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Rules of working with Comarch Mobile application

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• 176

Launching Comarch Mobile application

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Logging on

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Promotions

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• Configuration of features
  • Assigning item flags in Comarch ERP Enterprise
  • Adding item attachments in Comarch ERP Enterprise
  • Adding, verifying, and exporting item stock levels in Comarch ERP Enterprise
  • Defining item weights in Comarch ERP Enterprise
  • Adding item attributes in Comarch ERP Enterprise
  • Creating item categories and assigning items to category structures in Comarch ERP Enterprise
  • Export and import of objects between Comarch Mobile and Comarch ERP Enterprise
  • Adding promotions in Comarch ERP Enterprise
  • Attributes in Comarch ERP Enterprise
  • Contact persons in Comarch ERP Enterprise
  • Tax assignment in Comarch ERP Enterprise
  • Logic for downloading and updating documents in Comarch Mobile
  • Downloading historical documents – Configuration
• Preselling
  • Document registration
    • Copying documents and document items
    • Document registration
    • Item list
    • Cart
    • Adding an item to the cart
    • Blocking the saving of zero-value items
    • Saving a document as unconfirmed
    • Full item calculation
  • Document header
    • Document header
    • Changing an expected date
  • Documents
  • Sales order
  • Sales quote
  • Searching historical transactions based on an item index
  • Document numbering
  • Preview of documents downloaded from the Headquarters
• CRM
  • Private
    • Scheduling a private action
    • Completing a private action
  • Sales appointment
    • Available calendar views
    • Calendar options
    • Get Directions option
    • Filtering actions
    • Scheduling a sales appointment in the calendar
    • Scheduling a sales appointment without a start time
    • Scheduling a sales appointment without an appointment template
    • Completing a sales appointment
    • Completing a sales appointment without an appointment template
    • Discontinuing a sales appointment
    • Deleting and rejecting sales appointments
    • Rescheduling an appointment
    • Completing appointment elements
    • Sales appointment element – Document registration
    • Sales appointment element – Other
    • Sales appointment element – Travel
    • Filtering customers when adding a sales appointment in Comarch Mobile Sales