Pocket PC Sales Tutorial
1-Go to Start, Programs and Click on CSTA_SALES
2. If you are doing this for the first time you need to Download the necessary data to the local SQL Server CE database
3. Click on the "Download Data" button to create the local database and bring all the necessary customer, items and pricing information.
4. When the connection settings windows open enter the user name and password for a user with administrator rights (Administrator, admin by default
5. Click in the server tab to enter the connection info.
6. Enter the WebServices address in the "Services URL" Box. This is usually a combination of the "Server Name/CSTA_WS"
7. Enter the URL of the SQL Server CE virtual directory. This is usually a combination of the "Server Name/CSTA_SD
8-Enter the name of the MSDE 2000 or the SQL 2000 server you are trying to connect
9. Enter the name of the database you want to connect
10. Go back the Login tab and hit the "Log In" button
11. The device will start to create the data files in local SQL Server CE and will download all the data. The status bar in the bottom of the form will show you the progress and you will get a confirmation
12. Click ok in the Confirmation window and you will be taken to the initial form. When the form opens you can select one of the two options on the top: Pricing and Sales Order.
13. Click on the Pricing Option and Hit the "Go" Button
14. When the Pricing form opens you can see a lookup of all items that belong to an specific customer group with all its prices. In order to do that select one customer type from the dropdown box. If you enter the customer Id in the other box the search will only bring one Item.
15. Hit the Close Button to go back to the initial screen when you are done analyzing the prices.
16. Click the "Work Online Y/N" option if you want to use the information in the central server and you have an internet connection or you are connected to the cradle in a computer with interne connection or access to the server.
17. Select the "Sales Order" option and Click on go. The initial form will show you a lookup of Un-Transmitted Sales Orders. You can expand the search by opening the "Number of Days" dropdown clicking in the search button. When you want to edit an existing sales order just select it and click the "Edit" Button
18. Click the New button to start a new sales order.
19. If you know the Customer Id Enter it and press enter. If the Customer id is found all its information will be entered on the form
20. If you don't know the customer Id, Click on the "Find Button to open the customer Search form
21. In the customer Search form you can open the Dropdown box to search customers by Name, Id, Phone and Address
22. Once the list of customers is displayed, select the one you want and Click the "Select Button", this action will take you to the Item Selection Form
23. In the items selection form you can search by one or all categories by clicking on the "Items" button. In addition to this, you can filter the selection by Item Id, Description or UPC
24. Select the line items you want by selecting the line and Clicking in the "Select" Button. When you are done selecting Items Click on the "Close" button. This action will take you back to the order form.
25. When you are back in the order form you need to enter the ordered Qty for each item. In order to do that you need to select the desired Item, enter the desired Qty in the Qty Box and press enter. This action will refresh the totals at the end of the form as well.
26. In order to change the prices you need to scroll to the right and select the "Price" you wish to change then click the "Edit" button. After changing the pricing click the "Finish" button. The system always brings the price associated to that customer. However, the salesperson has the ability to change it.
27. Click on the UOM button to see all available Units of Measure for the selected Item. Select the UOM you want to assign to it and click the "Select" button
28. Click on the "WHS" Button to select from all the available warehouses/Bins. This option is just available if you are working in the Online mode.
29. Click on the "Hist" button to access the Sales History for this customer/Item
30. The Pocket PC Sales Module has 60 days of sales history for all customers. This history is available when you are doing any sales order. The Pricing History search form allows you to search by customer and Item. This feature is very useful when negotiating prices with customers. The customer can select items from this lookup by selecting the Item and Clicking on the "Select" button. When you are finished click the "Close" button to go back to the main form adding all the selected items to it.
31. Click on the "Batch" Button to select from all the batches for the selected item (if the item is Batch Controlled.) This option is just available if you are working in the Online mode.
32.Click on the "Shipping" tab to see the ship to address for the selected customer. If you click on the "Find" button you can see all available addresses and select a different one.
33. Click on the "Terms" tab to select the Default Location, Advertisement (optional), Payment Terms, Payment Method, Shipping Method, and Sales tax. Most of these come by default based in the customer information. In addition to this, the user can select a Cost Markup percentage. This will markup all items subsequently added to the form at a percentage over true cost. . Furthermore, the user can change the Order Date and Ship Date from its default value of the transaction date.
34. Click on the "Totals" tab to add any additional freight charges and/or enter any discounts. The user can also see in here the total tax, weight, cubic, and cases of the order.
35. Finally, the "Misc" tab allows the user to enter any notes associated to this order.
36. Click the "Save" button to save your changes. If you are working online the changes will be saved directly to the central Server. However, if you are working offline your Sales Order is saved to the local SQL Server CE database.
37. Go to the Initial form of the Sales Application and click the "Transmit" button. This action will open a lookup of all un-transmitted transactions. Those transactions can be sent one by one ("Send" Button) or all at the same time ("Send All" Button)
38. The "Refresh" button in the initial form of the sales application will refresh the SD Tables in the main SQL Server and it will download that information as well. The data in these table is what it is used in the Download Data Function. This action can be performed from the CSTA Financials Client application also.
