EoMobileCF Shelf Sequence
eoMobileCF version 8.3.21
Per customer requests this submission provides considerable enhancements to the form used on the handheld for maintaining the “Shelf Setup”.
- The “Shelf Setup” menu option is only available when a selected customer is using build-to … i.e. the Build-to Plugin must be installed , and the customer either has a list of items in their build-to, or the customer has been flagged as “force use of build-to”.
- Shelf Setup is used to sequence a list of items, and the resulting sequence is used to determine the order of items listed on new pre-sell or off-truck orders composed on the handheld … i.e. for build-to customers, the items in the Shelf Setup are used to pre-populate the invoice … any items sold to the customer within the number of days of downloaded sales history are then tacked on at the bottom of the invoice if they were not explicitly listed in the Shelf Setup.
- Note that there is a flag on the customer for “Don’t pre-populate handheld invoices from sales history”. If this flag is set, then, for a build-to customer, there would be nothing “tacked on” … i.e. only the items in the Shelf Setup are candidates for pre-population of the invoice (of course, some may be “filtered” out, e.g. if they can’t be sold to the customer for some reason, or if the salesperson’s product class role excludes one or more items).
Here is a snapshot of the new look of the form:
Note the new columns “Seq” and “Last”: “Seq” is the sequence for the item and this column is always numbered 1,2,3 … N where N=number of items in the list. “Last” shows, based on downloaded sales history, how many days ago a particular item was sold to the customer (“na” is displayed if the item is not listed in the downloaded sales history).
Note the color key at the top:
- Any items added to the list while working with this form will have the “Pack” cell highlighted in green (examples of such highlighting can be seen in snapshots below). - Any item unsold within a certain number of days is highlighted in red. This “certain number of days” is called the “window”. Based on downloaded sales history, this window is initially set = number of days ago any item was sold to the customer. In the snapshot above, it is likely that this customer had 180 days of sales history downloaded to the handheld … within that history, the oldest “sale” was 168 days ago.
The sale’s “window” can be set by the user on a per-customer basis, and the current setting is stored in the registry of the device. A user can set the window they want via a “Set window” menu option … that option pops up a little dialog for entering a value:
Note that if the user tries to set a window > the maximum allowed value they might see something like:
Here is the same shelf setup, after the window has been set to be 30 days:
Note that the color key label has changed, and that there are now more “red” items in the list … i.e. any item not sold within the new 30 day window is now highlighted.
The user can set the window as they see fit, and then use the “Zap red … “ menu option to remove items that haven’t recently been sold. Upon “zapping”, the user first sees a confirmation dialog and the resulting list changes if they proceed:
The “Add green” option allows the user to supplement the Shelf Setup list with items sold during the past “window” number of days, e.g:
(This option may introduce NO new items into the list … i.e. they may already all be listed. In which case the user will see an appropriate message to that effect.)
Any items added in this fashion are placed at the bottom of the list, and the list scrolls to the last listed item if need be.
Of course, you can still add items via scanning and via the product search … as you may recall, items added in that fashion are placed after whatever item was last selected in the list (additions made in these ways are also highlighted in green).
The new menu options let a user easily produce a list of items that are, in their opinion, proper candidates for pre-population of invoices. How, then, does a user actually “sequence” this list of items? The prior method is still supported … i.e. using the “move up” and “move down” icons to reposition items. But, there is now a numpad available to assist (hard keys can also be used).
The numpad and hard keys work a bit differently on this form than on other forms, so here are some details:
• The “Seq” cells are editable … whatever cell has the little red arrow indicator is the cell that will be affected by numpad/keypad entries.
• If a user hasn’t actually started an “edit”, then any hard keys used for navigation (up, left, right, down, enter, return etc.) just navigates as you’d expect.
• If the user has entered a value, then that value is “committed” by either (1) pressing the SEQ button, or (2) by using a hard key to navigate off the edited cell. Usually, if using a hard keypad, a user would (1) select a row, (2) enter a number, (3) press the “ENTER” key.
• Note that a value is NOT committed, even if the user has started editing, if the user simply selects some other row (or navigates out of the form … e.g. to see a product photo, or find an item). This is because “commit” really means “place this item at position X”, where “X” is the value the user has entered.
• Typical cases:
- User wants an item to go to the top of the list … they select the item, enter “1” (or “0”) and poke SEQ (or use the ENTER key). The selected item will move to position 1 and the list will scroll if need be to that position.
- User want an item to go at the end of the list … they select the item, enter “999” (or any number > the number of listed items) and poke SEQ (or use the ENTER key). The selected item will move to the end of the list, and the list will scroll to that position.
- User wants to place the item in the 23rd spot on the list … they select the item, enter “23” and commit the value … the item will be positioned in the 23rd spot and the list will scroll to that position.
This new method of sequencing makes it easy for a user to place items in particular spots … with no need to use the “move up/move down” icons.
Other things to know:
• The form supports “landscape” mode for devices that allow such.
• The user is always prompted to “Save shelf setup” if they’ve added/deleted/moved items and try to “back” out of the form without saving.
• There is no such prompt if the only thing a user has done is to change the “window” … such changes are automatically saved.