How to edit the list of products in the order
How to add products to order
To add products to the order using the mobile app:
1.Perform the [Order placement] action. A page with a list of products specified in the last order of current account will open (Fig. 1).
2.Filter necessary products from the catalog using quick filters.
3.Click the 
button next to the needed product.
4.In the displayed window, enter the quantity of ordered products and tap [Enter]. If necessary, repeat the action to add more products.
Note
To remove a product from the order, specify “0” as its quantity.
5.Tap the [Proceed to order] link on the [Products in order] page that is located at the top left corner of the application window.
As a result, a new order with specified products will be added to the system.
How to filter products
Products can be filtered in the following ways:
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Using the product catalog.
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Searching products by name.
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Using the list of products from the last order from the sales outlet. When scheduling a visit, the [Products] detail is automatically filled in with the list of products that was specified during the previous visit to this sales outlet.
How to filter products using the catalog
In the mobile app, you can search for products using the product catalog. The product folders that are used for product search in the mobile app correspond to the product catalog that is configured in the [Products] section of the main application.
Note
The product folders in the mobile app can be set up based on all base lookup fields of the [Products] section. In the mobile app, you cannot see the folders created based on the custom fields.
For example, the catalog is set up based on product categories and types. Display the products with the “Bottled water“ category and the “Soda“ type:
1.Go to the [Products] detail in the mobile app.
2.Click the [Products in order] link that is located in the title of the product list.
3.In the displayed window, select the needed product category, for example, “Bottled water“ (Fig. 2).
Fig. 2 Selecting the product category
4.From the list of tags that are connected to the selected category, select the needed product type, for example, “Soda“.
Fig. 3 Selecting the product type
As a result, the detail will display all products of the selected type that are available in Creatio.
Note
To view the products that have been added to the order, select the [Products in order] folder.
You can also display all products that are stored in Creatio. To do this, select the [All products] folder.
To display all products of a certain category, select the [All in category...] folder from the menu of corresponding category:
How to filter products by name
To perform search by name, use the search string that is located at the top of the product list on the [Products] detail. Enter the needed value in the string. As a result, the detail will display all products whose name matches the search criteria (Fig. 4).
Fig. 4 Searching for a product by name
See also
•How to place an order during a sales rep visit
•How to perform a sales rep visit action
•How to work with the list of sales rep visits
