Customers:
The list of customers belonging to the sales rep. Different reps might have different customer lists, as specified in the customer data uploaded by the company's administrator.
Customer Detail:
Here you can view any customer's details, initiate a phone call or email to the customer, or locate their address using the Maps application. By clicking 'Use for Order' the shown customer will be assigned to the new or active order. Choosing a customer before creating an order means that customer's discounted prices can be shown.
Browse:
Products can be browsed by category and sub-category. Categories are specified in the customer data uploaded by the company's administrator.
Product List:
This list shows a summary of the products found. Due to space limitations not all fields are named on this screen, and only one price-type is shown at a time. You toggle between prices with the button at the top-right of the screen. Products on special have their product code shown in red. Ordered quantities are shown in green, or red if they exceed current stock levels.
Product Details:
Details of a particular product are shown on this page, including custom fields (scrolled below view on the above image). You add products to the customer's cart by changing the quantity (Qty) value. Press the '+1' button to add a single item, or tap the number above to enter using the keyboard. Some items have minimum quantities so the button increments are not always 1.
Search:
Products can be searched. Fields search are the product code, product title, and description. Most of the information on this screen is identical to the Product List screen, described earlier.
Cart:
The customer's shopping cart. Item details are similar to the Product List screen shown earlier, except that the price shown is always the sell price to the customer. Items are removed from the cart by swiping or by clicking the Edit button, as is standard for iPhone and iPad applications. Setting a quantity to zero will not remove the item from the cart (this behaviour may change based on feedback). The Clear button empties the cart but retains the customer details. Click Finalise Order to finalise the sale.
Order:
Use this page to check customer details before submitting the order. Here you can enter the customer's order number, or change where the customer's email copy is delivered to (for this order only). You can specify a new customer for this order, if not chosen previously. You can enter temporary customer details using the Cash Sale button at the top-right of the screen. You can also add any notes pertinant to this order.
Cash Sale:
The Cash Sale button (found in the upper-right of the Order screen) allows you to enter details for a customer not found in your company's customer list.
