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BLUEMOBILEINTRODUCTIONCONTENTS
Introduction..........................................................................................................................................2
LoginintoDiCarloBlueMobile...............................................................................................................2
AddingproductstoyourOrder..............................................................................................................3
ProductScreen..................................................................................................................................3
ProductScreenFields........................................................................................................................5
DetailsScreen.....................................................................................................................................7
CustomerInformation...........................................................................................................................8
CustomersScreen..............................................................................................................................8
CustomerScreenFields....................................................................................................................10
DetailsScreen...................................................................................................................................10
Orders..................................................................................................................................................11
OrdersScreen...................................................................................................................................11
OrderScreenFields..........................................................................................................................12
SubmitanOrder...............................................................................................................................14
invoices................................................................................................................................................15
InvoicesScreen.................................................................................................................................15
InvoiceScreenFields.......................................................................................................................16
CreatePickupRequest......................................................................................................................17
Messages............................................................................................................................................19
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DICARLOBLUEMOBILEINTRODUCTION
DiCarloBlueMobileisamobileapplicationdesignedtoprovideorderandinformationsharingopportunitiesfortheDistributionSalesRepresentative(DSR)andforCustomers(self-orderingoptions).BlueMobiledeliversasuperiorcustomerexperiencethroughnewmobiletouchpoints.ThesolutionleveragescurrentmobiletechnologytrendswithtraditionalbusinessprocessesmobilizingtheDSR,drivingsales,andfosteringcustomerloyaltythroughimprovedvisibilityandsupport.
YoumaydownloadtheapplicationontoiPhones,iPads,Androidsmartphonesandtablets,andWindows8phonesandtablets.Asingleapplicationdesignedtorecognizedevicetypeandmodifythescreendisplaytooptimizeuser
TheimagesinthisdocumentrepresentaDSRviewoftheapplication,withfullaccesstoallinformation,includingaccesstomultiplecustomers.Thecustomerexperiencemaybeidenticaltothatdisplayedinthisdocument,butcanbelimitedtoasubsetoffunctionalityandasubsetofdataelements,basedonroledefinitionandconfiguration
LOGININTODICARLOBLUEMOBILE
YoucanlogintoBlueMobilebyeitherdownloadingtheApplicationfromtheIOSStoreortheAndroidGooglePlaystoreasshownbelow
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OryoucanaccesstheApplicationviathewebusingthefollowinglink:https://powermobile.dicarlofood.com/power-mobile-client/
WhenyoulogintotheApplication,youwillseetheLandingPageasshownintheimagebelow(Theimagemightbedifferentsincethereare4rotatingimageswithinthelandingpage).Pleasebeadvised
thattheseimagescanbechangedatanypointtimeandalsocancontainhyperlinksthatcanbepointingtoMarketingPrograms.
YoucantaponeoftheblockstobeginusingPowerBlueMobile.
Ø Products–Putsmedia-richproductdataandthird-partyproductinformationatyourfingertipsinreal-time.Addpromotionalmaterial,photographs,andlinkstoadditionalcustomer-specificcontent.Also,utilizeamobiledevice’scameratosupportbarcodescanningandproductlookup.
Ø Customers–Easilysearchandfindcustomercontactinformation.BlueMobileenablesoneclickoptionstoplaceacallorsendanemailtocustomers,simplifyingandenhancingcommunications.
Ø Orders-Containsmultipleorderingmethods,includingguides,lists,andpreviousorders.
Ø Invoices-Easilysearchandreview,includingdrill-downcapabilitytoproducts;invoicepaymentstatusandassociatedalertsalsodisplay.
Ø Messages-Occurswhenanunexpectedeventhappenswithanorder.Ø Inventory–CustomerInventorycanbeaddedusingthisfunctionØ Reports–EasilyproduceReportssuchasInvoiceHeader,InvoiceDetails,etc.
