CONTENTS
- Overview
- Specific Behaviors in Offline mode
- Offline Configurator
- Related Subjects
01. OVERVIEW
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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. Aviso |
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| 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. |
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| SPECIFIC_BEHAVIORS |
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02. SPECIFIC BEHAVIORS IN OFFLINE MODE
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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: Totvs custom tabs box |
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tabs | My_Customers,My_Notifications,My_Quotations,My_Orders |
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ids | funcionalidade01,funcionalidade02,funcionalidade03,funcionalidade04 |
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| Totvs custom tabs box items |
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default | yes |
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referencia | funcionalidade01 |
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| Among the specific behaviors of the My Customers option in Offline mode, we find:
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title | A list with only the customers the sales representative has entered |
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| 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:
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title | Partial viewing of customer data |
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| In Offline mode, the option View Details allows viewing only the Registration Data and Address of the Customer, as shown below:
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default | no |
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referencia | funcionalidade02 |
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| 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:
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default | no |
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referencia | funcionalidade03 |
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| Among the specific behaviors of the My Quotations option in Offline mode, we find:
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title | List only of Quotations added by Sales Representative in Offline mode |
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| Option My Quotations displays only quotations the Sales Representative has added in Offline mode, as shown in the following video:
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title | The taxes calculation is not performed in Offline mode |
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| In Offline mode, the Quotation Total section of sales quotations does not display taxes, because the tax calculation requires an Internet connection.
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title | The option to edit non-synced Sales Quotations is not enabled in Offline mode |
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| Offline mode does not offer the option to delete Sales Quotations. The following video shows this behavior:
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title | The option to edit non-synced Sales Quotations is not enabled in Offline mode. |
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| 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:
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title | Sales Quotations from the Offline integration of the Sales Management Portal must not be edited in Protheus |
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| 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. |
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Totvs custom tabs box items |
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default | no |
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referencia | funcionalidade04 |
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| Among the specific behaviors of the My Orders option in Offline mode, we find: Expandir |
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title | List only of orders added by Sales Representative in Offline mode |
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| 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:
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title | The taxes calculation is not performed in Offline mode |
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| In Offline mode, the Order Total section of sales orders does not display taxes, because the tax calculation requires an Internet connection.
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title | A opção de filtragem dos produtos pela tabela selecionada não está disponível no modo Offline | The option to filter products through the table selected is not available in Offline mode |
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| 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 behaviorNo modo Off-line a opção Filtrar por tabela de preços na seleção dos produtos não está disponível, pois esta filtragem é realizada pelo servidor. O vídeo a seguir apresenta este comportamento:
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title | Não está habilitada a opção de exclusão de pedidos de venda no modo Offline | The option to delete Sales Orders is not enabled in Offline mode |
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| Offline mode does not offer the option to delete Sales Orders. The following video shows this behaviorNo modo Off-line a opção de exclusão de Pedidos de Venda não está disponível. O vídeo a seguir apresenta este comportamento:
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title | Não está habilitada a opção de edição dos pedidos de venda não sincronizados no modo Offline. | The option to edit non-synced Sales Orders is not enabled in Offline mode. |
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| 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 behaviorNo modo Off-line a opção de Editar Pedidos de Venda está disponívelsomentepara Pedidos de Venda sincronizados, ou seja, Pedidos de Venda foramincluídos no modo Off-line e que foram enviados para o servidor e incluídos com sucesso no Protheus quando o sistema entrou no modo Online. O vídeo a seguir apresenta este comportamento:
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title | Pedidos de Venda oriundos da integração Off-line do Portal Gestão de Vendas não devem ser alterados no Protheus. |
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| Este tipo de alteração não deve ser realizada, porque os pedidos de venda (tabela SC5) e os respectivos itens (tabela SC6) gravados no Protheus por meio da integração Off-line são relacionados com o Vendedor que a gerou (tabelas AQ4 e AQ5). A inclusão de novos produtos nestes pedidos por meio do Protheus não gera esta relação. Assim esses produtos incluídos diretamente no Protheus não serão integrados com o Portal Gestão de Vendas para uso no modo Off-line, causando divergências entre os dados. |
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03. CONFIGURADOR Off-line
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Sales Orders from the Offline integration of the Sales Management Portal must not be edited in Protheus |
| 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. |
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03. OFFLINE CONFIGURATOR
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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:
Image Added For further information, access the specific Offline Configurator page. |
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04. RELATED SUBJECTS
Para facilitar a seleção dos registros o Configurador Off-line permite realizar uma filtragem prévia dos Clientes/Prospects/Produtos antes da marcação e salvamento dos registros conforme mostra o exemplo de uso a seguir:
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Para mais informações acesse a página específica do Configurador Off-line.
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04. ASSUNTOS RELACIONADOS