Epicor iScala 3.2 What’s New Mobile Solutions

Mobile Expanding on the first iScala Mible App delivered with 3.1 for Warehouse management 3.2 sees 2 new apps one for Sales Orders and secondly for requisition approvals

Common functionality Multiple users on a single device User preferences Company code Fiscal Year Suspend and resume your work Temp changes are saved on a mobile device You will not loose your changes Paginated lists Page size in Settings (7 by default) Orders, Stock Items, Batches etc 7 Languages Русский, English(US), Magyar, Polski, Română, Suomi, Svenska,中文(简体)

Common functionality Confirmations Barcode Business error details Prior sending to iScala Before delete Barcode Setup the field during installation Assign a value from the app Business error details Search items

Mobile Warehouse Manager

Fit for business: Mobile Warehouse Manager Stock Taking Stock Receipt Stock Issue Stock Transfer Introduce an easy to deploy and use mobile app for warehouse keepers Support bar codes for faster processing Allow for all basic operations in the mobile app No special hardware – just smartphone Support most popular mobile OS Any iScala user is a mobile user All basic operations Taking: Whole warehouse, Partial, More than one person Receipt: Transaction, Purchase order delivery Transfer: Transaction Issue Bin and Batch for all operations

Easy Stock Taking: Empty List Select a warehouse Search or scan Select Bin/Batch New batch Set or adjust quantity Add missing Submit Whole warehouse Partial (via Taking List) More than one person (via Merge) Results are stored in a database Not submitted to iScala Can be merged into a single result The merged result submitted to iScala Bin/Batch supported Scan or manual search Adds to the existing line Expected balances Setup during installation

Easy Stock Receipt: Select a warehouse Scan or Search item Select Bin/Batch Create new batch Adjust batch info Set or adjust Quantity Price Delete lines Submit

Easy Stock Receipt: Purchase Delivery Note Search an order Number Supplier Code, Name Add lines Select Bin/Batch Adjust batch info Create new batch Set or adjust quantity Delete lines Submit

Stock Issue - Transaction Select a warehouse Scan or Search item Select Bin/Batch Set or adjust Quantity, Price Delete lines Submit

Stock Issue – Sales Delivery Note Search an order Number Invoice Customer Code Name Add lines Select Bin/Batch Set or adjust quantity Delete lines Submit

Stock Transfer Select warehouses Scan or Search item Select Bin/Batch Set or adjust Quantity Delete lines Submit Single-component barcodes Batch details cannot be changed on Stock Taking Serial Numbers are not supported iScala Windows users Data updates on behalf of the service account No printing from the app

Mobile Sales Order Manager Introduce an easy to deploy and use mobile app for sales people Allow creating, adjusting or deleting of Sales Orders Allow creating, adjusting or deleting of Customers No special hardware – just smartphone Support most popular mobile OS

Easier to Manage Sales Summary of orders on the device The last 3 modified orders The most recent at the top Quick actions Open Submit All possible actions in the menu Add New or Search Can create only 3 types of orders: Quotation, Normal, Direct Cannot use temporary delivery address Text Lines for Sales Order Lines are not supported

Working with Sales Orders Navigation Left Side Bar Order Header Order Line Actions Buttons at the bottom Order Line List

Working with Sales Orders Mandatory fields Manual entry or Search Customer, Price List etc. Validation On entry On Submit

Create a New Sales Order Default values Order Number Use Counters or manual entry Validation ESC: Counter In Invoice and Delivery Customers Copied from Order Customer Terms and Invoice Info Copied from Invoice Customer Three types Quotation, Normal, Direct

Working with Order Lines Review the list Delete lines Add lines Inventory item Non-inventory item Modify lines

Get Prices Calculate prices, taxes etc. For all lines Overwrites data in all lines For a single line Overwrites data in the line Other lines unchanged Totals updated

Work with Customers Navigation Left Side Bar Actions Buttons at the bottom

Work with Customers Mandatory fields Manual entry or Search Price List Validation On entry On Submit Quick entry of Invoice Address Only 3 lines on General tab More details on Billing tab

Mobile Requisition Approval Introduce an easy to deploy and use mobile app for sales people Allow creating, adjusting or deleting of Sales Orders Allow creating, adjusting or deleting of Customers No special hardware – just smartphone Support most popular mobile OS

Easier to Manage requisitions Requests for authorization Only for the logged in user Search in iScala Number Department Code Department Name Actions Approve Reject Add comments Open requisition

Working with Requisitions Navigation Left Side Bar Actions Approve Reject Add comments

Working with Requisitions View History View the List of lines Delete a line Edit a line Authorize Requisition