ADDINGPRODUCTSTOYOURORDER
PRODUCTSCREEN
UsetheProductsscreentosearchandviewproductsandproductgroups.Searchthroughproductgroupingsaspartoftheorderingprocess,andnavigatetootherscreens,suchasproductDetails.TheProductsscreenallowsyoutoeasilynavigatethroughproductsassociatedwithacustomer(end-user)usingorderguides,customlists,andotherfilterslikeproductclassification.Youcanalsosearchforproductsusingmultiplesearchcriteria,includingbarcodes.
ThisscreenalsocontainsaQuickAddtoolforfasterproductandquantitydataentry,whichallowsyoutoefficientlynavigateinlistviewtogeneratetheorder.EachPowerMobilescreentypicallyincludesasidebarpanelcontainingSort,List,andFilteroptions.Menunavigationiconsexistonthetabletviewinthefarleftmenubarsection.Onasmartphone,tomakebetteruseoflimitedscreensize,wehidthisportionofthescreentoallowforeasierviewing.
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1. TapProductsontheMainMenusidebar.TheProductsscreenopenswithalistofproducts.
2. Sortproductsbythefollowingcategoriesdependingonthecustomersforwhichyouhaveaccess:
a. ItemNumberb. ItemDescriptionc. Priced. LastUpdatede. Inventoryf. Cost(DSRonly)
3. Listproductsbythefollowingcategoriesdependingonthecustomersforwhichyouhaveaccess:
a. StandardGuidesb. CustomGuidesc. Historyd. Categorye. CriticalItemsListsf. NewItemsg. BestoftheBesth. Discontinuedi. Reservedj. Recommended
4. Filterproductsbythefollowingcategoriesdependingonthecustomersforwhichyouhaveaccess:
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a. Brandsb. Classesc. OnSaled. PreviousOrderse. PriceBookFamiliesf. PriceBookHeadingsg. PARlist
5. Selectaproducta. UsingtheSearchfunctionality.YoucansearchbyProduct#,productName,UPCcode,
description,orBrand.i. Enterpartoralloftheproductnumber,name,UPCcode,description,orBrand.ii. Youmayalsoscanproductbarcodestosearchforitemsbyleveragingyour
device’scameraorlinkyourdevicewithaBluetoothscanner.
ClicktheBarcodeScannerbuttontoactivateyourdevice’scamera:
6. TaptheQuickAddToolinthelowerright-handcornertobeginenteringitemsandquantitiesforrapidordercreation.Thisallowsyoutoby-passtheorderDetailsscreen.
a. TaptheCasesbuttontoswitchbackandforthbetweentheEachesandCasesfields.
b. TaptheDownbuttontomovedownwardinthelisttothenextproductonthescreen.
c. TaptheUpbuttontomoveupwardinthelisttothepreviousproductonthescreen.
d. Entertheamountofproductyouwishtoorder.Youcannotenteraquantityhigherthantheorderedquantity.
e. PresstheDelkeytodeleteaquantity.
PRODUCTSCREENFIELDS
Productsdisplayintileview.Thefollowingfieldsdisplayforeachproduct:
Ø ThumbnailproductimagebasedonthedefaultimageloadedinPowerAdmin.o Uniquedisplayforweightedandout-of-stockitems,anditemsyouplaceinyourcart.
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o YoucandisplayOn-saleitemswitharedpriceamountandanOn-salebanner.Ø DescriptionØ ProductNoØ BrandØ Pack
o DisplaysmultipleitempackagesfromwhichyoumayorderØ Price
o Regularpriceo DisplayPromotionalPointsprogram(perItems\Package)
§ Displaypointsvalueperproductandtotalorder,includingcustomer’scurrentbalance.
§ Baseduponpointsdefinedinthehostsystem(notmanagedinBlueMobile).o Overrides(onlyDSR)
§ Governedbyuser-rolesetting.§ AllowsDSRtooverridesellingpricewithinestablishedlimits(basedupon
deviationfromselectedcost).§ AllowsAdministratortodefinepriceoverriderulesinPowerAdmin.§ Itempriceeditsduringorderingappliesastemporarypricechangeforthat
orderonly.Ø CasesØ Eaches
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DETAILSSCREEN
UsetheproductDetailsscreentoviewadditionalinformationaboutaproductavailable.TheinformationdisplayedisbasedontheProductNo.Italsoallowsyoutoupdateorderquantitiesusingdifferentmethods,dependingonthedeviceyou’reusing.YoumayselectaproductbysearchingorscanningfortheproductontheProductsscreen.UsetheDetailsscreentoresearchproductinformationbeforeyouorder.Thescreenpresentsfarmoredatathanispresentedinotherscreens.Itisdesignedtoencourageyoutobrowseassociatedproductsdisplayingonthebottomportionofthescreen.
