Email the order details

From the KPI drilldowns, you can email order details to a customer or your sales team.

1. Go to the Dashboard Open Orders, Quotes, or in-Billing Orders Grid, and then click a specific Order # link to view its details as described in Drill into KPI details on orders or quotes.

   Once you select an order, MobiOrder automatically loads that customer as the default customer for all other actions.

   

2. Review the order details. To see more information on a product, click that link in the Product # column. Details will open in a new tab, so you don't lose your place.
3. Click Send Email.

   

4. MobiOrder converts the order to a PDF file and attaches it to a new email. Complete the email To and message, and then send it.