Select the COMPOSEbutton in the middle of the navigation bar on the bottom of the screen. This will take you to the customer list screen
On the customer list screen, choose the customer in need of a new sales order
Under the purple ORDERS tab, select SUBMIT A NEW ORDER
Scroll through the product catalog or enter the item name or bar code number in the search field
Select the item and enter the appropriate quantity. The inventory quantity, unit of measure, warehouse/inventory location and class data syncs with Quickbooks
If the item is a gift/gratis or sample, enter the quantity in the GIFT field. This will list the item on the sales order at no charge
When selecting REMOVE ITEM, note that it removes the item from the current sales order, not the entire digital catalog
Save when completed, find the additional items and repeat
To view the entire sales order, click CHECKOUT on the bottom right.
Dates, sales terms, and payment methods can be revised as needed. To send a copy of the sales order to the customer, select SEND COPY TO and follow the prompts to add new email accounts or select the email(s) listed.
Input the shipping date, assign a PO number and add comments as needed.
To edit the contents of the sales order (items, quantities, etc.), select EDIT.
To view the item names and quantities only, select PICK LIST.
To capture the customer’s signature for verification, select the white square above ADD SIGNATURE and have the customer contact sign his/her name with their finger and click DONE.
To preview the printed version of the sales order select the preview button
To share the sales order, select the share button on the upper right
Click on the three dots menu to view the options to save, save and print, receive payment or save as a draft.
To transition the sales order to an invoice, save the sales order then go back into the three dots menu screen and select START INVOICE icon.