbol and the system will take you directly to the requested screen.

Icons

Within the system, you may come across each of the icons below. Tapping the icon will display a popup.

1.   -  Create New  - Tapping this icon allows the user to create new records. In the desktop platform, this is the blue button.
   
2.  -  Grid Actions  - Tapping this icon will display a popup for actions specific to the grid being viewed.
   
3.   -  Edit Mode - Tapping this icon will enable Edit mode for the current screen or record.
   
4.  -  Cancel - Tapping this icon will cancel Edit mode.
   
5.  -  Save Screen - Tapping this icon will save any changes made to the current screen or record.
6.   -  Filters  - Tapping this icon will display a popup to filter the grid.
   
7.   -  Unknown  - Tapping this icon will allow the user to sort the grid.
   
8.  -  Refresh  - Tapping this icon will refresh the grid.
   
9.  -  Grid Options  - Tapping this icon will display the Grid Options popup used for selecting, tagging and exporting items in the grid.
   
10.   -  Grid Information  - Tapping this icon will display the Grid Information dialog. This dialog predominantly displays colour legends for the current grid.
    
11.  -  Actions  - Tapping this icon will display the Actions menu for the screen currently displayed.

Selecting Grid Items

1. To green select an item within a grid, tap the checkbox to the left hand side of the row. You can green select multiple rows to simultaneously interact with.
   
2. To green select more than a few rows quickly, click the  icon and tap Selection Tool.
   
1. In the popup, enter the details required such as number of rows, and tap OK. You may need to scroll down to see the button.
   
3. If you wish to clear the current green selections, click the  icon and tap Clear Selection.

Displaying the Record Panel or Open Record options

There are no ellipsis dots within the mobile interface, instead, they have been replaced by a short swipe from right to left.

1. To view the Record Panel and Open record options, swipe left on the grid row you wish to access. A button to open the Record Panel and another to Open the record will appear, tap the one you want to go to that screen.
   

Despatch

Quick Despatch

1. Green select the row(s) you wish to produce documentation for.
   
2. Tap the  icon and select Print Reports.
   
3. In the popup you can enter a batch number to group the orders together, although it can be left blank.
   
1. Tap Continue.
   
1. Depending on your selections you will be presented with either a PDF file or Zip file to download.
   
2. Print the document(s) required.
   
4. Pick Pack Verify:
   
1. If using barcode scanners:
   
1. Tap the Scan Document box.
   
2. Scan the barcode on your document.
   
2. If not using barcode scanners:
   
1. Green select a single order.
   
2. Tap the  icon and select Pick / Pack Verification.
   
5. Pick / Pack Verification:
   
1. If using barcode scanners:
   
1. Set Verifying Pick (On) or Pack (Off)
2. Tap the SCAN CODE box.
   
1. Scan each of the picked products on the order.
   
1. You will notice the % Complete increase as you scan items.
   
2. If you scan an incorrect item or scan too many of an item the system will display an error.
   
2. Assigning the courier
   
1. In the courier dropdown menu, select the courier required.
   
2. Enter the shipping weight if different than the combined average weight of products.
   
3. Enter number of boxes (or labels). A value of 0 or 1 will produce a single shipping label.
   
4. Tap Process.
   
1. Depending on your courier and system configuration one of the below actions will now happen:
   
1. You may get a PDF shipping label, 
   
1. Your order will automatically move to Issue in Sales Invoice Manager.
   
2. Your label printer may print a label.
   
1. Your order will automatically move to Issue in Sales Invoice Manager.
   
3. A combination of 1 & 2.
   
1. Your order will automatically move to Issue in Sales Invoice Manager.
   
4. Nothing appears to happen.
   
1. If you are not integrated with a courier or there was an error, your order will automatically move to Shipping in Sales Invoice Manager.
   
1. OR
   
2. Some couriers require you to produce your shipping labels from your couriers account page.
   

Sales Invoice Manager

1. Select the stage you wish to access by tapping the option on the screen.
   
2. Green select the orders you wish to process.
   
3. Tap the   button and then tap the action you wish to perform.
   
1. The actions available will depend on the section of Sales Invoice Manager you are viewing and are the same as on the desktop application.
   
2. You must use the Move Next option to move orders between stages.
   
1. You will follow the orders to the next stage of Sales Invoice Manager.
   
4. Clicking the name of the current stage at the top of the screen will display the different stages of Sales Invoice Manager allowing you display the orders in each stage.

Confirm Shipment

1. Tap the  button to enter Edit mode.
   
2. Set the date of the Shipment via the Ship Date field at the top of the screen.
3. In the top grid, green select the order(s) you wish to confirm.
4. Tap the   button and select the action you wish to perform.
1. The order(s) will move to the bottom Shipped grid.
5. In the bottom grid (Shipped), select the order you wish to confirm the shipment.
   
1. This must be done one order at a time.
   
6. Swipe left and tap the orange Edit section of the row (or tap Mark as Unshipped to return it to the top grid).
   
7. In the popup, tap the user making the change.
   
8. In the second popup, select a courier and enter the details as required.
   
9. Tap OK.
   
10. Tap the  icon to save changes.