There are several different ways that you can add a sales order through your mobile device. The subsections below will go into further detail about how to add a sales order from different features of the MobiWork app.
Sales Order Page
To add a new sales order from the Sales Order page, you will first need to access the Sales Order feature. For more information on how to access this feature, please see the Mobile Sales Order Layout page:
Once you are on this page, you can add a new sales order by pressing on the Add button.
Work Order
You can also add a new sales order from the Secondary Actions Items from the Work Order. For more information on how to access the Secondary Action Items, please see the View Work Order on Device.
Once you are on this page, press the Action Item next to the "Add Sales Order" option:
Quote
You can add also add a new sales order from the View Quote page. For more information on how to access this page, please see the View Quote on the Device page.
Press on the quote's Action Panel, and select the "Create Sales Order" option:
If you choose to add a sales order from the Sales Order page, you will be prompted to select which customer the sales order is for. If you choose to add a sales order from a quote or work order, you will be brought to thew Add Sales Order page:
On this page, you can add the desired parts, services, discounts, and markups to the sales order. For more information about adding parts and services please see the subsections below.
Adding Parts
To add parts to your sales order, press the Add Part button:
You will then be redirected to the Add Parts page. From this page, you can select the desired products by pressing the respective red Item buttons:
By pressing the desired Item button, you will be redirected to the item page of the selected product:
From this page, you can input the:
Description of the product.
If applicable, the price and cost of the product.
How many items are being requested by the customer.
If applicable, any applied discounts (the discount can be inputted as a numerical value or a percentage).
Repeat this process as many times as necessary until you have added all the needed parts. Once you are satisfied with the items entered, press the Save button from the Add Parts page:
Adding Services
To add services to your sales order, press the Add Service button:
You will then be redirected to the Add Service page. From this page, you can select the desired services by pressing the respective red Item buttons:
By pressing the desired Item button, you will be redirected to the service page of the selected service:
From this page, you can input the:
Description of the service.
If applicable, the price and cost of the service.
How many hours worked (by inputting the quantity).
If applicable, any applied discounts (the discount can be inputted as a numerical value or a percentage).
Repeat this process as many times as necessary until you have added all the needed services. Once you are satisfied with the services entered, press the Save button from the Add Services page:
