To view reports, tap on “Reports” from the main screen. You will see the generated report.
After doing the previous steps, you can include a signature in the order. Once your order is ready, you can save the order or if you prefer sending the order to the main office then you must synchronize. … Continued
Once you have your items ready, you can continue with the next tab “Misc”, here you can enter the description for the order. You can select the date of the order and the Ship date in case your company … Continued
The customer template is the option we use when our customers frequently ask for the same items every time we visit them, the first time you take an order for that customer it will save that template so next time … Continued
When you enter an item and you want to give credit for that specific product, at the moment you enter the quantity you put a negative number first and then you enter the amount for the credit. Tap on “done” … Continued
If you want to edit the item quantities or prices tap on the Edit button at the top of the screen. It will show you the items and you can modify the quantities and the prices, if you want to … Continued
Select the products you wish to add to the order; the process is the same as with the Clients, if you want to remove one of the items from the order, just tap it and hold it, the option to … Continued
Select the customer you want to make the order for. If you don’t know the customer number you can tap the magnifying glass icon and search for that specific customer. Once the customer is selected it will display the account … Continued
Click on Edit at top to create a new Route Name or Edit Existing Route Names, this is only when you need to modify the name or create a new entry. This will not edit the actual customers that are … Continued
Tap on the customers’ icon from the main screen. You can search by address, city or ref#. You can also filter your search for customers that have been visited or that are pending.