Handheld Class - Setting up Rules for the Handheld V8

Confirm Sale Screen Buttons:

: The shopping cart screen shows a list of all transactions to be reviewed for accuracy before printing the invoice.

: This option allows the driver to enter a purchase order number on the handheld for the current invoice.

: This option allows the driver to take a picture at the customers location to be storedon the customers account on the desktop.

: This option allows the driver to enter the truck mileage while at this account.

:This option allows the driver to enter a site inspection reason on the handheld for displays, equipment, etc.

:This option allows the driver to capture a signature or not.

:This option allows the driver to apply payment discounts.

:This option allows the driver to manually close a delivery order by entering the ticket number associated with the order.

:This option allows the driver to document an account beginning/ending level (used for tank capacity, freezer capacity, etc.)

:Enables invoice message to be entered on the handheld. (android feature only)

:This option allows you to manage your default products on your handheld. (android feature only)

:This option allows the driver to enter a competitor’s PAR values for a competitor’s product.

:This option allows the driver to turn on and off Wi-Fi available on the device. ( not available for android devices)

:This option allows the driver to capture the current lat/long coordinates for this stop.

:This option allows the driver to use the alternate heading on the printed invoice.  (NUST fill in the alternate invoice and alternate credit labels to use this option)

:This option allows the driver to record the sediment and water levels in the tank.

:This option allows the driver to fill out the propane inspection on the handheld

 : This options allows the driver to setup automatic email delivery of handheld invoices.

: Toggle for bin/emtpy. (Android devices only)

 Toggle for bin full/empty

Information for Off-Route Customers:

Select each item that you would like to include with your accounts serviced ‘Off-Route’ on the handheld:

Alert Messages:  Select this option to include the pop up alert messages on off route stops.

Statement Messages:  Select this option to include the customers statement message on off route stops.

Invoice Messages:  Select this option to include the customers invoice message on off route stops.

Default Products:  Select this option to include the default products for  off route stops.

Handheld Pictures: Select this option to include handheld photos for off route stops.

Driver/Site Instructions:  Select this option to include the Driver and Site instructions on off route stops.

PO Numbers:   Select this option to include the purchase order numbers on off route stops.

Invoice History:  Select this option to include history on off route stops.

Off-Route Filter:

Filter Type:  Choose one of the following Off-Route Filter Types to apply on the handheld:

• Include all customers on the off-route list.
• Include only customers on route being processed.
• Include only today’s customers in the off-route list.
• Include all authorized branches in off-route list.
• Include all group areas (from authorized branches) in off-route list.
• Include only group areas (within home branch) in off-route list.

Service History:  Select one of the following available filters to include equipment service history on the handheld:

• None:  Select this option to disable service history on the handheld.  
• On Route Only:  Select this option to include service history for equipment assigned to customers scheduled on route.
• Both On and Off Route:  Select this option to include service history for equipment assigned to both on route and off route customers.

Load All Unserviced Delivery Orders (by route):  Select this option to automatically send ALL open delivery orders to the route, regardless of scheduled date.

Other:

Show Stop Number for Off-Route Listing:  Select this option to display stop numbers when searching for customers using the Off-Route option (used with multi-stop accounts).

Allow Enhanced Customer Setup:  Select this option to use the enhanced new customer setup utility on the handheld.

NOTE:  By establishing default settings on the desktop, the driver will be able to capture more information about the customer than the standard New Customer option available on the handheld.  The data received will be uploaded to the desktop, and the customer’s account will be created automatically. For further information on this option, refer to Chapter 4.11 of the Supplemental Guide.

Hide Off-Route Button Route Selection Screen:  Select this button to hide the Off Route option on the handhelds.

Do not Pull On-Route Order when Servicing Off-Route:  

Hide Will-Call Customers when Using 'Build Route' Options:  Select this option to hide will-call customers when building route. 

Special Accounts:  

New Customer:  Select an account number that will be used to temporarily store new customer data captured on the handheld.  

Cash Sale:   Select an account number that will be used for cash sales on the handheld (i.e., used for walk-ups or off-the-truck sales).  

