Downloading EManifests to Palm Devices

Before using the EManifest application, build the manifest for which to collect electronic signatures. In building your manifest, we recommend that you first invoice all orders that you are adding to the manifest. If you do not invoice an order, the signature collected could be attached to all generations for the order. We also recommend that you create new orders for returns using EManifest so that confirmation signatures on returns are not mistakenly attached to the original sales order instead of the return.

After building the manifest, queue it to be downloaded to the Palm device of the delivery person who will be collecting the signatures. Remember that this user's Palm ID must be defined in the Valid E-Manifest Palm IDs control maintenance record in order to receive the manifest.

When the manifest is queued, perform a HotSync between the Palm device and terminal. The HotSync places the manifest on the defined Palm. The delivery person can now make deliveries and collect all confirmation signatures on the Palm device.

Note: To perform a HotSync, the Palm device's cradle must be connected to the terminal through a USB cable or local serial connection.

To queue an electronic manifest:

  1. From the Whse Mgt > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue screen.

  2. Build the manifest for which you are collecting electronic signatures.

  1. After building the manifest, use the Lock hot key to lock the manifest and prevent other orders from being added to it.

  2. Use the Print hot key to display the Print Options screen.

  3. In the Report Type field, press F10 and select Palm Pilot EManifest Download from the displayed list.

  4. In the Show Address and Show Shipping Instructions fields, indicate whether the shipping address and instructions should be displayed on the Palm with each delivery stop.

  5. Use the Print hot key.

The system prompts you to "Enter ID of Palm for Download."

  1. At the prompt, enter the ID of the Palm to which you want to send the manifest.

Note: All Palm IDs for use with EManifest must be defined in the Valid E-Manifest Palm IDs control maintenance record. These IDs do not need to be Eclipse user IDs.

The system prompts you that the manifest is ready to be synced to the defined Palm.

  1. Press Enter to return to the Shipping Manifest Queue screen, and press Esc to save the manifest and exit the screen.

  2. Perform a HotSync.

To download the electronic manifest to a Palm device:

  1. Queue the electronic manifest.

  2. Place the Palm device to which you are sending the electronic manifest in its cradle, which is connected to the terminal sending data through a USB cable or local serial connection.

  3. On the Palm device, tap the HotSync icon to display the HotSync screen.

  4. Tap the HotSync icon to begin the synchronization process.

  5. Once the HotSync is complete, the electronic manifest displays on the Palm's Shipping Manifest screen.

  6. You can now collect EManifest signatures for the downloaded manifest.

See Also:

Collecting Electronic Signatures with EManifest

Uploading EManifest Signatures

Using Signatures Attached with EManifest

EManifest Overview

Shipping Manifest Queue Overview

Sales Management Overview