Section 1 – General Tasks

Before daily communications can take place, the initial settings and credentials must be established for the handheld. The required parameters may be entered by selecting Communication from the initial start-up screen

Tap the blank section in the upper section of the screen to bring up the Settings entry window

Tap the Connection Type Omnitech Web Server

Tap the Connection Type Single Sign On from the drop down menu

Tap OK

The required entries are as follows:

1. Connection - set this to Single Sign On

2. URL - this is always the same - https://cpg-dsd.peets.net:1443

3. Location - This is your assigned Route Number

4. Division - This is also your assigned Route Number

Tap OK to establish the required entries for further communication

Tap the Communicate button

Tap the Okta SAML link

Tap Enter your Peet's Account username and Password, then tap Sign In

Enter your Multifactor Authentication Code and Tap Verify
In this example we used the Voice Call Authentication

OTS Communication will now begin automatically after signing into Okta

Tap Finalize-Arrow COMMUNICATION to return to the Main Menu

1.2 - Begin Day

Tap on Communication

Tap the Finalize-Arrow COMMUNICATE icon to Communicate

Tap on Begin Day

Select your name from User list, using the onscreen display to filter options
Tap on your name to select it
Tap OK to proceed

1.2 Finish Begin Day

Tap Finish Begin Day

A Load Report is created but may take a few minutes to complete
Tap the Print icon to print

Tap the Finalize-Arrow CONTINUE icon or the Ellipsis/Menu Dots followed by Continue

Section 2 - Account Servicing Tasks

2.1 Service Account

Tap Service Account

A list of All Accounts (stores) is displayed
- The list is displayed in alphabetical order by default
Choose an account by tapping the Finalize-Arrow icon next to the customer

Select Invoice from the Menu

Select product by scanning or tapping on the product name

Choose the desired quantity by case/each; tap OK or the green checkmark
Repeat for each additional product

If you enter a quantity that exceeds available inventory an error message appears. Click OK and return to product/quantity selection and adjust

When finished, tap the Finalize-Arrow FINALIZE INVOICE icon at the top of the screen to view the summary

Tap the Finalize-Arrow FINALIZE INVOICE icon again to finalize the invoice
You may Tap the Ellipsis/Menu Dots and then select Pick List to display the pick list

Tap the Printer icon to print the Pick List prior to picking the items

When complete you can finalize the invoice by tapping the Finalize-Arrow POST INVOICE(S) icon
- NOTE: If you are at a DEX location the DEX screen will be presented, otherwise the next standard screen is presented

2.1.1 DEXing

If you are ready to proceed, tap the YES button to start DEXing
- WARNING: If not ready or unable to DEX, tap NO and the invoice can be finalized without DEXing

The DEX Maintenance screen is displayed. You may select the Ellipsis/Menu Dots icon followed by Settings to review the DEX settings

Tap the Back-Arrow Settings icon to return to the DEX Maintenance screen

Tap the Send button to transmit the invoice DEX data to the store

With the send completed Tap the Receive button to receive invoice DEX confirmation data from the store

When completed you will see the green checkmark in the right caption that indicates you have completed the invoice for the customer

2.1.2 Receiver Scanning

Tap the Finalize-Arrow POST INVOICE(S) icon

When prompted to Perform DEX, select No

Print or share a copy of your invoice

The invoice is displayed for printing or sharing. Select Finalize-Arrow CONTINUE

You will see the green checkmark in All Accounts that indicates you have completed the invoice for the customer

2.1.3 Receiving at non-DEX Customer

Select Finalize-Arrow FINALIZE INVOICE

The invoice is displayed for printing or sharing, print copies of your invoice.

Tap the Continue button to complete the invoice, it will bring you back to the Service Account screen

You will see the green checkmark in All Accounts that indicates you have completed the invoice for the customer

2.2 Returns and Buybacks

Follow these steps to account for products that are out of code, damaged, or bought back with servicing an account

Tap Service Account

A list of All Accounts is displayed
Choose an account by tapping the Finalize-Arrow icon next to the customer

Select Invoice from the Menu

On the screen, select Returns

Tap bar Quantity: OUT OF CODE

A Pop Up Menu of Reasons is displayed - select the correct reason - BUYBACK

Select the Product and Qty to be returned

Repeat the process for each return product, then Tap the Finalize-Arrow FINALIZE INVOICE icon to continue

After reviewing the summary, Tap the Finalize-Arrow CONTINUE icon to continue

Tap the Finalize-Arrow POST INVOICE(S) icon to complete the return transaction

Tap Yes to post the invoice

The invoice is displayed for printing or sharing, print copies of your invoice.

