Epicor i Scala 3 2 Whats New Mobile

Epicor i. Scala 3. 2 What’s New Mobile Solutions © 2018 Epicor Software Corporation

Mobile © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 2

Common functionality Multiple users on a single device • User preferences • Company code • Fiscal Year ► Suspend and resume your work • Temp changes are saved on a mobile device • You will not loose your changes ► Paginated lists • Page size in Settings (7 by default) • Orders, Stock Items, Batches etc ► 7 Languages • Русский, English(US), Magyar, Polski, • Română, Suomi, Svenska, 中文(�体 ) © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 3

Common functionality ► Confirmations Prior sending to i. Scala • Before delete • ► Barcode Setup the field during installation • Assign a value from the app • Business error details ► Search items ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 4

Mobile Warehouse Manager © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 5

Fit for business: Mobile Warehouse Manager Stock Taking ► Stock Receipt ► Stock Issue ► Stock Transfer ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 6

Easy Stock Taking: Empty List ► ► ► Select a warehouse Search or scan Select Bin/Batch • New batch Set or adjust quantity Add missing Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 7

Easy Stock Receipt: ► ► ► Select a warehouse Scan or Search item Select Bin/Batch • Create new batch • Adjust batch info Set or adjust • Quantity • Price Delete lines Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 8

Easy Stock Receipt: Purchase Delivery Note ► ► ► Search an order • Number • Supplier Code, Name Add lines Select Bin/Batch • Adjust batch info • Create new batch Set or adjust quantity Delete lines Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 9

Stock Issue - Transaction ► ► ► Select a warehouse Scan or Search item Select Bin/Batch Set or adjust • Quantity, Price Delete lines Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 10

Stock Issue – Sales Delivery Note ► ► ► Search an order • Number • Invoice Customer § Code § Name Add lines Select Bin/Batch Set or adjust quantity Delete lines Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 11

Stock Transfer ► ► ► Select warehouses Scan or Search item Select Bin/Batch Set or adjust • Quantity Delete lines Submit © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 12

Mobile Sales Order Manager © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 13

Easier to Manage Sales ► ► ► Summary of orders on the device The last 3 modified orders • The most recent at the top Quick actions • Open • Submit All possible actions in the menu Add New or Search © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 14

Working with Sales Orders ► Navigation • Left Side Bar § Order Header § Order Line ► Actions • Buttons at the bottom § Order Header § Order Line List § Order Line © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 15

Working with Sales Orders Mandatory fields ► Manual entry or Search • Customer, Price List etc. ► Validation • On entry • On Submit ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 16

Create a New Sales Order ► ► ► Default values Order Number • Use Counters or manual entry • Validation • ESC: Counter In Invoice and Delivery Customers • Copied from Order Customer Terms and Invoice Info • Copied from Invoice Customer Three types • Quotation, Normal, Direct © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 17

Working with Order Lines Review the list ► Delete lines ► Add lines ► Inventory item • Non-inventory item • ► Modify lines © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 18

Get Prices Calculate prices, taxes etc. ► For all lines • Overwrites data in all lines ► For a single line • Overwrites data in the line • Other lines unchanged ► Totals updated ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 19

Work with Customers ► Navigation • Left Side Bar ► Actions • Buttons at the bottom © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 20

Work with Customers Mandatory fields ► Manual entry or Search • Price List ► Validation • On entry • On Submit ► Quick entry of Invoice Address • Only 3 lines on General tab • More details on Billing tab ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 21

Mobile Requisition Approval © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 22

Easier to Manage requisitions Requests for authorization • Only for the logged in user ► Search in i. Scala • Number • Department Code • Department Name ► Actions • Approve • Reject • Add comments ► Open requisition ► © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 23

Working with Requisitions ► Navigation • ► Left Side Bar Actions Approve • Reject • Add comments • © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 24

Working with Requisitions ► ► ► View History View the List of lines Delete a line Edit a line Authorize Requisition © 2018 Epicor Software Corporation © 2015 Epicor Software Corporation 25