In this post I will be covering Customers, one of six forms of the Digital Pocket Sales (DPS) application. DPS utilizes the touch screen of the hand held, so we will be covering only that segment of DPS.
DPS or Digital Pocket sales is a robust and comprehensive application. DPS is mainly used to help create sales while away from the office or business.
Once DPS is loaded onto your hand held, the Main Menu will appear. The DPS Main Menu provides buttons that will take you to other parts of the database and makes it easy to go where you need to be. As depicted by the image, there are several areas of the application the user can be directed to:
Customers: Customer or potential client database.
Client Types: Professions or job types.
Products: Database or inventory of all products sold.
Product Categories: Groups or categories of products in database.
Orders: Customer order records.
Details: Details of each customer orders; specific products.
Exit Program: Exits the DPS application.
On the bottom left you will also note the version of the software being used. You will note that DPS utilizes the touch screen, therefore, if your model does not have a touch screen, you will not be able to navigate.
When Customers is selected, the application will display a customer record. The Customer database stores information pertaining to a customer or a potential client. The main customer display has fields for name, address and their profession such as in this example, Gardner. Not all fields are required to be filled out, but it is best to fill out as many as possible.
There are also buttons on the bottom of the display that follow the same functionality for all pages of DPS:
Orders: Directs users to the orders page.
Notes: Allows user to enter notes about customer or potential client listed.
Details: Allows user to enter more information about customer or potential client.
Main Menu: Directs user to the Main Menu of DPS.
+: Add a new user or potential client.
-: Delete a new user or potential client.
<<: Display previous user or potential client listed in database.
>>: Display Next user or potential client listed in database.
On the bottom are four menus that I will cover later in this post.
Note: On a side note, The state field has a drop down arrow to the right that allows quick entry of states, however, the list is not compete for good reason: Why enter more data than you need? As the need occurs for a new state initials, simply type the two letters and DPS will store that entry and it now becomes part of the drop down. The state initials will remain in the dropdown until there are no customers using that state
Also, the GARDNER is a dropdown that lists several different types of professions, but obviously, the list may not be complete. If you find you need a specific client type and it is not listed in the drop down, the Main Menu has a button called Client Types that will allow you to enter new types (Covered in a later post).
To add more details, select the Details button and another page will appear. From this page you can enter more information about the customer. Here you can add phone numbers, spouse and children names, if any. You can also enter a birth date, anniversary, and set a date so the application will alert you.
Creating an alert can be done by entering a date in the field that says Remind Me and then selecting SET. This anniversary alert is an addition after a recommendation from a user. When the alarm occurs, a message will appear providing three conditions:
View: Brings up the associated customer record.
Cancel: Dismisses the alert.
Defer: Snooze for 1 hour then repeat the alert.
A field for the customer’s email address has also been provided. Two arrows have been provided to allow you to move forward and backwards through the customer records.
By selecting the Main Page button then NOTES, a large field will appear allowing to you enter just about anything you want about this customer.
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