1. Manuals
  2. Brands
  3. Holsum Manuals
  4. Handhelds
  5. Phoenix
  6. Quick reference manual

Holsum Phoenix Quick Reference Manual

700 series
Hide thumbs
Table of Contents

Advertisement

Quick Links

Download this manual
Holsum Phoenix Quick Reference Guide
HAND HELD COMPUTER
REFERENCE GUIDE
1

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the Phoenix and is the answer not in the manual?

Questions and answers

Summary of Contents for Holsum Phoenix

  • Page 1: Hand Held Training Guideintermec 750 Keyboard

    Holsum Phoenix Quick Reference Guide HAND HELD COMPUTER REFERENCE GUIDE...

  • Page 2: Table Of Contents

    Holsum Phoenix Quick Reference Guide HAND HELD TRAINING GUIDEINTERMEC 750 KEYBOARD..............1 INTERMEC 750 KEYBOARD ......................... 3 700 SERIES COLOR MOBILE COMPUTER DESCRIPTION................. 5 PW40A PRINTER............................. 7 RSR LOGIN..............................8 ROUTE MESSAGES ............................10 BOD INITIALIZE COLD BOOT ......................... 11 LOAD ADJUSTMENTS ..........................

  • Page 3: Intermec 750 Keyboard

    Holsum Phoenix Quick Reference Guide INTERMEC 750 KEYBOARD I/O KEY This key is used to turn the Intermec 750 handheld on & off. ENTER KEY This key is used to make responses to highlighted buttons and fields within the application windows.
  • Page 4 Holsum Phoenix Quick Reference Guide ESCAPE KEY This key is sometimes used to exit a window and either moves on to another screen or cancels a command. Use the ESCAPE key to toggle through an order screen to activate the PKG dropdown.

  • Page 5: 700 Series Color Mobile Computer Description

    Holsum Phoenix Quick Reference Guide 700 SERIES COLOR MOBILE COMPUTER DESCRIPTION...
  • Page 6 Holsum Phoenix Quick Reference Guide...

  • Page 7: Pw40A Printer

    Holsum Phoenix Quick Reference Guide PW40A PRINTER...

  • Page 8: Rsr Login

    Holsum Phoenix Quick Reference Guide RSR LOGIN After Signing On and Communicating, this SALES REP screen will appear. Press ENTER to move to LOGIN. Key in your Login Password then press ENTER...
  • Page 9 Holsum Phoenix Quick Reference Guide Validate Sales Date Down Arrow to Change Date Press Enter to Proceed onto the Next Screen...

  • Page 10: Route Messages

    Holsum Phoenix Quick Reference Guide ROUTE MESSAGES A beginning of day ROUTE MESSAGE can be sent for the RSR to read. It is a forced message and the RSR has the option to print the message(s) or simply review it on the screen. With the OK button highlighted press ENTER to proceed.

  • Page 11: Bod Initialize Cold Boot

    Holsum Phoenix Quick Reference Guide BOD INITIALIZE COLD BOOT If the Hand Held was cold booted , the handheld will display this screen, BOD INITIALIZE. You will then have the opportunity to key in any account balances or previous night s truck inventory.

  • Page 12: Load Adjustments

    Holsum Phoenix Quick Reference Guide LOAD ADJUSTMENT S The next step is the BOD menu. LOAD ADJUSTMENT - The RSR can make product load adjustments (positive only) to today s load. REPORTS The RSR can print out an inventory status report or a load report.
  • Page 13 Holsum Phoenix Quick Reference Guide The RSR may key in any new load quantity in the NEW LOAD field. Next, press the ENTER key. The RSR will repeat this process until all load adjustments have been entered. To disable product scrolling, press the ESCAPE key until the cursor is at the ITEM # field.

  • Page 14: Plan Report

    Holsum Phoenix Quick Reference Guide PLAN REPORT PLAN REPORT This is the ACCOUNT PLANS SCREEN This is the ACCOUNT PLANS screen Select the FUNCTION menu by touching the word FUNCTION . Here you can select to LOOKUP an account or PRINT an account s plan.

  • Page 15: Load Reports

    Holsum Phoenix Quick Reference Guide LOAD REPORTS The next screen is the PRINT LOAD REPORT menu. PRINT FINAL Prints the Final Load Report. PLAN DRAFT Prints a Draft Copy of the Load Report. CANCEL- Returns to the BOD MENU. When you have selected to print the FINAL LOAD REPORT you will be asked to ACCEPT the report.

  • Page 16: Odometer Reading

    Holsum Phoenix Quick Reference Guide ODOMETER READING ODOMETER- Enter the BOD and EOD Odometer Readings. The EOD reading rolls over into the next sales day.

