AutoSimply SalesAnyhwere v2022 Mobile User Manual

2022-05-30

Table of Contents

(Click & view details)

Part I – User Interface

Login Page. 

Setting Page. 

Menu page – A/R Tab. 

Menu page – O/E Tab. 

Logged In Settings Page. 

A/R sales. 

Document detail 

Item tab. 

Document details tab. 

Totals tab.

Item line detail.

Item line tab. 

Serial tab. 

Serial List. 

Lot tab. 

Lot List. 

Dunning. 

Dunning customer search. 

Dunning document. 

posting dunning letter. 

Order Inquiry. 

Select document on inquiry. 

Select required document. 

Sales and Payment Inquiry. 

POS mode. 

New POS document. 

Sales session. 

List view..

Grid view.

Location detail.

Customer information. 

Transaction list. 

Items and total tab. 

Document detail tab. 

payment. 

POS receipt operation. 

Search Customer. 

Create New Customer. 

Customer detail.

Customer Info. 

Sales History. 

Scanning. 

Item Search. 

Payment page. 

Alternative layout. 

Document detail screen. 

Search customer. 

Search order inquiry. 

Part II – Operation. 

Promotion. 

Share document. 

Signature. 

Offline Mode. 

Offline Data. 

Pending Document. 

Offline Mode Full Steps. 


Part I – User Interface

Login Page


Main concept

Login page for SalesAnywhere. This application will store the login session after login, so user does not need to login again when use close the app. The session will be kept until logout manually.

Field List

(1) User ID – entry for SaleAnywhere ID to login.

(2) Password – entry for login password.

(3) Company – select the company login to.

(4) Enable Offline switch – switch on to see and use Offline session.

· Please refer to offline mode session for detail.

(5) Login button – click to login with validation on User ID and password.

(6) App version – showing the current version number.

(7) Web Service version

(8) License – license information, showing company name licensed to.

(9) Setting – click to navigate to setting page.

(10)To POS page switch – only display in UWP / tablet, switch on to POS entry is switched.
• Please refer to POS mode session for detail.

Setting Page


Main concept

Application setting page, setting will apply in the login session until logout.

Field List:

(1) Back button – back to previous page.

(2) IP – the server name/service IP to be connected to.

(3) Port – the port number used to connect.

(4) Https – switch on to use https for network connection.

· A valid digital certificate is required.

(5) Language – select the display language.

(6) Save – confirm and save the IP, port number and https option for next connection.

Menu page – A/R Tab


Main concept

The menu page for A/R functions, from sales to dunning and inquiry of documents.

Field list

(1) Scanning – scanning promotion QR code, disable in A/R Tab Menu Page, please refer to promotion session in operation part for detail.

(2) Logged In Settings – User logged in setting page, please refer to logged in settings session.

(3) Logout – logout the current login session.

(4) Function group tab – switch between A/R and O/E function group.

(5) Sales – entry of AR sales function.

· When clicked, please refer to Search Customer session.

(6) Dunning – entry of AR dunning function.

· Please refer to dunning session for detail processing flow.

(7) Invoices – entry of inquiry of AR invoices.

(8) Sales and payments – entry of inquiry of AR sales and payments in a range of period.

Menu page – O/E Tab

In Android In UWP


Main concept

The menu page for O/E functions, from quotation to dunning and inquiry of documents.

Field list

(1) Scanning – scanning promotion QR code, please refer to promotion session in operation part for detail.

(2) Logged In Settings – User logged in setting page, please refer to logged in settings session.

(3) Logout – click to logout the current login session.

(4) Function group tab – switch between A/R and O/E function group.

(5) Default location – default location of new line.

(6) Quotation – entry of create O/E quotation.

· When clicked, please refer to Search Customer session.

(7) Sales – entry of create O/E order to invoice.

· When clicked, please refer to Search Customer session.

(8) Dunning – entry of view O/E dunning per customer.

· Please refer to dunning session for detail processing flow.

(9) Orders – inquiry of O/E orders

(10)Sales and payment – entry of inquiry of O/E sales and payments in a range of period.

(11)Sales History – entry of the list of Sales History.

(12) POS – entry of POS mode.

· Button will appear only when:

o Running UWP version

o iPad

o android device with at least 600 dips in width.

· Please refer to POS mode session for detail.

(13)Offline Data – entry to request and download offline data, please refer to offline session for detail.

(14)Pending Document – entry to check and post all the documents and payments during offline mode, please refer to offline session for detail.


Logged In Settings Page


Main concept

Logged in setting page, including Offline mode and print receipt setting.

Field List:

(1) Back button – back to previous page.

(2) Online Automatic Calc Tax – checked to calculate tax of every action in document.

(3) Offline Mode Checkbox – Will prompt alert box to input estimate tax when posting document in offline mode if checked the checkbox.

(4) Select Printing Type – Drop down menu to select the printing type, there are ‘Wifi or Ethernet’ and ‘BlueTooth’ for user to select, but BlueTooth is available in android.

(5) IP Address – Entry for user to input IP address, only available when user selected ‘Wifi or Ethernet’.

· The IP Address is come from the Wifi/Ethernet printer, please confirm the printer can connect.

(6) Port – Entry for user to input the Printer port number, if empty will use default port 9100 to connect the Printer, only available when user selected ‘Wifi or Ethernet’.

(7) Save Button – Click to save the IP address and Port number setting, only available when user selected ‘Wifi or Ethernet’.

(8) Test Printer Connection Button – Click to test the printer connection, will display an alert box to show the status, only available when user selected ‘Wifi or Ethernet’.

(9) Use Printer without Asking checkbox – If checked, when user is using printing function, the printing function will just run through, otherwise there will be an alert box for the user to confirm the printing job.

(10)Select Printer – Button to select connected printer on Android, only available when user selected ‘BlueTooth’.

· The ‘BlueTooth’ printer need to be connected on Android before click this select button.

A/R sales


Main concept

Processing screen of A/R sales which simulate a document, including item lines added and balancing of it.

Field list

(1) back – back to previous page

(2) scan – click to launch Scanning page to capture item barcode.

(3) Add items – click to launch item search page to search and select item(s) to add into current transaction.

(4) Customer name – indicate the customer’s name of current transaction belongs to.

