How to keep your roaming workstation sync process running smoothly
Summary
Your SalesPRO software makes it easy to keep your
main office system and your roaming workstation(s) in sync. In order to
maintain a smooth sync process, certain items are requirements (file
sharing service, roaming workstation sync agent, stable internet
connection) and other items are highly recommended procedural steps..
This article will discuss each in detail.
Sync Requirements (for both systems)
Note: In instances of multiple in-office users, this only applies to the computer in charge of the Roaming Workstation sync process. if you are not sure which in-office computer that is, please refer to this Knowledge Base Article: How to determine which computer is in charge of the Roaming Workstation Sync Agent.
- Active Internet Connection (via Ethernet or WiFi)
Note:
Sales activities such as creating customers or quotes, converting
quotes to orders, previewing output and any other in home sales
activities DO NOT require an internet connection.
- Roaming Sync Agent actively running
- Look in your system tray (lower right hand corner of window - next to the clock)
- It will be shown as an icon (image below)
Note: You
may need to expand the items in the system tray, by clicking on the up
arrow symbol ^ in order to see the roaming workstation sync agent.
Note: Roaming Workstations will receive a message in a popup banner to alert them if the sync agent isn't running.
- File Sharing Service actively running
- Look in your system tray (lower right hand corner of windows - next to the clock).
- If will be shown as an icon (Below from left to right; Backup and Sync, Dropbox, Google Drive, OneDrive).
Note: You
may need to expand the items in the system tray, by clicking on the up
arrow symbol ^ in order to see the file sharing service icon.
Sync Recommendations
- Main Office System
- Computer should be left on overnight, and be set to never sleep.
- If you need assistance turning off sleep mode in Windows 10, refer to this information from Microsoft: How to disable sleep mode
- When the main system is turned off or is in a sleep mode, syncing will stop.
- It is not required to leave SalesPRO software open on the main computer.
- Computer monitors may be turned off. This does not effect the sync process.
- In instances of multiple in-office users, this only applies to the computer in charge of the Roaming Workstation sync process. if you are not sure which in-office computer that is, please refer to this Knowledge Base Article: How to determine which computer is in charge of the Roaming Workstation Sync Agent.
- Computer should be left on overnight, and be set to never sleep.
- Roaming Workstations
- Roaming Workstation users should sync all quotes/sales in the afternoon or evening, once they are back in the office or are at home and have a stable internet connection available.
- Roaming Workstations should leave the PC turned on, not sleeping and connected to the internet for a minimum of 1 hour to ensure that quotes/sales are properly synced.
- For more information on how to sync quotes or sales, refer to this Knowledge Base Article: How to Send Quotes or Sales to the Main System
Additional Troubleshooting information for the Sync Process
- I convert a quote to a sale and receive the message that the sale is locked
- How to reset the sync status for a quote or sale on a roaming workstation
- Quotes, Sales, Orders appear on the main system, but not on the Roaming Workstation
- Controlling what roaming workstation users see with the Watching feature
- How to reset purchase orders for a sale or order
- I receive a message that a Q/S/O can't be synced from a Roaming Workstation because no Roaming Workstations are watching
Applies To:
- SalesPRO Software
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