Tap the Continue button to complete the invoice, it will bring you back to the Service Account screen

With the account visit completed tap Finish Stop to return to the Main Menu

2.3 Service Account - No Sale

While in the store, choose the customer from the list

With the account visit completed, Tap Finish Stop

The Finish Stop Alerts Menu appears. Select Create a no sales transaction

Choose the reason for No Sale by tapping the correct selection. Tap the Finalize-Arrow FINISH STOP icon

Sign the signature box and select the Finalize-Arrow CONTINUE icon to continue

The No Sale report is displayed with printing and sharing options. Tap the Finalize-Arrow CONTINUE icon to complete the transaction

2.4 Voiding Invoices and Correcting Errors

Follow these steps to cancel or fix errors on completed invoices (prior to communicating End of Day)

Navigate to Service Account and locate the store with the invoicing error
Tap the Finalize-Arrow icon next to the correct store to open the servicing Menu

Invoices for the selected account are displayed. Tap-and-hold on the invoice listing area for associated with the invoice containing the error and a hidden Menu will appear

Select the appropriate option from the displayed Menu

Reprint - Reprints the Invoice on your printer

- The Invoice is displayed. You may select PRINT or SHARE PDF to forward the invoice for print or share.

- Select Back-Arrow Print Preview to return to selected Invoice

View - Displays the Invoice on the screen

- Items associated with the Invoice are displayed for selection

- Select a line item and tap then hold in the item list area to bring up the item window. Tap the View Totals text to display line item details for the invoice item.

- Tap outside the Totals window to release it and select the Back-Arrow Viewing Transaction icon to return to selected Invoice

Copy to Invoice - Creates a copy of the Invoice with a new Invoice number that can be edited

- A copy of the selected invoice is displayed for editing

- Select items for adjustment

- Adjust item quantities as needed and select the green arrow to add item to the Invoice

- When item editing is complete tap the Finalize-Arrow Finalize Invoice icon to review the new Invoice

- Review the invoice. Tap the Forward-Arrow Continue icon to accept the Invoice

- Tap the Forward-Arrow POST INVOICE(S) icon to post the invoice. The DELAY INVOICE(S) icon makes the Invoice available to post later

- Tap Yes to post the invoice

- Sign in the Sign here box and tap Continue

- The Invoice is displayed for printing or sharing. Tap the Forward-Arrow CONTINUE icon to return to selected Invoice

Void - Cancels and deletes the Invoice

- A void confirmation window appears. Select Yes to void the invoice and continue

- Select the appropriate void reasoning

Void and Copy - Creates a copy of the original invoice with a new Invoice number that can be edited while also canceling and deleting the original invoice

- A warning popup will appear to confirm whether or not you want to proceed

- Select the appropriate void reasoning

- A copy of the selected invoice is displayed for editing. Select items for adjustment

- Adjust item quantities as needed and select the green arrow to add item to the Invoice

- When item editing is complete tap the Finalize-Arrow Finalize Invoice icon to add the new Invoice

Void and Print - Voids the invoice and displays a copy of the voided invoice for printing

Tap yes to continue to Void and Print

Select the appropriate reason for Voiding this invoice

Print a copy of the Invoice for your records

Section 3 - Purchase Orders

3.1 Create Purchase Order

Tap inventory

Tap Create Purchase Order

Tap Supplier - PEETS

Tap PEETS from the menu

Select starting point for order:
- Blank - no items populated
- History - use a previous order as a starting point and add/remove items as needed
- Suggested - create an order to par levels (we are not using this)

Choose an item to add to the PO
- Select or scan item number
  - Use the A-Z Sort icon to order by item Description or Item Number
  - Use the Category Sort icon to filter results by category or view the full catalog

Adjust the item's quantity
- Use the onscreen keyboard to adjust the quantity
  - Be sure to use the initial cases field and not the eaches field that is used for invoicing
- To return to the Catalog without confirming the quantity, tap the Return-Arrow
- Tap the green checkmark to complete the line
  - Or press OK twice (once to advance the cursor and again to confirm the quantity)

Tap the List-Toggle icon to review the order

Click on the ellipsis and click on Preview

Be certain your PO is ready for submittal - once submitted it cannot be voided
- Tap the Finalize-Arrow POST icon to post the order

- Tap Yes to post the transaction

If you want a paper copy of the PO, tap the Print icon
- You may use the Share PDF icon to send the PO digitally

To return to the main Menu, tap the Finalize-Arrow CONTINUE icon to complete the transaction

Warning:
- You can submit as many orders as you wish up until your order day. You will receive multiple POs for those orders
- If within your order day you missed an item to add and you already submitted the order, you can create a new order
- You cannot ask DSD support to add or delete an item on your order once it has been processed

