To create an order on the Mobile Sales App, first go to the Inventory tab. Search for and select the products that you wish you add to your order.
You can also search for your products by SKU, Product Name, Product Type, and Tags.
You can also view your products in Grid View, depending on your preferences.
Select the variant that you wish you add to your order.
Touch the “Add to Cart” button.
Clicking on More Info will show you further information on the variant, such as the total stock, stock locations, prices, last cost price, MAC, and whether it is taxable or sellable.
You will now have to add the quantity required and the discount (if any) to the product.
Click on “Add To Cart” once more.
You will now be able to see your selection in your cart. To create a draft order, you also need to select a customer using the Customer field. Remember that this customer must have at least one address associated with creating a valid Draft Order. You can also add a new customer as well. Only when you have completed this field will the "Save As Draft Order" button be lit up. To create the draft, tap “Save As Draft Order.”
Once you create the order, you will be able to view and edit it via the app's Orders page. When you create an order, it will be in the Draft stage. You can then advance it to become Active and finalized later.
You can filter your Orders by Order Status, Assignee, Ship from Location, and Price List. Tap on the Filter button at the top left-hand corner of the page, select your preferred option, and click on "Apply Filter" to confirm. Clean and fuss-free!