Defining Palm RDC Customers

Before creating orders at customer sites using Palm RDC, you must define customers on the Palm device.

Note: If you use the Auto Replenishment scanning mode and auto replenishment products, you do not need to perform this setup task.

You can define customers on your Palm device in one of two ways:

If you have the Eclipse Pocket Contacts companion product installed on your Palm device, use the Look Up feature to search for customer names.
Enter the Eclipse Customer ID.

In addition, select the type of count information you will be collecting for the customer, whether for orders, levels, or both. The types vary depending on whether they are used for non-consignment or consignment customers.

To define a Palm RDC customer using the Eclipse Pocket Contacts companion product:

Display the Palm RDC application on your Palm device.
Tap the Menu screen button to display the Palm RDC menu bar.

Tap Options and then tap New Customer to display the New Customer screen.
Tap Look Up to display the Contacts Lookup screen.

In the Find field, enter the first few letters of the customer name to locate a customer.
Tap the name you want to select.

The New Customer screen displays with the Customer ID and customer name in the respective fields.

Next select the type of count information to collect for the customer.

To define a Palm RDC customer using the Eclipse Customer ID:

Display the Palm RDC application on your Palm device.
Tap the Menu screen button to display the Palm RDC menu bar.
Tap Options and then tap New Customer to display the New Customer screen.
In the Eclipse Account ID field, enter the Eclipse Customer ID for the customer record.

In the Customer Name field, enter the customer's name.

Note: Because the name stored on the Palm device is used for your reference only, the customer name does not have to match the name stored in the customer record on Eclipse. Spelling and capitalization are not checked and abbreviations are allowed.

Next select the type of count information to collect for the customer.

To select the count information type to collect for a customer:

Display the Palm RDC application on your Palm device.
Tap the Menu screen button to display the Palm RDC menu bar.
Tap Options and then tap New Customer to display the New Customer screen.
Define the new customer.
Tap one of the following to select the type of count information you will be collecting for the customer:

Type	Non Consignment Customers	Consignment Customers
Orders	Upon information upload, creates orders based on product and count information. Orders can be created for products which may or may not already exist at the customer site.	Upon information upload, creates a consignment billing based on the product and count information.
Stock Levels	Counts product for stock replenishment based on pre-set minimum and maximum stocking levels. Upon upload, the system creates a sales order for those items whose on-hand quantities are below their Min stocking level. The system orders quantities that bring the product back to their Max stocking level. Note: The auto replenishment option does not require that a customer be defined on the Palm device.	Counts product for usage billing and stock replenishment based on pre-set minimum and maximum stocking levels. Upon upload, the system creates a consignment billing for the products used at the consignment location. The system then creates a consignment transfer for those items whose on-hand quantities are below their Min stocking level. The system orders quantities that bring the product back to their Max stocking level. Note: The auto replenishment option does not require that a customer be defined on the Palm device.
Both	Creates two customer records for the customer on the Palm device. Use this to set both orders and levels information to be collected.

Tap Create to save the information and exit the screen.
Repeat for all remote customers and consignment locations.