Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Managing Orders in Siebel Medical Handheld >
Creating Orders in Siebel Medical Handheld
You can create orders from quotes manually or by using the Auto Order button. To create an Auto Order from your quote
- Navigate to the Quotes screen.
- In the My Quotes list, select the quote from which an order will be generated.
- From the Show drop-down list, select Orders.
- In the Quotes list, select the quote, and then in the Orders list tap AutoOrder.
A new record appears in the Orders list, with the order date, number, type, status and so on, filled in.
- In the Orders list, tap the Order # hyperlink.
- Tap the Orders Line Items list to select it.
Line items from the Quote will be carried over to the order.
To manually create an order
- Navigate to Orders screen.
The My Sales Orders list appears.
- Tap the New Record button, then complete the necessary fields.
From the Show drop-down list, choose More Info to display a form where you can add more details.
|