Taking an Order using Product Image Campaigns

Taking an Order using Product Image Campaigns

This Quick Help Guide shows you how to take an order using the product image presentation mode on the iPad.

Tap the 'Retailer' Icon
Find the required Retailer using the filters or search on Suburb or Name. If you are using the 'Call cycle' filters instead, your retailer will appear in the Call order sequence on the day they should be called on.
Tap on the name of the Retailer that is taking the order to open it.


Tap the 'Interaction' Button


A pop up will appear giving you options for New tasks or Orders, Tap on the 'New Order' button


Tap the Campaign Icon highlighted 


Open the Campaign you would like to order from (you can easily change between campaigns at any time).


From here you can:
  1. See the Product Name, Price, RRP & Image.
  2. Add a note against a Product using the Note icon (bottom right of each product panel)
  3. View the Product Details popup using the Product Icon (top right of each product panel)
  4. Add the items to the Order by tapping the 'Plus" icon, or tapping the quantity box and manually typing your desired quantity.
From the Image Presentation Swipe across on the page to scroll between pages. Or tap the Desired Product from the list of thumbnails at the bottom of the screen to jump to that page. 


To view the screen with a different number of products showing per page, tap this icon to change number shown per page. Select either 8, 4, 2 or 1 and then Tap done. 
Alternatively you can just scroll through the campaign in 8 per page, and when you want to view a product in greater detail double tap on the product's image to expand to full screen (1 per page), and then when finished double tap on the image again and it will return back to 8 products per page.


To swap between image presentations (or other campaigns), tap the "list" icon (shown below) to return to the Campaigns list screen.


To easily swap across to viewing an image presentation of a product category or a product search, just tap the Product icon in the top left of screen (shown below). This will open a popup where you can select what you'd like to view.


Tap this icon to leave an order note if required, then press done.

Tap this icon and you will be directed back to 'Order Review Screen'

Tap the Calculator at the top right to get a 'Summary of all the items". It shows how many products you have ordered and whether they are coming from an Email supplier or Myob supplier.


Tap this icon to send your order off to the 'Cloud'


On this screen you can;
  1. Upload the order as a future dated order (or "indent" order) by tapping "Delayed" (and entering a future processing date)
  2. Submit the order as a quote by tapping "Quote"
  3. Submit the order as a normal Sales Order by tapping "Today" (which will be processed instantly)
  4. Capture a Customer Reference Number (not required)
  5. Capture a Customer Signature (not required)
When you have completed this process, Tap the 'Submit' button.


The order is now complete , to upload to the cloud Tap 'Complete and Upload' button on the interaction.


If you'd like to do additional orders, tasks or capture a journal event whilst in the same call, feel free to complete all those on the same interaction, and Tap 'Complete and Upload' at the end of the call.

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