Scanco Sales Functionality details are at the bottom of this article.
 |
Slash Screen: this screen is presented each time Scanco Sales App is launched. If you have configured and used Scanco Sales App already you can move to the "Main Icons" screen below. |
|
|
During the first launch of the Scanco Sales App, you have to enter the "Server" address where Scanco ConnectIt is installed and the "Port" that Scanco ConnectIt is listening for communications from the Scanco Sales App. After entering the "server" address and "port" you will press "Connect" and wait for the "Connecting to Server, please wait..." message to finish getting all the required information so you can log in. If you ever need to reconfigure the "Server" address and\or the "Port" you can get back to this screen by pressing the "Web Server" button shown below. |
 |
After Connecting to the Scanco ConnectIt service you will see the green "Connected" near the top of the app. You will need to enter a valid "Login Name" and "Password" and press "Log In" to move forward. Free 5 licenses and Standard: The Login names are your Sage Sales Persons. Purchased version: Scanco Sales App will also allow you to set up "Drivers" in the Scanco Portal at customers.scanco.com. Passwords: All passwords were set up and given to the main contact at your company during the install of the Scanco ConnectIt service. Reload Credentials: You will need to reload credentials if you create new Sales Persons or change passwords in the Scanco Portal at customers.scanco.com. Web Server: If you ever need to reconfigure the "Server" address and\or the "Port", you can touch the "Web Server" button to get back to the screen shown above. |
 |
Each time you launch the Scanco Sales App the "Login Name" field will be pre-filled with the last person that logged in. You can change the login name if required. Touching any prompt will display the on-screen keyboard for entering\changing Login name and\or Password. |
 |
Incorrect Login information will not be accepted. If you feel you have entered the correct information try pressing the Reload Credentials button and try your Salesperson and password again before contacting your Sage administrator or Scanco. |
  |
Reload Credentials: These are the messages that you will receive if you Reload Credentials. |
Scanco Sales allows multiple divisions to create a new entry for the same User Name+ different Divisions.
As shown below, you can add records for the same User Name in more than one Division. After creation, go into Scanco Sales and "Reload Credentials" at the login screen to get the New Logins on the devices.
The user has to change the way they log in to include Division.
Before you log in, make sure you "Reload Credentials" at the login screen.
|
Incorrect Login message: TEST must log in as 00-TEST or 01-TEST or 02-TEST and then they can view, create and edit orders in that division. |
Correct Login: TEST must log in as 00-TEST or 01-TEST or 02-TEST and then they can view, create and edit orders in that division. |
 |
 |
To set up your salesperson login in the Scanco Portal, you will first need to locate your Salesperson number and division in Sage.
To locate your salesperson number and division in Sage navigate to:
Accounts Receivable > Setup > Salesperson Maintenance
-The first 2 digits of the Salesperson No. is the Sage Division
-The 4 digits following the dash are the Sage Salesperson code.
This information should be used when creating a new Salesperson within the Scanco Portal.
For users that do not have a Sage Salesperson setup, you can set up a Scanco Salesperson as a driver. Drivers do not require a Sage Salesperson number. If a driver used the Scanco Sales application to enter a quote or an order this would default to the salesperson linked to that Sage customer. To set up a Scanco Sales login ID for a driver you will enter a Sage division number in the Scanco salesperson setup and enter any unique 4 digit number in the salesperson number field.
If a user belongs to multiple divisions a separate salesperson will need set up in the Scanco Portal for that specific division.
To complete salesperson set up, log in to customers.scanco.com and navigate to:
Salespersons Create new
Enter or select the following:
- Name: Enter the name of the salesperson or driver. This is what you will use to log in to Scanco Sales on the mobile device.
- Division Code: Division within Sage 100 that you want to assign a salesperson to. This two-digit, alpha, or numeric code is stored in Sage 100 Accounts Receivable Setup Division Maintenance Division No.
- Salesperson Number from Sage: Salesperson number within Sage 100 you want to be assigned to this user. This 4 digit number is located in Sage 100 Accounts Receivable Setup Salesperson Maintenance Salesperson No. To set up drivers any unique 4 digit number can be entered in the salesperson number field in the Scanco Portal.
- Password: Password to access Scanco Sales.
- Confirm Password: Retype the password.
- Email Address: The email address you want your salesperson to be associated with within the application.
- Company: Select the company the salesperson is allowed to work in.
- Warehouse: Select the warehouse the salesperson is allowed to work in.
- Profile: Select the profile (group) that you want this salesperson to belong to.
