introduction to mobilepdq™

Introduction To MobilePDQ™Introduction To MobilePDQ™

Data Concepts, Inc. Data Concepts, Inc. (800) 225-7527(800) 225-7527

Partnering With:Partnering With:AT&T DeveloperAT&T Developer

Bluestar Bluestar IntermecIntermec

Microsoft ISV Microsoft ISV Motorola Motorola

[email protected]

mailto:[email protected]?subject=Information%20about%20MobilePDQ%20from%20DCI%20website

Intended AudienceIntended Audience

• Wholesale DistributorWholesale Distributor– DSD Direct Store DeliveryDSD Direct Store Delivery

• Sell Product to RetailersSell Product to Retailers– Beer, Beverage (Coffee, Softdrink, Water)Beer, Beverage (Coffee, Softdrink, Water)– Dairy and Ice CreamDairy and Ice Cream– Food Food – Durable (Books, Maps, Rack Jobbers etc)Durable (Books, Maps, Rack Jobbers etc)

– Non-DSD (Product Delivered by Vehicles)Non-DSD (Product Delivered by Vehicles)• Field Sales With Orders/Invoices/Data CollectionField Sales With Orders/Invoices/Data Collection• Rugged Environment Where Small Device RequiredRugged Environment Where Small Device Required

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OverviewOverview

• Presell, Delivery and Hybrid Delivery MethodsPresell, Delivery and Hybrid Delivery Methods• Print Orders, Invoices, Receipts and ReportsPrint Orders, Invoices, Receipts and Reports• Wireless Printing (BlueTooth)Wireless Printing (BlueTooth)• Signature Capture/Email PDF of InvoiceSignature Capture/Email PDF of Invoice• WWAN, WiFi (802.11b/g/n), Ethernet and USBWWAN, WiFi (802.11b/g/n), Ethernet and USB• Track Vehicle, Customer and Warehouse InventoryTrack Vehicle, Customer and Warehouse Inventory• Calculate Base Price, Contracts and PromotionsCalculate Base Price, Contracts and Promotions• Multiple Units of Measure (Case, Each, etc.)Multiple Units of Measure (Case, Each, etc.)• Update accounting Software with TransactionsUpdate accounting Software with Transactions


Industry Specific FeaturesIndustry Specific Features

• Enhanced Pricing format $9.00, $9.000, $9.0000Enhanced Pricing format $9.00, $9.000, $9.0000• National AccountNational Account• Liquor LicenseLiquor License• Vending Vending • SurveysSurveys• DEX/UCSDEX/UCS• Sales Tools (Profit Calculator, RouteBook, History, Sales Tools (Profit Calculator, RouteBook, History,

Resell Prior Order or InvoiceResell Prior Order or Invoice))


Special FeaturesSpecial Features

• Forced Invoice ItemForced Invoice Item– Fixed line item on invoiceFixed line item on invoice

• Customer Flag or assign to customer groupsCustomer Flag or assign to customer groups• Flexible Fuel Surcharge Pricing/Handling ChargeFlexible Fuel Surcharge Pricing/Handling Charge

– Associated EmptyAssociated Empty• Sell Product and generate empty pickupSell Product and generate empty pickup

– User-Defined SortingUser-Defined Sorting• Customer ListsCustomer Lists• RouteBookRouteBook

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Asset Tracking & MoreAsset Tracking & More

• Asset SerializationAsset Serialization– Track rental equipment by serial numberTrack rental equipment by serial number– Scan BarcodesScan Barcodes

• Usage Pricing ContractsUsage Pricing Contracts• Assembly LogicAssembly Logic• Sales Tax for multiple jurisdictionsSales Tax for multiple jurisdictions• Control WWAN, WAN, Bluetooth RadiosControl WWAN, WAN, Bluetooth Radios


HardwareHardware

• Windows Mobile 5 & 6.1Windows Mobile 5 & 6.1• Windows Embedded 6.5.3Windows Embedded 6.5.3• Recommend/Sell Recommend/Sell

• IntermecIntermec• CN50,CN70 Series, PB51 PrintersCN50,CN70 Series, PB51 Printers

• MotorolaMotorola• ES400, MC75aES400, MC75a

O’Neil PrintersO’Neil Printers• Support Compatible DevicesSupport Compatible Devices


Main MenuMain Menu

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Start of DayStart of Day

The MobilePDQ Main Menu provides access to all features. Start Day must be selected prior toCustomer Sales. Sync is for transferring data back and forth from the host system. Information and review are provided for the mobile salesperson as sales aids.


