Take a sales order on the phone

Steps

1. 📱 Phone → New sales order.
2. Customer: type two or more letters and pick them.
3. Add items: search the name or code and tap the item; use − and + (or type) for the quantity. The indicative total updates as you go.
4. Notes for the office - delivery date, special terms - and Save order.
5. In the office it appears in Sales › Sales orders as a draft (“Taken on the phone by …”): check it and Confirm, then deliver and invoice as any order.

Good to know

• The prices on the phone are a guide. When the order arrives Navigate prices it as any order - the customer’s price list, discounts, promotions and tax - so the draft can differ from the indicative total. The people who approve sales are notified of each new order.