Synchronize Data

As a salesperson, you can sync and refresh the cached data on your mobile application with the server. The application automatically synchronizes your device with the server. You can also perform manual synchronization to sync your changes.

Note: After the first sign-in, the application synchronizes every 24 hours.

Manage Pending Sync Queue

Use the pending sync queue to view and synchronize the pending items.

To view and synchronize items:

1. Open the Main menu and tap Pending Sync.

2. Perform one of the following steps:

   • Tap Upload to sync offline transactions to the server.

   • Tap Sync to upload pending transactions to the server and download data from the server.

   • Tap Export All to upload and sync the log and archived files directly to the server. The archived file contains the data file and captured photos.

Troubleshoot Sync

Pending Sync queue also contains transactions that fail during synchronization process. You can sync these failed transactions during the next sync event. If the sync fails for three consecutive times, you're prompted to export the transaction before the Upload or you can execute the Sync processes again.