3.2 Receive Purchase Order

Tap Receive Purchase Order on the main Menu

To Preview and Print a PO prior to confirming Items and Qtys:
- Tap on the white space between the PO # and the Created Delivery dates

Print a preview of your PO and then tap the back arrow button

Open the correct PO by tapping the "Receive" button on the correct line

Physically inspect and count the delivered shipment to confirm the Items and Qtys
Tapping the toggle icon will hide the items shown on the left side of the screen

When fewer than the expected quantity of ordered items arrive:
- If you expect the items to arrive in a later shipment, enter the delivered Qty and the line will remain open while you wait for the remainder of the items
- If you don't expect the items to arrive at all, select the order line and enter the delivered Qty and select "Yes" in the "Completed" field to record the short shipment

If an item is received that was not ordered, tap the View-Toggle to pull up the Product Catalog. Tap to enter the Item and update the Qty received

Once the QTYs have been updated, you MUST tap on the "Completed" field and update the status to "Yes"

When all the Items and Qtys match what was delivered, tap the Finalize-Arrow CONTINUE icon to continue

Tap yes to post the transaction

Draw your signature and type in your name in the available fields

Tap the Print or share button to print out a copy or share a copy of the received purchase order

Tap Finalize-Arrow CONTINUE icon to finish and return to the Main Menu

Section 4 - Inventory and Reporting

4.1 Route to Route Transfers

These steps outline how to perform an adjustment between two routes. One route creates an inventory adjustment to send inventory to another route (transfer out). The second route creates an inventory adjustment to receive the transferred inventory.

TRANSFER OUT

Tap Inventory from the Main Menu

Tap R2R Transfers

Select Route Transfer Out

Select Route you are Transferring To

Select product to be transferred

Choose Qty to be transferred and Tap the green checkmark
- Repeat for each product

When finished, Tap the Finalize-Arrow Post icon. This will create a Truck Transfer Out report

Tap yes to post the transcation

You may print or email the report using the Print and Share PDF icons
Tap the Finalize-Arrow CONTINUE icon to complete the Transfer Out Process

TRANSFER IN

Tap Inventory from the Main Menu

Tap R2R Transfers

Select Route Transfer In

Select the desired transfer from the Select Truck Transfer window

Review the Transfer product listing
Select Finalize-Arrow POST icon to post Transfer In

Tap yes to post the Route Transfer In

Review Transfer In report with options to PRINT and SHARE PDF
Tap the Finalize-Arrow CONTINUE icon to complete the Transfer In process

4.2.1 Inventory Adjustments

Tap Inventory

Tap Adjustments to adjust inventory for damaged or out of code product

Tap Select Code to select the reason for the adjustment

Select the specific reason code for the adjustment

Select items and quantities to adjust
Select or scan item number

Select quantity to adjust
Tap Green Checkmark to complete the line

When all items and associated Qtys have been entered, Tap Finalize-Arrow POST

The Inventory Adjustment Report is displayed with options to print or share. Tap Finalize-Arrow CONTINUE to accept the report quantities and return to the Main Menu

4.3 Physical Inventory

Tap Day End

The popup appears > Do you wish to start your day end? > Select "Yes

Tap Physical Inventory - This is the required selection on days you are scheduled for inventory
- Count physical inventory of sellable product

Repeat for each product

Tap on an item to view detailed information

Tap on an item in to update the quantities

Choose the desired item and enter the QTY by case/each and Tap OK

When finished Tap the Finalize-Arrow POST icon

Sign in the signature box, tap the ... to type in your name

Sign in the signature box, tap the ... to type in your name to type your name and tap the OK button

When finished Tap the Finalize-Arrow CONTINUE icon

This will create an Inventory Report
The PRINT icon is available for printing
Tap the Finalize-Arrow CONTINUE icon to complete the Physical Inventory transaction

4.4 Reports

From the Main Menu click the Ellipsis/Menu Dots and select Reports

All reports will be visible
Report Definitions:

INVOICES
- Invoices – All invoices created in the current day
INVENTORY
- Inventory Status – Current inventory count by item. Includes current day activity: beginning inventory, transfers, received, sales and buybacks.
- Load – Same as inventory status, but doesn’t include sales or buybacks
- Non Sellable Inventory – Returns by item for current day
- Route to Route Transfer – Reprint Route to Route transfers for current day
DAY END
- Expense – Route expenses – Peet’s is not using this feature
- Invoice Register – List invoices for current day, includes total dollars for the day (net sales)
- Sales Summary – All sales activity for the day: Charge Sales, Cash Sales, Voided invoices, Invoice payments (NA for Peet’s), Account Balances (NA for Peet’s)

Any report can be viewed in detail

Tap the print or share pdf icon then tap the back arrow button to return to the Reports screen.

