Holsum Phoenix Quick Reference Guide
HAND HELD COMPUTER
REFERENCE GUIDE
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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................................................................................................................................. 12
PLAN REPORT .............................................................................................................................................. 14
LOAD REPORTS ........................................................................................................................................... 15
ODOMETER READING ................................................................................................................................ 16
MAIN MENU .................................................................................................................................................17
SCREEN TABS .............................................................................................................................................. 18
ACCOUNT SERVICE .................................................................................................................................... 20
ACCOUNT RETURNS...................................................................................................................................21
ACCOUNT ONHANDS..................................................................................................................................22
ACCOUNT SALES.........................................................................................................................................23
ACCOUNT ORDERS .....................................................................................................................................25
SERVICE MENU & INVOICE PRINT........................................................................................................... 27
SIGNATURE CAPTURE................................................................................................................................30
CANCEL INVOICE TRANSACTIONS.......................................................................................................... 32
COLLECTIONS MENU CASH PAYMENT................................................................................................... 33
COLLECTIONS MENU CHECK PAYMENT................................................................................................34
ACCOUNT SERVICE UNAUTHORIZED..................................................................................................... 35
COLLECTIONS MENU ................................................................................................................................. 35
BUYBACKS................................................................................................................................................... 36
ACCOUNT SERVICE SAMPLES..................................................................................................................37
DEXING AN INVOICE..................................................................................................................................38
DEX MAINTENANCE...................................................................................................................................41
INFORMATION MENU................................................................................................................................. 43
END OF DAY.................................................................................................................................................50
UNLOAD RETURNS .....................................................................................................................................52
TRUCK STOCK ............................................................................................................................................. 53
EXPENSE.......................................................................................................................................................54
DEPOSITS...................................................................................................................................................... 55
EOD ODOMETER.......................................................................................................................................... 56
REPRINT MENU............................................................................................................................................ 57
MARKET REPORT........................................................................................................................................ 59
ACCOUNT ORDER .......................................................................................................................................60
WARM RE-STARTING YOUR HAND HELD .............................................................................................. 63
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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.
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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.
NAVIAGTION KEYSCROLL UP/DOWN,
RIGHT/LEFT ARROW
KEYS – These keys allow
for scrolling through lists
and tab windows in the
direction indicated by the
arrow.
BKSP KEY – This key is
used to backspace one digit
at a time in an entry field.
Warning: When the
ALPHA key is activated a
red LED indicator will light
on the keypad. You cannot
make any numeric entries
while in ALPHA mode.
Press the ALPHA key again
to exit ALPHA mode and
make numeric entries.
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Holsum Phoenix Quick Reference Guide
700 SERIES COLOR MOBILE
COMPUTER DESCRIPTION
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Holsum Phoenix Quick Reference Guide
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Holsum Phoenix Quick Reference Guide
PW40A PRINTER
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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
.
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Holsum Phoenix Quick Reference Guide
Validate Sales Date
Down Arrow to Change Date
Press Enter to Proceed onto the Next
Screen
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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.
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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.
For ACCOUNT BALANCES, press the
1 key.
For TRUCK STOCK entries, press the
2 keys.
To exit this screen, press the ESCAPE
key.
When you select ACCOUNT
BALANCES from the previous menu,
the handheld displays an ACCOUNT
LIST screen.
Using the UP/DOWN ARROW keys,
scroll through the list of accounts.
To select an account, highlight it and
then press ENTER.
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Holsum Phoenix Quick Reference Guide
LOAD ADJUSTMENTS
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.
PLAN REPORT – This is the
ACCOUNT PLANS screen
To exit this screen, press the ESCAPE
key.
When you select LOAD ADJUSTMENT
from the previous menu, the LOAD
ADJUSTMENT screen will appear. It
displays the products and quantities for
today’s load.
Highlight an item in the list by using the
UP/DOWN ARROW keys until you find
a specific item. Press ENTER to review
the detail screen for the highlighted
product.
To exit this screen, press the ESCAPE
key multiple times.
