EoMobile Delivery

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eoMobile Delivery is eoStar's delivery application built for Windows Mobile devices. It allows users to record truck inspections, validate and adjust truck inventory, deliver pre-sold orders, create off-truck orders, and other plugin-specific features.

Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Delivery Drivers, Off-Truck Sales Drivers
  • Platform: eoMobile
  • Plugins: N/A

Permissions

General handheld settings are controlled at File > Database Administration > Configure > Handheld Panel.


Employee-specific permissions are controlled at Records > Employee > Records:

How To Record a Delivery

There are two ways to access the deliver order(s) screen:

  • The Run Route screen.
  • The Deliveries screen.

And two ways to record deliveries:

  • Multiple orders for the same customer at once.
  • One order at a time.


Run Route Screen

  1. On the main screen tap Run Route.
    EoMobileRunRoute.png
  2. Customers scheduled to be visited today will be listed by default.
  3. To view customers scheduled for a different day, click ## Stops for {Date}.
    EoMobileCallDaySelectionMenu.png
    i. Select from the displayed dates to view the stops for that day.
    ii. Tap Last Week to select a date from the prior 7 days.
    iii. Tap Show all of my customers to view all customers, regardless of their scheduled day(s).
  4. Customers with a pending delivery will be indicated by the Del status next to their name.
    EoMobileDeliveryRouteScreenVer2.png
  5. The icons along the bottom will display a variety of information about the selected customer:
  6. Tap the liquor license image License.JPG to view the license details.
    • The liquor license information may be updated if the user has the May update liquor license info via mobile platform permission enabled at Records > Employee > Records > Plugins Panel.
    EoMobileDeliveryRouteScreenLiquorLicenseVer2.png
  7. Tap Payment Terms to view the terms assigned to the selected customer.
    EoMobileDeliveryRouteScreenPaymentTerms.png
  8. The name of each term along with its corresponding product set will be displayed.
    • The default term is highlighted in red.
  9. Tap Service > Deliver > Deliver Stop/#XXXXXX to enter the deliver order(s) screen.


Deliveries Screen

  1. On the main screen tap Deliveries: X of Y.
    EoMobileDeliveriesVer2.png
  2. All pending orders will be displayed.
    EoMobileDeliveriesScreen.png
  3. Orders scheduled to be delivered today will be highlighted in green.
    • Orders scheduled for other dates will be highlighted in red.
  4. The Status shows where the order is in the delivery process.
    • To Do - Order still needs to be delivered.
    • Ready for Upload - The order has been delivered in eoMobile, but has not been uploaded to eoStar yet.
    • Uploaded - The order has been delivered in eoMobile and has been uploaded to eoStar.
  5. Tap the printer icon to print the following documents:
    • Order Recap Report
    • All Review Invoices
    • All Pallet Breakdowns
  6. Tap Deliver > Deliver Stop/#XXXXXX to enter the deliver order(s) screen.


Deliver Multiple Orders at Once (Delivery Stop)

The following instructions are for delivering multiple orders to the same customer at once.

  1. From the Run Route screen tap Service > Deliver > Deliver Stop.
    • From the Deliveries screen tap Deliver > Deliver Stop
  2. If any Delivery Notes were entered, they will be displayed as pop-up(s).
    • Click Okay to close the note(s).
    EoMobileOrderNotePopUp.png
  3. All pending orders for the customer will be displayed.
    EoMobileDeliverStopScreenVer3.png
  4. Tap Order XXXXXX to view the products on an order.
    • Alternatively, tap the product list icon To Order Entry Screen.JPG to access the products screen screen.
  5. Use the gray arrows to cycle through each order and an All Orders view.
    EoMobileDeliverStopProductList.png
  6. Tap the starburst icon Setup or customize layout.JPG to access options for modifying the order.
    • These options are detailed in later sections on this page.
  7. Tap the back arrow Back.JPG to return to the deliver stop screen.
  8. Tap Covering Pmt to enter a single payment that covers all listed orders.
    • If no payment is expected, a message will pop-up.
    • Click Yes to cancel payment entry.
    • Click No to enter a payment anyway.
  9. Select the payment type.
    EoMobileDeliverStopCoveringPayment.png
  10. Enter a payment Note (optional).
  11. Enter the Check/Receipt #.
  12. Enter the payment Amount.
  13. Tap Save Payment.
    • To cancel payment entry, tap Void Payment.
  14. Tap Pay to enter payment(s) by order.
  15. Follow steps 9-13 to record the payment.
    EoMobileDeliverStopScreenVer3.png
  16. Tap Received By.
  17. Enter the person who received the order.
    • Maximum of 30 characters.
    EoMobileDeliverStopReceivedBy.png
  18. Tap Use It.
    • Tap the X to cancel the entry.
  19. Tap Signature.
  20. Record the driver signature.
    EoMobileDeliverStopDriverSigVer2.png
  21. Tap Proceed.
    • Tap Redo to clear the signature and re-record it.
    • Tap Void Signatures to clear the signatures and return to the delivery stop screen.
  22. Record the customer signature.
    EoMobileDeliverStopCustSigVer3.png
  23. Tap Save Signature.
    • Once signatures have been saved, the order(s) may not be modified.
    • The signatures may still be voided to allow modifications, but then must be re-recorded.
  24. Tap the printer icon to print the following documents:
    • Picklist - Print the picklist for each order in the delivery stop.
    • Review Invoice - Print a review invoice for each order in the delivery stop.
    • Scansheet - Print a scansheet for each order in the delivery stop.
    • Pallet Breakdown - Print a breakdown of the pallet(s) for each order in the delivery stop.
    EoMobileDeliverStopScreenVer3.png
  25. Tap Save to finalize the delivery.
  26. Select the number of final invoices to print.


