How do I make an order as completed?

- Currently this feature with completed status is not available in application, We have plan to release it in upcoming releases. For now you can change order status as "Dispatch" from "Open" Status. It will help you to distinguish order. You can change status from Order detail >>select " Dispatch" status from right upper corner. [...]

By |2018-09-20T05:31:19+00:00September 17th, 2018|0 Comments

How to create order from standard order form ?

- Here in this page user has to select the customer name from the drop - down. - - Add product with quantity. - User can add product scanning bar-code. - User can search particular product directly in the search block . - Here "preview" will show the products which you have added with total [...]

By |2018-09-11T08:27:24+00:00May 8th, 2018|Comments Off on How to create order from standard order form ?

How to create order from tax order form ?

- If user want to use tax, shipping and discount in additional with order, that time user can use tax order form. - Same as standard order form select customer and add products. - User can add product using barcode from upper right corner . Select tax : - By clicking on“Select tax” field, select [...]

By |2018-09-11T08:28:25+00:00May 8th, 2018|Comments Off on How to create order from tax order form ?

How to create order from Inventory order Form ?

Here user can update inventory and use that as a reference while taking sales order. Order form with inventory is where user can order the product as well as maintain stock. - Select Customer Name from drop-down. - User can search particular product directly in the search block. - By clicking on “ +” or [...]

By |2018-09-11T08:30:11+00:00May 8th, 2018|Comments Off on How to create order from Inventory order Form ?

How to Manage Order List?

- In orders user can see all the list orders which user had placed . - User can search, filter( by status and by date) according to requirement from toolbar drawer menu. - User can directly switch from order list to order form page by tapping on " +" button from toolbar. - In order [...]

By |2018-05-08T09:04:42+00:00May 8th, 2018|Comments Off on How to Manage Order List?

How to check Order history ?

Order history contain the placed order List. - Select customer name whose order history you want. - Select date filter and click on search button. - By selecting customer name, order history of that particular customer will display in screen. - User can select the order which has to place again by clicking on checkbox. [...]

By |2018-09-11T10:21:31+00:00May 8th, 2018|Comments Off on How to check Order history ?

how to check previous price history ?

In Price history, rates charged on previous deals with product name,date and rate are saved and can be used as reference to quote. - Add the detail like Customer Name and Product Name from drop-down menu. - Select date by clicking on calender icon. - Enter price and select unit from drop-down or user can [...]

By |2018-09-11T10:23:27+00:00May 8th, 2018|Comments Off on how to check previous price history ?

How to check search rate ?

Rate history management to help with quoting rates. - Add detail and click on Search button. - Search rate display the Amount and date for that particular product and customer which you have added from price history management.

By |2018-09-11T10:24:49+00:00May 8th, 2018|Comments Off on How to check search rate ?

How to use Draft List?

Draft is useful for saving order temporary in draft before placing orders. -Which reduce our time to re-create order from standard order or from order form inventory, but suddenly when you click on back button before saving the order then application ask for " save as draft". -After clicking on "yes" it will be saved [...]

By |2018-05-08T10:37:55+00:00May 8th, 2018|Comments Off on How to use Draft List?