Once items are added to the cart, they will appear on the Order Form. From here, you can easily edit various fields to customize the order. Below is a visual guide with numbered sections corresponding to the areas you can edit, along with instructions for each.
(scroll towards bottom to display the 'Clear Order' button if needed)
1. Edit Order Information
Tap and type to modify the following details:
- Order #
- PO #
- Bill To Address
- Ship To Address
2. Edit Item Quantity
Tap and type to change the quantity for each item in the order.
3. Change Price List
Tap and select a different Price List if you want to apply special pricing to the order.
4. Add a Note for an Item
Tap and type to add or modify a note specific to the individual item.
5. Adjust Effective Price by Item
Tap and type to change the Effective Price for a specific item, if needed.
6. Add an Item Using Barcode Scanner
Tap and type, or use the barcode scanner to add an item directly to the order without having to go to the Products Tab.
7. Clear the Entire Order
Tap to clear the entire order, removing all items and information from the Order Form.
8. Add a Note for the Entire Order
Tap and type to write a note that applies to the entire order (e.g., special instructions or comments).
9. Apply a Discount to the Entire Order
Tap and type to apply a discount to the entire order. You can specify the discount amount or percentage here.