(5) Customer currency – customer currency set in AR customer.

(6) Item list – listing item(s) added to this transaction.

(7) Total Qty. – the sum of quantity of each item line added to this transaction.

· UOM conversion will not be calculated to stocking unit.

(8) Subtotal – sum of the unit price of each item line added to this transaction.

· Will update after an item line is added/updated.

· Tax is not included.

(9) Tax – total tax needs to be paid for the current transaction.

· Will be calculated after posting.

(10) Total – sum of the unit price of each item line and tax amount.

· Will be shown after posting.

(11) Balance – balancing on current transaction.

· Will update after payment.

(12) Post – confirm and post the input information as an A/R order, shipment and invoice.

· Enabled when at least one item line inserted.

· Disabled after posting.

(13) View – download and view the invoice in PDF format which generated with crystal report.

· Enabled after posting.

(14) Share – share the invoice in PDF format which generated with crystal report to others.

· Application will automatically search and show all apps/tool able to use to share the file.

· For exampling screen shoot, please refer to Share Document session in Operation part.

(15) Payment – launch payment page to process payment against current transaction.

(16) Void – void and create credit/debit note against current transaction.

 

 

Document detail

Item tab


The buttons are difference on order, shipment and invoice.


If create Order to Shipment/Invoice, there is a Ship All function to control to ship all the items.

Mobile view


UWP view

Main concept

Document detail of current transaction, including detail of transaction header, item line(s) and balancing of transaction.

Field List

(1) Back – back to previous page.

(2) Scan – click to launch scanning page to capture item code with camera.

(3) Add item – click to launch item search page to search and select the item(s) to insert in.

(4) Customer name – the customer that current processing transaction belongs to.

· Click to view customer detail, please refer to customer detail session.

(5) Change Customer – click to launch popup change customer page to search and change the customer.

(6) Currency – customer currency set in A/R customer.

(7) Document number – indicate the document number processing, ***NEW*** represent new transaction.

(8) Scan – input the item number or unformatted item number to add a new item line with quantity 1, default UOM and price list directly to transaction list.

(9) Commit all – set all item lines commit quantity equals to order quantity.

     · Only enabled when O/E order is involved.

         o Enabled after posted quotation since it can be posted as order after quotation posted.

(10)Sales type – indicate the document(s) will be posted for current transaction.

      · Able to select after quotation is posted or enter this page from O/E sales entry.

(11)Customer type – Customer type in A/R customer.

(12)Create new line switch – switch on to create a new line record when adding item line instead of merging to existing line with same item number, location and UOM.

(13)Tab bar – switch between viewing item line details, document header information and balancing information.

(14)Item line list – listing the item line(s) added to current transaction with following structure:



· Discount amount and discount percentage will ne shown only when extra discount is applied (not the discount set up in Sage).

· Click on any line to edit line detail, please refer to item line detail session.

(15)Total Qty. – total number of items in current transaction

· UOM conversion is not calculated.

(16)Subtotal – subtotal before tax for current transaction

(17)Post – confirm the information input (including all tabs) and post to Sage.

· Will enable with at least one item line.

· If signing option is checked and shipment is involved in the transaction, user is required to sign it, please refer to signature session.

(18)View – view the transaction in PDF format with crystal report.

· Will enable after posting.

· If the PDF file does not exist, it will generate and download automatically.

(19)Share – share the PDF format to others.

· Will enable after posting.

· The application will look for suitable app/tool in device to share the file.

· If the PDF file does not exist, it will generate and download automatically.

· For exampling screen shoot, please refer to Share Document session in Operation part.

(20)Auto assign lot/serial – click to auto assign lot/serial item line(s).

· Only show when there is lot/serial item line(s).

(21)Keep quotation – switch on to post order with copied information form quotation instead of posting that quotation to an order.

· Only show after posted quotation.

(22)Payment – click to launch payment page to pay against that document.

· Only show on sales but not quotation.

(23)Print – print the corresponding document with a receipt printer.

· The print button will show the printing popup as POS mode print function, please refer to POS print receipt.

(24)Void – click to void the document.

· Only show on sales but not quotation.

· Only enabled after invoice of posted.

(25)Ship all/Unship all – click to ship/unship all quantity on all item lines.

· Only show on Order to Shipment/Invoice.

· Will restore selected lot/serial when ship all the item line.

(26)Ship all/Unship all switch – click to ship/unship all quantity on the item line.

· Only show on Order to Shipment/Invoice.

· Will restore selected lot/serial when ship all the item line.

· There are 3 displays of the ship toggle status:

Mobile view


UWP view


Document details tab


Main concept

Entry of editing header information of current transaction.

Field list

For the entries above the tab, please refer to Item tab session.

(1) Exp. Ship date – expected ship date of current transaction.

(2) Ship via – select the ship via code.

(3) Reference – reference for the transaction.

(4) PO No. – related PO No.

(5) Comment – comment of current transaction.

Totals tab


The label ‘Tax’ will become ‘Calculate Tax’ if the ‘Online Automatic Calc Tax’ is not checked in logged in page during any action in document.


Main concept

Showing the balance of current processing transaction.

Field list

For the entries above the tab, please refer to Item tab session.

(1) Total Qty. – total quantity of item in this transaction.

· UOM conversion is not calculated in it.

(2) Subtotal – total price before tax and discount on whole document is excluded.

· Discount in line level is included.

(3) Discount Misc. charges – switch on to apply document level discount on miscellaneous charge also.

(4) Discount (percentage) – document level percentage discount

· Will calculate the discount amount automatically and show in field (5).

(5) Discount (amount) – document level discount amount

· Will calculate the discount percentage automatically and show in field (4).

(6) Net amount – total price before tax.

(7) Tax – tax amount for this order.

(8) Total – the actual amount needs to pay.

(9) Calculate Tax – Will change from ‘Tax’ when the ‘Online Automatic Calc Tax’ is not checked in logged in page during any action in document, click to get the Tax.

Item line detail

Item line tab


Main concept

View and edit the detail for item line.

Field list

(1) Back – back to previous page.

(2) Tab bar – switch between item line tab, serial tab and lot tab.

