Palm SFA Setup Overview

Before you can use the Palm SFA application, you must set up your host system, primary workstation, and Palm device.

Designate a computer to function as a bridge between the host system and the Palm device. On the selected computer, do the following in the order listed:

• Connect the Palm device synchronization cradle/cable.

• Install the Palm Desktop application.

• Select HotSync Manager setup options.

Note: Refer to the documentation that accompanied your Palm devices for instructions on connecting the synchronization cradle/cable, installing the Palm Desktop application, and selecting HotSync Manager setup options.

Setting Up Options for Use

You need to set up the HotSync options and modify the application for the best use based on your business needs. To set up the different options, use the following instructions:

1. Set up HotSync options to connect the Palm device to the host system directly or remotely.

Note: The process of synchronizing data on the Palm device with data on the host system is known as a "HotSync."

2. Modify the Eclipse application on the host system to work with Palm SFA.

Modifications can include the following:

• Setting up control maintenance records

• Configuring User Maintenance

• Setting up message groups

• Adding User IDs to the access lists of contacts and customer records

• Setting Remote Order Entry parameters:

• Default User Messaged with Order Changes

• Remote Order Queue users

• Assigning Employees to Monitor Remote Orders

1. Scheduling the Customer Product by Demand Index Build

2. Set up the applications on the Palm device.

For more information, see any of the following topics:

• Pocket Contacts Setup Overview

• Pocket Scheduler Setup Overview

• Pocket Job Queue Setup Overview

• Pocket Order Entry Setup Overview

See Also:

Palm SFA Overview

Setting Up Palm SFA on the Host

Setting Up Palm SFA on the Palm Device