Mobile Suite - Orders Help Documentation

Modified on 12/29/2011 09:42 AM by Jason Greenleaf — Categorized as: Help Text, Needs Review, Public, Support

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Mobile Suite - Orders
   Create a Mobile Order
      Add Items to the Order
      Edit items
      On Hands / Price
      View Details
      Delete an Item
   Process an Order
      Send
      Save
   Templates
      Create a Template
      Load a Template
      Delete a Template

Mobile Suite - Orders¶

Mobile Orders are designed to allow the salesman to create an order for a customer from their mobile device.

Create a Mobile Order¶

1 Select the Orders button on the Mobile Suite splash screen.

2 Select the Add button.

3 Type and select the customer from the Bill To smart dropdown. The Ship To field will be autopopulated.

4 OPTIONAL Select a different ship to from the Ship To dropdown. All of the ship tos related to the bill to will be available in the dropdown.

5 OPTIONAL Select a technician from the Tech dropdown. All of the bill to's technicians will be available in the dropdown.

6 OPTIONAL Select a location from the Location dropdown. The default value is the location assigned to the customer.

7 OPTIONAL Type a PO number into the PO Num field. This number will be applied to the Work Order that will be generated from the the mobile Order.

8 OPTIONAL Type a note into the Notes field. This will also be applied to the Work Order.

9 Select the > button or select Next from the Action menu.

Add Items to the Order¶

1 Type the part number or description into the Item smart dropdown. If description is typed, the user will jave to select desc. from the dropdown in the Item field.

2 Select the desired items from the item dropdown.

Edit items¶

1 Select an item on the order items screen. The item calculator will appear.

2 Select the quantity that needs to be ordered from the calcultor.

3 OPTIONAL Select the Up or Down arrow to view the previous or next item.

4 Select the green check mark button.

On Hands / Price¶

1 Click and hold on an item to display the item menu.

2 Select the On Hands / Price option from the menu. The Item Info screen will be displayed. The Item's Price, On Hand, On Order and Committed quantities are displayed.

3 Select the ok link at the top right of the window to close the window.

View Details¶

1 Click and hold on an item to display the item menu.

2 Select the View Details option from the menu. The Order Details window appears.

3 Select the ok link at the top right of the window to close the window.

Delete an Item¶

1 Click and hold on an item to display the item menu.

2 Select the Delete option from the menu.

3 Select the Yes button. The item will be removed from the order.

Select the No button to cancel the delete process

Process an Order¶

Once all of the items have been added and modified as desired select the > or Next from the Actions menu. The Order Summary screen will be displayed. From this screen the salesman has a choice, send the order or save it for later.

Send¶

Sending the order to the store personnal is the recommended option. This process will send the order from the mobile device to the store as a Work Order.

Select the Send button or Send from the Actions menu.

The mobile device will attempt to send the order. If it completed successfully the order will display with green font, if it fails it will be red.

Save¶

This option will save the order. It allows the salesman to apply more changes to it and send it at a later date. This will save the order as Pending.

Select the Save button or Save from the Actions menu.

Templates¶

Templates are designed to allow the salesman to quickly add items to an order. A salesman can build a template and reuse it for future orders.

From the Order Items screen, select Templates from the Actions menu. This window will allow the salesman to generate new templates, load templates to add new items to the order and delete unneeded templates.

Create a Template¶

1 The salesman needs to generate an order with all of the items they would like to be placed on the template.

2 Select Templates from the Actions Menu. The Template screen will be displayed.

3 Type an appropriate name into the Save Template As field. Note: This name will be the name of the template.

4 Select the Save button. It is the disk icon next to the Save Template As field.

5 Select the ok link on the message that displays.

6 Select the Done button.

Load a Template¶

1 Create an order until the Order Items screen is displayed.

2 Select Templates from the Actions menu.

3 Select the desired template from the Load Template dropdown.

4 Select the Include Quantities checkbox if the quantities from the template should be on the new order.

5 Select the green checkmark button. All of the items from the template will populate the new order and a message stating xx item(s) have been added to the order.

6 Select the oklink on the message that displays.

7 Select the Done button.

Delete a Template¶

1 Create an order until the Order Items screen is displayed.

2 Select Templates from the Actions menu.

3 Select the desired template from the Load Template dropdown.

4 Select the red x button next to the Load template dropdown. A message should display ask if you are sure you want to delete the template.

5 Select the Yes button. The No button will cancel the delete process.

6 Select the oklink on the message that displays.

7 Select the Done button.