· Serial tab and lot tab will be shown when item is serial/lot tracked and shipment is involved in the transaction, otherwise, they will be hidden.

(3) Item description – showing item description set in IC Items.
Click to view the quantity by location:

(4) Location – the order/ship from location, taking default location for newly adding line.

(5) UOM – the unit of measurement of the item in the transaction.

(6) PUOM – the pricing unit of the item in this transaction.

· Noted that the PUOM may not be equal to stocking unit.

· The PUOM is related to the pricing setup in Sage on this item.

(7) Quantity – the quantity of current item involves in this transaction.

(8) Commit quantity – set quantity to commit for current transaction.

· Can only be edited when O/E order is in processing, otherwise, the field is disable.

(9) Unit price – the unit price for this item.

· The unit price showing including the discount set in Sage.

· User can edit it if user have corresponding security right, otherwise, the field is disabled.

(10) Price list – the price list applied for this item in current transaction.

· User can edit it if user have corresponding security right, otherwise, the field is disabled.

(11) Discount percentage – line level discount percentage

· User can edit it if user have corresponding security right, otherwise, the field is disabled.

· Will automatically calculate the corresponding discount amount and place in field (12).

(12) Discount amount – line level discount amount

· User can edit it if user have corresponding security right, otherwise, the field is disabled.

· Will automatically calculate the corresponding discount percentage and place in field (11).

(13) Ext. amount – extended amount, total amount for current item line.

(14) Exp. Ship date – the expected ship date for current item line.

(15) Comment – entry of line level comment field.

(16) OK – confirm the above input/modification and back to previous page.

Serial tab


Main concept

This tab will appear only when shipment is volved on transaction and item is serial tracked. User can view and edit the serial to be shipped.

Not available in Kit component.

Field list

(1) Back – back to previous page.

(2) Camera scan – click to launch scanning screen to capture lot number with camera.

(3) Tab bar – switch between item line tab, serial tab and lot tab.

· Serial tab and lot tab will be shown when item is serial/lot tracked and shipment is involved in the transaction, otherwise, they will be hidden.

(4) Item description – item description set in IC Items.

(5) Quantity – quantity of serial input per quantity of serial required.

(6) Select Serial – click to select serial number, please refer to serial list session.

(7) Serial number entry – input the serial to ship in this transaction.

(8) Add – adding the input serial number to this transaction, validation will be done.

(9) Serial list – listing the serial recorded for this item in current transaction.

(10) Clear all – clear all the serial input for this line in this transaction.

(11) Delete – delete selected serial.

Serial List


Main concept

This page will show when user click Select Serial button on serial tab in item line detail page. User can view and select serial number for the item.

Field list

(1) Back – back to previous page.

(2) Item Number – display the item number.

(3) Quantity – display the total quantity that need user to assign serial number.

(4) Auto Assign – click to auto assign serial number start from the top of the serial list, those serial number checkboxes will be checked.

(5) Serial number checkbox – click to select or deselect the serial number.

(6) Add – click to confirm to add the selected serial number to that item line.

Lot tab


Main concept

This tab will appear only when shipment is volved on transaction and item is serial tracked. User can view and edit the serial to be shipped.

Not available in Kit component.

Field list

(1) Back – back to previous page.

(2) Camera scan – click to launch scanning screen to capture lot number with camera.

(3) Tab bar – switch between item line tab, serial tab and lot tab.

· Serial tab and lot tab will be shown when item is serial/lot tracked and shipment is involved in the transaction, otherwise, they will be hidden.

(4) Item description – item description set in IC Items.

(5) Quantity – quantity input / required lot quantity, showing number of lot missing.

(6) Lot – input the lot number to be involved in current transaction.

(7) Select Lot – click to select serial number, please refer to lot list session.

(8) Quantity – quantity of lot to be involved in current transaction.

(9) Add – adding the lot record with input lot and quantity to current transaction.

(10) Lot list – lot added in current transaction.

(11) Clear all – clear all inputted lot for this item line.

(12) Delete – delete selected lot.

Lot List


Main concept

This page will show when user click Select Lot button on lot tab in item line detail page. User can view and insert quantity lot number for the item.

Field list

(1) Back – back to previous page.

(2) Item Number – display the item number.

(3) Quantity – display the total quantity that need user to assign lot number.

(4) Auto Assign – click to auto assign lot number, the top lot number will get all quantities.

(5) Lot number entry – click to insert quantity of lot number.

(6) Add – click to confirm to add the selected lot number to that item line.

Dunning

Dunning customer search


Main concept

Searching customer for dunning, by default, it shows all customers sorting with average days to pay.

Field list

Back – back to previous page.

(1) Back – back to previous page.

(2) Customer No. – filtering the search result with customer number contains input text.

· Search with blank input to not apply customer number filter.

(3) Name – filtering the search result with customer name contains input text.

· Search with blank input to not apply customer name filter.

(4) Telephone – filtering the search result with telephone number contains input text.

· Search with blank input to not apply telephone number filter.

(5) city – filtering the search result with city contains input text.

· Search with blank input to not apply city filter.

(6) Search – click to search for customer applied with above filter.

(7) Clear – clear all the search field entry.

(8) Search result – listing searching result with order by average days to pay.

     · The coloring of lines represent:

       o Red – the average days to pay equal or more than the third aging period.

       o Yellow – the average days to pay equal or more than the second aging period.

       o Green – the average days to pay equal or more than the first aging period.

       o No color– the average days to pay less than the first aging period.

Dunning document


Main concept

Search for the document for dunning and categories them with four aging periods, user can select document(s) from the result and send dunning letter to customer.

Field List

(1) Back – back to previous page

(2) Confirm – add selected document(s) to the dunning letter. Please refer to posting dunning letter session for detail.

    · Select the document(s) can press confirm to continue.

    · Support multi-select.

    · Support dunning for documents in different tabs.

(3) Tab bar – switch for other document(s) in another aging period.

(4) Document list – listing the document that is overdue which categories with overdue day(s).

    · Each document listing will contain:

      o Document number (bolded)

      o Original due date

      o Overdue amount (in red)

posting dunning letter


Main concept

Confirm the document(s) selected for dunning and post the dunning letter.

Field List

(1) Back – back to previous page.

(2) Add – add more document(s) into the current dunning letter.

