Mobile SalesForce - PDA Procedures

The following topics outline the PDA procedures for SalesForce Automation.

For the SalesForce Automation application to be used effectively, the following files should be synchronised regularly:

To create a sales order, work your way through the following PDA screens and topics:

• Order Creation

• Main Screen

• Item Inquiry
• Debtor Search
• Search Options
• Other Information
• Delivery Address
• Load Order
• Slide Show

• Creating

• On Hold

• Adding

• Items
• Multiple Items
• Text
• Credit

• Reviewing

• Editing
• Sorting

• Posting

•    Sync Orders   

• Sync Orders