  • Page 17: Main Menu

    Holsum Phoenix Quick Reference Guide MAIN MENU This is the MAIN MENU screen. INFORMATION Allows for a review and, in some cases, maintenance of customers, products, transactions and other route specific data. ACCOUNT SERVICE - Allows for the entering of customer specific transactions.

  • Page 18: Screen Tabs

    Holsum Phoenix Quick Reference Guide SCREEN TABS This is a RETURNS screen. ITEM TAB Shows Product Information, UPC, Description and Days Available. TOTALS TAB Displays a total quantity of all items for each transaction type. Each transaction type in the service menu will have this totals tab as a cross-reference.
  • Page 19 Holsum Phoenix Quick Reference Guide This is an ACCOUNT ORDERS screen. HIST TAB Displays a list of records by date with the sold, market, delivery, Onhand (store inventory) and returns. AVG HIST TAB Displays Avg Sold, LSO, Investment and Avg OnHand.

  • Page 20: Account Service

    Holsum Phoenix Quick Reference Guide ACCOUNT SERVICE The ACCOUNT LIST screen displays the suggested sequence for servicing. The UP/DOWN ARROW keys are used to highlight customers for selection. The highlighted customer is selected by pressing the ENTER key.

  • Page 21: Account Returns

    Holsum Phoenix Quick Reference Guide ACCOUNT RETURNS This is a RETURNS screen. QUANTITY Key in the return quantity and press the ENTER Key To enter a new product, press the ESCAPE key until the Cursor is at the ITEM # field. Next, key in the Item # and press ENTER.

  • Page 22: Account Onhands

    Holsum Phoenix Quick Reference Guide ACCOUNT ONHANDS This is the ONHANDS screen. QUANTITY Key in the return quantity and press the ENTER Key To enter a new product, press the ESCAPE key until the Cursor is at the ITEM # field. Next, key in the Item # and press ENTER.

  • Page 23: Account Sales

    Holsum Phoenix Quick Reference Guide ACCOUNT SALES When entering an account from the ACCOUNT SERVICE menu, you are prompted with this screen for Account Sales. With the YES button highlighted, press ENTER to accept the account order plan to sell.
  • Page 24 Holsum Phoenix Quick Reference Guide QUANTITY Key in the sales quantity and press the ENTER Key To enter a new product, press the ESCAPE key until the Cursor is at the ITEM # field. Next, key in the Item # and press ENTER.

  • Page 25: Account Orders

    Holsum Phoenix Quick Reference Guide ACCOUNT ORDERS This is the SET DELIVERY DATE menu. Using the UP/DOWN ARROW keys, highlight a desired action Highlight the OK button and pressing ENTER to accept the date in the DATE field. Highlight the CANCEL button and pressing ENTER will canel orders for this account.
  • Page 26 Holsum Phoenix Quick Reference Guide This is an Manual Order Account There are two special fields in the ACCOUNT ORDER screen of interest. The FIXED order field represents a permanent order for a product. The ORDER field represents a temporary order for a product as well as the total product order.

  • Page 27: Service Menu & Invoice Print

    Holsum Phoenix Quick Reference Guide SERVICE MENU & INVOICE PRINT This is the account SERVICE MENU screen. The RSR may make selections from this list by keying in the number on the menu button. Select menu items to create a new transaction or to correct a transaction.
  • Page 28 Holsum Phoenix Quick Reference Guide This is the INVOICE TRANSACTION screen. SELECT ALL Selects all invoice transactions to print. SELECT NONE De-selects all invoice transactions to print. PROCESS Continues to the PRINT INVOICES menu. EXIT moves to the transaction cancellation screen.
  • Page 29 Holsum Phoenix Quick Reference Guide After printing a FINAL invoice, you will be asked to accept the report to finalize the transaction. With the YES button highlighted, press ENTER to accept the report. With the NO button highlighted, press ENTER and the transaction is cancelled.

  • Page 30: Signature Capture

    Holsum Phoenix Quick Reference Guide SIGNATURE CAPTURE Proceed on with NO Signature DELAY By selecting the option, the user delays the invoice signature to a later time. This will print the invoice so the RSR can get checked in by the account.
  • Page 31 Holsum Phoenix Quick Reference Guide SIGN The signature will not print on the invoice but is electronically attached to the invoice and sent to the office.

