Desktop Procedures

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Desktop Procedures

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When using the Desktop Administrator on a daily basis there are a number of functions that you will need to be familiar with.  This section is designed to point you towards topics within this guide that you should read.

 

This topic will point you towards areas of the User Guide that you should read to become familiar with for daily Desktop Administrator working procedures.

 

Reviewing and Exporting Handheld Transactions        Reviewing and Exporting Invoices, Orders, Credits and Quotes

One of the most important things you will need to know is how to export handheld sales to the Accounting System.  This is a function that will need to be performed on a regular (probably daily basis).  To learn about this read Exporting Transactions.

Resolving Export Errors        Resolving Export Errors

Occasionally when you export the daily transactions, they are not 'rejected' by your Accounting System.  This is an uncommon event, but it is important that you know how to reschedule or reconcile any transactions from the Unreconciled Transactions.

Emailing Sales to Your Customers        Emailing Sales to Your Customers

If you plan to email sales to your customers from the Desktop Administrator, you will need to know how.  You can read about this in Completed Transactions.

Keeping in Sync with the Accounting System        The Datalink - Keeping in Sync with the Accounting System

Essential to keeping your Accounting System and Mobileezy data in sync with each other is the datalink.  You will need to run it on a regular basis - learn about how at Running the Datalink.

Setting Up New Customers        Setting Up New Customers

When you setup new customers in either Mobileezy or your Accounting System, you may need to do any of the following:

Assign to the appropriate sales territory - read Setting up Territories
Create special pricing - read Working with Price Levels and Special Pricing and Discounts.
Add them to a runlist - read Scheduling Customer Routes and Basic Routing.

Pricing Changes        Pricing Changes

If you make changes to a customers' pricing or you want to run special pricing events for customers or customer groups, you will need to adjust their pricing in Special Pricing and Discounts.

If you make changes to the price of an item in a pricing level, you will need to make adjustments in Working with Price Levels.

See Also:

Handheld Procedures

Working with Transactions

Working with the Datalink

Working with Pricing