Create a sales order in InformMobile

The following settings must be enabled in the Company Master file to create orders in InformMobile:

• Instant Search for Product File
• Instant Search for Customer File
• Instant Search for Contacts File
• Instant Search for Vendor File

Order Entry

1. Tap the Menu icon, then tap Sales Order Entry.
   

   

2. Tap the Customer field and type the customer name or tap the Search icon to search for a customer.

3. Tap Add a Product and add your product information. Tap Return to search for a product.

   Tip: Use the Cart feature to add multiple items to the sales order
   a. Search for a product or product identifier.
   b. In the displayed product list, tap the Cart column next to the products to type order quantities.
   c. Tap Save Cart.

   Note: Tap the plus iconnext to the Product Number field to add a Fast Product. See Create a Fast Product in InformMobile.

Product price and details

Tap the Line Items icon to manage the product price and details.

• Tap the plus or minus button to change the Qty Ordered, Qty To Ship, and Qty B/O.

  Note: Quantity values for all fields are updated automatically when changes are made.

  

• Tap the drop-down icon to select a UOM.
• Tap the Net Price field to change the price or tap the Edit icon to view pricing details and options.

Order information and details

Tap the Order Info icon to manage the order information and details.

1. Do either of the following:
   • Select a Ship To:
     1. Tap the Ship To field to type a Ship To name or address, or tap the Search icon to search for a Ship To.
        
     2. Press Return.
     3. In the list, tap a Ship To to select it.
   • Add a Ship To.
     1. Tap the plus icon next to Ship To to add a Ship To.

        

     2. Add Ship To information.

        Note: A Ship To name is required.

     3. Toggle Save Manual Ship To Info to save the Ship To.

2. Tap OK.
3. Tap the Ship Via field and type the ship via name or, tap the Search icon to search for a Ship Via.

   Note: Ship via is required.

4. In the list, tap the Ship Via.

5. Tap the Options icon  , then tap Save.
   

Print the Order

1. Tap the Options icon, then tap Print.
   
2. Select a Layout.
3. Tap Additional Options to select additional print options.
   
4. Tap Print.
5. Tap the document to print.
6. Change the Printer or number of copies, if necessary.

   Note: Tap Save Document to save the document.

   
7. Tap Print.

Send an Order Confirmation

1. Tap the options icon then tap Print.
2. Tap Send.
3. On the Send To screen, select Fax or Email for the Send Type.

   Notes:
   If there is default a contact set on the customer master or an Ordered By on the order the contact is the recipient.
   •  Add, remove, or change the contact by tapping the Send To field then tap the x next to the contacts name to remove it.
   •  Tap Add Send To to add a new email address. Tap in the Type column and choose from the list if this is a customer contact, a vendor contact, or it is not not attached to either.
   •  Type a Company (if a customer or vendor). Add the contacts name and email address.
   •  Tap Return to save your information.

4. Add a message to the body or additional attachments if necessary.
5. Tap Send.

Apply a payment to the order

1. Save the order.
2. Tap View Payment Options.
   

3. Add shipping charges for Freight (optional).

   Note: Freight amounts are allowed only when terms are Prepaid & Bill or Collect (optional).

3. Add Miscellaneous Charge (optional).
   Type the amount to charge the customer. Alternatively, tap the drop-down under the Amount field and add a percentage to calculate a Miscellaneous Charge amount (optional).

   Note: Miscellaneous Charge is based on the merchandise total, not the order total.

4. Tap Save.

Tap the Shipments tab to view shipping information and details.