  • Page 32: Cancel Invoice Transactions

    Holsum Phoenix Quick Reference Guide CANCEL INVOICE TRANSACTIONS From the TRANSACTION SUMMARY screen, selecting CANCEL will give you this screen. With the YES button highlighted, press ENTER to cancel all transactions. With the NO button highlighted, press ENTER to return to the account s SERVICE MENU and make any adjustments.

  • Page 33: Collections Menu Cash Payment

    Holsum Phoenix Quick Reference Guide COLLECTIONS MENU CASH PAYMENT The default Tender Type is Cash Press ENTER Enter the Cash Amount Review the Transaction Amount at the bottom of the screen When complete, press ESCAPE.

  • Page 34: Collections Menu Check Payment

    Holsum Phoenix Quick Reference Guide COLLECTIONS MENU CHECK PAYMENT Use the Navigation button to toggle to the Tender Type Check Press ENTER Enter the Check Number Enter the Check Amount Review the Transaction at the bottom of the screen When complete, press ESCAPE.

  • Page 35: Account Service Unauthorized

    Holsum Phoenix Quick Reference Guide ACCOUNT SERVICE UNAUTHORIZED COLLECTIONS MENU For a cash account, if payment is not collected from the account in the form of cash, check or money order, or a combination of these types, press ESCAPE. A pop-up menu will appear asking the...

  • Page 36: Buybacks

    Holsum Phoenix Quick Reference Guide BUYBACKS From the account SERVICE MENU, key in 5. This is the BUY BACKS entry screen. ITEM # - key in Item # and press ENTER. QUANTITY Key in Buy Backs quantity and press ENTER.

  • Page 37: Account Service Samples

    Holsum Phoenix Quick Reference Guide ACCOUNT SERVICE SAMPLES From the account SERVICE MENU, key in 6. This is the SAMPLES entry screen. ITEM # - key in Item # and press ENTER. QUANTITY Key in SAMPLES quantity and press ENTER.

  • Page 38: Dexing An Invoice

    Holsum Phoenix Quick Reference Guide DEXING AN INVOICE This is the first screen that is shown in processing a DEX invoice. This prompt allows the RSR the ability to print a hard copy of the invoice before entering the DEX Process.
  • Page 39 Holsum Phoenix Quick Reference Guide The DEX transaction screen shows the communication process between the Handheld and the store. The SEND and RECV buttons may or may not be enabled depending on what part of the invoice process the RSR has completed.
  • Page 40 Holsum Phoenix Quick Reference Guide Once the final acknowledgement is received by the RSR, the invoice(s) will be closed. RSR will select RECV The last thing the RSR will do in the DEX process is choose to print or not...

  • Page 41: Dex Maintenance

    Holsum Phoenix Quick Reference Guide DEX MAINTENANCE From the DEX TRANSACTION screen, highlighting the MAINT button and pressing ENTER will take you to the DEX MAINTENANCE screen. This example shows that 2 invoices have been sent to the store. Select All...
  • Page 42 Holsum Phoenix Quick Reference Guide Select the Function Option The REVIEW option is used to view first time changes to the invoice when it is sent from the store to the hand held device. Once the RSR has reviewed the changes they cannot review them again.

  • Page 43: Information Menu

    Holsum Phoenix Quick Reference Guide INFORMATION MENU From the MAIN MENU, key in 1 to select INFORMATION. The INFORMATION menu provides a central location for reviewing and maintaining information used throughout the application. Key in 1 to select ACCOUNTS. To exit this screen, press ESCAPE.
  • Page 44 Holsum Phoenix Quick Reference Guide This is the ACCOUNT menu. Key in 1 to select ACCOUNT LIST. To exit this screen, press ESCAPE. Key in the button number to perform the functions listed. To exit this screen, press ESCAPE multiple times.
  • Page 45 Holsum Phoenix Quick Reference Guide Key in 2 to select ORDERS. To exit this screen, press ESCAPE. This is the ORDER MENU. Key in 1 to select ACCOUNT. Key in 2 to select ROUTE ADJUST. To exit this screen, press ESCAPE...
  • Page 46 Holsum Phoenix Quick Reference Guide This is the SET DATE screen. DATE Displays the predominate order date. For ADDS & CUTS, highlight the DATE button and press ENTER. Use the UP/DOWN RIGHT/LEFT ARROW keys to select a new date. With the new date highlighted, press ENTER.
  • Page 47 Holsum Phoenix Quick Reference Guide Key in 3 to select ITEM. To exit this screen, press ESCAPE. Select the Function Option When the ITEM LIST screen is displayed, press the SHIFT and PERIOD keys together to show this FUNCTION menu. Key in the button number to perform the functions listed.
  • Page 48 Holsum Phoenix Quick Reference Guide Key in 4 to select INVENTORY. To exit this screen, press ESCAPE. This is the INVENTORY menu. TRANSFERS allows for product transfers in or out. INVENTORY STATUS displays a snapshot of the current inventory status.
  • Page 49 Holsum Phoenix Quick Reference Guide Key in 5 to select TRANSACTIONS. To exit this screen, press ESCAPE. Select the Function Option Key in the button number to perform the functions listed. To exit this screen, press ESCAPE multiple times.