TheDetailsscreenincludesthefollowingattributes(specificattributesdefinedusingconfigurationsbasedonavailabledataandpreferences):
Ø CustomerNameØ CustomerNoØ OrderNoØ ProductNameandImagesØ ProductQty-CasePrice-CaseCost(DSR
Only)-EachesPrice-InventoryQuantityAvailable(DSRonly)-ProductCost(DSRonly)-Orders-ProductDetail-ProductNo-OnHandInventory-Pack–Size-Weight-Cube–Brand
Ø Links:ContainsSpecSheetsontheproduct
Ø OrderHistory
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CUSTOMERINFORMATION
CUSTOMERSSCREEN
UsetheCustomersscreentoviewthecustomerlistforwhichyouhaveaccess.Youmayhavetheabilitytoviewmultiplecustomers(multi-customeraccess)andscrollthroughacustomerlisttoselectanindividualcustomer.Ifyouareauthorizedforasinglecustomer,thatcustomerpopulatesintheheaderandinthemainportionofthescreen(youhavemulti-customeraccesswhenyouhaveasinglecustomerwithmultiplelocations;yourcustomerpopulatesintheheaderandinthemainportionofthescreen).
1. TapCustomersontheMainMenusidebar.TheCustomersscreenopenswithalistofcustomers.Amulti-customeruserdefaultstothecustomerbasedontheuserprofilewhenyoufirstaccesstheapplication.Iftheapplicationiscachedonyourdeviceandyouclosetheapplication,thelastcustomeraccessedisthecustomerloadedwhenyouopentheapplicationnext;otherwise,theapplicationdefaultstothecustomerbasedontheuserprofile.ThismeansyoudonothavetochooseacustomertobeginselectingproductsandplacingordersusingBlueMobile
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a. Selectadifferentcustomerbysearchingoncustomernameornumber(fullorpartial).Selectingacustomerfillsthecustomerbaratthetopofthescreen.Thecustomercarriesthroughouttheapplicationuntilyouchangecustomersagain.
2. Sortcustomersbya. CustomerName(multi-customeraccessonly)b. CustomerNo.(multi-customeraccessonly)c. SalesRepName
3. Filtercustomersbya. CreditHoldb. DailyVisitsc. NewCustomers(multi-customeraccessonly)d. OutstandingAR
i. FilterbyStatus:Enabled-Suspended-Deleted
4.UsetheCallbuttontoplaceaphonecalltothecustomer,ifnecessary.Thisonlyworksondevicessupportingthefunctionality(e.g.atabletdoesnotsupportphonecallsandphonesmaynotsupportcallsifyoudonotenablefunctionalityorothersoftware).
5.UsetheEmailbuttontosendelectronicmailtothecustomer,ifnecessary.Thisonlyworksondevicessupportingthefunctionality(i.e.yourdevicemaynotsupportemailifyoudonotenablefunctionalityorothersoftware).
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6.TapanywhereinsidethecustomerareatopulluptheDetailsscreen.
CUSTOMERSCREENFIELDS
Thefollowingfieldsdisplayforeachcustomer:
Ø CustomerNameØ CustomerNoØ Phone,ifprovidedØ SalesRepØ Email,ifprovidedØ CreditHold,ifapplicable
DETAILSSCREEN
ThecustomerDetailsscreenallowsend-userstoviewadditionalcustomerinformation.Youmayhavetheabilitytoeditsomedatafieldsdependingonyouraccess.YoucanselectacustomerontheCustomersscreenandthennavigatetothisscreenunlessyouareonlyauthorizedforasinglecustomer,inwhichcasetheCustomersscreenonlydefaultstoyourcustomer.