- Manager: Select this option to give the user manager rights.
- Active: This allows the salesperson to use Scanco Sales.
|
|
Main Icons: This is the first screen after the login process has completed. Sales Orders: Use this icon to view and Edit Sales Orders. Items: Use this icon to view Item information. Create New: Use this icon to Create New Sales Orders, Quotes, Customers, and Contacts. Dashboard: Use this icon to see Sales totals. Invoices: Use this icon to see open Invoices. Customers: Use this icon to see Customers in your Sales Division. Settings: Explained in detail below in the "Settings" section. Quick Scan: Use this icon to check inventory by scanning an item's barcode. |
Viewing Sales Orders:
 |
Scanco Sales Color Key:
Blue - Order marked as 'NEW' on Sage, Black - Order is marked as Open (not NEW) on Sage Orange - order is on HOLD in Sage, Gray - order has been invoiced OR there is a signature attached and cannot be edited, Purple - order is marked BO in Sage. Green - sales quote. Red - There are local changes on the order that have not been updated to Sage |
Creating a New Sales Order:
 |
Create New: Use this icon to Create New Sales Orders, Quotes, Customers, and Contacts. |
 |
When you choose to create a new sales order you will be prompted to choose the customer first. You can use the "Search Customer" prompt to narrow the choices shown. You can touch the Ⓘ button to see and edit information about a customer. |
   |
After choosing a customer you will be at this screen where you can see all the defaults for the orders. You can scroll the screen up and down with your finger to see more information as shown in the second and third screens shown on the left. You can start scanning items to add a quantity of 1 for each scan or you can touch the + at the top of the screen to add an item and enter a quantity. Any field that has the on the right can be edited by touching that field. Touching the "Signature" field will allow your customer to sign the sales order. Touch "Done" to save the data collected. Touch "Cancel" to cancel the Sales Order. Touching the Items collected [at the bottom of the screen] will allow you to edit details for that item including the quantity.
|
  |
During the "Save Order" process [first screen on left] you will be presented with "Send To" options [second screen on left], these options vary depending on your setting in the Scanco Portal. Email: the Sales App program will open the Devices Default Email program and insert the order as an attachment so you can email a copy to your customer. This requires the device to have a valid email address set up and ready to be used. Print: will display the order on the screen and allow you to pick a printer and the number of copies to print. NOTE: Printing to Bluetooth Printers is not supported. Share: offers the Devices various options for sharing, this means the options for sharing will vary depending on the available programs installed on the device.
|
 |
Example of the Printing process. NOTE: Printing to Bluetooth Printers is not supported. |
 |
Example of the "Share" process. |
Additional Details:
Items:
...for viewing Inventory quantity on hand, pricing, unit of measure.
Inventory items are displayed. Touching an item will drill down into the details as shown in the middle and right screens below.
Dashboard:
check sales person’s dollar totals.
Invoices:
By the number – see all invoice numbers.
By customer – invoices are viewed by selecting a customer.
Select date range - filter invoices by starting and ending dates.
Customers:
for viewing and adding information about customers.
Scroll down to see customers listed alphabetically, touch a customer name to display information about the customer as seen on the middle and right screen shown below.
Settings:
 |
Setting: Touching "Logged In" will move to the Login prompt so you can change users. Touching "Server" will move to the screen where you can change the server and port settings. Touching "Company" will allow you to change companies if you have access to more than one company. Touching "Warehouse" will allow you to change Warehouses if you have access to more than one Warehouse The "Next Order" field should not be changed. This number is only for orders that are taken when the applications cannot get the next Sage order number. Allow Landscape: Enable for Tablets. |
