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Function documentationSales Transaction Cockpit Settings Locate this document in the navigation structure

 

In the Sales Transaction Settings/Cockpit Settings tile set, you select the predefined queries based on which sales transactions must be displayed in the following tile sets of Mobile Sales.

  • Sales Transactions/Cockpit

  • Business Partners/Sales Transaction Cockpit

For more information about sales transaction cockpits in Mobile Sales, see Sales Transaction Cockpit in Mobile Sales.

Activities

  1. Select the queries based on which information must be displayed in the various tiles of the sales transaction cockpits in Mobile Sales.

    The six fields labeled Tile 1 through Tile 6 correspond – in the same order – to the individual tiles of the sales transaction cockpits in Mobile Sales.

    Note Note

    The query that you select in Tile 1 affects the first tile of only the Sales Transactions/Cockpit. It does not affect the first tile of the Business Partners/Sales Transaction Cockpit, which contains details of the business partner.

    End of the note.

  2. If you want to allow sales representatives to change the queries, then do not select the Hide Combo indicator.

    In Mobile Sales, the sales representative can change the queries based on which information must be displayed in the sales transaction cockpits.

  3. If you want the application to load, by default, the sales transactions of the logged in user, select the My Transactions indicator.

    Regardless of this setting, in Mobile Sales, the sales representative can switch between own transactions and all transactions.