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ThefollowinginformationisincludedonthecustomerDetailsscreen:
Ø CustomerNameØ CustomerLogoØ CustomerNoØ Orders,invoices,andmessages.Ø SalesRepØ SalesRepNumberØ Details-screendefaultswiththissectionexpanded.Ø CustomerNoØ CreditLimitØ PaymentTermsØ ARstatus,includingPastDueandCreditHold
indicators.Ø ContactInformation-Associatephoto,ifavailable.Ø NotesØ Billing&ShippingInfoØ Images
1. TaptheNewOrderbuttontobeginaneworder.TheProductsscreenopens.2. ViewthecustomerDetailssection,whichdefaultswhenthescreenopens.
ORDERS
ORDERSSCREEN
TheOrdersscreenallowsyoutosearch,view,sort,andfilterorders,andallowsaDSRandend-userwithmulti-customeraccesstoviewordersformultiplecustomers.Youcanaccessadditionalinformation,navigatethroughthelist,orfilterthelistbyvariouscriteria.UsetheOrdersscreentodetermineorderstatus.Ordersmaysometimeshavefulfillmentproblems(e.g.thewarehouseshortsanorderorsubstitutesaproduct)orproductproblems(e.g.recallorotheralerts)thatmaybeimportanttoyou.Youmayeasilyidentifytheseproblemsbytheredfontandwarningiconsoyoucanupdateyourorderandcontinuetoprocess
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1. TapOrdersontheMainMenusidebar.TheOrdersscreenopenswithalistoforders.
2. Sortordersbya. OrderDate(default-mostrecentdateatthetop)b. ShipDatec. OrderNumberd. CustomerNo.(multi-customeraccessonly)e. CustomerName(multi-customeraccessonly)
3. Filterordersbya. AlertTypeb. Customer(multi-customeraccessonly)c. OrderDate(default-mostrecentdateatthetop)d. ShipDatee. Statusf. Type
ORDERSCREENFIELDS
Thefollowingfieldsdisplayoneachorder
Ø Status:Pending-Active-ConfirmedØ OrderNoØ CustomerØ CustomerNoØ DateØ TotalØ ShipDateØ Qty
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1. ReviewtheorderdetailsintheDetailssection,whichdefaultswhenthescreenopens.
2. TaptheBilling&ShippingInfoarrow.3. Taptheicontolocatethebillingor
shippingaddressonamap.4. Swipetheaddressfromrighttoleftto
selectbillingandshippingaddress,ifmorethanoneaddressexists(basedondefinedlistofoptionsinyourERP,oranyback-endhostsystem(s)).Thegreendotchangespositions.
5. TaptheProductDetailsarrowtoviewthefollowingdetails:a. ProductNob. Brandc. Packd. Cases
6. FollowtheproceduresintheproductDetailsscreensectiontocontinuereviewingandaddingitemstoyourorder.
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SUBMITANORDER
1. Makeadjustmentstotheorderasnecessary.Formoreinformation,seetheorderDetailsscreen.
2. UpdatetheShipType,ifnecessary.3. UpdatetheShipDate,ifnecessary.4. TaptheBilling&ShippingInfoarrow.5. Taptheicontolocatethebillingorshippingaddressonamap.
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6. Swipetheaddressfromrighttolefttoselectbillingandshippingaddress,ifmorethanoneaddressexists(basedondefinedlistofoptionsinyourERP,oranyback-endhostsystem(s)).Thegreendotchangespositions.
