Sales Rep Mobile Details

Overview

How to use Sales Order Mobile

Navigate to this from Daily Delivery Run this screen has been designed to be used with a mobile device when discussing the order with the customer and capturing the customer signature.

Fields on the Screen

• Order number: is the Sales Order Number

• Invoice Number: is the related invoice - can navigate to it using 'Open Invoice' Button

• Order Status is in unlabelled field

• Invoice status is in unlabelled field

• 'PO Number' is the customers Purchase Order number (if one exists)

• Customer details including name, description, phone numbers and address will show

• Person placing order is the person at the shop (free text field)

• Contact is the normal contact from the Debtor and related contact phone

• Order lines will show the ordered, shipped and prices

• Arrived Now is the time/date arrived at the shop

• Verify Items (barcode Scans) allows a check of the barcods to the items in the list

• Adjust Invoice

• Entered Delivered Quantity is the quantity delivered of the line item - Save to update actuals

  • 'Deliver quantity' will update *Accept Record Payment - opens Debtor Payment to capture cash, cheque, credit card payments

• Open area is to capture customer signature on touch pad area

• Accepted by (Name) is to capture the name of the person who signed (done to save signature)

• Payment Terms is the terms from the Debtor

• Invoice amount is the total of the invoice for this order

• Owing today is the amount owing across all invoices at the customer

• Paid today and Pay Method relate to the payment collected in Debtor Payment

• Finished when completed will

  • Close the sales order

  • Update the departed time