What information am I shown when I select an order?

When you click on an order you are directed to the corresponding file which includes all information.

1. Web app

From the web app you will be shown the following:

1. Actions

  • Add to favorites: favorite your orders
  • Edit the order: you can modify information by clicking the pencil icon e.g. edit a field, add more information or delete the order.
  • Share: you have two ways to do this. First, by copying the link and downloading the order so you can choose how you want to share it. The second is by sending it via email to one of your ForceManager contacts.

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  • Duplicate the order: if you have more than one company with the same order, you have the option to copy the order.  
  • Signature: clients can sign orders.

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2. Orders details

In this section, you’ll see all general information related to the product e.g. reference, validity, status, owner, environment, comments and if it’s linked to an account, contact and/or opportunity.

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3.Documents:

In this section, you can attach files and documents needed to complement information to the order such as a quote. You can follow up and see the status of these documents (e.g. pending, approved) or you can even legally sign these documents.

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4.Products:

You will see all the product lines that make up an order as well as details such as product reference, quantity, discounts and the total value.

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2. Mobile app

From the mobile app, tap an order to open up general information such as name of the order, its total amount, status, validity, the owner, any related accounts, price list and currency.

In the bottom part of this screen, you’ll see information about other products included in the order with the value per unit and quantity of each product. Clients will also be able to sign the order.

Android devices

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iOS devices

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From the top of the screen, you can access related documents.

Android devices

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iOS devices

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From the documents tab, you can manage all files attached to the order. You can add documents in any format (Word, PDF, Excel etc.). You can also view and download them.  

Android devices

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iOS devices

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In the reports tab, you’ll see a report of the order so you can download and preview it before it’s signed. If you have personalized reports for your orders, you’ll be able to see them from this tab. 

Android devices

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iOS devices

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