 |
Swiping up on the screen will reveal more settings. Allow Landscape: Enable for Tablets. Disable Re-Login: When enabled the app will try to keep the user logged in. If the devices operating system clears the app you will have to log back in. Enable Images: If your Sage has images stored for your items and this option is enabled you will see the images next to the items on the sales orders. Narrow Printer: enable this option if you have a 4-inch wide printer. Disable for 8.5 by 11 printers. NOTE: Printing to Bluetooth Printers is not supported. Receipt Font: If the fonts are too large or small on the printouts, adjust this setting. Print Html: If you have issues printing from PDF or do not have PDF viewer on the device enable this setting. NOTE: Printing to Bluetooth Printers is not supported. Receipt Item Images: Enable to display pictures of items on the printout. Email PDF: Enable this option to email PDF files. Company Logo: explained below. Enable Order Log: if you have issues creating orders Scanco will require you to enable this setting before we can help solve the issues. |
 |
CC Web: Enter the information for the Credit Card website if you take Credit Cards. Sync Frequency: Can be changed, see the next screen. Sync 'X' Companies: This button can be pressed to sync some data collected back to you Sage. The rest of the buttons are explained below. |
 |
Sync Frequency: Can be changed to any of the options shown. Sync required connection to your Scanco ConnectIt service. |
 |
Reload buttons: The company shown on the first three buttons are for the company you are currently logged into. Reload Companies: This button will reload all the current data from your Sage system. Order log section: If you enabled the "Enable Order Log" slider shown above and have entered orders then these buttons can... Show order log on the device. Upload log to the server for a developer to look at and solve issues. Email order log as a second option. Delete the order log if instructed by Scanco support. |
 |
This message is shown when you "Sync Companies" back to the server. |
 |
This warning is displayed when you press the "Reload Data" button. |
 |
This warning is displayed when you press the "Reset Applications Data" button. |
| Scanco Sales Functionality | On-Line | Off-Line | iOS | Android | |
| View Existing Sales Orders | |||||
| By Number | Y | Y | Y | Y | |
| By Customer Name | Y | Y | Y | Y | |
| By Date Range | Y | Y | Y | Y | |
| By Item Number | Y | Y | Y | N | |
| Edit Existing Sales Orders | |||||
| Order Status | Y | Y | Y | Y | (By Profile) |
| Order Date | Y | Y | Y | Y | (By Profile) |
| Ship Date | Y | Y | Y | Y | (By Profile) |
| Warehouse | Y | Y | Y | Y | |
| Confirm To | Y | Y | Y | Y | (By Profile) |
| Customer | Y | Y | Y | Y | |
| Customer Email | Y | Y | Y | Y | (By Profile) |
| Customer PO | Y | Y | Y | Y | (By Profile) |
| Deposit Type | Y | Y | Y | Y | (By Profile) |
| Ref No | Y | Y | Y | Y | (By Profile) |
| Signature | Y | Y | Y | Y | (By Profile) |
| Graphic Signature on View/Edit screen | Y | Y | (By Profile) | ||
| Comment | Y | Y | Y | Y | (By Profile) |
| Add/Edit Salesperson Up to 4 | Y | Y | Y | Y | (By Profile) |
| Bill To | Y | Y | Y | Y | (By Profile) |
| Address | Y | Y | Y | Y | (By Profile) |
| City | Y | Y | Y | Y | (By Profile) |
| State | Y | Y | Y | Y | (By Profile) |
| Zip | Y | Y | Y | Y | (By Profile) |
| Country | Y | Y | Y | Y | (By Profile) |
| Add/Edit Ship To | N | N | |||
| Copy Bill To | Y | Y | Y | N | |
| Ship Methods | Y | Y | Y | Y | (By Profile) |
| Terms Code | Y | Y | Y | Y | (By Profile) |
| Freight Amount | Y | Y | Y | Y | |
| Discount Amount | Y | Y | Y | Y | (By Profile) |
| Discount Percent | Y | Y | Y | Y | (By Profile) |
| Add * Items | Y | Y | Y | Y | |
| Add Items to SO | Y | Y | Y | Y | |
| Recalculate Price | Y | N | Y | Y | |
| Email Sales Order with Updated Graphic Form | Y | Y | |||
| Print Sales Order | Y | Y | Y | Y | |
| Print Sales Order with Updated Graphic Form | Y | Y | Y | Y | |
| View Item image on item line (not on email/print) | Y | Y** | Y | Y | |
