Reviewing Sales Orders Using a Mobile Tablet
To view sales order information on your mobile tablet device:
Open the application by tapping the Sales Counts icon on your device, and then log in.
The application determines which branch/plant to use based on the processing options. If the application cannot determine which branch/plant to use, you must enter a valid branch/plant, and then tap OK.
The system loads the order information for the specified branch/plant. On the Orders by Status tab, you can review the chart to see the number of orders in the specified branch/plant that are at each status.
You can also view charts for sales orders by the following criteria by tapping the corresponding tab on the screen:
Orders by Hold Code
Orders by Promised Ship Date
Orders by Item
To filter your list of orders, tap the Filter button, enter your filter criteria, and then click Apply. The list of orders is updated to reflect your filter criteria.
From any of the chart screens, tap and hold a bar or wedge in the chart to view a pop up of information about that set of orders. Notice that the piece of the chart, and the corresponding entry in the legend are highlighted.
To view additional details about the orders associated with that piece of the chart, tap the bar or wedge in the chart. The system displays a list of orders based on the selected piece of the chart. The first order is automatically selected, and the order header information is displayed on the right side of the screen.
To view the details of the order, tap the Order Detail tab. The system displays each line of the order.
To review or add notes for the order, tap the Notes tab. Note that you cannot update existing notes. You can only append additional notes to the order.
To view a different set of orders, select a different value from the drop down menu.
To return to the previous screen, tap the Charts button at the top left of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.