Orders are now easier than ever with more options at your fingertips. To create an order, do the following:
Tap on Daily Calls.
On your Call List, select the customer that you would like to place an order for. If the customer is not on your list then please request the customer using the above instructions on page 4.(Request a Customer).
Make sure to tap on the Check-In button before placing an order.
On the customer page, scroll to the option Create an order.
You will now see a list of available products.
Tap on the + button next to the product to add a product in increments of 1.
Swipe Left on a product to reveal additional option to enter a number or remove quantities.
Tap on the Shopping Cart at the bottom of the page when you are done adding products.
On the order page you will need to enter all relevant information and then double check your order. Once satisfied tap on the Place Button.
Confirm that you would like to place the order and then provide a signature.
Tap Place Order and you are done. Don’t forget to tap on the Exit Button when done.
No need to submit or sync orders, this is now done automatically.
Please see screenshots below.
