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COMPUTERIZED PROCESSING USING HANDHELD APPARATUS

  • US 20070282704A1
  • Filed: 06/06/2007
  • Published: 12/06/2007
  • Est. Priority Date: 06/06/2006
  • Status: Abandoned Application
First Claim
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1. A system comprising:

  • a computing system including at least one computer and at least one data storage unit;

    at least one database of information stored on the computing system;

    a hand-held device in communication with the computing system;

    a preview route program operable on the computing system to use at least in part the database of information toa) generate a summary of orders, returns and sampling activity for a future route service event for a supplied entity,b) generate a summary of unusual charges for the future route service event, andc) generate a report of bulk item counts that are out of the ordinary based on at least in part historical activity for the supplied entity;

    a service route program operable on the computing system to use at least in part the database of information toa) generate instructions for execution of a service even for the supplied entity,b) generate instructions to build a load for a supplied entity site;

    add/change products and orders with the appropriate pricing based on one or more pricing policies applicable to the supplied entity,c) process returns that are due and generate appropriate credits and charges when invoicing,d) view/edit supplied entity information such as preferences, contact information, and status;

    settle supplied entity software operable on the computing system to use at least in part the database of information toa) present a summary of at least one activity for the supplied entity account wherein the activity is selected from the group;

    a review of orders, returns, other changes, service calls and sampling activity,b) generate invoicing information based on any changes made to the account, wherein the invoicing information includes line items that can be viewed and adjusted,c) capture a supplied entity signature in all or some circumstances; and

    check-in/approve route software operable on the computing system to use at least in part the database of information toprovide visibility of changes on the route to management personnel for the route service representative, including visibility of one or more items selected from the group of;

    visibility to all invoice adjustments to ensure proper business controls, visibility to all route maintenance to ensure proper business controls, or visibility to all sampling activity.

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