Holsum Phoenix Quick Reference Manual

Holsum Phoenix Quick Reference Guide

1

HAND HELD COMPUTER

REFERENCE GUIDE

Holsum Phoenix Quick Reference Guide

2

HAND HELD TRAINING GUIDEINTERMEC 750 KEYBOARD...................................................................1

INTERMEC 750 KEYBOARD .........................................................................................................................3

700 SERIES COLOR MOBILE COMPUTER DESCRIPTION.........................................................................5

PW40A PRINTER.............................................................................................................................................7

RSR LOGIN......................................................................................................................................................8

ROUTE MESSAGES......................................................................................................................................10

BOD INITIALIZE – COLD BOOT.................................................................................................................11

LOAD ADJUSTMENTS.................................................................................................................................12

PLAN REPORT ..............................................................................................................................................14

LOAD REPORTS ........................................................................................................................................... 15

ODOMETER READING ................................................................................................................................ 16

MAIN MENU .................................................................................................................................................17

SCREEN TABS ..............................................................................................................................................18

ACCOUNT SERVICE ....................................................................................................................................20

ACCOUNT RETURNS...................................................................................................................................21

ACCOUNT ONHANDS..................................................................................................................................22

ACCOUNT SALES.........................................................................................................................................23

ACCOUNT ORDERS .....................................................................................................................................25

SERVICE MENU & INVOICE PRINT........................................................................................................... 27

SIGNATURE CAPTURE................................................................................................................................30

CANCEL INVOICE TRANSACTIONS..........................................................................................................32

COLLECTIONS MENU CASH PAYMENT................................................................................................... 33

COLLECTIONS MENU CHECK PAYMENT................................................................................................ 34

ACCOUNT SERVICE UNAUTHORIZED.....................................................................................................35

COLLECTIONS MENU .................................................................................................................................35

BUYBACKS...................................................................................................................................................36

ACCOUNT SERVICE SAMPLES..................................................................................................................37

DEXING AN INVOICE.................................................................................................................................. 38

DEX MAINTENANCE................................................................................................................................... 41

INFORMATION MENU.................................................................................................................................43

END OF DAY................................................................................................................................................. 50

UNLOAD RETURNS .....................................................................................................................................52

TRUCK STOCK .............................................................................................................................................53

EXPENSE.......................................................................................................................................................54

DEPOSITS......................................................................................................................................................55

EOD ODOMETER..........................................................................................................................................56

REPRINT MENU............................................................................................................................................57

MARKET REPORT........................................................................................................................................59

ACCOUNT ORDER .......................................................................................................................................60

WARM RE-STARTING YOUR HAND HELD ..............................................................................................63

Holsum Phoenix Quick Reference Guide

3

INTERMEC 750 KEYBOARD

I/O KEY – This key is used to turn

the Intermec 750 handheld on & off.

ENTER KEY – This key is used to

make responses to highlighted

buttons and fields within the

application windows.

Holsum Phoenix Quick Reference Guide

4

ESCAPE KEY – This key is

sometimes used to exit a

window and either moves

on to another screen or

cancels a command. Use

the ESCAPE key to toggle

through an order screen to

activate the PKG

dropdown.

NAVIAGTION KEY-

SCROLL UP/DOWN,

RIGHT/LEFT ARROW

KEYS – These keys allow

for scrolling through lists

and tab windows in the

direction indicated by the

arrow.

BKSP KEY – This key is

used to backspace one digit

at a time in an entry field.

Warning: When the

ALPHA key is activated a

red LED indicator will light

on the keypad. You cannot

make any numeric entries

while in ALPHA mode.

Press the ALPHA key again

to exit ALPHA mode and

make numeric entries.

Holsum Phoenix Quick Reference Guide

5

700 SERIES COLOR MOBILE

COMPUTER DESCRIPTION

Holsum Phoenix Quick Reference Guide

6

Holsum Phoenix Quick Reference Guide

7

PW40A PRINTER

Holsum Phoenix Quick Reference Guide

8

RSR LOGIN

After Signing On and Communicating,

this SALES REP screen will appear.

Press ENTER to move to LOGIN.

Key in your Login Password then press

ENTER

.

Holsum Phoenix Quick Reference Guide

9

Validate Sales Date

Down Arrow to Change Date

Press Enter to Proceed onto the Next

Screen

Holsum Phoenix Quick Reference Guide

10

ROUTE MESSAGES

A beginning of day ROUTE MESSAGE

can be sent for the RSR to read. It is a

forced message and the RSR has the

option to print the message(s) or simply

review it on the screen. With the OK

button highlighted press ENTER to

proceed.

Holsum Phoenix Quick Reference Guide

11

BOD INITIALIZE – COLD BOOT

If the Hand Held was “cold booted”, the

handheld will display this screen,

BOD INITIALIZE.