Deliver a Single Order

The following instructions are for delivering a single order to a customer.

  1. From the Run Route or Deliveries screen tap Deliver > #XXXXXX.
  2. If a Delivery Note was entered, it will be displayed as a pop-up.
    • Click Okay to close the note.
    EoMobileOrderNotePopUp.png
  3. Tap the product list icon To Order Entry Screen.JPG to view the products on the order.
    EoMobileDeliverOrderScreen.png
  4. The icons along the top are used to modify the order.
    • These options are detailed in later sections on this page.
    EoMobileDeliverOrderProductList.png
  5. The OT Available field displays how many of the selected product is on the truck and has not been sold yet.
    • A negative number indicates there is not enough on the truck to fulfill the current order.
  6. Tap the dollar icon AR.JPG to display unit price, deposit price, and extended price for the selected product.
  7. Tap the back arrow Back.JPG to return to the order screen.
  8. Tap PO Number.
  9. Enter the purchase order number for the order.
    EoMobileDeliverOrderPONumber.png
  10. Tap Use It.
    • Tap the X to cancel the entry.
  11. Tap Received By.
  12. Enter the person who received the order.
    EoMobileDeliverOrderReceivedBy.png
  13. Tap Use It.
    • Tap the X to cancel the entry.
  14. Tap Payment.
    • If no payment is expected, a message will pop-up.
    • Click Yes to cancel payment entry.
    • Click No to enter a payment anyway.
  15. Select the payment type.
    EoMobileDeliverOrderPayment.png
  16. Enter a payment Note (optional).
  17. Enter the Check/Receipt #.
  18. Enter the payment Amount.
  19. Tap Save Payment.
    • To cancel payment entry, tap Void Payment.
  20. Tap Signatures.
  21. Record the driver signature.
    EoMobileDeliverOrderDriverSig.png
  22. Tap Proceed.
    • Tap Redo to clear the signature and re-record it.
    • Tap Void Signatures to clear the signatures and return to the delivery stop screen.
  23. Record the customer signature.
    EoMobileDeliverOrderCustSig.png
  24. Tap Save Signature.
    • Once signatures have been saved, the order(s) may not be modified.
    • The signatures may still be voided to allow modifications, but then must be re-recorded.
    EoMobileDeliverOrderScreen.png
  25. Tap the history icon History.JPG to view recent orders for the customer.
  26. Tap the document icon Order Summary.JPG to view a breakdown of charges and credits for the order.
  27. Tap the printer icon Print.JPG to print the following documents:
    • Picklist - Print the picklist for the order.
    • Review Invoice - Print a review invoice for the order.
    • Scansheet - Print a scansheet for the order.
    • Pallet Breakdown - Print a breakdown of the pallet(s) for the order.
  28. Tap the charge icon Modify Delivery Charges.JPG to view delivery charges.
    • The delivery charge amount may be overridden if the user has the May override freight and delivery charges permission enabled at Records > Employee > Records > Plugins Panel.
  29. Tap Save to finalize the delivery.
  30. Select the number of final invoices to print.


How To Add or Adjust Products on A Delivery

Add/Adjust Products in the Delivery Stop Screen

  1. Tap Order XXXXXX.
  2. Tap a product to highlight it.
    EoMobileDeliverStopChangeQuantity.png
  3. Tap the starburst icon Setup or customize layout.JPG.
  4. Select Change Quantity.
  5. Enter the new quantity.
    • Enter zero to effectively delete the product.
    EoMobileDeliverStopDeliveryQuantity.png
  6. Tap Okay.
  7. Select a delivery adjustment reason.
    EoMobileDeliverStopAdjustmentReason.png
  8. Tap Use selected reason for adjustment.
  9. To add a product, pickup, or return, tap the starburst icon Setup or customize layout.JPG.
    EoMobileDeliverStopAddProduct.png
  10. Select Add New Line to add a product or Add Returns for a pickup/return.
  11. Search for an item using the Find field.
    EoMobileDeliverStopProductSearch.png
  12. Highlight the item and tap Select Item.
  13. Enter the quantity of the new product/quantity to pickup.
    EoMobileDeliverStopAddProductQty.png
  14. Tap Okay.
  15. Select a return reason from the pop-up.
    • Only necessary when adding pickups or returns.
    EoMobileDeliverStopReturnReason.png
  16. Tap Use selected reason for return.
  17. Select additional products to pickup/return or tap the back arrow Back.JPG to return to the product list.
  18. Tap the back arrow Back.JPG to return to the delivery stop screen.


