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Introduction To MobilePDQ™

info@dcitx.com. 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™

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  1. info@dcitx.com Introduction To MobilePDQ™ Data Concepts, Inc. (800) 225-7527 Partnering With: AT&T Developer Bluestar Intermec Microsoft ISV Motorola

  2. 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

  3. 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

  4. 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

  5. Special Features • 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

  6. 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

  7. 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

  8. Main Menu Data Concepts, Inc. (c) 2011

  9. 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

  10. Inventory Data Concepts, Inc. (c) 2011

  11. Inventory Enter item code, scan barcode or use the item lookup function. Select the location to load from Data Concepts, Inc. (c) 2011

  12. Inventory Reports Data Concepts, Inc. (c) 2011

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. View/Edit Price Item Unit of Measure Item Description Item Price- Scroll Bars Item Code Data Concepts, Inc. (c) 2011

  20. 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

  21. 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

  22. Invoice Review & Pick List Data Concepts, Inc. (c) 2011

  23. 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

  24. Printed ManifestNet InvoiceSplit InvoiceInvoice with Signature Data Concepts, Inc. (c) 2011

  25. Printed Invoice(Split Ticket) Data Concepts, Inc. (c) 2011

  26. Data Concepts, Inc. (c) 2011

  27. Data Concepts, Inc. (c) 2011

  28. Information Data Concepts, Inc. (c) 2011

  29. Settlement Data Concepts, Inc. (c) 2011

  30. Setup Data Concepts, Inc. (c) 2011

  31. 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

  32. Handheld Management System (HMS) • Gateway between host accounting software and handheld computers • Accounting/ERP software interface • MobilePDF retrieves any invoice in seconds • Extensive Reporting • Tracks handheld status and error logging • Custom downloads for reducing transmission time Data Concepts, Inc. (c) 2008

  33. Data Concepts, Inc. (c) 2008

  34. Invoice Detail Data Concepts, Inc. (c) 2011

  35. Data Concepts, Inc. (c) 2008

  36. Data Concepts, Inc. (c) 2008

  37. Data Concepts, Inc. (c) 2008

  38. Data Concepts, Inc. (c) 2008

  39. Data Concepts, Inc. (c) 2011

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