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[email protected] Introduction To MobilePDQ ™. Data Concepts, Inc. (800) 225-7527 Partnering With: AT&T Developer Bluestar Intermec Microsoft ISV Motorola . Intended Audience. Wholesale Distributor DSD Direct Store Delivery Sell Product to Retailers

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introduction to mobilepdq
[email protected]

Introduction To MobilePDQ™

Data Concepts, Inc.

(800) 225-7527

Partnering With:

AT&T Developer

Bluestar

Intermec

Microsoft ISV

Motorola

intended audience
Intended Audience
  • Wholesale Distributor
    • DSD Direct Store Delivery
      • Sell Product to Retailers
        • Beer, Beverage (Coffee, Softdrink, Water)
        • Dairy and Ice Cream
        • Food
        • Durable (Books, Maps, Rack Jobbers etc)
    • Non-DSD (Product Delivered by Vehicles)
      • Field Sales With Orders/Invoices/Data Collection
      • Rugged Environment Where Small Device Required

Data Concepts, Inc. (c) 2011

overview
Overview
  • Presell, Delivery and Hybrid Delivery Methods
  • Print Orders, Invoices, Receipts and Reports
  • Wireless Printing (BlueTooth)
  • Signature Capture/Email PDF of Invoice
  • WWAN, WiFi (802.11b/g/n), Ethernet and USB
  • Track Vehicle, Customer and Warehouse Inventory
  • Calculate Base Price, Contracts and Promotions
  • Multiple Units of Measure (Case, Each, etc.)
  • Update accounting Software with Transactions

Data Concepts, Inc. (c) 2011

industry specific features
Industry Specific Features
  • Enhanced Pricing format $9.00, $9.000, $9.0000
  • National Account
  • Liquor License
  • Vending
  • Surveys
  • DEX/UCS
  • Sales Tools (Profit Calculator, RouteBook, History, Resell Prior Order or Invoice)

Data Concepts, Inc. (c) 2011

special features
SpecialFeatures
  • Forced Invoice Item
    • Fixed line item on invoice
      • Customer Flag or assign to customer groups
      • Flexible Fuel Surcharge Pricing/Handling Charge
    • Associated Empty
      • Sell Product and generate empty pickup
    • User-Defined Sorting
      • Customer Lists
      • RouteBook

Data Concepts, Inc. (c) 2011

asset tracking more
Asset Tracking & More
  • Asset Serialization
    • Track rental equipment by serial number
    • Scan Barcodes
  • Usage Pricing Contracts
  • Assembly Logic
  • Sales Tax for multiple jurisdictions
  • Control WWAN, WAN, Bluetooth Radios

Data Concepts, Inc. (c) 2011

hardware
Hardware
  • Windows Mobile 5 & 6.1
  • Windows Embedded 6.5.3
  • Recommend/Sell
    • Intermec
      • CN50,CN70 Series, PB51 Printers
    • Motorola
      • ES400, MC75a

O’Neil Printers

  • Support Compatible Devices

Data Concepts, Inc. (c) 2011

main menu
Main Menu

Data Concepts, Inc. (c) 2011

start of day
Start of Day

The MobilePDQ Main Menu provides access to all features. Start Day must be selected prior to

Customer Sales. Sync is for transferring data back and forth from the host system. Information

and review are provided for the mobile salesperson as sales aids.

Data Concepts, Inc. (c) 2011

inventory
Inventory

Data Concepts, Inc. (c) 2011

inventory1
Inventory

Enter item code, scan barcode or use the item lookup function.

Select the location to load from

Data Concepts, Inc. (c) 2011

inventory reports
Inventory Reports

Data Concepts, Inc. (c) 2011

customer sales
Customer Sales

Presell Order with future delivery date or Invoice

Count Customer Inventory

Multiple locations

Collect Balance Forward or Payment by Invoice

Modify existing Order

User Defined Customer or

Product Surveys

Void Order or Invoice

Data Concepts, Inc. (c) 2011

customer sales1
Customer Sales

Select Customer with Find or Scroll Through List.