Add/Adjust Products in the Single Order Screen

  1. Tap the product list icon To Order Entry Screen.JPG.
  2. Tap a product to highlight it.
    EoMobileDeliverOrderDeleteProductsVer2.png
  3. Enter the new quantity.
    • Enter zero to effectively delete the product.
  4. Tap on another product.
  5. Select a delivery adjustment reason from the pop-up.
    EoMobileDeliverOrderAdjustmentReason.png
  6. Tap Use selected reason for adjustment.
  7. Tap the search icon Search.JPG to add a product, pickup, or return.
    • Alternatively, tap the # icon, enter the product number, and tap the + icon.
    EoMobileDeliverOrderAddProductsVer2.png
  8. Search for an item using the Find field.
    EoMobileDeliverOrderProductSearch.png
  9. Highlight the item and tap Select Item.
  10. Enter the quantity of the new product.
    • For a pickup or return, enter a negative quantity.
  11. Tap on another product.
  12. Select a return reason from the pop-up.
    EoMobileDeliverOrderReturnReason.png
  13. Tap Use selected reason for return.
    • Only necessary when adding pickups or returns.
  14. Tap the back arrow Back.JPG to return to the order screen.


How To Void a Delivery

The void process functions the same throughout eoMobile, but there are three ways to reach the void order screen:

  • Via the Deliveries screen:
  1. On the main screen tap Deliveries: X of Y.
  2. Highlight the order to void.
    EoMobileDeliveriesVoid.png
  3. Tap Void.
  • Via the Deliver Stop screen:
  1. Tap Order XXXXXX.
  2. Tap the starburst icon Setup or customize layout.JPG.
    EoMobileDeliverStopVoid.png
  3. Select Void Order.
  • Via the Deliver Order screen:
  1. Tap the X in the upper-left.
    EoMobileDeliverOrderVoid.png



Once on the void order screen:

  1. Tap Select.
    EoMobileVoidOrderScreen.png
  2. Select a void reason from the list.
  3. Enter a Comment (optional).
  4. Tap Use It.

Reset a Voided Order

  1. On the main screen tap Deliveries: X of Y.
  2. Highlight the order to reset.
    EoMobileResetVoid.png
  3. Tap Clear Status.
  4. Tap Yes to confirm.


How To Push-Off A Delivery

The push-off process functions the same throughout eoMobile, but there are two ways to reach the push order screen:

  • Via the Deliveries screen:
  1. On the main screen tap Deliveries: X of Y.
  2. Highlight the order to push-off.
    EoMobileDeliveriesPushOff.png
  3. Tap Push Off.
  • Via the Deliver Order screen:
  1. Tap Push
    EoMobileDeliverOrderPushOff.png



Once on the push order screen:

  1. Tap Push Off Until.
    EoMobilePushOrderScreen.png
  2. Enter the new delivery date.
    EoMobilePushOrderDate.png
  3. Tap Use Entered Date.
  4. Enter a note.
  5. Leave inventory on truck - Check this box if the inventory will be left on the truck until the new delivery date.
    • If this box is not checked, the order will be placed back in the Needs Picklist queue of the Order Tracker for it to be re-processed for the new date.
  6. Tap Do It.


Reset a Pushed-Off Order

  1. On the main screen tap Deliveries: X of Y.
  2. Highlight the order to reset.
    EoMobileResetPushOff.png
  3. Tap Clear Status.
  4. Tap Yes to confirm.


How To Upload Orders after Delivery

Orders can be setup to upload one of two ways:

  • Automatically
  • Manually


Automatic Uploads

The Deliveries are uploaded automatically setting must be enabled at File > Database Administration > Configure > Handheld Panel.

  • This setting will change Save on the delivery stop and order screen to Upload.
  • Tapping Upload will finalize the delivery and immediately begin the upload process.
  • If the delivery is unable to be uploaded, it will be marked as Ready to Upload and included in the next upload until it is successful.


Manual Uploads

As deliveries are finalized, they will be marked as Ready to Upload.

  • When the driver is ready to upload, tap the up/down arrow icon Upload or sync.JPG on the main screen and select Upload Only.


Additional eoMobile Delivery Features

Start of Day Processes


Truck Inventory Processes


Orders


Payments


Recap Menu


End of Day Reports


End of Day Processes

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