    · Click to launch dunning document page to add more document(s).

(3) Customer name – name of customer

(4) New due date – set up a new due date for selected document(s).

(5) Document list – document(s) selected for current dunning letter.

(6) Comment – comment for current dunning letter, dunning letter will contain the comment as well.

(7) Post – confirm the input and selected document(s) and generate the dunning letter to customer.

(8) View – view the posted dunning letter in PDF format which layout followed the crystal report assigned.

    · Button will be enabled after posting the dunning letter.

    · The PDF file will generate when button is clicked if not exist.

(9) Share – share the dunning letter to other in PDF format which layout followed the crystal report assigned.

    · Button will be enabled after posting the dunning letter.

    · The PDF file will generate and download when button is clicked if not exist.

    · The application will automatically look for suitable app to share.

    · For exampling screen shoot, please refer to Share Document session in Operation part.

Order Inquiry


Main concept

Search and load document by document type within a range of time to edit/post.

Field list

(1) Back – back to previous page

(2) Order No. – search document which document number contains text in this field.

     · not apply this searching criterion if left empty.

(3) Ship-to name – search document which ship to name contains text in this field.

     · not apply this searching criterion if left empty.

(4) Customer No. – search document which customer number contains text in this field.

     · not apply this searching criterion if left empty.

(5) Customer name – search document which customer name contains text in this field.

     · not apply this searching criterion if left empty.

(6) Search from/search to date – date range of the searching document.

(7) Search with date switch – switch off to not limit the document date.

(8) Document type – select the document type to search for.

(9) Include complete – switch on to include completed order in searching.

(10) Search – apply the above searching parameter and search for document matched.

(11) Clear – clear all the searching entry.

(12) Result list – listing the search result.

There is alternative layout for larger screen with the following situation, for detail, please refer to Alternative layout – search order inquiry session:

  - Running UWP version

  - iPad

  - android device with at least 600 dips in width.

Select document on inquiry

If searching document with POS mode, close the prompted UI and showing POS mode page.

When a document is select in order inquiry function, the behavior is depended on the selected document type (field 8).

  - For quotation and order, it will prompt another screen for selection of the action to be done on the selected document:


The available action is different when select different type of document:

     o Select a quotation:

          · Edit – launch document detail, edit the document.

          · Copy – launch document detail, copy the document to new document by original       quantity.

          · Delete – delete selected document.

          · Order – launch document detail, will post order with that document.

          · Shipment – launch document detail, will post order and shipment with that quotation.

          · Invoice – launch document detail, will post order, shipment and invoice with that quotation.

          · Read Only – launch document detail, can view the document only, will appear if user do not have right to edit quotation and create other documents.

      o Select an order:

          · Edit – edit the quotation.

          · Copy – launch document detail, copy the document to new document by original quantity or outstanding quantity.

          · Shipment – launch document detail, will post shipment with that order.

          · Invoice – launch document detail, will post shipment and invoice with that order.

          · Read Only – launch document detail, can view the document only, will appear if user do not have right to edit order and create other documents.

- when shipped is selected, it will launch document detail screen for user to make invoice against that order if only one shipment is done with that order, else user need to select the shipment to process.

       o Selection of shipment

           · If there are multiple shipment for an order, it will prompt a screen for selection of shipment to invoice. For detail, please refer to select required document session.

- When invoiced is select, it will launch document detail screen for user to make payment or void that order if only one shipment is done, else user need to select the shipment to process.

       o Selection of shipment

            · If there are multiple shipment it will prompt a screen for selection of shipment to invoice. For detail, please refer to select required document session.

Select required document


Main concept

Listing all required documents against the selected order for user to select one of it to process.

Field list

(1) Doc. No. – document number of the related shipment/invoice of selected order.

(2) Tax – total tax of the document.

(3) Total – total amount of the document (include tax).

(4) Cancel – cancel document selection process.

Sales and Payment Inquiry


Main concept

Showing the sales and payment record of current TW user.

Field list

(1) back – back to previous page

(2) user ID – current YW user logged in.

(3) from date/to date – searching date range of sales and payment record.

(4) Search – click to proceed the searching process with above date range.

(5) View detail report – viewing sales and payment record detail report in PDF format with same layout as crystal report.

(6) Total sales – showing total sales within the date range, update the value when search process done.

(7) Payment amount – the total payment received within the date range, update value when search process done.

(8) Payment detail – list all set up payment code and indicate the corresponding receipt amount of each payment method.

POS mode


Main concept

POS mode containing most of the operation in one page which is convenience to user to handle all the job without switching between different functions.

Noted that there is default customer and function set in Sage SalesAnywhere Option.

Field/session list

(1) Scan – launch scanning page to capture promotion or item barcode.

(2) Add – start a new document.

· For detail, please refer to new POS document session.

(3) Load – prompt order inquiry UI and load the selected document.

(4) Add customer – create a new customer.

· Please refer to Create New Customer session.

(5) Sales session – for adding new item line into a transaction, with search and select the item.

· For detail, please refer to Sales session.

(6) Location detail – to view stocking inquiry for an item.

· For detail, please refer to location detail.

(7) Customer information – listing basic customer information.

· For detail, please refer to customer information.

(8) Transaction list – listing the item lines added to the transaction.

· For detail, please refer to transaction list.

(9) Payment – Showing the subtotal of current transaction.

· For detail, please refer to payment.

(10)Comment – document header comment.

 

New POS document

When new document button is clicked, the new document UI screen will prompt out.


Field List

(1) Customer – selected customer for upcoming transaction

(2) Change – change selected customer, click to prompt out customer search UI.

(3) Creating document(s) – select the document to be created.

· It will automatically select necessary document(s) to create. For example, user select invoice will automatically select order and shipment.

(4) Ok – confirm selected customer and document(s) to create.

(5) Cancel – cancel the create new document process.

Sales session

Main concept

The main panel to search and add a new item line into the transaction. The sales item can be viewed in list format or grid format.

List view


Field list

(1) Home – Click to go to Home page.

(2) Scan – input the item number or unformatted item number to add a new item line with quantity 1, default UOM and price list directly to transaction list.

(3) Misc. charge – click to change processing on search/input as miscellaneous charge.

