Viewing, Printing, and Emailing Receipts on iOS Mobile Devices

Note: Some steps may be different, depending on the application you are using: the Omnitracs Roadnet Transportation Suite, Omnitracs Roadnet Anywhere, Omnitracs MobileCast, or Omnitracs Roadnet Mobile.

The Roadnet Transportation Suite with MobileCast and Roadnet Anywhere with Roadnet Mobile, make it possible to view, print, and email a receipt, pickup ticket - almost any information your driver or salesperson collects and you want to make available to the customer. Using a standard template, or one that you create, MobileCast and Roadnet Mobile use the mobile devices email to send reports, while a Bluetooth printer allows the driver to print the report to leave behind with the customer. Some key points about using this enhancement:

• Your mobile device must be connected to the Wi-Fi printer’s adhoc network. Currently the Brother RJ4040 is the only printer certified for printing with MobileCast and Roadnet Mobile.
• You can edit the standard template that comes with the Roadnet Transportation Suite and Roadnet Anywhere to show your company logo and other information.
• You can create your own receipt templates, statements, survey reports, etc. using a third party XSLT editor or contact Roadnet Technologies Professional Services to purchase customized reports.
• You can import and store multiple print templates.
• You can send multiple templates to the mobile device. The driver or salesperson can use any of the available templates to print or email route and stop information while out in the field.
• Drivers can email reports to recipients.

Connecting Your Mobile Device And Printer

MobileCast and Roadnet Mobile now take advantage of Wi-Fi technology to allow drivers to print from the mobile device. By connecting a Wi-Fi printer with your iOS mobile device, you are able to print many different types of receipts and forms while out in the field, wirelessly.

If you have taken advantage of Wi-Fi technology before, then you have had to connect your device to a network connection. Similar to connecting to a private network, you must connect your mobile device to the printer’s device network.

To connect the mobile device with the Brother RJ4040 printer, turn on the printer. On the mobile device, go to Settings and select Wi-Fi.

Note: If Wi-Fi is turned off, you will need to turn it on to connect to the printer.

The mobile device looks for available networks and devices. Under the Devices section, choose Brother RJ4040. Answer Join Anyway when prompted that the Brother RJ4040 is not connected to the internet. The printer is added to the top of the Wi-Fi screen with a check beside it. To have the mobile device and printer automatically connect whenever they are within range of each other, simply tap Brother RJ4040 and turn on Auto-Join.

Note: Currently the Brother RJ4040 is the only Wi-Fi printer certified for printing with MobileCast and Roadnet Mobile.

Editing the Standard Template

Notes: A receipt template is provided with the MobileCast and Roadnet Mobile View Reports feature.

If you are using the Roadnet Transportation Suite, you can find the delivery_receipt_report.xslt file in the Transportation Suite folder where your Roadnet Transportation Suite programs are stored.

If you are using Roadnet Anywhere, you can find a link to the delivery_receipt_report.xslt file on the Working with Print Templates page in the Roadnet Anywhere help system. Right-click on the Delivery Receipt link and choose Save As. Browse to where you want to place the file and press Save.

It is recommended that you make a copy of the file before editing it.

Print templates are used by drivers when they view, print, and email information that has been collected on the mobile device. Templates present the information in a readable format, so receipts show sales information, while surveys show questions and answers. Print templates are formatted in XSLT, a stylesheet language that transforms documents into .png and HTML. Once transformed, MobileCast and Roadnet Mobile attach the file to an email on the mobile device or print to a printer.

Note: Roadnet Mobile will only attach a .png file to an email.

Using the receipt template gives your drivers a quick way to begin emailing and printing receipts. With some basic knowledge of PowerShell and HTML, you can easily modify the template to display your company logo, presenting a personalized receipt to the customer.

To change the template to show your logo, rather than the Roadnet Technologies logo, you must first convert your image to a Base64 string. Then, you will copy the string and paste it into the receipt template, over the existing logo string.

Note: Where you place your company logo is up to you, you can replace the Roadnet Technologies logo with your company logo or you can remove the Roadnet Technologies logo and determine a different location for your image on the receipt. If you remove the Roadnet Technologies logo, be sure to replace the entire img tag, from < to />.

To convert your image and place it in your receipt template:

• Step 1: Open Powershell by clicking Start and typing Windows Powershell into the search field. Click on the program name to open it.
  Note: Powershell is standard in Windows OS 7 and greater.
• Step 2: At the prompt type:
  [Convert]::ToBase64String((Get-Content C:\Temp\Logo.PNG -encoding byte)) >> c:\Temp\Base64Logo.txt
  Where the path c:\Temp\Logo.PNG is the location of your logo file.
  Note: You can change the name of the output file, Base64Logo.txt.
• Step 3:Open the output file.
• Step 4: Select all the text in the output file and copy it.
• Step 5: Open the delivery_receipt_report.xslt file with a text-based application, such as Notepad, and find the image tag that references the Roadnet Technologies logo, near the beginning of the document. It should look something like this:
  <img class="companyLogo" alt="" src="data:image/png;base64, IMAGESTRING" />
  Where you see IMAGESTRING in the tag, the text in the file will actually be a very long string of mixed characters. You will replace that long string of characters with what you copied from the output file.
  Where you see png in the tag, you will want to change it to reflect the type of graphic you converted in Powershell, png, jpg, gif, etc. If you converted a png file, there is no need to change the graphic type.
• Step 6: If you have a company slogan, you can type over How to Deliver in the tag just following the image string. If you want to remove the slogan, be sure to remove the whole tag, from <div to /div>.
• Step 7: If you want your company name to display, along with your logo, you will want to change the company name in the tag just following the company slogan. Simply type your company name over Roadnet Technologies. If you want to remove the company name, be sure to remove the whole tag, from <div to /div>.
• Step 8: Save your changes to the .xslt file.