Finance Options:

Require Authorization for Past Due Customers:  Select this option to require a Past Due Authorization Code if a driver attempts to service an account that is past due.  

Require Authorization for COD Customers:  Select this option to require a COD Authorization Code if a driver attempts to service an account that is assigned to a COD Credit Class.  

Popup Payment for COD Customers:  Select this option to pop-up the payment screen when choosing the Save button on the handheld invoice.

Force Invoice Amount as Payment Amount (Requires Option Above):  Select this option to automatically populate the payment field with the total amount due when the payment screen is displayed.

Don’t Require COD payment on Future Orders: Select  this option so  mango mobile does not force / pop up payment for COD customers when they are taking a future order. It will still require payment on sales.

Require Authorization for Suspended Customers:  Select this option will require the driver to call and get an authorization code to service the suspended customer.

Require Authorization for Hold Service Customers:   Checking this box will require the driver to get an authorization code to complete a sale without taking a payment on an account that is considered to be on Hold Service status.

Require Authorization for Over Credit Limit Customers:  Select this option to require an authorization code if a driver attempts to service an account that has exceeded an established Credit Limit.

NOTE:  Daily authorization codes can be printed and distributed on each route using Reports > Route Reports > Daily >Authorization Codes.  Additionally, individual authorization codes can be retrieved per customer under Lists > Customer Information, and select the Release Codes button on the Credit tab — this method can be used if you would prefer the driver to call the office for the authorization code.

Default Bank Account:  Select the bank account to use for payments collected from drivers assigned to this Handheld Class.

Set New Default Products to Retain Level Pricing:  Select this option to set new default products to retain level pricing.

Send Open Invoice Detail to Handheld:  Select this option to display the customer’s open invoice information within the Invoices tab of the Extended Customer Info (tap on Current, Past Due, etc.) option on the handheld.

Allow ROA Application of Open Items in Payments (Requires Open Invoice Detail option above):  Select this option to allow the driver to select the Open Invoices to apply a payment towards when receiving an ROA payment on the handheld.

Allow Handheld Credit Card Payments to Monthly Billed Customers: Select   this option to allow drivers to take CC payment for a monthly customer, a prompt which does allows him/her to take the payment on the HH for a vaulted CC, New CC to store, or a one time payment CC.

Suppress Invoice Details on Statement:  Select this option to not show invoice details on Customer Statements. 

Handheld Payment Types:

Select the types of payments that are accepted on the handheld:

• Cash
• Check
• Credit Card
• Process Credit Cards on Handheld:  Select this option to automatically process credit card transactions from the handheld.

NOTE:  This option requires an active wireless connection and the Electronic Funds Module.  Contact ARS for further information and configuration steps.

• Coupon
• Money Order
• Debit Card
• Barter
• Direct Deposit
• Bank Transfer

Credit Cards Accepted:

• Visa
• MasterCard
• Discover Card
• American Express
• Diners Club/Carte Blanche

Labels (Page 1):

Sales Tax Label (Sales Tax is used if blank):  Enter the sales tax description used in your company (e.g., VAT, PST, or GST).  

Tax Categories:  This description is used on the handheld when entering a new customer.   This label is displayed above the tax rates.

History Page:  Historical data can be accessed and printed from the handheld on each account, enter a description for this option (e.g., Customer History, Statement of Account).

Product on Hand:   Enter a description for products or containers on hand (e.g., Bottles on Hand, Crates, or Pallets).

Redemption Label:  Enter a standard label that will relate to the redemption value of a container (i.e., in California it is C.R.V.).

Account # Label (Account # is used if blank):  Enter a standard account number label.

Standard Invoice Label (Invoice # is used if blank):  Enter a standard invoice label.

Credit Invoice Label (Euro Finance Only):  Enter an invoice label that will be used on credit invoices.

Gratis Label (Gratis is used if blank):  Enter a label that will be displayed next to ‘Gratis’ items on the invoice.

Delivery Address (no label if empty):  Enter a label for an alternate Delivery Address on the invoice.

Bill to Label:  Enter a label for an alternate Bill to address on the invoice.

