Using Mobile Automation (ADC) for distribution

Type of handheld device, OS and web browser

For detailed information about smartphones, tested handheld devices, required OS versions, and recommended web browsers, refer to the Sage X3 Services installation documentation.

Google Chrome™ is the web browser used as a reference in this document.

Log in to Mobile Automation

Operating mode

Select or scan the URL on first use and open the handheld page: https://loginUrl/handheld.
To navigate to the handheld pages, refer to the Sage X3 Services installation documentation.

For the Sage Business Cloud, enter your Sage ID for Sage X3 to log in.

For V12, enter your Sage X3 credentials to log in.

When you use the application on your smartphone, do not select Remember me on this computer.

Then, we recommend you create an icon on the handheld home screen to easily access the web application login page the next time.

How to add this icon

Log in to the Mobile Automation application (UI) with focus on the home page.
Next to the URL, tap the ellipses (Customize and control Google Chrome).
Select Add to home screen.
Tap Add.

The icon should appear on the device home screen.

When connecting the very first time to the Mobile Automation application with the handheld device, if the default endpoint folder is the parent Sage X3 folder (Syracuse folder) and not a subfolder (a functional folder), the following error message displays:

In this case:

1. Log out of the Mobile Automation application.

2. Log into the desktop application.

3. Select the right endpoint (functional folder).

4. Log in again to the handheld device. The endpoint selected on the desktop application is used as the default endpoint folder.

Home page

Once you are connected, a home page opens. It displays:

A header with a hamburger menu and the current site.
The navigation panel with the list of transactions grouped by categories in dedicated menus.

	Tap the hamburger menu to access the Settings.
	The current set site displays.



	The different menu entries display as big buttons.



	Tap a button to display and access the transactions.
	See List of transactions.

Set up your Mobile Automation device

Some default settings are defined in your current Mobile Automation session. To display and modify these settings, open the hamburger menu available from the header. You can also use the F1 shortcut.


	User's picture and user's name from the Sage X3 Users setup function (GESAUS).


	Settings menu.

Print destinations


	Select the printers to be used for:
	Label printing
	Document printing










	Tap Set destinations to validate.

Check also the Functional prerequisites for printing labels and documents.

Site


	Select the stock site to be used.
	By default, the Site set for the Stock module, in your Sage X3 Function profile function (GESAFT) displays.

	Tap Set site to validate.

Endpoint settings







	Select the Sage X3 folder to be used during the Mobile Automation handheld session.

Sounds

As you may not always look at the screen when using your device, sounds help you in your operational tasks.

When you perform the following tasks, a sound confirms that the operation was successful or alerts you to an error.
- You scan data.
- You select the Create or Submit action in the transactions.
When you enter data, a sound alerts you only in case of errors.









	By default, the Sounds switch is set to ON.
	Set it to OFF to stop the sounds.

Navigate through transactions

Each page is divided into 3 sections:


	Header: It displays the title of the transaction.
	Go back to the previous page. Unsaved data is discarded after validating the confirmation message which displays: Confirmation message:
	Go back to the home page. Unsaved data is discarded.
	Body: It displays the fields to be entered.
A	Mandatory fields: Asterisk (*) next to field label.
B	Selection lists display as a drop-down list. To display the entire list, clear the displayed default value.
C	Scan or search fields are available in some transactions. To perform a search and filter the results, select the value by entering part of its code or description. Example Enter "juice" in the Product field: the list displays all products whose code or description includes "juice".
D	Fields in error are highlighted with a red border.

	Footer: It displays buttons you can use to either save your entry and go back to the initial page to create a new one, or to complete your entry by creating or updating the transaction in the Sage X3 database.