Instructions : Mobile Connection

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Activity Stages

 

Access

 

 

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Slideshow

 

1: Access POS Module

 

ICE Main Screen

1. btn_POS Click the POS Sales Entry button.

 

 

Point of Sale Session Defaults

1. Complete the following fields:

Field

Comments

Branch

Select required branch

Location

Select required location

Cash Drawer No.

Select required cash drawer number

 

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Sales generated in this POS Session will default to nominated:
Branch
Location
Cash Drawer No.

 

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It is crucial the correct Drawer is selected. If not, this Drawer will not balance at the end of the day.

2. btn_OK Click to confirm.

 

 

Print Setup

1. Review printer details and click btn_OK to enable docket printing.

 

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To  disable docket printing:
Click btn_Cancel
Click btn_OK to confirm on Information window

 

 

Enter Access Code

1. Complete the following field:

Field

Comments

Access Code

Enter required code

 

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If Access Code is not known, see your System Administrator

2. btn_Point of Sale Click to continue.

 

 

 

2: Enter Line Items

 

Point of Sale Entry

1. Add line items by one of following methods:

Scan product.
Enter stock code
Product Search

 

2. Complete the following fields:

Field

Comments

Qty

Confirm/update quantity

Inc Unit Sell

Confirm/update unit selling price

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Inc Unit Sell - the system defaults to the GST Inclusive Sell Price set in the Inventory Masterfile for this item.
Quantity and Price can be changed.

3. Click F9 key to add a new line (if required)

4. Enter Serial Number for Mobile or Simcard

5. Click F10 key or press btn_Complete Sale button to confirm.

 

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Scanning or entering stock items can be continued as required.
When all items have been entered, F10 key is pressed.

 

 

 

3: Enter Connection Details

 

The Connections Module window opens.

 

Mobile Phone Connections - Sales and Customer Details

 

 

1. Review and update the following fields in the Sale Details area:

Field

Comments

Connection Date

Defaults to the current date

Premise Code


2. Click btn_Find_New to locate an existing customer or create a new customer.

 

Customer Search

1. Search for existing customer by entering search criteria.

 

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Entering search criteria will automatically narrow the list of customers.
If criteria doesn't find an existing customer, the btn_New 2 button will become enabled.

 

Insert a New Customer (Displays If btn_New 2 button was selected)

1. Complete the required fields, including:

Field

Comments

Mobile No

Mobile Phone Number

ABN

Australian Business Number

Various Fields as required

Address Details

Various Fields as required

Contact Details

2. btn_OK Click to confirm.

 

 

Mobile Phone Connections - Sales and Customer Details

1. Review and update the following fields in the Customer Details area:

Field

Comments

Mobile Phone Number

Type in same number as before

2. Click btn_Next 2 to continue.

 

 

Mobile Phone Connections - Connection Details

1. Review and update the following fields:

Field

Comments

Connection

Contract
Outright
SIM Replacement

Network

GSM (includes NextG and 3G networks)
CDMA
SAT

Service Contract

e.g:

New
SIM Only

Handset Contract

Yes or No

Handset Contract Type

Subsidy
Mobile Repayment Option (MRO)

Handset Promotion

e.g:

Telstra 3G Caps Consumer and Business Plans

Handset

e.g:

Samsung A701 - Consumer - Handset Plan

Service Program

e.g:

99/24mth

SIM Item

As in POS line item entry

Handset Item

As in POS line item entry

2. Select Add Additional Services check box if required.

 

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Additional Services are services that can be included with a mobile contract or recontract.
These can be promotions or bonus products
If Additional Services are selected, btn_Next 2 button will need to be clicked and following screen completed.
For details on adding these services, see - Additional Services activity.

3. Click btn_Finish to continue.

 

 

Confirm

1. Click btn_No to exit Connections module
 
or
 
Click btn_Yes to process another connection.

 

 

 

4: Complete Transaction

 

When Connections Module closes

 

Point of Sale Payment

1. Review and update transaction details

2. Press btn_Complete Transaction button or click F10 key to confirm.

 

 

Cash Tendered (displays if required)

1. Complete the following fields:

Field

Comments

Cash Tendered

Confirm/update cash tendered amount

 

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Records Payment Type in POS Payment File
The Complete Transaction (F10) button is enabled if all details have been entered correctly
Stop Credit Warning message may appear
If Cash Payment was selected, the Cash Tendered option will be displayed
Docket printed automatically (if selected when accessing POS module)

2. btn_OK Click to confirm.

 

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Docket printed automatically (if selected when accessing POS module)

 



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