NOTE:  Select the ‘Print Billing and Delivery Addresses on Receipt’ option on the Handheld Class > Receipt tab to include the billing address on the printed invoice.

PO Number Label (PO Number is used if blank):  Enter a standard label for a Purchase Order Number on the invoice.

Invoice Total Label (Invoice Total is used if blank):  Enter a standard label for the sales total on the invoice.

Statement Label:  Enter the label that will print on all handheld statements.

Store # Label:  Enter the label for the Store #..

Deposit Label:  Enter the label that will print next to all deposit related criteria on the receipt.

Extra Label:   Enter a standard label to use for the Extra field under the Account Number on the invoice.

NOTE:  The Extra field is used for alternate account numbers or any other reference information, and can be found on the Info tab of Customer Information.

Signee Label:  Enter a standard label to display on the ‘Signee’ box displayed within the Capture Signature screen of the handheld.  

NOTE:  This option must be enabled before a signee name can be entered.  Select the ‘Require Customer’s Name’ option under Handheld Class > Sales Rules tab.

Original Par:  Enter the label that will print next to original par level values listed at the beginning of the transaction.

New Par:  Enter the label that will print next to new par level values listed at the completion of the transaction.

Extra Charge Label:  Enter a label to use for products designated as an extra charge on invoices (select ‘Print as Extra Charge on Invoice’ on the Setup tab of the Product Charge Code screen).

Driver Label:  A label that can print next to the driver’s name or initials (i.e., Route Salesman instead of Driver).

Pre-Account Label:  Enter a custom label that can be included before each account number (up to 15 characters).

Check Out Statement:  Enter a custom label for the title of the Check Out Statement.

Check In Statement:  Enter a custom label for the title of the Check In Statement.

Truck Status Report:  Enter a custom label to be used for the Truck Status report.

Invoice Comment:  Enter a custom label to be used for the Invoice Comment.

Halogen Test Label:  Enter a custom label to be used for the Halogen Test.

Alternate Labels:

Default to Alt Invoice Label:  Select this option to always use the ‘Alt. Invoice Label’ when printing handheld invoices.

Alt. Invoice Label:  Enter an alternate invoice label that will print on handheld invoices for accounts with the option ‘Use Alternate Invoice Label’ selected within Customer Information, on the Route tab.  

Alt. Credit Invoice Label (Euro Finance Only):  Enter an alternate credit invoice label that will print on your handheld invoices on accounts with the option ‘Use Alternate Invoice Label’ selected within Customer Information, on the Route tab.

Receipt Features:

Paper Saver Receipt:  Select this option to print a condensed receipt for the customer (disables bold text and minimizes text spacing).

Print Delivery Phone Number on Invoice:  Select this option to include the delivery phone number on the printed receipt.

Print Arrival/Departure Time on Invoice:  Select this option to include the recorded arrival/departure time of the driver on the printed receipt.

Use Driver Initial:   Select this option to print the driver’s initials on the handheld receipt instead of their full name.

Print Driver's Phone No:   Select this option to print the driver’s phone number on the handheld receipt.

Show Truck Info:   Choose this option to print the driver’s initials on the handheld receipt instead of their full name.

Show Truck Info:  Select this option to print the Truck ID on the Invoice.

Print Legal Name in Place of Delivery Name:  Select this option to print the customer’s Legal Name in place of the Delivery Name on the printed invoice.

NOTE:  The customer’s Legal Name can be entered on the Info tab of Customer Information.

Print Store #:  Select this option to print the store number on the Receipt. 

Print only the PO#:  Select this option to suppress the ‘PO Number’ description from printing above the P.O. on the handheld invoice.

Print Delivery Order No:  Select this option to include the Delivery Order number on the printed invoice (if applicable).

Print Address:  Select the desired customer address details to include on the printed invoice.  

Print Customer's Credit Class Description (Below Address):  Select this option to print the customer's Credit Class Description. 

Print Customer Invoice Message Below Account Information:  Select this option to print the customer invoice message below the account information. 

Print Latitude and Longitude:  This feature is used in conjunction with the Auto Capture GPS on Invoice feature and will print the GPS Coordinates captured at the time of sale.

