Linha Microsiga Protheus - Inglês

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  • RD - Offline Sales Management Portal

CONTENTS

  1. Overview
  2. Specific Behaviors in Offline mode
  3. Offline Configurator
  4. Related Subjects


01. OVERVIEW

This feature will be available from version 1.5.0 of the Sales Management Portal, requiring the package application and execution of UPDDISTR found in Billing Module continuous dispatch.

The Sales Management Portal allows registering Sales Orders and Sales Quotations, as well as viewing Customers, even if the network connection drops after logging in.

Important

This resource is available when the network connection drops (Offline mode) after system login, because a network connection with the server is required for logging in.

Using this resource requires the Sales Representative to enter which Customers and Products must be available in Offline mode. This task is performed through the Offline Configurator feature.


02. SPECIFIC BEHAVIORS IN OFFLINE MODE

When the Sales Management Portal starts operating Offline, the behaviors of some features are adjusted due to limited connectivity with the server. These behaviors are listed below:

Among the specific behaviors of the My Customers option in Offline mode, we find:


Option My Customers displays, on the Customers list, only those selected by the Sales Representative in the Offline Configurator, not displaying the financial status, as shown in the following video:

The operation of other resources, such as customer list filters and viewing types (Table/Cards), remains the same in Online mode, as shown below:

In Offline mode, the option View Details allows viewing only the Registration Data and Address of the Customer, as shown below:

Option My Notifications is not available for Offline access. Thus, if the sales representative attempts to access it in Offline mode or the connection drops while in use, the following message is displayed:

Among the specific behaviors of the My Quotations option in Offline mode, we find:

Option My Quotations displays only quotations the Sales Representative has added in Offline mode, as shown in the following video:

In Offline mode, the Quotation Total section of sales quotations does not display taxes, because the tax calculation requires an Internet connection.

Offline mode does not offer the option to delete Sales Quotations. The following video shows this behavior:

In Offline mode, the option Edit Sales Quotation is only available for Synced Sales Quotations; that is, Sales Quotations added in Offline mode, sent to the server and successfully added to Protheus when the system came Online. The following video shows this behavior:


This type of change must not be made, because the sales quotations (table SCJ) and their respective items (table SCK) saved in Protheus through Offline integration are associated to the Sales Representative who generated it (tables AQ4 and AQ5). Adding new products to these quotations through Protheus does not generate this association. Thus, these products directly added to Protheus are not integrated with the Sales Management Portal for use in Offline mode, causing divergences between data.

Among the specific behaviors of the My Orders option in Offline mode, we find:

On the Sales Orders list, the option My Orders displays only orders the Sales Representative has added in Offline mode, as shown in the following video:

In Offline mode, the Order Total section of sales orders does not display taxes, because the tax calculation requires an Internet connection.

In Offline mode, the option to Filter by Price List in product selection is not available, because the server applies this filter. The following video shows this behavior:

Offline mode does not offer the option to delete Sales Orders. The following video shows this behavior:

In Offline mode, the option Edit Sales Order is only available for Synced Sales Orders; that is, Sales Orders added in Offline mode, sent to the server and successfully added to Protheus when the system came Online. The following video shows this behavior:

This type of change must not be made, because the sales orders (table SC5) and their respective items (table SC6) saved in Protheus through Offline integration are associated to the Sales Representative who generated it (tables AQ4 and AQ5). Adding new products to these orders through Protheus does not generate this association. Thus, these products directly added to Protheus are not integrated with the Sales Management Portal for use in Offline mode, causing divergences between data.

03. OFFLINE CONFIGURATOR

For the Sales Representative to use the Sales Management Portal Offline, they first need to select the Customers, Prospects and Products to be made available when the system enters the Offline mode. You can use the Offline Configurator to perform this task. Thus, before the network connection drops, the system reads and saves the records entered by the sales representative to the local storage of the device. When the system enters Offline mode, the data required for viewing Customers and registering Sales Orders will be available even without a server connection.

To make selecting records easier, the Offline Configurator allows a prior filtering of Customers/Prospects/Products before selecting and saving records, as shown in the example below:


For further information, access the specific Offline Configurator page.

04. RELATED SUBJECTS