EoMobile Delivery
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.
- For a general overview of a driver's day using eoMobile, see Handheld For Drivers.
Contents
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
- On the main screen tap Run Route.
- Customers scheduled to be visited today will be listed by default.
- To view customers scheduled for a different day, click ## Stops for {Date}.
- Customers with a pending delivery will be indicated by the Del status next to their name.
- The icons along the bottom will display a variety of information about the selected customer:
- See Handheld - Customer Information for more information.
- Tap the liquor license image
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.
-
- Tap Payment Terms to view the terms assigned to the selected customer.
- The name of each term along with its corresponding product set will be displayed.
- The default term is highlighted in red.
- Tap Service > Deliver > Deliver Stop/#XXXXXX to enter the deliver order(s) screen.
Deliveries Screen
- On the main screen tap Deliveries: X of Y.
- All pending orders will be displayed.
- Orders scheduled to be delivered today will be highlighted in green.
- Orders scheduled for other dates will be highlighted in red.
- 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.
- Tap the printer icon to print the following documents:
- Order Recap Report
- All Review Invoices
- All Pallet Breakdowns
- 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.
- From the Run Route screen tap Service > Deliver > Deliver Stop.
- From the Deliveries screen tap Deliver > Deliver Stop
- If any Delivery Notes were entered, they will be displayed as pop-up(s).
- All pending orders for the customer will be displayed.
- Tap Order XXXXXX to view the products on an order.
- Use the gray arrows to cycle through each order and an All Orders view.
- Tap the starburst icon
to access options for modifying the order.
- These options are detailed in later sections on this page.
- Tap the back arrow
to return to the deliver stop screen.
- 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.
- Select the payment type.
- Enter a payment Note (optional).
- Enter the Check/Receipt #.
- Enter the payment Amount.
- Tap Save Payment.
- To cancel payment entry, tap Void Payment.
- Tap Pay to enter payment(s) by order.
- Follow steps 9-13 to record the payment.
- Tap Received By.
- Enter the person who received the order.
- Tap Use It.
- Tap the X to cancel the entry.
- Tap Signature.
- Record the driver signature.
- 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.
- Record the customer signature.
- 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.
- 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.
-
- Tap Save to finalize the delivery.
- Select the number of final invoices to print.
Deliver a Single Order
The following instructions are for delivering a single order to a customer.
- From the Run Route or Deliveries screen tap Deliver > #XXXXXX.
- If a Delivery Note was entered, it will be displayed as a pop-up.
- Tap the product list icon
to view the products on the order.
- The icons along the top are used to modify the order.
- 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.
- Tap the dollar icon
to display unit price, deposit price, and extended price for the selected product.
- Tap the back arrow
to return to the order screen.
- Tap PO Number.
- Enter the purchase order number for the order.
- Tap Use It.
- Tap the X to cancel the entry.
- Tap Received By.
- Enter the person who received the order.
- Tap Use It.
- Tap the X to cancel the entry.
- 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.
- Select the payment type.
- Enter a payment Note (optional).
- Enter the Check/Receipt #.
- Enter the payment Amount.
- Tap Save Payment.
- To cancel payment entry, tap Void Payment.
- Tap Signatures.
- Record the driver signature.
- 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.
- Record the customer signature.
- Tap Save Signature.
- Tap the history icon
to view recent orders for the customer.
- Tap the document icon
to view a breakdown of charges and credits for the order.
- Tap the printer icon
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.
- Tap the charge icon
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.
- Tap Save to finalize the delivery.
- 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
- Tap Order XXXXXX.
- Tap a product to highlight it.
- Tap the starburst icon
.
- Select Change Quantity.
- Enter the new quantity.
- Tap Okay.
- Select a delivery adjustment reason.
- Tap Use selected reason for adjustment.
- To add a product, pickup, or return, tap the starburst icon
.
- Select Add New Line to add a product or Add Returns for a pickup/return.
- Search for an item using the Find field.
- Highlight the item and tap Select Item.
- Enter the quantity of the new product/quantity to pickup.
- Tap Okay.
- Select a return reason from the pop-up.
- Tap Use selected reason for return.
- Select additional products to pickup/return or tap the back arrow
to return to the product list.
- Tap the back arrow
to return to the delivery stop screen.
Add/Adjust Products in the Single Order Screen
- Tap the product list icon
.
- Tap a product to highlight it.
- Enter the new quantity.
- Enter zero to effectively delete the product.
- Tap on another product.
- Select a delivery adjustment reason from the pop-up.
- Tap Use selected reason for adjustment.
- Tap the search icon
to add a product, pickup, or return.
- Search for an item using the Find field.
- Highlight the item and tap Select Item.
- Enter the quantity of the new product.
- For a pickup or return, enter a negative quantity.
- Tap on another product.
- Select a return reason from the pop-up.
- Tap Use selected reason for return.
- Only necessary when adding pickups or returns.
- Tap the back arrow
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:
- Via the Deliver Stop screen:
- Via the Deliver Order screen:
Once on the void order screen:
Reset a Voided Order
- On the main screen tap Deliveries: X of Y.
- Highlight the order to reset.
- Tap Clear Status.
- 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:
- Via the Deliver Order screen:
Once on the push order screen:
- Tap Push Off Until.
- Enter the new delivery date.
- Tap Use Entered Date.
- Enter a note.
- 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.
- Tap Do It.
Reset a Pushed-Off Order
- On the main screen tap Deliveries: X of Y.
- Highlight the order to reset.
- Tap Clear Status.
- 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
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