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Projects Sales Force

Project: Sales Force (menus below) 

Developed by: CreativityCorp Pty Ltd

Description: A sales project to gather information in the field and export to HTML on Pocket and desktop PCs to print reports, and to Excel, XML, Access, SQL Server, Oracle, SAP and other media for sales team follow up. Hundreds of products and prices can be loaded into this project, follow instructions below. Use the new combined mobile phone and Pocket PC units with GPRS, CDMA or GSM, Internet and other TCP/IP systems to send orders to base. Also runs on Tablet PC.

 Cost: Free, included in the Examples folder of Pocket PC Creations software (C:\Program Files\Pocket PC Creations\Examples\SalesForce.ppc). 

 No copyright for this demonstration project, enjoy modifying in Pocket PC Creations to set up your sales report, the free online Skills tutorial and instructions below provide support.

Top level menu showing menu pages Menu templates

Note the Sales Force Visual Style,  on the top level Sales Force menu page, replace with your own company logo. 

The Customer page makes use the  Outlook Point function which enables importing of contact/client information from Microsoft Pocket Outlook in the field. New contacts can also be entered into Outlook from Pocket PC Creations in the field. Microsoft Outlook can import client/contact information from many sources for synchronization with Pocket Outlook.

The Items pages are loaded with products, codes, descriptions and prices from an UltraDrop custom point, see design detail below.  The Math Point function enables both simple and complex calculations in the field. 



The Order page summarises items purchased, presents totals and records freight and payment details. If a point was required to generate an invoice or receipt number, the Incrementor custom point can be applied to increment a number with each sales session.














Practical sales Management covered in a menu which can be filled in seconds  The menu points are suggestions, feel free to amend them in Pocket PC Creations. Selection points are good for multiple selections, drop down lists add further choices and the opportunity to write information. See the Skills tutorial to learn how easy it is to modify this template and to set up many other applications.



Loading Products

Open Sales Force project in Pocket PC Creations, it will usually be found at
C:\Program Files\Pocket PC Creations\Examples\SalesForce.ppc

Examine the project in Design view and after Install to Pocket PC before making changes. Sales Force uses the powerful UltraDrop custom point to manage hundreds of products and prices. Follow the two simple steps below to set up for your specific product categories and range, with Sales Force open in Design view in Pocket PC Creations. 

Step 1  Set up Categories: Categories of products are controlled by a Drop List point, see 'Category1', which interacts with the UltraDrop point to 'filter' products into categories. Edit the Drop List items to categories required, eg 'Red Wines', 'White Wines' etc.

When point 'Category1' is edited, it can be copied to other pages for Items 2 to 10 (or more items/pages as required), replacing existing Drop List for Category.

Step 2  Set up Products: Products are managed by the 'Item1' UltraDrop point, which is replicated onto other Item pages which Data Share with Item 1, thus there is no requirement to amend the 'Item' points on other Item pages. Open the 'Item1' UltraDrop point > Custom > Data for view below.

Select and Edit the rows of Data to amend to particular requirements for Category, Product, Code, Description and Price. Save and check progress. Add new rows. For large numbers of products, Import tab-delimited text files from programs such as Microsoft Excel and Microsoft Access.

How easy is that! Sales Force is now set up to deliver improved productivity for your sales team. 

Printing Reports/Orders from desktop PC

The Sales Force project supplied with Pocket PC Creations is set up to print reports/orders via the Data Pathway and to a HTML Template, see example report. The HTML Template organises the data from the Sales Force session so that it can be easily printed. The HTML Template is loaded via the Data Pathway:

A pathway has already been set up to generate reports which will usually be found in the C:\Program Files\Pocket PC Creations\Examples\SalesForceTemplate folder with the Company subject to the order as the filename. The dynamic 'Save as Filename' function can be used to include other tags such as Date and UnitID to identify the salesperson, or data from any point in the project.

To print HTML output from web browser (eg Internet Explorer) some minor adjustments may be necessary:

Margins on paper - go to File > Page Setup and adjust the margins

To print background colours - Go to 'Tools - Internet Options' > Click on 'Advanced' tab > Scroll down to 'Printing' > Check 'Print background colours and images'.

HTML templates are convenient and powerful media to generate printed reports, if you require assistance to customise reports, contact Enrico for expert support.

Save HTML for Printing from Pocket PC

(Note Print point on page 4 of Skills is another mode for printing.)

The Save HTML option in the session menu on the Pocket PC enables output of session data to a HTML template which generates HTML pages available for printing with third party software, such as PIEprint. The HTML pages can also be attached to emails.

Copy Sales Force HTML Template from desktop to Pocket PC from:
C:\Program Files\Pocket PC Creations\Examples\SalesForceTemplate
include GIF images, and save to a new Print folder My Documents\Print on Pocket PC, then follow the simple Save HTML set up menu below. 

The Save HTML menu presents fields for location of the template file on the Pocket PC, which can be browsed to locate, and for folder to save generated HTML pages (eg \My Documents\Print, could hold both the template and HTML generated).

The default file name for the HTML output is %.time%.htm which will produce files date and time stamped. Data from specific points in the project can be used for file names using %pointIDname%, where point ID Name is the name of the point, eg Customer, Company.

The Open File control will immediately display the generated HTML file in Internet Explorer.

Sketch point images (eg signatures) will be output within HTML pages, these should be deleted from the Pocket PC periodically, so they don't use excess storage space.