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

2

DICARLOBLUEMOBILEINTRODUCTION

DiCarloBlueMobileisamobileapplicationdesignedtoprovideorderandinformationsharingopportunitiesfortheDistributionSalesRepresentative(DSR)andforCustomers(self-orderingoptions).BlueMobiledeliversasuperiorcustomerexperiencethroughnewmobiletouchpoints.ThesolutionleveragescurrentmobiletechnologytrendswithtraditionalbusinessprocessesmobilizingtheDSR,drivingsales,andfosteringcustomerloyaltythroughimprovedvisibilityandsupport.

YoumaydownloadtheapplicationontoiPhones,iPads,Androidsmartphonesandtablets,andWindows8phonesandtablets.Asingleapplicationdesignedtorecognizedevicetypeandmodifythescreendisplaytooptimizeuser

TheimagesinthisdocumentrepresentaDSRviewoftheapplication,withfullaccesstoallinformation,includingaccesstomultiplecustomers.Thecustomerexperiencemaybeidenticaltothatdisplayedinthisdocument,butcanbelimitedtoasubsetoffunctionalityandasubsetofdataelements,basedonroledefinitionandconfiguration

LOGININTODICARLOBLUEMOBILE

YoucanlogintoBlueMobilebyeitherdownloadingtheApplicationfromtheIOSStoreortheAndroidGooglePlaystoreasshownbelow

3

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.

4

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:

5

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.

6

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

7

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

8

CUSTOMERINFORMATION

CUSTOMERSSCREEN

UsetheCustomersscreentoviewthecustomerlistforwhichyouhaveaccess.Youmayhavetheabilitytoviewmultiplecustomers(multi-customeraccess)andscrollthroughacustomerlisttoselectanindividualcustomer.Ifyouareauthorizedforasinglecustomer,thatcustomerpopulatesintheheaderandinthemainportionofthescreen(youhavemulti-customeraccesswhenyouhaveasinglecustomerwithmultiplelocations;yourcustomerpopulatesintheheaderandinthemainportionofthescreen).

1. TapCustomersontheMainMenusidebar.TheCustomersscreenopenswithalistofcustomers.Amulti-customeruserdefaultstothecustomerbasedontheuserprofilewhenyoufirstaccesstheapplication.Iftheapplicationiscachedonyourdeviceandyouclosetheapplication,thelastcustomeraccessedisthecustomerloadedwhenyouopentheapplicationnext;otherwise,theapplicationdefaultstothecustomerbasedontheuserprofile.ThismeansyoudonothavetochooseacustomertobeginselectingproductsandplacingordersusingBlueMobile

9

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).

10

6.TapanywhereinsidethecustomerareatopulluptheDetailsscreen.

CUSTOMERSCREENFIELDS

Thefollowingfieldsdisplayforeachcustomer:

Ø CustomerNameØ CustomerNoØ Phone,ifprovidedØ SalesRepØ Email,ifprovidedØ CreditHold,ifapplicable

DETAILSSCREEN

ThecustomerDetailsscreenallowsend-userstoviewadditionalcustomerinformation.Youmayhavetheabilitytoeditsomedatafieldsdependingonyouraccess.YoucanselectacustomerontheCustomersscreenandthennavigatetothisscreenunlessyouareonlyauthorizedforasinglecustomer,inwhichcasetheCustomersscreenonlydefaultstoyourcustomer.

11

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

12

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

13

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.

14

SUBMITANORDER

1. Makeadjustmentstotheorderasnecessary.Formoreinformation,seetheorderDetailsscreen.

2. UpdatetheShipType,ifnecessary.3. UpdatetheShipDate,ifnecessary.4. TaptheBilling&ShippingInfoarrow.5. Taptheicontolocatethebillingorshippingaddressonamap.

15

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

16

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

17

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.

18

a. IfyoubeginthePickupRequestfromtheinvoiceDetailsscreen(i.e.specificinvoice),thepickuprequestislimitedtotheproductsandquantitiesontheoriginalinvoice.

4. ClickthePreviewbuttontoseeasummaryoftheite

msselectedforpickup.ThePickupDetailsscreenopenswithyournewPickuprequest.5. ClicktheSubmitPickupbutton.ThepickuprequestprocessesandyoureturntotheOrders

screen.Acreditmemocreatescorrespondingtotherelevantinvoice(s)oncethepickuprequestgetsapproved.

Option2–CreateaPickupRequestUnrelatedtoanInvoice

1. CreateaPickuprequestbyclickingtheNewbuttonfromtheOrdersscreen.2. SelectNewPickup.TheChooseReturnReasonwindowopens.

19

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.