Steps
- Open Log a visit and New sales order once with a connection (or the phone home): your customers and items are kept on the phone.
- With no connection, Navigate shows โYou are offlineโ and saves what you capture on the phone - Waiting to be sent lists it.
- When the connection returns it is sent by itself (also when you next open Navigate). Tap Send now to send at once.
- Anything not accepted stays on the phone with the reason (e.g. โan item is no longer soldโ, โyour role may not create sales ordersโ) - capture it again correctly and Remove the old one.
Good to know
- Each visit or order carries its own number from the phone: if it is sent twice (a weak connection, a second tab), Navigate records it once. Signed out with items still waiting? They wait for you - they are sent when you sign in again on that phone, never under someone else.