A standard Desktop Order Entry System installation has 4 options available in the upper menu bar; Transactions, Templates, Customer Pricing and Item Pricing. There will be an additional tab for Stock if you are using Mobileezy Small Business with Stock or Mobileezy Enterprise with the Stock Module. This topic aims to describe basic navigation through the Desktop Order Entry System.
Opening DOES and Logging On
There are two methods for accessing Desktop Order Entry System:
|a)|| Double click on the desktop icon|
|DOES Desktop Icon|
|b)|| Click on the DesktopOrder icon from the Home screen|
|Opening DOES from the Home screen|
To log in:
When Desktop Order Entry System is first opened, you will be prompted to select a user from a the list:
|1.||Select the user from the login window|
|2.||Press the login button.|
Note: There is no password required for logging on. The list of available users is set by desktop users created in the Desktop Administrator.
The transactions tab is the first tab in the menu and is where sales transaction management is completed. In this tab you are able to:
|•||View, print and edit transactions completed by handheld users|
|•||Refresh the transaction list |
The templates tab is the second tab in the menu from where transaction template management is completed. The functions available in this section are:
|•||Editing of templates created on the handheld or Desktop Order Entry System|
The stock tab is available with Mobileezy Small Business with Stock and Mobileezy Enterprise with the Stock Module. In this tab, the available functions are:
|•||Create new stock activities|
|•||Print stock transactions|
|•||Refresh the transaction list|
The customer pricing tab shows customer specific pricing for each of the items in your item list. This is the same view as from the Desktop Administrator, pricing and customers tab, with the exception that the customer price level can not be edited from this tab.
The customer pricing can be viewed at any time during the creation of a transaction by simply clicking on the menu item and then switching back to the in progress transaction.
The item pricing tab shows item specific pricing for each of the customers in your list. This is the same view as from the Desktop Administrator, pricing and items tab. This item pricing can be reviewed at any time during the creation of a transaction by simply clicking on the menu item and then switching back to the in progress transaction.
Sales Transactions in DOES
Working with Cards
Customer and Item Pricing