Always Print Deposit Exchange:  Select this option to include the current delivery’s container exchange on the printed receipt.

Print Last Payment on Invoice:  Check this box if you would like the last payment date and amount to print on the receipt.

Print Last Payment on Invoice:  Check this box if you would like the last payment date and amount to print on the receipt.

Print Bottles on Hand on Invoice:  Select this option to include the containers on hand total on the customer’s printed receipt.

Block Next Delivery Date On Invoice:  Select this option to suppress the customer’s next delivery date from printing on the invoice.

Use SERVICE DATE instead of DELIVERY DATE:  Select this option to replace the ‘Delivery Date’ label printed on the handheld receipt with ‘Service Date’.

Suppress Printing Signature:  Select this option to suppress the customer’s signature on the printed invoice.

Suppress Totals on Invoice:  Select this option to suppress invoice totals on the printed invoice.

Show Secondary Currency for Invoice Total:  Select this option to show invoice Total in Customer's Secondary Currency.

Suppress Balance on Invoice:  Select this option to suppress account balances on the printed invoice.

Show Inventory Item Count:  Select this option to display the total number of inventory items delivered on the receipt.

Show Inventory Item Count:  Select this option to display the total number of inventory items delivered on the receipt.

Don't Print % Beginning and Ending Full:   Select this option to not print the beginning and ending full percentages on the receipt.

Don’t Print Equipment Transfers:  Select this option to suppress equipment transfer information on the printed invoice.

Print Delivery Order Reasons:  Choose this option to print the Delivery Order Reason selected on a Delivery Order invoice receipt.

Show Customer Aging:  Select this option to print the customers Aging  on the invoice.

Aging Label: Enter a label for Customer Aging.

Do not Show Aging for Credit Balance Customers:  Select this option to disable Aging for customer with credit balances. 

Show Total Remaining Product Qty:  Select this option to show total remaining product quantity.

Total Remaining Prod. Qty: Enter a label for Total remaining Product Qty.

Include Remittance Stub:  Select this option to include a payment remittance stub with each printed invoice.

PDF Reprint Width: Select one of the options for PDF reprint.

Don’t Pause Between Invoice and Remittance Stub:  Check this box to print both the invoice and remittance stub without pausing between the two.

Don’t Ask to Reprint Invoice at End of Sale:  Choose this option to suppress the reprint request after the initial invoice is printed.

Reduce Signature by: Select a percentage to reduce signature by.

Receipt /Invoice Detail Options:

Bold Products:  Select this option to bold the font on Products on receipts/invoices. 

Print Charge Codes:  Select this option to print the Product Charge Code ID’s next to the descriptions on the handheld invoice.

Print Unit Code:  Select this option to print the product unit code next to the descriptions on the handheld invoice.

Do Not Wrap Product Descriptions (4" Printers Only):  Select this option to disable wrapping of product descriptions on the handheld invoice. 

Wrap Product Descriptions at:  Enter the number of characters to begin wrapping products descriptions. 

Print Secondary Description:  Select this option to print the Secondary Description entered for the item on the handheld receipt.

NOTE:  The Secondary Description can be entered for each item under Lists > Product Codes > Product Charge Codes, on the Info tab

Suppress Prices on Invoice:  Select this option to suppress product prices on the printed invoice.

Print UPC Product Code:  Select this option to print the UPC code on the handheld invoice (entered on the Product Charge Code screen).

Show Vendor Price:  Select this option to include the vendor price (Purchase Order Module) on the handheld invoice.

Print Product Barcode on Invoice: Select this option to print the product barcode on the invoice.

Print Serial Number:  Select this option to print the equipment serial number on rental transactions.

Print Quantity for Non-Delivery :  Check this box to print Skip Reason descriptions and quantity detail on the handheld invoice. 

Print Redemption on Detail Line (4" Printers Only): Select this option to print a line for redemption.

Group Invoice Detail by Product Code and Price:  Select this option to group the product details section by Product Code and Price.

Remove Taxable Item Identifier:  Select this item to no longer print the TX tag next to taxable products.