· When clicked, the button text will change to "item”, click to change processing back to item number.

· When clicked, column Price List, UOM, Unit Price, Quantity and Com. Qty. will be hidden on search result (field 12) since they are not applicable to miscellaneous charge.

· When clicked, column price will be shown on search result (field 12).

· Only enable for list view.

(4) Grid view – click to change layout from list to grid, please refer to grid view for detail.

· When clicked, the button text will change to "item”, click to change processing back to item number.

· Noted that the search result will be separated on each layout, the searching result showing in a layout format will be the last searching result with that layout.

(5) Item number – searching parameter, item number for item search, miscellaneous charge code of searching miscellaneous charge.

(6) Item description – searching parameter, item description for item search, miscellaneous charge description for searching miscellaneous charge.

(7) Search – proceed the search function with input searching parameter, multiple parameters can apply on a single search.

· Noted that search result in list view and grid view are regarded as in different UI, each layout will show the last searching result with that layout.

(8) Clear – clear the search result (field 12) and searching parameters (field 4 and 5).

· Noted that search result in list view and grid view are regarded as in different UI, so clear function will apply in current view only.

(9) Commit all – set commit Qty. of all edited item lines in search result to order quantity.

· Button only enable for processing order.

(10) Uncommit all – set commit Qty. of all edited item lines in search result to 0.

· Button only enable for processing order.

(11) New line switch – when switched on, forcing item line to be added to create a new line in transaction list instead of merging into item line with same item number, UOM and location.

(12) Sales History – entry of the list of Sales History.

(13) Doc. No. – document number of current processing transaction.

· *** NEW*** for new transaction.

(14) Search result – listing the search result with basic information.

· Item number from IC Items.

· Item description from IC Items.

· Price list (field 13).

· UOM, unit of measurement of item line.

· Unit price, price of the item line with the UOM in display.

· Quantity, quantity to add in current transaction (field 14).

· Committed Quantity, committed quantity the item line (field 15).

(15) Price list – the price list applied to the item line.

(16) Quantity – input the quantity of that item to be added into transaction list.

(17) Committed quantity – input the committed of the item line.

· Only enabled for order.

(18) OK Button – Click to add item(s) to item line.

Grid view


Main concept

Grid view showing the item image but with less item information (e.g. price list). It also shows the item group assigned to current YW user; user can select the item in relative item group.

Field list

The major different between two layouts is on the searching result, please refer to list view for other fields.

Noted that:

- Misc. charge is disabled in grid view.

- Commit all and uncommit all is not working.

(1) Item group list – listing all item groups assigned to current YW user.

(2) Item group image – showing the image of the item group, it does not have a default image and thus showing blank for not assign image on that group.

· When an item group is selected, the items contain in that group will be listing on search result.

(3) Item group code – item group code set in Sage YW.

(4) Item group description

(5) Search result – listing items of search result or in selected item group.

· Noted that search result in list view and grid view are regarded as in different UI, each layout will show the last searching result with that layout.

(6) Item image – image of the item, since there is no default image for item, it shows blank for not setting it.

(7) Item number – item number form IC Items.

(8) Item description – item description from IC items.

(9) UOM – the item unit when it adds to transaction list.

(10) Price – the price of that item with displaying unit.

(11) Quantity – quantity to be added to transaction list for that item.

· It will be shown when click on the item.

Location detail


Main concept

When an item is selected, the location session showing the stock information of item in default location and all locations. User can click on location session to view location detail which showing stock information in each location.

Field list

Location session

(1) Location – showing the location of stock information referring to.

(2) Qty. on hand – quantity on hand within that location.

(3) Qty. available – quantity available within that location.

Location detail

(4) Item number in IC items.

(5) Item description in IC Items.

(6) Location list, listing stock information in all locations, having same format as location session.

(7) Done, close location detail screen.

Customer information


Main concept

Showing current customer basic information.

Field list

(1) Customer name

· Click to launch customer detail.

(2) Change Customer – click to launch customer search to change selected customer.

(3) Customer currency – click to open customer information page.

(4) Customer account set – click to open customer information page

(5) Term code of customer in A/R customer

(6) Credit available – remaining credit, showing ‘N/A’ for no credit limit set to customer.

(7) Action – showing current transaction type, possible action:

     - Quotation

     - Order

     - Invoice

     - Edit

(8) Customer type in A/R customer.

Transaction list

Items and total tab


If create Shipment/Invoice from Order


Main concept

Summary of item(s) added into current transaction.

Field list

(1) Item number in IC items.

(2) Item description in IC items.

(3) Quantity per unit of this item line.

(4) Price per unit of this item.

(5) Total price of this line, excluding item line discount. (for discount rule set in Sage, it will automatically apply to item price if condition satisfied.

(6) Line discount percentage.

· Will be hidden if item line discount is not set.

(7) Line discount amount.

· Will be hidden if item line discount is not set.

(8) Subtotal of item line, including line discount.

(9) Commit all – set commit quantity in all item lines in transaction list with quantity.

· Newly added line will not apply this option. User can set it with double click on item line to launch item line detail UI.

(10) Ship all/Unship all – click to ship/unship all quantity on all item lines.

· Only show on Order to Shipment/Invoice.

· Will restore selected lot/serial when ship all the item line.

(11) Auto assign lot/serial – click to auto assign lot/serial item line(s).

· Only show when there is lot/serial item line(s).

(12) Ship all/Unship all switch – click to ship/unship all quantity on the item line.

· Only show on Order to Shipment/Invoice.

· Will restore selected lot/serial when ship all the item line.

Feature

User can edit the item line detail by clicking an item line to prompt item line detail UI.

Document detail tab



Main concept

Allow user to input the document header information.

Field list

(1) Expected ship date – the expected ship date for current transaction.

· Only available for quotation and order.

(2) Ship via – ship via for customer.

(3) PO No. – referencing PO number of current transactions.

· Available for quotation and order only.

(4) Reference – reference of document

(5) Discount Misc. charge – switch on to apply document level discount into miscellaneous charges.

(6) Comment – comment on document header.

(7) Ship date – the actual ship date of that transaction.

· Will be show on shipment and invoice only.

· Can be edit on shipment only.

payment


Main concept

Showing total amount of current transaction.

