Set Up and Administration
Commission Module
Setup, track and calculate sales person commissions
- Audience: Portal and Tablet Users
- Supports percentage of Sales, Per Piece and Gross Profit commission plans
- Specify commission type by item
Setting Up Workflows
Setup user specific workflows to streamline the users uses tablet interface by only providing access to activities they need
- Audience: Portal Users
- Learn how to setup workflows for sales vs delivery users
- Learn how to make activities mandatory or optional
Mobile Device Configuration
Learn how to configure a mobile device for a user
- Audience: Portal and Mobile users
- First Time setup instructions
- Replacing a mobile device
Portal Reassigning a User License
Learn how to correctly assign a jLan Mobile user license to a mobile device
- Audience: Portal Users
- Use when first setting up a new user
- Use when replacing a mobile device
Set Up New Portal User
Learn how to create and maintain jLan Portal Users
- Audience: Portal Users
- Learn how to set up new Portal Users
- Assign roles to Portal Users
Set Up New Mobile User
Learn how to create and maintain jLan Mobile Users
- Audience: Portal Users
- Create mobile device users
- Configure mobile device users
Set Up Printing
Learn how to set up printing
- Audience: All Users
- Set up bluetooth printing
Working With Delivery Routes
Learn how to set up delivery routes
- Audience: Portal Users
- Set Up Sales Routes vs Delivery Routes
- Learn About Route Batch Id's in Delivery Routes