Attempted Sales – Sending/Receive data
Vehicle and Driver: it is necessary to select the vehicle and then the driver (the seller).
The initial phase to use the whole procedure is to create the related vehicles (from the main menu select “Master Data” + “Other” + “Vehicles”).
Associated Terminal: it is necessary to select the available network unit to be associated with the current terminal, for the necessary data transfer.
Reference Date: it is the reference date for the import and export operations, used by the program also to identify the Attempted Sale Documents of reference. By managing this field it will be possible to process also Attempted Sale Documents with other dates.
Number/Integrative: to identify the number (and possible supplement) of the document.
Verify Connect: once you have chosen the terminal unit, press this button to check if the network unit is responding and if there are any problems connecting to the selected terminal.
If the connection has no problems, and the link between the server and the client (terminal) is active then the program activates the executive button, to send or receive data.
Send Data to the Terminal card
A card reserved for the transfer of data to the connected terminal, one at a time in the case of several terminals (vans, sellers or drivers) available. As already mentioned, you must first create the Attempted Sale Document for each terminal to be managed.
During this phase it is possible to transfer or update, in the case of a previous submission, also the data relative to the basic master data (customers, suppliers, payments, Tax Rates, …), useful for carrying out the sales documents.
In these transfer phases it is also possible to update the warehouse items, in case some have been added or modified.
Once the procedure has been started by pressing the “SEND” button, after further connection verification the program starts the data transfer and gradually shows the execution in the “Monitor” tab.
In this tab we find the following operating parameters:
– Customers, Suppliers, Payments, Tax Rates, …
– Warehouse Articles
– Load the vehicle’s warehouse (with Attempted Sale Documents)
– Job Orders
– Scheduled Payments
Receive Data … card
A card reserved for receiving data from the currently connected terminal.
The “Simulation” flag can be activated, without any data import operation, only to perform a check of reception and execution. Useful as a pre-verification or in case there were problems of connection and/or data transfer.
The operating parameters that determine the type of data to be received from the terminal are:
– New Customers, Suppliers, …
– Sales Documents
– Substitute Documents
If all the above flags are activated, fill in the Attempted Sale Document of the server with the quantities sold, fix the unsold quantities in warehouse, load the sales documents and move the accounting records, insert any new customers or suppliers in the master data.
In the relevant combobox on the left side of the card, you can choose the type of sales document to be imported into the server.
The parameters that affect the data transfer phases are:
– Documents
– Q.ty Attempted Sale Document
– Warehouse Remainder
Similar to the export phase, the program shows the execution in the “Monitor” tab.
To change the parameters for sending or receiving data, from the toolbar, press the relative button.