Enter Customer Code or Name to Search. Press OK when Done. Schedule lists Make-Day Sequence.

Customer Operations include Order/Invoice Entry, Edit Order, Void Order/Invoice, Take Customer Inventory, A/R Payment and Survey.

Data Concepts, Inc. (c) 2011

order invoice sales entry
Order/Invoice Sales Entry

Scroll Bar

Item/UPC Scanner

Item Unit of Measure

Item Description

Quantity

Item Code Listed

On-Truck Quantity

Remove Line Item

Item Search

Enter Item

UOM Select

Added Item Description

Add Item

Customer Description

Continue (Done)

Cancel (Backup)

Data Concepts, Inc. (c) 2011

invoice entry screen
Invoice Entry Screen

Entry Screen enables the operator to enter build to quantity in the same screen as quantity ordered.

Data Concepts, Inc. (c) 2011

order invoice return damage entry
Order/Invoice Return, Damage Entry

MobilePDQ uses color to distinguish sales from returns and damage. Return

Reasons are captured for product good returns and damaged product.

Data Concepts, Inc. (c) 2011

selling tools
Selling Tools

1. 2. 3. 4.

  • Sigma (∑) = Displays Number of Items and Quantity for Sales, Returns and Damage.
  • Extended Description= Message related to specific item.
  • Comment = Message to be attached to order or invoice.
  • Tools
    • Routebook Update= View, edit Build To, Facings and Retail price.
    • Profit Calculator = Calculate Markup or Margin ($ or %) for Retailer Profit.
    • Resell = Display and edit previous Invoice for reuse.
    • Delivery Route= Designate Delivery Route for Presell Order.

Data Concepts, Inc. (c) 2011

view edit price
View/Edit Price

Item Description

Item Unit of Measure

Item Price-

Scroll Bars

Item Code

Data Concepts, Inc. (c) 2011

view edit discount
View/Edit Discount

Discount Amount-

Change with Security

Pricing includes discounting by item pricing key (group), tiered quantity (Assignment), cents off

or percent. Qualification with message criteria, date range, authorized product and exception pricing provides targeted discounting.

Data Concepts, Inc. (c) 2011

cash charge code
Cash/Charge Code

The salesperson has security code access to changing the customer from cash to charge or

Charge to cash. Orders may be scheduled for delivery at a future date.

Data Concepts, Inc. (c) 2011

invoice review pick list
Invoice Review & Pick List

Data Concepts, Inc. (c) 2011

payment collection
Payment Collection

Cash, Check or Credit card information is collected in the Tender screen.

A reference may be added for transmission to the host system.

Data Concepts, Inc. (c) 2011

printed manifest net invoice split invoice invoice with signature
Printed ManifestNet InvoiceSplit InvoiceInvoice with Signature

Data Concepts, Inc. (c) 2011

printed invoice split ticket
Printed Invoice(Split Ticket)

Data Concepts, Inc. (c) 2011

information
Information

Data Concepts, Inc. (c) 2011

slide29
Settlement

Data Concepts, Inc. (c) 2011

setup
Setup

Data Concepts, Inc. (c) 2011

handheld management system hms
Handheld Management System (HMS)

HMS is the middleware or gateway software that connects your

accounting Software with MobilePDQ

  • Uses Microsoft SQL Server 2008 as the database
  • Integrates with leading business accounting software
  • Imports information from your accounting software
    • Never enter the same data twice
  • Presold Order Reporting
  • Invoice Reporting
  • Inventory Reporting
  • Settlement Reports
  • Multi-User

Data Concepts, Inc. (c) 2011

multi view 13 week report
Multi-View 13 Week Report

Data Concepts, Inc. (c) 2011

invoice detail
Invoice Detail

Data Concepts, Inc. (c) 2011

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