How to use QuickOrder

• 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

1. Select the person icon at the top.
2. Search for Customer as you would in Inform.
3. Click on the customer you want.

1. Look up products and review detail.
• Search for Product as you would in Inform.
• Detail includes description and availability.
2. Add product to sales order.

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

1. Add products by selecting them or scanning
   1. Enter quantity
   2. Remove by swiping left
   3. You can select Save in the Cart to place the order in the Pending Orders section to be processed at a later time.
      
2. You can select Checkout to process the order. During checkout you can update the following order information:
   1. Change the ship via
   2. Make the order a quote
   3. Enter the customer purchase order
   4. Enter special instructions
   5. Select ordered by
      
3. The settings can require serial numbers and/or signature.
   
4. Once saved, confirmation will appear.