The sales portal application is designed for client interaction, allowing you to browse the product catalog and place orders while working with the customer. It runs on a web browser on Android or iPad tablets - for example, on the Safari web browser on an iPad.
To run the sales portal on your iPad, iPhone, Android tablet, or Android smartphone:
Start browsing products on the main page or navigate by product category on the left.
To add a product to the shopping cart, select the product and tap Add to order. At the top of the page, you'll see the number of items in the cart and the current order total.
To view more details (e.g. in stock status, price, and html description) about a product, tap on its image.
When you've finished adding items to the cart, either:
- Tap the order value at the top-right, or
- Tap Actions, then Go to shopping cart.
If a customer name has not been selected, you'll be prompted to select one.
Here you'll have the option of configuring any of the following fields:
- Reference or purchase order number (customer reference)
- Shipping instructions (visible to the customer)
- Office notes (internal use only)
- Shipping method (you can set a default shipping charge from the shipping methods settings page)
The customer's default shipping address will already be entered. To add a new shipping address, tap the address dropdown, then tap New shipping address.
When ready, tap Place order at the bottom of the page. This will save the order as a new sales order (find it on the Sales orders page) and reset the shopping cart for a new order
