Chapter 24 – Mobile Sales
Processing Documents
Process Quotes and Sales Orders
Tap on the Sales Order button from the menu:
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Select the customer or template from the drop down menu. Most of the information will automatically filter through to the screen such as the order number, representative and date fields. You can specify an external order number and delivery method to the order by double tapping in the field.
Select the items in the gird. To remove line items, tap on the button.
Slide your finger over the Place Order button to view other options. You can Print, Email, Copy or create
New order by tapping on the option. To place the order, tap on the Place Order button.
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Chapter 24 – Mobile Sales
Tap on the Signature field to open the signature pad where the customer can sign and confirm the order.
Tap on the Done button to close the signature pad.
Chapter 24 – Mobile Sales
You will process a Quote in the same way:
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You will be able to accept payment for invoice transactions:
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You will be able to Print or E-mail the invoice:
Chapter 24 – Mobile Sales
You will create a Template in the same way
