You are here: 1. Distribution System > 1.10. MAINTENANCE Menu: System Maintenance > 1.10.1. Maintenance - Edit User IDs > 1.10.1.14a. Maintenance - Edit UserIDs - 9. Mobile Security (v2.8) > SalesForce (v2.8)
SalesForce (v2.8)

The Salesforce settings on the User File Update screen - Mobile Security tab apply to the SalesForce module of Micronet Mobile Applications (refer to "Sales Force Automation").

To configure these settings:

  1. Display the User File Update screen - Mobile Security tab.

Refer to "Maintenance - Edit UserIDs - 9. Mobile Security (v2.8)".

  1. Complete the following fields:

 

Field

Value

 

Access

Select Yes if this user can create paperless orders on their PDA, otherwise select No. If you select Yes, the SalesForce menu option will be enabled when the user logs on to their PDA.

 

Salespersons Number

Enter the ID of the default salesperson to be assigned to any order created under this user ID. You can also press spacebar then Enter to select a salesperson.

 

Default Price

Enter the default price to be displayed on the PDA.

 

Default Salesforce Status Yes= Comp Setting No= Wait

Select the default status of orders created under this user ID. Options are:

  • Yes - sales orders will be set to Completed
  • No - sales orders will be set to Paperless Wait Instructions.

For more information about order priorities, refer to "Viewing or Changing the Status of a Picking Slip (v2.7)".

 

Show GP on Device

Select Yes if you want the gross profit shown on the item detail screen when adding items in SalesForce creation, otherwise select No.

 

Allow Nett Price

Select Yes if you want the user to be able to enter a net sales price on the PDA. If you select No, this option is not displayed.

  1. Configure any further fields on the Mobile Security tab that are required for the Micronet Mobile Applications this user has access to.