The Select Location screen appears
only if more than one available location exists. Otherwise, the system
brings you directly from the Login screen to the Main Menu. You can use a Personal Digital Assistant (PDA) with STORIS Mobile Vision to speed your entry of shopping carts. PDAs are small, hand-held computer devices salespeople can use to establish a wireless connection with STORIS. In this way, salespeople can roam the store with customers, entering shopping carts into the PDA that automatically updates the STORIS database. Users can pull existing cart and customer information from STORIS. You can also use PDAs to scan any product with a barcode label.
Before you can use a PDA with STORIS, you must register the device with STORIS using the Mobile Vision Device Settings routine on the System Administration menu.
After you register the device in STORIS, initialize the device and prepare it for use with STORIS using the following steps.
From the Start Menu of the PDA, tap on Start
Choose STORIS Mobile Vision from the menu that appears
On the Log In screen, enter your User Name and Password. The Select Location screen appears.
Select the location you want to work with. If you do not see your desired location on the screen, you may be able to view more choices by tapping the scroll bar on the right of the screen.
The Log In screen appears when the PDA application first launches. From the Log In screen, you can either log in (see above), close the application or launch the Configuration screen. After you enter your log-in credentials and press OK, you may encounter one of the following error messages:
Cannot connect
Invalid Credentials
Exceeded Maximum Licenses
Device not allowed on system
User password expired
You may also receive a message that a product update is available. If you receive any of these messages, contact your STORIS representative.
After the system approves your log-on credentials, the log-in process proceeds to the Select Location screen. You can also access this screen from the Main Menu by clicking on the Select Location button. Only the locations to which the user has access (via the Location Restrictions tab in the Create a User routine) appear in the Select Location screen.
When first logging in, the staff member’s default store is highlighted on the screen. In subsequent log-ins, the current selling location is highlighted. Tap on your desired location to select it and move to the Main Menu.
The Select Location screen appears
only if more than one available location exists. Otherwise, the system
brings you directly from the Login screen to the Main Menu.
From the Main Menu, you can access the following functions:
Log-in a new user - To access the Log-in screen, click on the User Code in the Logged In field .
Select a new location - To access the Select Location screen, click on the current location in the Location field.
New Cart - Tap on New Cart.
Open Last Cart - Tap on Open Last Cart.
Cart Search - Tap on Cart Search.
Last Cart Search - Tap on Last Cart Search.
Most
screens allow you to return to the Main Menu. In most cases, tapping on
OK brings you back one screen.
Carts contain items customers are interested in. Assign a quantity of one or more to the items the customer wants to purchase. Assign a quantity of zero to items on which the customer wishes to defer (the items remain in the cart). You can edit and add new items to the cart. To add a new item, click on Scan Item. To edit a cart item, click on the item to access the Product Information screen.
You can also search for customers in the STORIS database or create new customer records from the Cart screen. To edit the customer associated with the cart, click on the customer name. When clicking on the customer on the Cart page:
If the Customer Information field reads Unknown, the system requires you search the STORIS database for an existing customer record. If the system doesn't find the customer, you can create a new customer record.
If the Customer Information field contains a customer name the system recognizes, the Customer Information appears displaying the customer's information.
The Last Cart Open option accesses the last cart you opened on the PDA during the current session. After the cart appears on the screen, functionality is similar to the New Cart option.
Use the Cart Search to search by:
Customer Phone
Customer Name
Customer Email
Salesperson
For each search type, the system prompts for search criteria (for example, customer phone number). After you enter the search criteria, the system displays the carts (if any) matching the search criteria. You can either select a cart or go back to the Main Menu.
The Scan Item button appears on many screens. When you press this button, it activates the barcode reader for ten seconds. When the barcode reader is active (that is, the red laser light is shining), you can scan a barcode. When you scan a barcode successfully, the PDA beeps and the Product Information screen appears. If your scan is unsuccessful, wait a moment, click on the Scan Item button and try again.
Use the Product Information screen to edit items in your cart. When you scan an item, the system automatically adds the item to the cart and displays the product information. Product information displayed includes:
Product Number
Product Description
Quantity to Order
Quantity Available (location dependent)
Price
The Quantity to Order amount defaults to the value entered at the Default Quantity field on the PDA tab in the Shopping Cart Control Settings. From the Product Information screen, you can
scan additional items
edit the quantity to purchase
change the product price
go back to the cart
change the location from which the inventory level was derived
You can perform Customer Searches using the any of the following criteria:
Customer Phone
Customer Name (first or last name)
Customer Email
After the search, you can select a customer from the customer list (if any were found) or create a new customer. However, to eliminate redundant customer information, you must search at least once before choosing to create a new customer.
When viewing the Customer Information screen, you can modify data such as
name
phone
address
The system stores the edited data in the cart but does not update the STORIS Customer file until the shopping cart is converted to a live order.
Other options available from this screen are:
Click on Scan Item to initiate the bar code scanner and displays the Product Information screen.
The Delete button deletes the current customer, freeing the screen to add or edit a new customer record.
You can access the Configuration Screen from the Log In screen. You can configure the U2 IP address and control the logging type (none, errors, trace). This screen also contains information about the product version.