| Item Inquiry | |||||
| View Item Number By Item Code or Description | Y | Y | Y | N | |
| Description | Y | Y | Y | Y | |
| Item Type | Y | Y | Y | Y | |
| Image | Y | Y** | Y | Y | |
| Tax Code | Y | Y | Y | Y | |
| Unit of Measure | Y | Y | Y | Y | |
| Standard UOM | Y | Y | Y | Y | |
| Standard Price | Y | Y | Y | Y | (By Profile) |
| Sug. Retail Price | Y | Y | Y | Y | (By Profile) |
| Sales UOM | Y | Y | Y | Y | |
| Multiple Warehouse Inventory Level | Y | N | Y | N | |
| On Hand and Available Levels | Y | N | Y | N | |
| Default Warehouse Display | Y | N | Y | Y | |
| Alias Numbers associated with Item | Y | Y | Y | Y | |
| Quick Scan/Scan Item to See Item Inquiry Information | Y | Y | Y | Y | |
| Create New | |||||
| Sales Order | Y | Y | Y | Y | (By Profile) |
| Quote | Y | Y | Y | Y | (By Profile) |
| Customer | Y | Y | Y | Y | (By Profile) |
| Contact | Y | Y | Y | Y | (By Profile) |
| Contacts | |||||
| Name | Y | Y | Y | Y | |
| Address | Y | Y | Y | Y | |
| City | Y | Y | Y | Y | |
| State | Y | Y | Y | Y | |
| Zip | Y | Y | Y | Y | |
| Phone 1 &2 | Y | Y | Y | Y | |
| Fax | Y | Y | Y | Y | |
| Y | Y | Y | Y | ||
| Notes | Y | Y | Y | Y | |
| Title | Y | Y | Y | Y | |
| Associate Customer Name | Y | Y | Y | Y | |
| Search by Contact #, Name, or Phone | Y | Y | Y | N | |
| Customer | |||||
| View/Edit | Y | Y | Y | Y | (By Profile) |
| Address, City, State, Zip and Phone | Y | Y | Y | Y | |
| Email Website | Y | Y | Y | Y | |
| Comment | Y | Y | Y | Y | |
| Settings | |||||
| Change Company | Y | Y | Y | Y | |
| Change Default Warehouse | Y | Y | Y | Y | |
| Enable Images | Y | Y | Y | Y | |
| Enable CC Processing through a direct link to the customer's merchant account | Y | Y | |||
| Sync Frequency | Y | Y | |||
| Dashboard | Y | Y | |||
| View Open Order Total Per Salesperson | Y | N | Y | Y | |
| View Open Quotes Total Per Salesperson | Y | N | Y | Y | |
| Sales MTD per salesperson | Y | N | Y | Y | |
| Sales YTD per salesperson | Y | N | Y | Y | |
| Portal Options per users or group of users | |||||
| Allow creating new customer | Y | Y | |||
| Allow editing existing customer | Y | Y | |||
| Allow editing the bill to address | Y | Y | |||
| Allow editing ship to address | Y | Y | |||
| Allow capturing signature | Y | Y | |||
| Allow editing Customer PO's | Y | Y | |||
| Allow creating new SO | Y | Y | |||
| Allow editing SO | Y | Y | |||
| Allow editing shipping method | Y | Y | |||
| Allow sending email | Y | Y | |||
| allow using CC | Y | Y | |||
| Allow viewing all customers | Y | Y | |||
| Allow creating a new quote | Y | Y | |||
| Allow editing salesperson | Y | Y | |||
| Allow viewing invoices | Y | Y | |||
| Allow viewing all SO's | Y | Y | |||
| Allow using Discount | Y | Y | |||
| Allow collecting payments | Y | Y | |||
| Allow Edit Contact | Y | Y | |||
| Allow Edit Item Warehouse | Y | Y | |||
| Allow Edit Order Comment | Y | Y | |||
| Allow Edit Order Status | Y | Y | |||
| Allow Edit Order Warehouse | Y | Y | |||
| Allow Edit Ship Via Field | Y | Y | |||
| Allow Edit Terms Code | Y | Y | |||
| Allow Edit the Ship Date | Y | Y | |||
| Allow Edit Item Price Override | Y | Y | |||
| Hide Monetary Amounts | Y | Y | |||
| Set For Driver | Y | Y | |||
| Hide Bill To Address | Y | Y | |||
| Hide Customer PO Field | Y | Y | |||
| Hide Deposit Field | Y | Y | |||
| Hide Item Price Level | Y | Y | |||
| Hide Order Comment | Y | Y | |||
| Hide Order Comment | Y | Y | |||
| Hide Order Ship Date | Y | Y | |||
| Hide Order Status | Y | Y | |||
| Hide Ship Via field | Y | Y | |||
| Hide Terms Field | Y | Y | |||
| New Product Update | |||||
| Create Invoices | N | N | |||
| Revised Print Out | Y | Y | |||
| Off-Line Pricing | Y | Y | Y | Y | |
| See Qty Levels Per Truck | Y | Y | Y | ||
| Signature within the printed or emailed SO | Y | Y | Y | Y | |
| Enter a negative qty within a sales order | Y | Y | |||
| Add Email Address for Ship To Location | Y | Y | |||
| Printer Integration | AirPrint | Y*** | |||
| Application Update Notification | App Store | Y | |||
| Allocations (MB and Non-MB Warehouses) | Y | Y | Y | Y | (Modification) |
Comments
0 comments
Please sign in to leave a comment.