Note: You will need to upload the modified file to the Roadnet Transportation Suite or Roadnet Anywhere. In the Roadnet Transportation Suite Operations Guide, see Adding Templates to the Roadnet Transportation Suite for more information. In the Roadnet Anywhere help system, see Working with Print Templates. If you have knowledge of XSLT, using a third party application, you can make further modifications to the receipt template, as well as create your own templates. Otherwise, we encourage you to contact Roadnet Technologies Professional Services to discuss customized print templates.

If you have knowledge of XSLT, using a third party application, you can make further modifications to the receipt template, as well as create your own templates. Otherwise, we encourage you to contact Roadnet Technologies Professional Services to discuss customized print templates.

Adding Templates to the Roadnet Transportation Suite and Roadnet Anywhere

After you have created your print templates, they need to be uploaded to the Roadnet Transportation Suite or Roadnet Anywhere. Once uploaded and enabled, the templates are sent to the mobile devices, making them available for drivers to use.

Note: A receipt template is provided and can be modified.

In the Roadnet Transportation Suite, complete these steps to add a print template.

• Step 1: In the Maintenance module, click on List and select Dispatch, then Print Templates. The Add Print Templates window opens, displaying all existing print templates.
• Step 2: Click the Add icon to create a print template. The Add Print Template window opens.
• Step 3: Enter up to 255 characters for the Name. This field is required.
• Step 4: Click the [...] icon and browse to the location of the template file. Choose the .xslt file and click Open to upload the template file. This field is required.
• Step 5: Check Enabled to allow drivers to see the template on the mobile device.
• Step 6: Click on the Save icon, or press [Ctrl]+[S] to save the information.
  Notes: You can export a print template. Simply click the Export button, browse to the location where you want to save the template, and click Save.
  All drivers in the region, using MobileCast Android, will see all print templates that are enabled.

In Roadnet Anywhere, complete these steps to add a print template.

• Step 1: Click the Dispatching menu and select Print Templates, or click the Print Templates icon.
• Step 2: To add a print template, click the New item icon. The Add Print Templates window opens.
• Step 3: Enter the ID and Description for the print template. You must enter an ID.
• Step 4: Click the [Upload] button.
• Step 5: or browse to the location of the .xslt template file. Choose the file and click Open to upload the template file.
• Step 6: Click the [Save] button.
  Notes: To export a print template, click on the template you want to work with and then click the Edit icon. Click the [Export] button, browse to the location where you want to save the template, and click Save.
  All drivers in the region using Roadnet Mobile will see all print templates.

Setting Mobile Options in the Roadnet Transportation Suite

Note: Roadnet Anywhere does not require any setups for the mobile device to send the receipt as an email. All devices running Roadnet Mobile, attached to a printer and/or with email capabilities, will both print to a printer and email an attachment as a .png.

Now that you’ve created your print templates and uploaded them to the Roadnet Transportation Suite, you need to determine if your driver will print receipts and reports, email them, or both. If you only want your driver to print the information to the Bluetooth printer, you are done. But, if you want your driver to have the ability to email the information, you have one more step to go.

So that MobileCast Android knows what format to add the information to the email, you must check at least one of the two new options on the Smartphone page of the Mobile Options notebook.

Email Receipt As Attachment—if you want information for receipts to be attached to the email as an image, in .png format, check this option. The recipient must open the .png attachment to view the information.

Email Receipt As HTML—if you want information for receipts to be attached to the email in .HTML format, check this option. The recipient must open the .HTML attachment to view the information.

Note: If the Email Receipt As Attachment and the Email Receipt As HTML options are both checked, the receipt will be attached to the email in both formats, .png and .HTML.

Printing Information from the Mobile Device

Once the printer and mobile device are connected and templates are available on the mobile device, the driver is able to print reports. The information the driver can print depends entirely on what the templates include. If a template has fields for orders, order details will print when that template is chosen. If form and survey information is included in a template, then questions and answers will print. If the driver collects a signature for proof of delivery, and it is included in the template, the customer’s signature will print.

Notes: The driver must have permission to see orders and/or line items to print information regarding orders and/or line items.
When printing form and survey information, only questions and answers related to the stop are available.

To print route and stop information from the mobile device, from the At Stop screen the driver scrolls to the Reports section and chooses the template. The information displays on the screen.

When the driver presses the Print icon, the Printer Options window displays. Press Select Printer and choose Brother RJ4040. If more than one copy is needed, the driver can change the number of copies. When the driver presses Print, the information is sent to the printer.r.

Emailing Information from the Mobile Device

Note: The iOS mobile device must be set up to send emails for this feature to work.

In an effort to go green, the customer may want to receive order information as an HTML attachment to an email, rather than get a paper copy of a receipt. As well, the dispatcher may want to get the information as a .png image, so it can be stored electronically. The same templates that are used to print reports are used when emailing the information.

To email route and stop information from the mobile device, from the At Stop screen the driver scrolls to the Reports section and chooses the template which contains the information to be emailed. The report displays on the screen.

Notes: The driver must have permission to see orders and/or line items to email information regarding orders and/or line items.
When emailing form and survey information, only questions and answers related to the stop are available.

When the driver presses the Email icon, a typical email form displays with an address field, along with a subject line and body area. The driver must enter an email address before the information can be sent. The default text in the subject line and body can be changed, if the driver wishes to do so.

Users of the Roadnet Transportation Suite will have information attached to the email in .png and/or HTML format, depending on the settings chosen on the Smartphone page of the Mobile Options notebook.

Roadnet Anywhere users will have information attached to the email in .png format.

When the driver presses Send, the email is sent to the recipient.