SoloAdvance Quick User Guide

Mobile-e-Solutions Limited

Contents

1 Introduction ........................................................................................................................3 2 Database............................................................................................................................4 3 Setting up a new Web User................................................................................................5 3.1 Required ................................................................................................................................ 5 3.2 Details ................................................................................................................................... 6 3.3 General.................................................................................................................................. 7 3.4 Web Settings ......................................................................................................................... 8 3.5 Configs .................................................................................................................................. 9 3.6 Update................................................................................................................................... 9 4 Setting up a new Mobile User ..........................................................................................10 4.1 Required .............................................................................................................................. 10 4.2 Details ................................................................................................................................. 11 4.3 General................................................................................................................................ 12 4.4 Mobile Options..................................................................................................................... 13 4.5 Mobile Settings .................................................................................................................... 15 4.6 Update................................................................................................................................. 16 5 Setting up a new Web and Mobile User ...........................................................................17 5.1 Required .............................................................................................................................. 17 6 Creating a new Location...................................................................................................19 6.1 Required .............................................................................................................................. 19 6.2 Details ................................................................................................................................. 20 6.3 General................................................................................................................................ 21 6.4 Settings................................................................................................................................ 22 6.5 Exceptions ........................................................................................................................... 23 6.6 Update................................................................................................................................. 24 6.7 Activating a new Location .................................................................................................... 24 7 Setting up a new phone....................................................................................................25 7.1 Required .............................................................................................................................. 25 7.2 General Settings .................................................................................................................. 26 7.3 Phone Settings .................................................................................................................... 27 7.4 Phone Settings .................................................................................................................... 28 7.5 Update................................................................................................................................. 28 7.6 Sending Applications to the Phones..................................................................................... 29 8 Reports.............................................................................................................................31 8.1 Using the Transaction Reports Option ................................................................................. 32 Appendix 1 - Frequently Asked Questions..............................................................................34 A1 - Transaction report is missing some fields................................................................................ 34 A2 - Define Options are missing fields............................................................................................ 34 A3 - Refining Searches................................................................................................................... 35 A4 - What is a Context?.................................................................................................................. 36

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Generic Guide

Quick User Guide