Handheld For Salespeople

Select Update Remove

Main and Run Route Screens

Handheld screens- Pre-Sell information

Main Screen

eoMobile is designed to assist salespeople in pre-sales, off invoice payments, and updating customer information. Below is a step-by-step walk through of all the steps a salesperson might need to go through in a day using the handheld.

Zero quantity Billing Codes are stripped from Orders created on eoMobileCF upon saving the order.

Retail prices may be added to the system when creating orders. For more information, see Overview: Retail Prices on Pre-sell Handhelds.

Pre-Sell Order Walk-Through on the Handheld

1. On the main screen tap Run Route.

   

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}.

   

   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)

   • The buttons at the bottom of the run route screen show information for the selected customer.
   • With the proper user permissions, this information can be edited by the user to update eoStar at the next full sync.
     • For more information on editing customer information, see Handheld - Editing Customer Information.

4. Select a customer and tap the hyperlink Service.

   • For more information on the variety of ways to service a customer, see Salesperson Handheld - Servicing Customers.

5. All transactions can be reviewed using the Recap menu.

   • For more information, see Hand Held Sales Recap.

6. At the end of the work day, when all changes have been made, perform a full sync by selecting the Upload or Sync button and tapping Full Sync. Note: After an order is uploaded, it cannot be edited in the handheld.

   • For more information on editing orders in the handheld, see Salesperson Handheld - Editing Invoices.