Setup for new mobile user
Create Device Setup for a newly created mobile user
If the organization needs to use a new mobile user , the following steps have to be followed:
In order for a new mobile user to be operational on device it need to have a list of predefined settings entered first.
This needs to be done after the creation of a new mobile user. See Enroll new mobile user
  1. 1.
    Click on APPS from the left side panel and select BIZES from the icons
2. Select General/Salespersons on the left side menu 3. Click on the [+] button to create new Salesperson 4. Enter First Name, Last name, Phone and E-mail (except name the other fields are optional) 5. Go to left side menu and select Setup/ Infrastructure/ Device Setup
6. Click on the [+] button to create new Device Setup
7. Click on magnifying glass icon on Salesperson field to select from a list of Salespersons 8. Enter the name of Mobile User in Mobile User field 9. Click on magnifying glass icon on Inventory Warehouse field to select Inventory Warehouse (the Warehouse that will be assigned to this mobile user for Inventory) 10. Click on magnifying glass icon on Load Warehouse field to select Load Inventory Warehouse (the Load Warehouse from where this mobile user will be able to Load Inventory) 11. Click on magnifying glass icon on Unload Warehouse field to select Unload Warehouse (the Warehouse where this mobile user will be able to Unload Inventory) 12. Click on magnifying glass icon on Damage Warehouse field to select Damage Warehouse (the Warehouse where this mobile user will be able to store Damaged Stock – Expired goods, damaged goods and etc.) 13. Enter Vehicle Number in VehicleNo field 14. Click on magnifying glass icon on Payments to Account to select how will the payments coming from this mobile user be processed. 15. After the information has been entered click on top Create button to finish the setup for this device.
Last modified 1yr ago
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