Print Production Batch Numbers:  Select this option to include the Production Batch Number on the receipt.

Print Beginning and Ending Meter Readings:  Select this option to include the LCR meter reading information (begin and end internal number) on the printed invoice (used in the propane industry).

Add Item Number to Invoice:  Select this option to add the product charge code number to the invoice 

Print Cycle reading info with line item: Select this option to print equipment reading info with line items attached.

Print Price Per Unit on Receipt:  Select this option to include the Price Per Unit breakdown on the receipt. The system will auto calculate the Price Per Unit by taking the Product price and dividing it by the Units Per Package value stored on the Product. NOTE: This is only available for 4” wide printers.

Default Price per Unit Description:  Used with the Print Price Per Unit feature above, here you can specify what the label of the unit is that will print on the receipt (such as Gallons, Liters, Lbs, etc). This will vary by industry.

Group Detail by Product Group: Select this option to group invoice details by Product Group or Product Class.

Receipt  Options:

Print Credit Terms: Select this option to print the Customer's Credit Terms. 

Do Not Print Credit Message if Payment is Made:  If a payment is collected on the receipt, this will not print the Credit Message.

Print Par Value on Receipt:  Select this option to print the current PAR Value on the receipt.

Print Par Summary on Receipt:  Select this option to print the PAR Summary information on the receipt. NOTE: This is available only for 4” wide printers.

Suppress Sales Line:  Select this option to no longer print the Sales Total line on the receipt.

Suppress Subtotal Line:  Select this option to no longer print the Subtotal line on the receipt.

Include Discount Amount in Subtotal: Select this option to include the discount amount in the subtotal. 

Print Account Balance in Reduced Size Font: Select this option to print the customer’s account balance on the receipt in a reduced size font.

Print Tank Capacity Beginning/Ending Percentage:  If using the tanks feature, this will print the beginning and ending % full value for the customer tank on the receipt. This will show a percentage like 80% for ending and 15% for beginning.

Print Work Time on Invoice: Select this option to print work time on the invoice.

Don't Print Failed Halogen Test: Select this option to disable printing of failed Halogen Tests. 

Print Sales Rep Names on Invoices: Select this option to Print Sales Rep Names on Invoices.

Print Original or Duplicate on Invoice: Select this option to Print Original or Duplicate on Invoice.

Print Total Quantity Sold on Invoice: Select this option to Print Total Quantity Sold on Invoice.

Do Not Print Leading Zeroes on Invoice Number: Select this option to disable leading zeroes on the Invoice Number. 

Payment Discount:

Number of Days: Add the Number of Days for the Payment Discount.

Payment Discount Product: Select the payment discount product. 

Discount Rate: Add the discount rate.

Sales Tax:

Sales Tax Incl. – Show Prices including Sales Tax:  Choose this option to include sales tax totals in the price of each product (instead of printing the total tax separately).

Suppress Sales Tax on Invoice:  Check this box to suppress the sales tax label and any tax totals from printing on the handheld receipt.

Print Sales Tax Rate:  Choose this option to print the tax percentage rate on the receipt.

Alt. Header Options:

Allow Use Alternate Heading:  Select this option to allow the driver to print an alternate heading on the receipt by selecting the ‘Use Alternate Heading’ option on the Confirm Sale screen of the handheld.

NOTE:  The Alternate Heading can be entered in the ‘Alt. Invoice Label’ field under the Handheld Class screen, on the Labels tab.

Allow Printing of Invoice for Receipt Customers:  Select this option to allow the driver to temporarily override any suppressed options on the handheld receipt (i.e., blocked balances, suppressed prices) and print a complete invoice for the customer.

None:  Select this option to prevent the driver from using either of the previous two options on the handheld.

Heading Labels Based on Suppress Price/Totals:  Select this option to suppress heading labels based on suppress price/totals.

Tabs:

Header Tab:   The text in this field prints before the main body of the receipt.

• Number of Lines to Skip for Header:  Enter the number of lines to skip between the header and the body of the invoice.
• Do Not Show Logo on Shopping Cart:  Select this option to suppress the invoice header logo from printing on the Shopping Cart printouts.