InventoryInventory


Inventory Inventory


Enter item code, scan barcode or use the item lookup function.

Select the location to load from

Inventory ReportsInventory Reports


Customer SalesCustomer Sales

Presell Order with future delivery date or Invoice

Modify existing Order

Void Order or Invoice

Count Customer Inventory Multiple locations

Collect Balance Forward or Payment by Invoice

User Defined Customer orProduct Surveys


Customer SalesCustomer Sales

Select Customer with Find or Scroll Through List.Enter Customer Code or Name to Search. Press OK when Done. Schedule lists Make-Day Sequence. Customer Operations include Order/Invoice Entry, Edit Order, Void Order/Invoice, Take Customer Inventory, A/R Payment and Survey.

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Order/Invoice Sales EntryOrder/Invoice Sales Entry

Item Unit of Measure

Quantity

Item Code Listed

Item Description

Remove Line Item

Enter Item

Added Item Description

Customer Description

Item Search

Scroll Bar

UOM Select

Add Item

Cancel (Backup) Continue (Done)

On-Truck Quantity

Item/UPC Scanner


Invoice Entry ScreenInvoice Entry Screen


Entry Screen enables the operator to enter build to quantity in the same screen as quantity ordered.

Order/Invoice Return, Damage EntryOrder/Invoice Return, Damage EntryMobilePDQ uses color to distinguish sales from returns and damage. ReturnReasons are captured for product good returns and damaged product.


Selling ToolsSelling Tools

1. Sigma (∑) = Displays Number of Items and Quantity for Sales, Returns and Damage.2. Extended Description= Message related to specific item.3. Comment = Message to be attached to order or invoice. 4. Tools

1. Routebook Update= View, edit Build To, Facings and Retail price.2. Profit Calculator = Calculate Markup or Margin ($ or %) for Retailer Profit.3. Resell = Display and edit previous Invoice for reuse.4. Delivery Route= Designate Delivery Route for Presell Order.

1. 2. 3. 4.


View/Edit PriceView/Edit Price

Item Unit of Measure

Item Price-

Item Code

Item Description

Scroll Bars


View/Edit DiscountView/Edit Discount

Discount Amount- Change with Security

Pricing includes discounting by item pricing key (group), tiered quantity (Assignment), cents offor percent. Qualification with message criteria, date range, authorized product and exception pricing provides targeted discounting.


Cash/Charge CodeCash/Charge Code

The salesperson has security code access to changing the customer from cash to charge orCharge to cash. Orders may be scheduled for delivery at a future date.


Invoice Review & Pick ListInvoice Review & Pick List


Payment CollectionPayment Collection

Cash, Check or Credit card information is collected in the Tender screen. A reference may be added for transmission to the host system.


Printed ManifestPrinted ManifestNet InvoiceNet InvoiceSplit InvoiceSplit InvoiceInvoice with SignatureInvoice with Signature


Printed Printed Invoice(Split Invoice(Split

Ticket)Ticket) 2525Data Concepts, Inc. (c) 2011Data Concepts, Inc. (c) 2011

InformationInformation


Settlement


SetupSetup


Handheld Management System (HMS)Handheld Management System (HMS)


HMS is the middleware or gateway software that connects your accounting Software with MobilePDQ

• Uses Microsoft SQL Server 2008 as the database• Integrates with leading business accounting software• Imports information from your accounting software

•Never enter the same data twice• Presold Order Reporting• Invoice Reporting• Inventory Reporting• Settlement Reports• Multi-User

Handheld Management System (HMS)Handheld Management System (HMS)

• Gateway between host accounting software Gateway between host accounting software and handheld computersand handheld computers

• Accounting/ERP software interfaceAccounting/ERP software interface• MobilePDF retrieves any invoice in secondsMobilePDF retrieves any invoice in seconds• Extensive ReportingExtensive Reporting• Tracks handheld status and error loggingTracks handheld status and error logging• Custom downloads for reducing transmission Custom downloads for reducing transmission

timetime


Invoice DetailInvoice Detail


introduction to mobilepdq™

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