Field list

(1) Total item count – number of items in current transaction, noted that the count is not in stock unit which mean UOM conversion is not considered.

(2) Subtotal – subtotal of current transaction excluding discount on document level and tax.

(3) Discount percentage – discount percentage in document level.

· miscellaneous charge will not apply this discount by default.

· To discount miscellaneous charge, please switch on the ‘discount Misc. Charges’ option in detail tab of POS mode.

· It will calculate the discount amount in document level when input.

(4) Discount amount – discount amount in document level.

· miscellaneous charge will not apply this discount by default.

· To discount miscellaneous charge, please switch on the ‘discount Misc. Charges’ option in detail tab of POS mode.

· It will calculate the discount percentage in document level when input.

(5) It will calculate the discount percentage in document level when input.

(6) Tax – total tax needs to pay for this transaction, will be calculated automatically after post.

(7) Total – total amount needs to pay for current transaction, including tax and document level discount.

(8) Post – post document to sage.

(9) Payment – launch payment screen to pay against this transaction.

· Will disabled or hidden when payment cannot apply (e.g. quotation).

(10) Print – launch POS receipt operation screen to perform send, view and print receipt.

(11) Void – void the document.

· Will be disabled or hidden for situation cannot void document.

(12) Calculate Tax – Will change from ‘Tax’ when the ‘Online Automatic Calc Tax’ is not checked in logged in page during any action in document, click to get the Tax.

POS receipt operation


Main concept

Grouped the operation on receipt in one page, user can view, share and print the receipt.

Field list

(1) Total amount of document

(2) Send – equivalent to share operation in document detail – item tab.

(3) View – equivalent to view operation in document detail – item tab, not available in Quotation.

(4) Print Receipt – click to print receipt to esc/pos printer, not available in Quotation.

· The printing function is based on Logged in setting page.

· After clicked the button, if the printer cannot be connected or the Printer setting is not completed, it will display an alert error message and redirect user to Logged in setting page to let user to input/update the printer setting.

· If ‘use printer without asking’ is checked before, the print function will just go through after clicked this button, otherwise there will be a alert box to ask user to confirm this printing job.

(5) Print Report – equivalent to print operation in document detail – item tab.

(6) Done – close the pop-up page.

Search Customer


Main concept

Search and select / create a new customer for the upcoming transaction process. The search result will contain customer in assigned customer group for login YW user only (if any customer group is assigned).

Field list

(1) back – back to previous page.

(2) Add customer – create a new customer.

· Please refer to Create New Customer session.

(3) Customer No. – filtering the search result with customer number contains input text.

· Search with blank input to not apply customer number filter.

(4) Name – filtering the search result with customer name contains input text.

· Search with blank input to not apply customer name filter.

(5) Telephone – filtering the search result with telephone number contains input text.

· Search with blank input to not apply telephone number filter.

(6) city – filtering the search result with city contains input text.

· Search with blank input to not apply city filter.

Noted that Multiple searching filter can be applied in one searching.

(7) Search – search button, click to search customer with above filter.

(8) Search result header – indicate the presentation on each row of search result.

(9) Search result – list of searching result with same presentation structure as header shown.

    · Select a customer to continue the process, please refer to corresponding session for detail.

        o A/R sales

        o O/E quotation – Item Search

        o O/E sales – Document detail

        o POS mode – back to POS mode

There is alternative layout for larger screen for the following situation, for detail, please refer to Alternative layout – search customer session:

    - Running UWP version

   - iPad

   - android device with at least 600 dips in width.

 

Create New Customer


Main concept

To create a new customer record and take newly created customer for current transaction.

Field list

(1) Back – back to previous page

(2) Customer number – the customer number of creating customer, should be a unique one.

(3) Customer search – click to search existing customer.

(4) Name – customer name.

(5) Address – the address of customer, the address can be written in three lines.

(6) City – city of customer.

(7) Country – country of customer.

(8) State/Prov. – state or province information of customer.

(9) Zip/Postal Code – zip or postal code of customer

(10)Contact – contact name.

(11)Telephone – telephone number.

(12)Email – email address of customer.

(13)Group code – set customer group to new customer, customer group can be set in A/R customer -> customer groups.

   · Select the first one as default.

(14)Account type – drop down list to select customer account type.

(15)Account set – customer account set.

   · Select the first one as default.

(16) Terms code – drop down list to select customer terms code.

(17)Billing cycle – drop down list to select customer billing cycle.

(18)Interest profile – drop down list to select customer interest profile.

(19)Tax group – customer’s tax group, tax group can be set in Sage.

   · Select the first one as default.

(20)Customer type – drop down list to select customer’s customer type.

(21)Price list – customer price list

   · Select the first one as default.

(22)Add/Modify – click to select salesperson.

(23)Salesperson list – display selected Salesperson.

(24)Customer Group – select customer group.

(25)Add – confirm the inputted information for the customer and save.

· The customer record is created and saved in Sage.

Customer detail


Main concept

View/edit the customer information for current processing transaction to use only.

Field list

(1) Back – back to previous page.

(2) Address – customer address stored in Sage, can be edit on Sage A/R customer.

(3) Ship to location code – select ship to location for the current transaction.

· Take default ship to location set in Sage as default.

(4) Ship to name – the description of selected ship to location.

(5) Ship to address – address of selected ship to location.

(6) Ship to city – the city of selected ship to location.

(7) Ship to state – the state of selected ship to location.

(8) Ship to country – the country of selected ship to location.

(9) Ship to zip – the zip code of selected ship to location.

(10)Telephone – telephone number set in Sage A/R customer.

(11)Fax – fax number set in Sage A/R customer.

(12)Email – email set in Sage A/R customer.

(13)Contact name – contact name set in sage A/R customer.

(14)Contact telephone – contact telephone number set in sage A/R customer.

(15)Contact fax – contact fax number set in sage A/R customer.

(16)Contact email – contact email address set in sage A/R customer.

(17)Salesperson – salesperson list set in sage A/R customer.

Field (3) – field (16) will update after select another ship to location.

(18) OK – confirm and back to previous page, all changed option/edited data will be saved when posted the document.

Customer Info





Main concept

View/edit the customer information.