  • Page 50: End Of Day

    Holsum Phoenix Quick Reference Guide END OF DAY From the MAIN MENU, key in 3 to select END OF DAY. A warning message prompts the RSR when the END OF DAY menu option is selected to verify that the RSR wants to go into the END OF DAY functionality To exit this screen, press ESCAPE.
  • Page 51 Holsum Phoenix Quick Reference Guide When you enter END OF DAY, the RSR must key in a Password Key in the password and press ENTER.

  • Page 52: Unload Returns

    Holsum Phoenix Quick Reference Guide UNLOAD RETURNS This is the UNLOAD RETURN screen. QUANTITY Enter return quantity and press the ENTER Key To enter a new product, press the ESCAPE key until the Cursor is at the ITEM # field. Next, key in the Item # and press ENTER.

  • Page 53: Truck Stock

    Holsum Phoenix Quick Reference Guide TRUCK STOCK This is the TRUCK STOCK screen. Use the UP/DOWN ARROW keys to highlight products for selection. The highlighted product is selected by pressing ENTER. When complete, press the ESCAPE key multiple times. A TRUCK STOCK report will print and you will be asked to accept it.

  • Page 54: Expense

    Holsum Phoenix Quick Reference Guide EXPENSE This is the EXPENSES screen. The RSR now enters all route EXPENSES for the day. Using the UP/DOWN ARROW keys, toggle to the correct expense type in the TENDER TYPE field. Press ENTER. Key in the amount of the expense and press ENTER.

  • Page 55: Deposits

    Holsum Phoenix Quick Reference Guide DEPOSITS This is the DEPOSITS screen. The RSR enters all route cash deposits. Using the UP/DOWN ARROW keys, toggle to the correct type in the TENDER TYPE field. Press ENTER. Key in the amount of the deposit and press ENTER.

  • Page 56: Eod Odometer

    Holsum Phoenix Quick Reference Guide EOD ODOMETER ODOMETER- Enter the EOD Odometer Readings. The EOD reading rolls over into the next sales day.

  • Page 57: Reprint Menu

    Holsum Phoenix Quick Reference Guide REPRINT MENU EOD REPORTS The RSR has an option to select a report and do a re- print. Use the UP/DOWN ARROW keys to scroll through the list of reports. Once a report is highlighted, press ENTER to place an X beside the report.
  • Page 58 Holsum Phoenix Quick Reference Guide INVOICES The RSR has an option to select an invoice and do a re-print. Use the UP/DOWN ARROW keys to scroll through the list of invoices. Once an invoice is highlighted, touch the word Function, the select the option to RE- PRINT.

  • Page 59: Market Report

    Holsum Phoenix Quick Reference Guide MARKET REPORT This is the PRINT MARKET REPORT screen. Select from three options ACCOUNT prints only selected account reports. ALL ACCOUNTS - prints all account reports. SUMMARY prints only route total report. When complete, press ESCAPE...

  • Page 60: Account Order

    Holsum Phoenix Quick Reference Guide ACCOUNT ORDER This is the account ORDER MENU. When selected the RSR will: Key in 1 to select ACCOUNT. Select an Account to order for. Display a predominate order date and allow for modifying that date.
  • Page 61 Holsum Phoenix Quick Reference Guide A ROUTE ORDER SUMMARY will print and you will be asked to accept it. With the YES button highlighted, press ENTER to accept the report. With the NO button highlighted, press ENTER to cancel the transaction and go back to the ORDER MENU screen to make adjustments.
  • Page 62 Holsum Phoenix Quick Reference Guide The RSR must be in the Depot to TCOM. Highlight the YES button and press ENTER to communicate. Highlight the NO button and press ENTER to abort the TCOM. When the UPLOAD FILE has successfull y communicated to the host...

  • Page 63: Warm Re-Starting Your Hand Held

    Holsum Phoenix Quick Reference Guide WARM RE-STARTING YOUR HAND HELD Warm Resetting Your 700 Color A warm reset may be necessary to correct conditions where an application stops responding to the system. It does, however, cause all running programs to be unloaded.
  • Page 64 Holsum Phoenix Quick Reference Guide...

Table of Contents