Footer Tab:  The text in this field prints after the main body of the receipt.

Prepay Msg (Requires Pre-Pay Option):  The text in this field prints after the main body of the receipt for prepay customers.

Prepay Warning (Requires Pre-Pay Option):  The text in this field prints after the main body of the receipt to alert the customer that their pre-pay balance is low.  

NOTE:  For further information on setting up the Pre-Pay option, refer to Chapter 2.09 of the Supplemental Guide.

Remit to:  The text in this field will appear on the payment remittance stub.

Post Receipt (Paper Shredding Only):  The text in this field will print on a Certificate Of Destruction for the customer.

• Include Post Receipt Document:  Select this option to include the Post Receipt, configured above, with each customer’s invoice.
• Require a signature with Document:  Select this option to require that a signature be captured with each Post Receipt.

Lease Receipt:  This option allows you to format an equipment lease agreement that can be printed from the handheld.

• Contract Period in Months:  Use the arrow keys to establish the length of the contract in months.
• Lease Version:  Enter version information that can be included on the contract.
• Preview:   Select this button to preview the contract on the screen.

NOTE:  Refer to Chapter 4.10 of the Supplemental Guide for further information on lease agreements.

DTR Header:  Enter the header for your Daily Transactions Report

DTR Footer: Enter the footer for your Daily Transactions Report 

Fields:

Justify:  Enter an L (left), R (right), or C (centered) that corresponds to how you would like the text to be aligned on the printed receipt.

Font:  Enter a letter corresponding to the font size you would like to use on the printed receipt.

NOTE:  Refer to Appendix B of the Handheld User Guide for examples.

Message:  Enter the information that you would like to print on each line.

Desktop Reports:

Transaction Detail:  This report includes a detailed list of all transactions that occurred while out on route.

NOTE:  Entering a quantity of ‘9’ will print a Transaction Detail Report Summary, suppressing all of the detailed information.

Blank Lines on Transaction Detail:  This option  represents the number of blank lines to include between transactions, giving you additional space to write in notes or changes.

Exceptions:  This report includes price changes, skipped stops, sales to past due accounts, and much more.  

NOTE:  Select the box to the right of this report to choose the detailed options you would like to include daily.

Sequence:  This report includes stops that were re-sequenced by the driver.

Driver Commissions:  This report includes commission totals accumulated for the current route day.

Payment Summary:   This report includes a summary of all payments collected on route.

Inventory Sold:  This report includes inventory totals for the route day.

Driver Notes:  This report includes all notes entered on the current route by the driver.

Equipment Movement:  This report includes all equipment movement for the route day (i.e., picked up, dropped off, and equipment left on the truck).

Product Sold:  This report includes all the Products loaded/sold/unloaded from the route.

Perpetual Inventory:   This report includes perpetual inventory totals for the route day.

NOTE:  The Perpetual Inventory option enables the ability to carry product inventory totals on a delivery vehicle from one day to the next.   Refer to Chapter 3.17 of the Supplemental Guide for further information.

Bays:  This report will print a list of products that were loaded on each Bay.

Truck to Truck Transfers:  This report will print the Truck to Truck Transfers if using the Inventory Module feature on the General Tab in Handheld Class.

Credit Card (EC2000 Module Only):  This report includes collected credit card data for the route day.

Report Sort Order:  Select a sorting option to use on the Transaction Detail Report.

Show Deposit Detail on Transaction Detail Report:  Check this box to display all customer bottle exchanges on the Transaction Detail report.

Use Par over Product Sold report (Par Module Only):  Not used.

Create PDF Archive of Upload Reports:  Select this option to create a PDF copy of each set of reports that print during the Afternoon Card process.  

Use Secondary Printer for Adv. Comms. Only:  Select this option if you would like to use a different printer for your Advanced Communications reports.

NOTE:  Each .PDF file will be stored within the RMA directory under data\PDF\Handheld\Afternoon.

Show Authority Level Summary on Transaction Detail Report:  Select this option to show Sales Tax Authority details on the Transaction Detail Report.

