How to create an order (mobile app)

Select the COMPOSE  button in the middle of the navigation bar at 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 order.

Under the lavender ORDER 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 estimate, not the catalog.

Save when completed, find the additional items and repeat.

To view the entire estimate, click CHECKOUT on the bottom right.

Dates, sales terms, and payment methods can be revised as needed. To send a copy of the estimate 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 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 estimate selects the preview button.

To SAVE your order tap on the three dots.