The QuickOrder app for iOS can be used to manage your customers’ inventory allowing your sales team to create sales orders by scanning product barcodes directly from the customer’s location, replenishing their inventory to specified stock levels. Optionally, you can capture a proof of delivery signature if your salesperson is delivering product at the time of replenishment. You can download the app directly from the App Store on your Apple device (iOS 9.0 or higher is required).
Prior to device setup, DDI will need to configure the API on your server to allow the app to connect to your Inform database. In addition, your IT support will need to assign an external IP address to the API, which can be performed via Internet Information Services (IIS). This step allows QuickOrder to communicate to your server over the web. Additionally, an internet connection is required on your iOS device when using the app.
- Launch the App Store on your iOS device.
- Search for DDI QuickOrder (iPad users must search within iPhone apps).
- Download and install the app.
- Open the QuickOrder app.
- You will be prompted to scan the remaining setup configuration.
Note: DDI will provide a link to a barcode which contains all necessary connection information. Simply scan this barcode and the app will be fully configured on your device.
A username and password is required to login. This can be set from the Inform User Master (File > Company > User Master). The email address entered is the username, and the same password is used for both Inform and QuickOrder. In addition, the QuickOrder check box must be selected to authorize the account to login.
In addition to placing orders, QuickOrder can also obtain signatures, which is useful when the salesperson replenishes the inventory to your customer at the same time. From the QuickOrder home page, select Settings. Enable the Prompt For Signature option. Each time an order is placed, you will be prompted to rotate the device and obtain a signature. You may need to disable orientation lock (which prevents landscape view) if your device is set to do so.
Minimum and maximum stock levels can optionally be set for your customer. When building an order, you can count the inventory currently on hand at your customer’s location. The order quantity will be determined automatically to replenish the customer to their maximum stock level.
To set your levels, navigate to the Ship-To section of the Customer Master and select the Stock Levels tab. When the customer drops below their minimum stock level, a reorder quantity will be calculated to replenish them back to their maximum stock level. This will occur when building an order from QuickOrder and entering a product count.
UPC barcodes are commonly provided on your products packaging direct from the vendor. These UPC codes should be entered in the Inform Product Master, allowing QuickOrder to scan and identify the products. For products without barcodes, labels can be printed from Inform, provided you have a label printer configured.
Alternatively, you can download our Advanced Report Writer template which will print a scannable QR code on Avery labels (sizes 6577 & 6571) for all of the products in your customers Order Pad.
If you have any questions, please contact DDI Customer Care.