Level 1-4 (Requires option above):  Enter the description that you would like to display for each authority on the report.

Desktop Reports:

Missed Stops:  This report includes any stops that were not serviced on route.

Pre-Route Total Net/Serviced Customers:  This report will track the number of customer’s that have been ‘serviced’ based on the items added to the Products Indicating Serviced field (displayed on the same tab).

Par Levels (Par Module Only):  This report includes Par Level related information for the current route.

Asset Scans (Shredding Industry):  This report includes scanned equipment information.

Forward Sales:  This report includes all Forward Sales invoices created on the current route.

Special Product Orders:  This report includes special product requests from the customers (including items that you may not carry currently).

Daily Coupon Upload:  This report includes all coupon activity on the current route.

NOTE:  Contact ARS for further information on using coupons within RMA.

Customer Promotions:  This report includes all product activity related to customer promotions.

Paid Invoices: This report includes the invoices that payments were applied to by the driver.

Site Inspection: This report includes the site inspections entered by the driver.

New Customer: This report displays the new customers entered by the driver.

Default Product Changes: This report displays default product changes such as permanent price overrides, removal of default products, and quantity changes.

Secondary Printer: Enter a secondary printer to redirect a second set of Afternoon Reports to another printer on the network.

Pre-Route Total Net/Serviced Customers Report Options: This option allows you to create a report that indicates the number of ‘serviced’ customers based on items added to the Products Indicating Serviced field.

NOTE: This report can also be reprinted on the desktop under Reports>Route Reports>Management>Pre-Route Total Net/Service Customers Report.

Available products: A list of all of the products available within the program.

Products Indicating Serviced: A list of all items that qualify as ‘service’ items.

Other:

E-Mail Afternoon Reports:  Select this option to automatically email the afternoon reports to the email addresses listed below, via CMC for each route as they are uploaded.

E-Mail Addresses:  Enter the email address(es) that the afternoon reports should be sent to.

Serviced Stops:

Serviced:   Select the color that you would like to display for all serviced stops on the handheld.

Skips:   Select the color that you would like to display for all ‘skipped’ stops on the handheld.

Unserviced Stops:

Unserviced:  Select the color that you would like to display for all un-serviced stops on the handheld.

Use Major Account Code Color: This color is found under Lists>Customer Setup Codes> Major Account Codes 

Show Major Account Code Color for All Stop Types:  Changes all stops to the color of your Major Account Code 

Specials:  Select the color that you would like to display for all un-serviced special deliveries on the handheld.

Manual: Select the color that you would like to display for all manual deliveries on the handheld.

Specials not on a Delivery Order:  Select the color you would like to display for all specials that are not on a delivery order such as an equipment service order. 

Drags:  Select the color that you would like to display for all un-serviced ‘drag’ stops on the handheld.

High Priority:  Select the color that you would like to display for all un-serviced ‘High Priority’ stops on the handheld.

Removed:  Select the color you would like to display for any stops removed from the handheld.  

NOTE:  In order for items to be flagged as ‘High Priority,’ the stop must be assigned a Telephone Reason with the option ‘High Priority Reason Code’ selected under Lists > Delivery Order Reasons.

Skipped Deliveries:

Show Skipped Deliveries on Pre-Route Report:  Enable this option to show customers that were marked as Skipped on the Pre-Route Report.

Show Skipped Deliveries on Route:  Enable this option to show customers marked as Skipped on the Handheld.

Skipped Deliveries:  Choose a unique color for Skipped Deliveries to be shown as on the handheld. So they are not confused with standard delivery customers.

Reset all Colors to Default: Select this button to reset the colors of Serviced and Unserviced Stops to their default settings.

Allow Route List Filtering by Delivery Time:  Select this option to allow the driver to sort the stop selection screen based on the preferred Deliv. Time (AM or PM) established under each account.  

NOTE:  This option can be found within Lists > Customer Information > Route > Handheld Options.   

List Column Widths:

Miscellaneous Item List:  Override the standard column widths on the Misc Items Product List.

Load Items List:  Override the standard column widths on the Load Truck Product List.