Page 84 - Sales Mobility eBook Training Deck

Placing an Order

1 Select a Customer from the Call Cycle Screen
2 Start a Call
3 Tap on the Ordering Tab – this will default to the Smart Order

Screen
4 This will show you the last 6 orders that have been placed for this

Customer.
5 You can now place an order for this Customer.
6 To Enter a Value in the black box you have different options:-

a) Tap on the sign to increase the number of cases
b) Tap on the sign to decrease the number of cases
c) Tap on zero and a number pop up box will be displayed. Enter

the number of cases you wish to order then tap on Confirm