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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. Key in the Item # and
press ENTER. Next, key in the new
load amount in the NEW LOAD filed.
Press ENTER.
To exit this screen, Press the Escape
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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.
Select the VIEW function menu by
touching the word “VIEW”. This will
allow you to view all accounts or only
Unserviced accounts
At the bottom of this screen are the
ACCOUNT TAB – Shows detailed
account information
MSG TAB – Shows any account
message
Use the UP/DOWN ARROW keys to
scroll through the list and highlight an
account. Press the ENTER key to
make changes to the account’s order
plan.
To exit this screen, Press the Escape
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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.
With the YES button highlighted, press
ENTER to accept the report.
With the NO button highlighted, press
the ENTER to cancel the transaction.
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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.
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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.
END OF DAY – Allows for the route
specific transactions.
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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.
ACCOUNT TAB – Displays Stop #,
Address, Phone, and Service Days.
This is a SALES screen.
HISTORY TAB – Displays a list of
records by date with the sold, market,
delivery, Onhand (store inventory) and
returns.
SALES TAB – Displays Account Plans,
Total Plans for Accounts not serviced
and Truck Inventory
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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.
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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.
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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. The Cursor moves
to the QUANTITY filed. Key in the new
load amount and press ENTER.
When complete, press the ESCAPE
key multiple times.
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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. The
Cursor moves to the QUANTITY filed. Key in
the new load amount and press ENTER.
Only Items that are flagged as a FORCED
ONHAND item will require a quantity entry.
When complete, press the ESCAPE key
multiple times
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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.
With the NO button highlighted, press
ENTER to exit this screen
.
This is the account order SALES plan
screen.
Use the UP/DOWN ARROW keys to
highlight products for selection. The
highlighted product is selected by
pressing the ENTER key.
To exit this screen, press the ESCAPE
key multiple times.
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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. The Cursor moves
to the QUANTITY filed. Key in the new
load amount and press ENTER.
To exit this screen, press the ESCAPE
key multiple times.
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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.
Highlight the ARROW button and
pressing ENTER will allow you to
select a new delivery date.
When you select the DELIVERY DATE
you will come the ACCOUNT ORDERS
window. The delivery date will be
displayed at the top of the screen.
Use the UP/DOWN ARROW keys to
highlight products for adjustment. The
highlighted product is selected by
pressing the ENTER key.
To exit this screen, press the ESCAPE
key multiple times.
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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.
To exit this screen, press the ESCAPE
key multiple times.
.
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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.
Press the ESCAPE key to proceed to
the invoice TRANSACTION
SUMMARY screen
.
This is the TRANSACTION SUMMARY
screen.
All details about this account
transaction will be detailed in the
screen window.
With the OK button highlighted, press
ENTER to move on to the INVOICE
TRANSACTION screen.
With the CANCEL button highlighted,
press ENTER to cancel the transaction.
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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.
Using the ESCAPE key, highlight any
of these buttons and press ENTER.
A PRINT INVOICES report menu
appears.
PRINT FINAL – This option will print
and commit the invoices and it will exit
the account.
PRINT DRAFT – This option will print a
copy of the invoice and return to the
INVOICE TRANSACTION menu.
DELAY PRINT- This option will delay
printing of the invoice.
CANCEL – This option will return to the
INVOICE TRANSACTION menu.
Key in the number of the button into the
keypad to select.
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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.
If more than one invoice appears in the
INVOICE TRANSACTION list, this print
process will repeat for each invoice to
be printed.
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Holsum Phoenix Quick Reference Guide
SIGNATURE CAPTURE
OK – 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.
CLEAR – Clears Signature Entry
SIGN – The RSR will proceed onto the
next screen.
EXIT – Leave this screen
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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.
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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.
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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.
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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.
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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
RSR to accept or deny the collection
transaction
With the OK button highlighted, press
enter to accept the unauthorized
amount.
With the CANCEL button highlighted,
press ENTER to go back to the
COLLECTIONS screen.
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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.
When complete, press the ESCAPE
multiple times.
