Ordering Modes Explained

This article gives a quick explanation of the different ways you can process an order using the App.

Links are provided for more detailed explanations of all the different modes.

Online Help

The help link will provide you with access to our knowledge base with the articles filtered by relevance.

Add Items

Normally you will be in Add Items mode and can start adding items to the order.

Tip: If you have selected a different default order mode, then the order will start in that mode. You can change this if you prefer.

Add items allows to to filter the products shown using the product categories and available filters. You can also change the sort order of products.

The different modes in this group allow you to display brief information, detailed information or display as Images in small, medium or large format.

For more information, see this article (Order Modes - Add Items Explained)

Replenishment

Stock count modes allow you a view of only the products that a customer has previously ordered. It also allows you to setup a recommended stocking level, where you can simply count the stock and the App will automatically order the correct quantity.

For more information see this article (Order Modes - Replenishment Modes Explained)

Presenters and Specials

Presenters allow you to use special product lists and associated PDF documents in the sales process to assist with sales campaigns. These need to be setup by your office staff.

For more information see this article (Order Modes - Presenters and Specials Explained)

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