Field list

(1) Tab – tab to access customer info page, credit status and documents.

(2) Address – address set in Sage A/R customer.

(3) City – city set in Sage A/R customer.

(4) State – state set in Sage A/R customer.

(5) Zip – zip code set in Sage A/R customer.

(6) Country – country set in Sage A/R customer.

(7) Telephone – telephone number set in Sage A/R customer.

(8) Fax – fax number set in Sage A/R customer.

(9) Email – email address set in Sage A/R customer.

(10)Contact – contact name set in Sage A/R customer.

(11)Contact email – contact email address set in Sage A/R customer.

(12)Edit – if user have right to edit customer information, this button will appear, click to edit field (2), (7), (9)-(11).

(13)Save – if user have right to edit customer information, this button will appear, and this button will be enabled after user clicked edit, click to save customer information to Sage.

(14)Done – click to close customer information page.

(15)Salesperson – display salesperson list set in Sage A/R customer.

(16)Customer Credit Status – display customer credit status.

(17)National Account Credit Status – if customer have national account, display national account credit status.

(18)Refresh – reload customer data again.

(19)IN – filter document type by IN.

(20)DB – filter document type by DB.

(21)CR – filter document type by CR.

(22)IT – filter document type by IT.

(23)PY – filter document type by PY.

(24)PP – filter document type by PP.

(25)UC – filter document type by UC.

(26)MC – filter document type by MC.

(27)RF – filter document type by RF.

(28)Include Fully Paid – filter document by fully paid.

(29)Search – click to search documents by field (19) - (28).

(30)Document – display the documents in table view.

Sales History



Main concept

Search and view the Sales History.

Field list

(1) Customer ID – entry for user to insert customer ID.

(2) Customer Name – entry for user to insert customer name.

(3) Item No. – entry for user to insert item number.

(4) Item Description – entry for user to insert item description.

(5) Inv. Date From checkbox – the search result will follow the document date from field (6) if checked.

(6) Inv. Date From – Date picker for user to select the date from.

(7) Inv. Date To checkbox – the search result will follow the document date to field (8) if checked.

(8) Inv Date To – Date picker for user to select the date to.

(9) Order By – drop down list to let user select the documents order by Customer ID, Customer Name, Item No., Primary Salesperson or Invoice Date.

(10)Descending – check to display the table descending.

(11)Search – click to search document by field (1) – (10).

(12)Clear – click to clear field (1) – (4).

(13)Print – click to open a pdf file of the result.

(14)Document table – display the documents as table view.

(15)Serial/lot item cell – if the item includes serial or lot, the cell will become blue and can be clicked to view the serial/lot tab.

(16)Serial/lot tab – if the item has both serial/lot number, there will be two tab to click, otherwise the other tab will be disappeared.

(17)Serial number list – display serial number as list.

(18)Done – close the pop-up page.

(19)Lot number list – display lot number as list.

Scanning


Main concept

Scanning barcode to capture information, support on scanning both 1-D and 2-D barcode. For scanning item number, GS1/HIBC barcode are supported also.

Field list

(1) Back – back to previous page

(2) Boundary area (in gray) – area have less effective on capturing barcode.

(3) Capture area (in write) – area have more effective for capturing barcode.

(4) Center line (in red) – line indicating the center of the screen, should focus to the middle of barcode for most effective on capturing barcode.

Item Search

Item search in linear layout Item search in grid layout


Main concept

Search and select the item(s) to be added in transaction.

Field list

(1) Back – back to previous page.

(2) Layout switch – switch between linear layout and grid layout for search result list.

(3) Item number search – filtering the search result, depends on searching type:

     · Item, filter search result with item number contains input text in this field.

     · Miscellaneous charges, filter searching result with miscellaneous charge code contains input text in this field.

(4) Misc. charge – switch between the searching on item and miscellaneous charges.

(5) Item description search - filtering the search result, depends on searching type:

     · Item, filter search result with item description contains input text in this field.

     · Miscellaneous charges, filter searching result with miscellaneous charge description contains input text in this field.

(6) Sort by – select the sorting method of search result, possible options include:

     · Item number

     · Top sales by customer

     · Top sales by company

(7) Search – click to proceed the searching function with above filter and sorting.

(8) Search result list – listing the search result, each result record contains:

    · Image of item

      o if the corresponding option is not check in option in Sage SalesAnywhere, the image column is hidden.

      o If no image is found for an item, it shows an empty box.

    · Item number from IC Items.

    · Item description from IC Items.

    · Price list code, price list code currently using to calculate item price.

    · Price/Unit, item price per unit, noted that the item price may not based on stock unit, it depends on the pricing rules set up.

(9) Finish selection – click to add selected item(s) into current transaction.

· Back to document detail when finished selection.

Payment page


Main concept

Showing balancing of current transaction, provide entry to post payment against this transaction.

Field list

(1) Back – back to previous page.

(2) Currency – the currency referring to for this transaction.

(3) Subtotal – subtotal amount of current transaction, not include tax.

(4) Tax – total tax needs to pay for this transaction.

(5) Total – total amount of current transaction including tax.

(6) Balance – amount need to pay; previous payment is considered.

(7) Payment code – type of payment, can be set in A/P set up -> payment code.

(8) Receipt amount – amount receive with above payment type.

(9) Check/reference No. – check or reference number for next payment, left it blank to use default one.

(10) Post receipt – confirm the above information and post the receipt against current transaction.

(11) Charge card – click to launch credit card payment screen to pay with credit card.

(12) Payment record – showing all payment records in list.

       · Each record will present with following format:


(13) Close – close current and back to previous page.

Alternative layout

Document detail screen


Main concept

To make use of the space and more convenience to user, the document tab will extract the total tab and make it always available to user.

For UWP version, the print button is missed since the print button is for printing with blue tooth printer. To print the document in UWP, please click "view” button to view the document in PDF format in a browser and print with Ctrl + P.

Search customer


Main concept

Showing extra information with a large screen to make use of all empty space. The fields in red are extra button compare with normal UI but it misses telephone and city column in searching result list.

Field list

(1) Type – customer type set in A/R customer.

(2) Price list – customer price list set in A/R customer.

(3) Terms – customer terms code set in A/R customer.