To print out multiple reports at once, tap on the reports you want to and tap the print button

4.5 Route Review

Tap Route Review

The following screens show the 3 different views from Route Review. Tap the Back button on any of the screens to return to the Main Menu
Accounts View

Categories View

Items View

4.6 Communication

Note Communication is an as-needed task used to refresh the mobile device with system updates. It is not a required task outside the Begin and End Day processes.

Tap Communication on the Main Menu

Tap the Finalize-Arrow COMMUNICATE on the top to start the communication

Tap the “Yes” button to start initiating the data transfer

You are done when you see the green “Success” message at the bottom of the screen. Tap the back arrow icon to get back to the Main Menu

Section 5 - Day End Tasks

5.1 End Day

Tap Day End on the Main Menu

Pop up box > Do you wish to start your day end? > Yes

Choose Continue

Day End Reports are generated and displayed
- Any Day End report can be viewed in detail
- Tap on the desired report > Tap the Ellipsis/Menu Dots to print or email
Tap the Finalize-Arrow CONTINUE to continue to the Connection Screen

Tap the Finalize-Arrow COMMUNICATE to bring up the Communication Confirmation screen

Tap Yes

Communication is complete when you see a green “Success” on the bottom of the screen. Tap the OK button.

To verify your data's upload. Tap the Ellipsis/Menu Dots and select “Upload Status” from the Menu

You will be shown all the items that were communicated and the status

The Day End activities and Communication are complete. Tap the back arrow to return to the Begin Day Menu.

Turn off/power down the device.

Appendix 1 - New Data Features

A1.1 Keyboard

There has been a change with the Keyboard while typing in Landscape mode. The keyboard is displayed in Full Screen mode. After tapping on the Password field during the Begin Day screen.

Enter your password.
After typing in your password. To continue tap the down arrow key to return to the Select User Login screen.

The password is populated as shown below.

A.1.2 Invoicing Items

When Invoice is selected from the Service Account Menu operations on a customer invoice may begin

Selecting the upward-facing triangle icon towards the bottom of the display screen pulls up the customer item data display section above the bottom of the screen

There are two subsections available for customer item data displays. These sections are configurable, as seen when a header of the subsections shown below is selected

The item information displays are selectable by Information Type. The Information categories are:
- History - Last Visits
  - Shows item history by visit date
- History - Weekly
  - Shows item history by week number
- History - Monthly
  - Shows item history summarized by month
- Pricing
  - Shows current item pricing breakdown
- Inventory
  - Shows current item inventory
- Host Inventory
  - Shows current host inventory
- Item Information
  - Shows item data detail
- Promotions
  - Show current item promotion detail

When an item is selected, associated data for the selected Information Types is shown
In the example below current inventory and pricing are displayed for item K10 Brazil Minas it is selected as an invoice item

A1.3 Proof of Delivery

After printing copies of the invoice. Tap the Continue button to proceed to the Proof of Delivery screen.
Tap the Take Picture button to open the viewfinder
Take a clear picture of the Invoice
When an item is selected, associated data for the selected Information Types is shown
In the example below current inventory and pricing are displayed for item K10 Brazil Minas it is selected as an invoice item
To delete an image to retake, select the image and tap the DELETE option
Then tap the Yes button to confirm the deletion of the image
To finalize and post the invoice, tap the CONTINUE button
In the Service Account screen, an image icon appears indicating Proof of Delivery image was captured

Zebra ET45 Tablet Mobile Device Operating Manual

Section 1 – General Tasks

Section 2 - Account Servicing Tasks

Section 3 - Purchase Orders

Section 4 - Inventory and Reporting

Section 5 - Day End Tasks

Appendix 1 - New Data Features

OmniTech Sales Application

Section1 - General Tasks

1.1 - Initial Settings/Credentials

1.2 - Begin Day

1.2 Finish Begin Day

Section 2 - Account Servicing Tasks

2.1 Service Account

2.1.1 DEXing

2.1.2 Receiver Scanning

2.1.3 Receiving at non-DEX Customer

2.2 Returns and Buybacks

2.3 Service Account - No Sale

2.4 Voiding Invoices and Correcting Errors

Section 3 - Purchase Orders

3.1 Create Purchase Order

3.2 Receive Purchase Order

Section 4 - Inventory and Reporting

4.1 Route to Route Transfers

4.2.1 Inventory Adjustments

4.3 Physical Inventory

4.4 Reports

4.5 Route Review

4.6 Communication

Section 5 - Day End Tasks

5.1 End Day

Appendix 1 - New Data Features

A1.1 Keyboard

A.1.2 Invoicing Items

A1.3 Proof of Delivery

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