1. Open the app, log in and select the "Sales" menu.
2. Select "Customers"
3. Select the customer and tap on the "Order" option in the pop up menu.
4. Set comments, payment methods, sales terms and items to the Sales Order.
5. Swipe left to start adding items to the sales order
6. In the items screen. Tap on the + button to see the list of products. You can enter the quantity right away or tap on the item to see more information and add the quantity as well.
Tap on the product to see more information:
When you click the app will show you the current items on the Sales Order
7. Tap on any product added to edit/delete it.
8. Swipe right to see the totals. You can swipe left/right to switch between both screens.
In the summary screen you can also add signature and comments.
Tap Save to send the visit with the Sales Order.