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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).
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Copyright: 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.
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| Top
level menu showing menu pages |
Menu
templates |
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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.
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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.
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| 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. |
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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. |
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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 %.date% %.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.
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