Page History: Mobile Suite - Orders Help Documentation
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Page Revision: 12/28/2011 05:32 PM
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
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 Action menu. This window will allow the salesman to generate new templates, load templates to add new items to the order and delete unneeded templates.
Process an Order
Send
Save