RD - Offline Configurator

Option Offline Configurator allows selecting Customer and Product registers that will be available when the network connection is interrupted (Offline mode). Given that these data are entered before the device goes Offline, the system locally stores the records entered by the Sales Representative, so when it goes Offline, the data required for viewing Customers and the Sales Order record will be available even without a server connection.

See below some practical examples of how to use the Offline Configurator to select Records, Customers, Products and Prospects for Offline use.

a. Choose the schema from which to select data

TOTVS icon > Configurations

b. Quick Filter

1. Step 1 - Quick Filter displays specific options for the chosen schema (Customers, Products or Prospects). The options of each schema are displayed below:

c. Advanced Filter

Step 2 - Advanced Filter also displays specific filter options, depending on the chosen schema (Customers, Products or Prospects). This step allows two Search Types:

• Equal - When you select this option, the value entered in the filter's text field must be the same as in its respective field of the database record.
• Contains the Expression - When you select this option, the value entered in the filter's text field must be contained by its respective field of the database record.

The filter options available for each schema are displayed below:

c. Select Records

Step 3 - Select Records displays the records pertaining each schema (Customers, Products or Prospects) corresponding to the filters which may have been created in the previous steps. The sales representative must click the checkbox pertaining the records to be made available in Offline mode. After making the selection, click Save to store the records selected in the server as well as locally in your device for Offline use: After successfully saving the data, a message is displayed asking whether you "Want to load the data". If the sales representative accepts the load, they are redirected to the home screen with all their data already loaded from the server. If the sales representative does not accept the load, they are redirected to the configuration screen.

The Offline Configurator page allows filtering records only one way, as follows:

a. QUICK QUERY

This type of Query performs a simplified search of Schemata. You can search by Code (Schema Code), Customer Code or Schema Description. You are required to enter at least three characters in the search field.

• AQ4 - Sales Representatives' Offline Filters Table
• AQ5 - Sales Representatives' Offline Items Table

• My Customers
• Offline Sales Management Portal
• My Orders