How to place an order during a sales rep visit

To place an order, on the [Visit actions] detail of the mobile app, perform the “Order placement“ action (Fig. 1).

Fig. 1  Placing the order

 

When the action is completed, a new order will be automatically added. It will be connected to the current visit and the account that are specified in the visit.

See also

•How to perform a sales rep visit action

•How to edit the list of products in the order

•How to monitor SKU