Setting Pocket Order Entry Preferences

Set Pocket Order Entry (Pocket OE) preferences for displaying Reorder Pad information to the Palm device, and for attaching a review flag to orders uploaded to the host system.

To set Pocket OE Preferences:

  1. Start the Pocket OE application.

  2. Tap the Menu screen button and select Preferences from the Configure menu.

  3. Select from the following Reorder Pad options:

Option

Description

Reorder Pad Quantities

Which order quantities to display on the Reorder Pad screen:

  • Suggested – Displays calculated order quantities, based on the customer's past purchasing habits of the products.

  • Last – Displays the order quantities of the products from the customer's most recent order.

Default View is Reorder Pad

Whether to display the Reorder Pad screen when starting Pocket OE instead of the Item Entry screen. Select this option when you create most of your orders using Reorder Pad.

Use Quantity Break Pricing

Whether to use quantity break pricing for line items.

Note: For quantity break pricing to function, define Basis 1 of the Palm Product File Price Basis Fields To Be Downloaded control maintenance record as the base sell price and Basis 2 as the quantity break price.

When quantity break pricing is turned off, the line item price displayed on the Palm device is always based on Basis 1, regardless of the order quantity.

When quantity break pricing is turned on and the order quantity is:

  • less than the package quantity displayed on the Product Details screen, the line item price is based on Basis 1.

  • equal to or greater than the package quantity displayed on the Product Details screen, the line item price is based on Basis 2.

Note: Pricing is approximate as the Palm device uses static pricing data, unlike the host system which uses dynamic, real-time pricing data. When the order is uploaded to the host, the host applies the appropriate pricing rules to the order.

Auto Check Review Flag

The condition when Pocket OE selects the For Review option on the Order Header view for new orders:

  • For All New Orders – Whenever a new order is created with Pocket OE.

  • On Order Level Comments – When Shipping Instructions or Internal Comments are attached to the Order Header.

  • On Line Level Comments – When comments are attached to a line item.

When orders are uploaded to the host, those flagged for review appear in the Remote Order Entry Review Queue.

  1. Tap OK to save changes and return to the previous screen.

  2. Synchronize your Palm device.

See Also:

Pocket Contacts Overview

Pocket Job Queue Overview

Pocket Scheduler Overview

Pocket Order Entry Overview

Setting Product File HotSync Preferences