1. Epicor iScala 3.2
What’s New
Mobile Solutions

2. Mobile
Expanding on the first iScala Mible App delivered with 3.1 for Warehouse management 3.2 sees 2 new apps one for Sales Orders and secondly for requisition approvals

3. 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(简体)

4. Common functionality Confirmations Barcode Business error details
Prior sending to iScala
Before delete
Barcode
Setup the field during installation
Assign a value from the app
Business error details
Search items

5. Mobile Warehouse Manager

6. Fit for business: Mobile Warehouse Manager
Stock Taking
Stock Receipt
Stock Issue
Stock Transfer
Introduce an easy to deploy and use mobile app for warehouse keepers
Support bar codes for faster processing
Allow for all basic operations in the mobile app
No special hardware – just smartphone
Support most popular mobile OS
Any iScala user is a mobile user
All basic operations
Taking: Whole warehouse, Partial, More than one person
Receipt: Transaction, Purchase order delivery
Transfer: Transaction
Issue
Bin and Batch for all operations

7. Easy Stock Taking: Empty List
Select a warehouse
Search or scan
Select Bin/Batch
New batch
Set or adjust quantity
Add missing
Submit
Whole warehouse
Partial (via Taking List)
More than one person (via Merge)
Results are stored in a database
Not submitted to iScala
Can be merged into a single result
The merged result submitted to iScala
Bin/Batch supported
Scan or manual search
Adds to the existing line
Expected balances
Setup during installation

8. 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

9. 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

10. Stock Issue - Transaction
Select a warehouse
Scan or Search item
Select Bin/Batch
Set or adjust
Quantity, Price
Delete lines
Submit

11. 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

12. Stock Transfer Select warehouses Scan or Search item Select Bin/Batch
Set or adjust
Quantity
Delete lines
Submit
Single-component barcodes
Batch details cannot be changed on Stock Taking
Serial Numbers are not supported
iScala Windows users
Data updates on behalf of the service account
No printing from the app

13. Mobile Sales Order Manager
Introduce an easy to deploy and use mobile app for sales people
Allow creating, adjusting or deleting of Sales Orders
Allow creating, adjusting or deleting of Customers
No special hardware – just smartphone
Support most popular mobile OS

14. 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
Can create only 3 types of orders: Quotation, Normal, Direct
Cannot use temporary delivery address
Text Lines for Sales Order Lines are not supported

15. Working with Sales Orders
Navigation
Left Side Bar
Order Header
Order Line
Actions
Buttons at the bottom
Order Line List

16. Working with Sales Orders
Mandatory fields
Manual entry or Search
Customer, Price List etc.
Validation
On entry
On Submit

17. 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

18. Working with Order Lines
Review the list
Delete lines
Add lines
Inventory item
Non-inventory item
Modify lines

19. 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

20. Work with Customers Navigation Left Side Bar Actions
Buttons at the bottom

21. 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

22. Mobile Requisition Approval
Introduce an easy to deploy and use mobile app for sales people
Allow creating, adjusting or deleting of Sales Orders
Allow creating, adjusting or deleting of Customers
No special hardware – just smartphone
Support most popular mobile OS

23. Easier to Manage requisitions
Requests for authorization
Only for the logged in user
Search in iScala
Number
Department Code
Department Name
Actions
Approve
Reject
Add comments
Open requisition

24. Working with Requisitions
Navigation
Left Side Bar
Actions
Approve
Reject
Add comments

25. Working with Requisitions
View History
View the List of lines
Delete a line
Edit a line
Authorize Requisition