(4) Territory – customer territory set in A/R customer.

(5) Credit available – total available credit limit of customer.

· If credit limit is not applied to customer, showing N/A.

(6) Customer detail – click to view customer’s address and contact, refer to customer info.

Search order inquiry


Main concept

Showing extra information with a large screen to make use of all empty space. The fields in red are extra button compare with normal UI.

Field list

(1) PO No. – the referencing PO number, optional to order, may be blank.

(2) Docs – the number of relative document(s) found. It can be a reference on select required shipment screen will prompt out or not when a document is select, for detail, please refer to select document on inquiry session.

(3) Tax – the total tax of the order.

(4) Total – the total amount (including tax) of the order.

(5) Entered by – indicate the YW user ID of the creator of the order.

Part II – Operation

Promotion


Main concept

Showing the document information of the scanned promotion, mainly include description and details.

Field list

(1) Promotion image – the promotion image set in Sage SalesAnywhere -> promotion.

(2) Order – create a new order which apply the item lines in that promotion.

· It goes on with the usual process of creating a new order, Customer search screen will launch for user to select the customer in the order.

(3) Description – description of the promotion, can be set in Sage SalesAnywhere -> promotion.

(4) Details – descript on of the promotion, can be set in Sage SalesAnywhere -> promotion.

Share document


Main concept

An example of sharing document after "Share” button is clicked. The application will automatically look for suitable app.

Signature


Main concept

The signing is only required if checked the option in Sage SalesAnywhere, user need to sign the shipment/invoice before continue processing.

Field list

(1) Signing area – a drawable panel for user to sign there.

(2) Clear – clear the signature on the screen.

· This button is hidden if not yet sign.

(3) Confirm – confirm the signature and continue posting.

(4) Cancel – cancel the process of signing, the document will not post and remain in document detail page.

Offline Mode

Offline Data





Main concept

To download the data (including customers, documents, items, items prices, etc.) for the offline mode. If request more than one day’s data, the request data will be much large

Field list

(1) Request area – a slider for user to select the offline data by the day(s).

(2) Requesting Day(s) information – show the day(s) information for user to check.

(3) Request Data Button – click to prepare the data file in web service for user to download.

(4) Download Data Button – click to download the offline data to your local device.

(5) Check Button – click to check the progress of the Request Data job, only available during Request Data job is running.


After downloaded the offline data, user can check the downloaded version day time information.

Pending Document


Main concept

To check and view the documents and payments during offline mode, then can do the payment or post all when online.

Field list

(1) Tabs – to select document type to view.

(2) Post All Documents and Payments – only available when online, click to post all.

(3) Clear All Posted Document and Payments – click to clear all posted documents and payments for all the types.

(4) Item – can click and view the details, post, do the payment or delete that document or payment.


After posted all documents and payments screen.


Offline Mode Full Steps

1. Enable Offline mode before logged in.


2. After logged in, there are Offline session under Inquiry session in O/E tab. If the offline data is downloaded, user can click ‘On/Off’ to enable the Offline mode.

If there is no offline data downloaded before, it will show the message ‘No Offline Data Found’ in the button bottom right. Otherwise, it will display the daytime of the downloaded offline data.

3. Click ‘Offline Data’ to download the data for the offline mode. (Need to do it during Online)

4. In the ‘Offline Data’ page, user need to select the day(s) to request the data to download. Offline data including customers, documents, items, item prices, etc.
Default the request data day is one current day only, the request day(s) is based on user need to use SalesAnywhere on Offline mode daytime, for example if user need to run SalesAnywhere on offline mode in the coming 3 days, user should request 3 days data. If there is any promotion or discount start in the coming 3 days, the offline data will also include.



5. After clicked ‘Request Data’, it needs to take a while to get all the data, request more days need more times.


User can click ‘Check’ to see the request data progress.


6. After request data job is finished, user can click ‘Check’ button again or re-enter this page to refresh the layout, the ‘Download Data’ button will be enabled for user to click to download data.

Click the ‘Download Data’ button to download offline data to user device, the progress percentage will display and the button text will change to ‘Downloaded’ when the download data job is finished, then user can go back to Homepage.

7. The downloaded data datetime is showing in the bottom right side of the ‘Offline Data’ button.


After the Offline Data is downloaded, user can turn the Offline enable button ‘On/Off’ to use the Offline Mode.
When Offline Mode enabled, there is no button in ‘A/R’ tab, and there are 4 buttons (Quotation, Sales, Orders and Pending Document) in ‘O/E’ type.



8. In Offline mode, user can create all the documents and the payments, and all the documents and payments will display in the ‘Pending Document’ page.
In the Logged in settings page, there is a checkbox of prompt alert to input estimate tax when posting document.

If this is checked, when user doing the first document posting, there will be a alert box showing up. The alert box have ‘Don’t show again’, ‘Yes’ and ‘No’ buttons.
If user clicked ‘No’ button, then user can post the document with no Tax. Otherwise, when user clicked ‘Yes’, the page will redirect to ‘Tax Input’ page.


After user inputted the tax amount and saved the tax, user can post that document.
The alert box will display in every posting step, until user checked the checkbox ‘Don’t show again’ and clicked ‘Yes’ or ‘No’.


Then in the next posting action, there is no alert box show up to remind user input the tax. But user can still go to the Tax Input page by clicking the tax amount area.

If user want the tax input alert box display again, can go to logged in settings page to check the checkbox again.

9. In the ‘Pending Document’, those documents and payments are just holding here.


For example, there are some documents and payments.

We can still do the payment at this moments, click one document under ‘Order’, ‘Ship’ and ‘Invoice’.


After the payment is done, user can see the ‘Payment’ tab is updated.



10. when user want to post those documents and payments, need to turn off Offline mode then post those documents and payments one by one or click the ‘Post All Documents and Payments’.

The way to post one by one:
 


Click ‘Post All Documents and Payments’ to post all documents and payments, may need a moment.

When the job is done, there will be a alert box to tell all documents and payments posting successful.

The table list updated and there is some red label, those means the tax amount.


User can click the ‘Clear All Posted Documents and Payments’, then the ‘Pending Document’ list will be clear.

Above are the steps of the jobs in Offline Mode.

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