- To log in, enter in the user email as listed in the User Master and the password used to log into Inform
First Select Customer
- Select the person icon at the top.
- Search for Customer as you would in Inform.
- Click on the customer you want.
Add product to sales order.
- Look up products and review detail.
- Search for Product as you would in Inform.
- Detail includes description and availability.
Add products and max quantities to the Ship To in the Customer Master.
- You can update this information from the Manage Stock screen.
- You can review these products and add them to an order from the VMI screen
Build an order
- Add products by selecting them or scanning
- Enter quantity
- Remove by swiping left
- You can select Save in the Cart to place the order in the Pending Orders section to be processed at a later time.
- You can select Checkout to process the order. During checkout you can update the following order information:
- Change the ship via
- Make the order a quote
- Enter the customer purchase order
- Enter special instructions
- Select ordered by
- The settings can require serial numbers and/or signature.
- Once saved, confirmation will appear.