7. TaptheAdditionalDataarrow,ifavailable.8. Review,add,oreditmemocode,PO#,additionalcomments,orspecialinstructions.9. 9.Submittheorder.10. DeletetheorderusingtheTrashCan
INVOICES
TheInvoicesscreenallowsyoutosearch,view,sort,andfiltercustomerinvoicescreatedinPE,includingthepaymentstatus.Fromthisscreen,youcanscrollthroughmultipleinvoicesandeasilynavigateadditionalinformationaboutaninvoicebyselectinganindividualinvoiceandnavigatingtotheinvoiceDetailsscreen
INVOICESSCREEN
1. TapInvoicesontheMainMenusidebar.TheInvoicesscreenopenswithalistofinvoices.2. Selectaninvoicebysearchingoninvoicenumber(fullorpartial).3. Sortinvoicesby
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a. InvoicesDateb. InvoiceNo.c. CustomerNo.(multi-customeraccessonly)d. CustomerName(multi-customeraccessonly)
4. Filterordersbya. Customer(multi-customeraccessonly)b. InvoiceDatec. Status
INVOICESCREENFIELDS
Thefollowingfieldsdisplayoneachinvoice:
Ø InvoiceStatusØ PaidØ BalanceDueØ OpenØ InvoiceNoØ CustomerNameØ CustomerNoØ DateØ Total
TapanywhereinsidetheinvoiceareatopulluptheDetailsscreen.
TheinvoiceDetailsscreenprovidescustomersawaytoeasilyseeinvoiceinformation,likeordersandproducts
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thatmakeuptheinvoice.Whenthescreenopens,theDetailssectiondefaultstoviewtheInvoiceDetailssection,whichcontainsthefollowingitems:
Ø CustomerNameØ CustomerNoØ TotalØ AmountDueØ DateØ CreditHoldØ LastPaymentØ PaymentTermsØ CreditLimit1. VieworderdetailsintheOrdersarea.Formoreinformationonorderdetails,seetheorder
DetailsScreen.
CREATEPICKUPREQUEST
TherearetwowaystocreateaPickupRequest(akaaReturn).
Option1-CreateaPickupRequestfromanExistingInvoice
1. CreateaPickuprequestbyclickingtheNewPickupbuttonfromtheInvoicesdetailscreen.TheChooseReturnReasonwindowopens.
2. Selectareasontoreturntheproduct.TheProductsscreenopens.3. Selectitemsandquantitiesforpickupfromtheinvoice.
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a. IfyoubeginthePickupRequestfromtheinvoiceDetailsscreen(i.e.specificinvoice),thepickuprequestislimitedtotheproductsandquantitiesontheoriginalinvoice.
4. ClickthePreviewbuttontoseeasummaryoftheite
msselectedforpickup.ThePickupDetailsscreenopenswithyournewPickuprequest.5. ClicktheSubmitPickupbutton.ThepickuprequestprocessesandyoureturntotheOrders
screen.Acreditmemocreatescorrespondingtotherelevantinvoice(s)oncethepickuprequestgetsapproved.
Option2–CreateaPickupRequestUnrelatedtoanInvoice
1. CreateaPickuprequestbyclickingtheNewbuttonfromtheOrdersscreen.2. SelectNewPickup.TheChooseReturnReasonwindowopens.
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3. Selectareasontoreturntheproduct(s).TheProductsscreenopens.4. Selectitemsandquantitiesforpickupfromtheproductdatabase.SinceyoubeganthePickup
RequestfromtheOrdersscreen(i.e.notaspecificinvoice),thereturnisnotlimitedtoaproduct(s)orquantity(s)onaparticularinvoice(i.e.pickuprequestisvalidforanyinvoice).
5. ClickthePreviewbuttontoseeasummaryoftheitemsselectedforpickup.ThePickupDetailsscreenopenswithyournewPickuprequest.
6. ClicktheSubmitPickupbutton.ThepickuprequestprocessesandyoureturntotheOrdersscreen.Acreditmemocreatescorrespondingtotherelevantinvoice(s)oncethepickuprequestgetsapproved.
MESSAGES
Thereareoccasionswhenthedistributioncenter(DC)mustnotifyPowerMobileusersaboutanorderorproduct,likeproductrecalls,shippingshortages,orsubstitutions(basedoninformationstoredinPE).TheMessagesscreenallowsyoutosearch,view,sort,andfilternotifications,withasimplewaytonavigatetounreadmessages,orscrollthroughallyourmessagessoyoucanseeyourimportantinformationatonce.
ThesemessagescanbesentbythePowerNetadministratortodifferentaudiencesandthemessagescancontainhyperlinks,soitcouldbeusedtotargetcustomers,chains,SRs,etc.
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