H/H Flow Of Events

At this point, you are ready to process the Handheld module. The Flow of Events provides a general outline for these procedures.

Handheld processing can be divided into a few main activities:

1) customer report

2) enter sales and cash receipts

3) balance report

4) dropping the handheld in the base for automatic upload/download

The Flow of Events described below is a guideline of options to follow for Handheld processing. When you are using an option for the first time, please read the entire Option Description for detailed instructions on using that option.

Customer Report:

At the beginning of the day, you should print the H/H Customer Report to know which customers on your normal delivery for this day.

Enter Sales And Cash Receipts:

When you arrive at the customer's location, you should Enter Data necessary to generate sales and apply cash receipts.

Balance Report:

At the end of the day, you should print the H/H Balance Report to balance your invoices and cash receipts.

Dropping The Handheld In The Base For Automatic Upload/Download:

After running the balance report, simply drop the handheld computer into the communications so that the Delivery Route Sales module can extract the invoices and cash receipts and update your handheld with the newest master file information.