Instructions, Features & Benefits

Orders screen is designed to enter your order, collect payment information and e-mail to the parent company in one easy step. This screen is designed to get the sales person in, get the order and move on to the next sales call. Searches can be made on Customer Name, Orders by Date Range or by a Range of Sales Amounts to help narrow the search for any one particular order.
1.Add orders in a flash using the “+” button.
a. Select the customer from the list. Search as necessary using the last name. b. Select the product being ordered using the Item Number for the product. c. Modify any information from the products table as necessary. Sales and price list changes may cause the price list to be incorrect. This allows you to keep working without disruption while you update pricing on the fly. You can go back later to make permanent edits.

2.Pricing information is stored in the order details separate from the products table. This is to protect orders from modification if there is a price change mid way through the year. Older orders can contain the old pricing and new orders can contain the new pricing without affecting your sales numbers.

3.The Orders screen summarizes your orders with the… a. Date of the order b. Total Sales for the order c. Commission on the order.

4.Deletion of the Order can be completed by a swipe with your finger across the item in the list and then pressing Delete button that appears.

DO NOT delete orders that are used completed. It can skew your actual results when running reports or when doing your taxes.

5.The Search button allow you to easily navigate to a particular order that you are trying to find. You can search by… a. By Customer -- b. By Date Range -- c. By Order Revenue -- …to narrow your search.

6.Inventory is adjusted as each item is added to the order.