Orders can be created on the mobile app when you are out of the office. Similar to the desktop, the process is as follows:
- Select the Customer from your Contacts List
- Enter the Reference Numbers (your's and your customer's)
- Select the date range the order applies to
- Choose the Docket Template to be used on this order
On the next tab add the items to be supplied/worked for this order.
Sending the Order
Using the Action Menu, select Send Order