Smartdrops Portal | Account Management

Account Management
Create & Assign a new sales order to a route from Dispatch
1. In the Account Management section in Dispatch, right-click on account on the Search Results grid 2. Create new order, then click Save 3. Assign order to selected route
Plot an account on a map
1. On Dispatch, click on the Account Management icon 2. Select or enter text in Search Criteria fields, then click on Search 3. Select account from Search Results grid to view on map

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Supported Tablet Specs
Minimum Required OS and Hardware Specifications: Android OS 4.2 (Jelly Bean) Resolution 1280 x 800 pixels, 16:10 ratio (~149 ppi density) PLATFORM OS Android 4.2 (Jelly Bean) Chipset Qualcomm Snapdragon 400 (28 nm) CPU Quad-core 1.2 GHz GPU Adreno ...
How to edit an incomplete order
1. Double-click on incomplete order. 2. Edit order details to complete order Record.
How to view Route Exceptions
Click on Route Exception from Alerts section on Dashboard
How to Create a Sales Order
1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order
Bulk Delivery Preset by Dollar Amount
New Preset By Amount Selectable Option Step 1: New Selectable Preset Option - By Amount Step 2: Preset By Amount Entry Popup Step 3: Preset By Amount Pricing Totals Estimation Popup Summary Step 4: Preset By Amount Calculated Preset Qty Populated in ...

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