You will then have the opportunity to

key in any account balances or

previous night’s truck inventory.

For ACCOUNT BALANCES, press the

1 key.

For TRUCK STOCK entries, press the

2 keys.

To exit this screen, press the ESCAPE

key.

When you select ACCOUNT

BALANCES from the previous menu,

the handheld displays an ACCOUNT

LIST screen.

Using the UP/DOWN ARROW keys,

scroll through the list of accounts.

To select an account, highlight it and

then press ENTER.

Holsum Phoenix Quick Reference Guide

12

LOAD ADJUSTMENTS

The next step is the BOD menu.

LOAD ADJUSTMENT - The RSR can

make product load adjustments

(positive only) to today’s load.

REPORTS – The RSR can print out an

inventory status report or a load report.

PLAN REPORT – This is the

ACCOUNT PLANS screen

To exit this screen, press the ESCAPE

key.

When you select LOAD ADJUSTMENT

from the previous menu, the LOAD

ADJUSTMENT screen will appear. It

displays the products and quantities for

today’s load.

Highlight an item in the list by using the

UP/DOWN ARROW keys until you find

a specific item. Press ENTER to review

the detail screen for the highlighted

product.

To exit this screen, press the ESCAPE

key multiple times.

Holsum Phoenix Quick Reference Guide

13

The RSR may key in any new load

quantity in the NEW LOAD field. Next,

press the ENTER key.

The RSR will repeat this process until

all load adjustments have been

entered.

To disable product scrolling, press the

ESCAPE key until the cursor is at the

ITEM # field. Key in the Item # and

press ENTER. Next, key in the new

load amount in the NEW LOAD filed.

Press ENTER.

To exit this screen, Press the Escape

Holsum Phoenix Quick Reference Guide

14

PLAN REPORT

PLAN REPORT – This is the

ACCOUNT PLANS SCREEN

This is the ACCOUNT PLANS screen

Select the FUNCTION menu by

touching the word “FUNCTION”. Here

you can select to LOOKUP an account

or PRINT an account’s plan.

Select the VIEW function menu by

touching the word “VIEW”. This will

allow you to view all accounts or only

Unserviced accounts

At the bottom of this screen are the

ACCOUNT TAB – Shows detailed

account information

MSG TAB – Shows any account

message

Use the UP/DOWN ARROW keys to

scroll through the list and highlight an

account. Press the ENTER key to

make changes to the account’s order

plan.

To exit this screen, Press the Escape

Holsum Phoenix Quick Reference Guide

15

LOAD REPORTS

The next screen is the PRINT LOAD

REPORT menu.

PRINT FINAL – Prints the Final Load

Report.

PLAN DRAFT – Prints a Draft Copy of

the Load Report.

CANCEL- Returns to the BOD MENU.

When you have selected to print the

FINAL LOAD REPORT you will be

asked to ACCEPT the report.

With the YES button highlighted, press

ENTER to accept the report.

With the NO button highlighted, press

the ENTER to cancel the transaction.

Holsum Phoenix Quick Reference Guide

16

ODOMETER READING

ODOMETER- Enter the BOD and EOD

Odometer Readings. The EOD reading

rolls over into the next sales day.

Holsum Phoenix Quick Reference Guide

17

MAIN MENU

This is the MAIN MENU screen.

INFORMATION – Allows for a review

and, in some cases, maintenance of

customers, products, transactions and

other route specific data.

ACCOUNT SERVICE - Allows for the

entering of customer specific

transactions.

END OF DAY – Allows for the route

specific transactions.

Holsum Phoenix Quick Reference Guide

18

SCREEN TABS

This is a RETURNS screen.

ITEM TAB – Shows Product

Information, UPC, Description and

Days Available.

TOTALS TAB – Displays a total

quantity of all items for each

transaction type. Each transaction type

in the service menu will have this totals

tab as a cross-reference.

ACCOUNT TAB – Displays Stop #,

Address, Phone, and Service Days.

This is a SALES screen.

HISTORY TAB – Displays a list of

records by date with the sold, market,

delivery, Onhand (store inventory) and

returns.

SALES TAB – Displays Account Plans,

Total Plans for Accounts not serviced

and Truck Inventory

Holsum Phoenix Quick Reference Guide

19

This is an ACCOUNT ORDERS

screen.

HIST TAB – Displays a list of records

by date with the sold, market, delivery,

Onhand (store inventory) and returns.

AVG HIST TAB – Displays Avg Sold,

LSO, Investment and Avg OnHand.

Holsum Phoenix Quick Reference Guide

20

ACCOUNT SERVICE

The ACCOUNT LIST screen displays

the suggested sequence for servicing.

The UP/DOWN ARROW keys are used

to highlight customers for selection.

The highlighted customer is selected

by pressing the ENTER key.

Page is loading ...

Holsum Phoenix Quick Reference Manual

Other documents