My Account

The My Profile screen displays the customers' contact information as well as the ship-to and bill-to address on file.

The selected ship-to customer appears at the top of the list. From here you can select a different ship-to by tapping on the shipping address. You can also search for a ship-to customer by name, address, city, and zip code.

In Salesperson mode, you will see the shipping and billing address for the selected customer as well as any contacts associated with this customer. If you are on a smartphone, tapping on the phone number icon will call the number directly from the app. If you are on a device with email enabled, tapping on the email address icon will compose an email. From the my profile screen, you can:

• Change Customer
• View detailed Contact information

By tapping on the "Change" button at the top right side of the screen (apple) or the customer icon (android), you can search for another customer in the ERP system. Search for customer by name, phone number, zip code, or internal ID number of the customer prefixed by a period.

*New in release 3.9.0

By tapping on the Quotes section, you will see a list of all quotes sorted by descending order date. You will see the total number of orders found, and for each order the date, ship-to customer, customer purchase order, and order total. Note: The ship-to name may be different in customer mode if you are authorized for multiple ship-to customers. In salesperson mode, only those orders for the ship-to selected will be displayed. To see orders for other ship-to’s, change the customer from the My Profile screen or the blue bar (apple) or person icon (android) located on the home screen.

For the Approve Existing Quotes process, quotes that have not been approved yet are denoted by the Approve button displayed in the list of quotes. This makes it easier for the customer to find pending quotes. *New in release 3.9.0

By tapping on the Invoices section, you will see a list of all invoices processed within the last 30 days by default, sorted by descending order date. You will see the total number of orders found, and for each order the date, ship-to customer, customer purchase order, and order total. Note: The ship-to name may be different in customer mode if you are authorized for multiple ship-to customers. In salesperson mode, only those orders for the ship-to selected will be displayed. To see orders for other ship-to’s, change the customer from the My Profile screen or the blue bar (apple) or person icon (android) located on the home screen.

*New in release 3.9.0

You can now check on your shipment by tapping the Track button for tickets being delivered via the Deliver app. The Track button will show you the progress of your shipment with a map of the delivery truck. The Delivered button will show the delivery location, date, and time, and tapping the Signature option will show you the signed by name and signature.

Quotes, open orders, and invoices are sorted by descending date (by default). The following options are also provided by tapping on the Sort icon on the upper right-hand side of the screen.

• Customer PO#
• Order Number
• Oldest to Newest
• Newest to Oldest (default)
• Ship-to Name

Tapping on a specific Quote, Order, or Invoice will display the Order Detail screen with tabs containing order information.

The Order detail screens on Android devices have two tabs of information, which both display the customer PO# and ship date. At the top of the screen, you have the ability to add this entire order to your shopping cart (note that current pricing will be in effect, not necessarily pricing on this order), send yourself, the customer, or manager an email of this order, and save the entire order to a product group. The product group feature is great if this is a frequently purchased order with many products. Once you save to a product group, with one tap you can add the entire group to order. Individual tabs display the following:

• Products - This tab displays all line item information including the thumbnail image, product description, order quantity, price, extended price, and order availability. You may also see a blue page icon displayed next to the product and if you tap on that a comment will appear. This comment is the line item comment entered when an order was created in the app or in the ERP system. This feature must be enabled in the ERP system.
• Totals - This tab includes the subtotal of all products, tax, freight, handling, and discount. The discount consists of any remote order discount given when placing the order from the app plus any terms discount that may be available. You may turn off terms discounts from displaying in the ERP system.

The Account Inquiry screen shows open Accounts Receivable (A/R) for this customer. By default, the numbers are for the ship-to customer. If you tap on the "Bill-To" section, you will see the numbers rolled up to the Bill-To customer. Account Inquiry is date sensitive so if you tap on the date in the upper right-hand corner, you can go back in time to see what the account looked like a month ago, six months ago, etc.

The aging bucket names may be overridden in the ERP system however the defaults are Future (not yet due), Current (due in this period), 31-60 (30+ days past due), 61-90 (60+ days past due), 91-120 (90+ days past due), and Over 120 (120+ days past due).

This section displays all current order information and the days to pay calculation (average number of days to pay an invoice once due).

This section displays credit limit information and last sale/payment information. This is informational only.

You can also view the invoices that make up the aging buckets by tapping on the aging bucket section. This list will display the total amount of the invoice and the balance as well as an icon representing the age of the invoice. In this case since the entire balance sits in the Future bucket, the icon for each invoice is F for future. You may tap on any invoice which will display the Order Detail screen shown above.