How to add orders?

 

 1.1.How to add orders from the web app

To create a new order from the web app, go to the ‘Orders’ menu and click the ‘Add’ button in the top right of the screen.

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This will take you to the editing page where you will have to fill in the following fields:

  1. Order details: you must enter all information relating to the order
  • Reference: code or name of the order.
  • Status: at which point in the sales process is your order e.g. draft, sent, pending approval, approved
  • Validity: If you need to set a deadline
  • Owner: the ForceManager user responsible for this order
  • Price list: this field will be shown if the company or the products in the order have a special rate.
  • Comments: add specific order descriptions.
  • Company: if the order is related to a company, you can link the two.
  • Contact: person linked to the account to which the order is related.
  • Opportunity: if the order proceeds an opportunity this can be specified within the order.

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  1. Product lines: you can add all the products included in the order. You have two options to do this (explained below).

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1.Via the "Add product" button

You’ll see a pop up window with all the product folders. You can navigate to select all the products and quantities that you need.

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You’ll see a pop up window with all the product folders. You can navigate to select all the products and quantities that you need.

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2. Via the search bar 'Select product'

This can be found just beneath “Lines” and from here, you’ll be able to add products directly. When you enter the name of the product, a list of search results will appear.

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Both these options will add the product as a line and you can easily edit information related to it e.g. quantity, price, product name, fill in extra fields and add discounts (these will only be added to the product). You can add a maximum of four discounts for each product.

addorder_8.pngBy clicking the dropdown menu on the right of the ‘Subtotal’ you can also add up to four general discounts that will be applied to all added products in the offer.

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If you need to delete a product, click the ‘X’ that you’ll see to the left of each line.

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1.2. From the mobile app

To create a new order from the mobile app go to the ‘Orders’ menu. You’ll see a list of orders and the option to create new ones. The location of the creation button can vary according to device. 

Dispositivo android

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Dispositivo iOS

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Fill in all the fields related to the order: name, status, validity, owner, account etc. You also have the option to add products and a space for clients to sign.

Click the button ‘Add product’ to manually attach orders to the product.

Dispositivo android Screenshot_20171031-162604.jpg

Dispositivo iOSadd_product.png

All products will be ordered into folders.

Dispositivo android

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Dispositivo iOS

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By tapping on an order, you’ll see all related products. To add another tap the option to add. 

Dispositivo android

Screenshot_20171031-162619.jpg

Dispositivo iOS

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 Specify the units you need in the order.

Dispositivo android

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Dispositivo iOS

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The product will automatically be added and once you’ve completed all information, click save to confirm the process.

Dispositivo android

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Dispositivo iOS

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