Univex Botanica

Univex Communicator

Quick Start

This page is intended for use as a quick start guide for general use; for full documentation of each part of the program, please see the appropriate page under "Detailed Tour".

Once set up, the Univex Communicator offers a quick and easy to use interface for managing your customerís orders; this page will describe the basic work-flow of the program, starting with a trade list then following through with an order.

Sending the Trade List:

  1. Open the Customers and Products files in excel, shortcuts to these can be found within the Univex Communicator folder on the desktop and in the Univex Communicator start menu folder.

    Step 1 Screenshot

  2. Fill in the files with the names and details of your customers and products, an example of each is at the top of the respective file to get you started

    Step 2 Screenshot A

    Step 2 Screenshot B

  3. Save and close these files.

    Step 1 Screenshot A   Step 1 Screenshot B

  4. Start the Univex Communicator by double clicking on the red Univex tick icon labelled Univex Communicator, which should be in the Univex Communicator folder on the desktop, then click on the Trade List button.

    Step 1 Screenshot A   Step 1 Screenshot B

  5. Click the Load button for both customers and products and then navigate to the respective excel file to load it into the Communicator.

    Step 1 Screenshot A   Step 1 Screenshot B

  6. Select the customers that you wish to receive the Trade list from the left hand menu, and the products you wish to include from the right hand menu. A tick next to an item indicates that it is selected.

    Step 1 Screenshot

  7. Give the trade list a name, and mark it as valid from and to certain dates if you wish.

    Step 1 Screenshot

  8. Click the Send Trade List button to send your trade list to the customer.

    Step 1 Screenshot

Managing an Order:

  1. Start the Univex Communicator program by double clicking the red Univex tick icon labelled Univex Communicator, which should be in the Univex Communicator folder on the desktop; you will be taken straight to the Sales Orders tab, where you can see any orders that have arrived.

    Step 1 Screenshot

  2. Click the Get Orders button in the top right of the screen to make sure you have all the most recent orders.

    Step 1 Screenshot

  3. Select an order with a single left click anywhere on the line for that order

    Step 1 Screenshot

  4. Click the Confirm Order button on the right hand side of the window to bring up the details of the order

    Step 1 Screenshot

  5. Add your order number to the order in the appropriate field; also you may change any of the details in the order, such as quantity supplied if you are not providing the full amount requested for an item.

    Step 1 Screenshot

    Step 1 Screenshot

  6. Click the Confirm Order button at the bottom of the window to mark the order as received.

    Step 1 Screenshot

  7. Notice that the Confirmed column for the order you just edited now states the date that the order was confirmed.

    Step 1 Screenshot

  8. After you have dispatched the goods and are ready to invoice the customer, click the Send Invoice button on the right hand menu.

    Step 1 Screenshot

  9. Add the invoice number in the appropriate field.

    Step 1 Screenshot

  10. Click the Send Invoice button at the bottom of the window to send the invoice to the customer.

    Step 1 Screenshot

We have now covered all the main functions of the Univex Communicator Tool, more detailed information is available in the Detailed Tour section.