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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.
When complete, press the ESCAPE
multiple times.
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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.
With the YES button highlighted press
ENTER to start the DEX process. Use
the RIGHT ARROW key to highlight the
NO button and press ENTER to skip
the DEX process.
The RSR may need to skip the DEX
process if the store’s system is not
working properly. If the RSR does not
enter the DEX process, the normal
“Print Final, Print Draft, Delay Print,
and Cancel” menu will appear
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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. In this example the
invoices have been sent to the store so
the RECV button is enabled and the
SEND button is not.
The MAINT button will take the RSR to
the DEX MAINTENANCE screen. The
message area of this screen will
display information about the DEX
process i.e. if the transaction was
completed, if there was an error, if a
timeout occurred. This will be the first
screen the RSR will see once they
enter the DEX process.
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RSR will select SEND
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
print a copy of the final invoice.
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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
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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. It is a one-time review.
The CLOSE option will close the
invoice so that the RSR may exit the
DEX process. The store may have a
problem and cannot send the invoice
back to the handheld device. The
invoice is still valid.
The CANCEL option will cancel the
transaction for that invoice completely.
Inventory will be placed back in the
proper inventory sections.
The PRINT AUDIT TRAIL option will
give the RSR the ability to print a DEX
transaction audit trail for each invoice
processed. This can only be done
before the final acknowledgement is
processed for the invoice.
The DONE option exits the DEX
MAINTENANCE screen.
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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.
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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.
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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
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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.
To exit this screen, press ESCAPE.
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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.
To exit this screen, press ESCAPE
multiple times.
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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.
LOAD REPORT – allows for the
printing of a load report.
Key in the number of the menu button
to access the function.
To exit this screen, press ESCAPE
.
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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.
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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.
This will take you back to the MAIN
MENU.
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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.
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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. The Cursor moves
to the QUANTITY filed. Key in the
quantity amount and press ENTER.
When complete, press the ESCAPE
key multiple times.
An UNLOAD RETURNS report 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.
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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.
With the YES button highlighted, press
ENTER to accept the report.
With the NO button highlighted, press
ENTER to cancel the transaction.
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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.
When finished entering all expenses
press the ESCAPE key to print the
EXPENSE REPORT
.
An EXPENSE REPORT 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 EXPENSES screen to
make adjustments.
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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.
When finished entering all expenses
press the ESCAPE key to print the
DEPOSIT REPORT
.
A DEPOSIT REPORT 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 DEPOSITS screen to
make adjustments.
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Holsum Phoenix Quick Reference Guide
EOD ODOMETER
ODOMETER- Enter the EOD
Odometer Readings. The EOD reading
rolls over into the next sales day.
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Holsum Phoenix Quick Reference Guide
REPRINT MENU
EOD REPORTS –The RSR has an
option to select a report and do a reprint. 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. This will mark the report for
printing.
Duplicate reports may be required for
the Office.
Press ESCAPE until the SELECT ALL
button is highlighted. Press ENTER.
Press ESCAPE to highlight the
PROCESS button. Press ENTER to
print all of the selected reports.
When completed with printing, press
ESCAPE to highlight the EXIT button.
Press ESCAPE.
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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 REPRINT.
When completed with printing, press
ESCAPE.
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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
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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.
Allow for the entry of orders.
Key in 2 to select ROUTE ADJUST.
When complete, press ESCAPE.
Before you finish your END OF DAY
procedures, the handheld will prompt,
“Are you done?”
With the YES button highlighted, press
ENTER to print a ROUTE ORDER
SUMMARY.
With the NO button highlighted, press
ENTER to return to the ORDER
MENU.
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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.
The RSR must plug the hand held into
the power outlet.
Proceed onto the next Screen
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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
successfully communicated to the host
system, the TCOM screen will indicate
that the communication was
completed.
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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.
Press and hold the I/O key for about
10
seconds. Your mobile computer
continues
from the screen you were at before
you rebooted.
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This SALES REP screen will appear
again.
Press ENTER to move to LOGIN.
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