Sales Order Tab

The Sales Order tab lets you record a list of items and quantities to create a sales order.

This tab has two screens: the Sales Order Item List screen, and the Add/Edit/Delete Sales Order Item screen.

After you add one or more sales order items using the Add/Edit/Delete Sales Order Item screen then returned to the Sales Order Item List screen and pressed the Save button, the data saves to the cloud. Also, when the data has been saved to the cloud, you'll see the prices for each item on the Sales Order Item List screen.

Even after saving to the cloud, you can still edit the data and save updates over the existing data.

Sales Order Item List screen in detail

This screen lets you view all of the sales orders added for the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Delete All Sales Order Items button	Lets you delete all sales order items that have been entered for the selected task.	Displays alert below. If you press OK on the alert, then Field Service Mobile deletes all of the sales order items saved for this task. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as one or more sales order items have been saved to the cloud.	Shows alert reading “Are you sure you want to Delete? OK. Cancel”.	2
Saving To Cloud indicator	Informs you that the sales order items are being saved to the cloud.	None	After you press the Save button until the data has been saved to the cloud.	None	3
Discard Changes button	Lets you delete one or more sales order items that have been added to the Sales Order Item list for this task but not yet saved.	Shows the alert below. If you press OK on the alert, then Field Service Mobile deletes the any sales order items that have been entered but not yet saved for this task. If you press Cancel on alert, then the alert is hidden, and no changes are made.	When one or more records in the Sales Order Item list have not been saved to the cloud.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel.”	4
Save button	Lets you save one or more sales order items that have been added to the Sales Order Item list but not yet saved.	Saves the unsaved data from the Sales Order Item list to the cloud.	When one or more records in the Sales Order Item list have not been saved to the cloud.	None	5
Add New Sales Order Item button	Lets you go to the Add/Edit/Delete Sales Order Item screen.	Displays the Add/Edit/Delete Sales Order Item screen.	Always	None	6
Sales Order Items list	Displays all sales order items for the selected task, both saved and unsaved.	If you press any of the entries in the list, the Add/Edit/Delete Sales Order Item screen is displayed with the values for that sales order item.	Always	None	7
Total Of Sales Order Items display field	Displays the total for all saved sales order items, including tax. Any sales order items you’ve created but haven't saved yet are not included in the total. Any sales order items you've previously saved and updated but haven't saved again will still use price from the previous detail in the Sales Order Item List entry. Because of this the Total Of Sales Order Items text display field may not display the sum of the prices in the Sales Order Item list with GST added. However, as soon as you've saved the sales order to the cloud again, the Total Of Sales Order Items text display field will be updated with the correct information.	None	Always	None	9

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Toggle Selected Task Details Screen Visibility button

Lets you access functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Delete All Sales Order Items button

Lets you delete all sales order items that have been entered for the selected task.

Displays alert below.

If you press OK on the alert, then Field Service Mobile deletes all of the sales order items saved for this task.

If you press Cancel on alert, then the alert is hidden, and no changes are made.

As soon as one or more sales order items have been saved to the cloud.

Shows alert reading “Are you sure you want to Delete? OK. Cancel”.

Saving To Cloud indicator

Informs you that the sales order items are being saved to the cloud.

None

After you press the Save button until the data has been saved to the cloud.

None

Discard Changes button

Lets you delete one or more sales order items that have been added to the Sales Order Item list for this task but not yet saved.

Shows the alert below.

If you press OK on the alert, then Field Service Mobile deletes the any sales order items that have been entered but not yet saved for this task.

If you press Cancel on alert, then the alert is hidden, and no changes are made.

When one or more records in the Sales Order Item list have not been saved to the cloud.

Shows the alert “Are you sure you want to discard your changes? OK. Cancel.”

Save button

Lets you save one or more sales order items that have been added to the Sales Order Item list but not yet saved.

Saves the unsaved data from the Sales Order Item list to the cloud.

When one or more records in the Sales Order Item list have not been saved to the cloud.

None

Add New Sales Order Item button

Lets you go to the Add/Edit/Delete Sales Order Item screen.

Displays the Add/Edit/Delete Sales Order Item screen.

Always

None

Sales Order Items list

Displays all sales order items for the selected task, both saved and unsaved.

If you press any of the entries in the list, the Add/Edit/Delete Sales Order Item screen is displayed with the values for that sales order item.

Always

None

Total Of Sales Order Items display field

Displays the total for all saved sales order items, including tax.

Any sales order items you’ve created but haven't saved yet are not included in the total.

Any sales order items you've previously saved and updated but haven't saved again will still use price from the previous detail in the Sales Order Item List entry. Because of this the Total Of Sales Order Items text display field may not display the sum of the prices in the Sales Order Item list with GST added. However, as soon as you've saved the sales order to the cloud again, the Total Of Sales Order Items text display field will be updated with the correct information.

None

Always

None

Add/Edit/Delete Sales Order Item screen in detail

This screen lets you add, edit or delete sales order items.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Sales Order Item List screen.	Displays the Sales Order Item List screen.	Always	None	1
View Previous Sales Order Item button	Lets you view the previous sales order item.	Populates the Item dropdown list and Quantity text field with the values from the previous sales order item.	When there are two or more sales order items entered and Field Service Mobile is not displaying the first sales order item.	None	2
View Next Sales Order Item button	Lets you view the next sales order item.	Populates the Item dropdown list and Quantity text field with the values from the next sales order item.	When there are two or more sales order item entered and Field Service Mobile is not displaying the last sales order item.	None	3
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	4
Add New Sales Order button	Lets you add a new sales order item for the selected task.	Adds a new sales order item for the selected task and populates the Item and Quantity fields with the default values.	Always	None	5
Delete Current Sales Order Item button	Lets you delete the currently displayed sales order item for the selected task.	Deletes the current sales order item and displays the Sales Order Item List screen.	Always	None	6
Item Search button	Shows the normally hidden Item Search text box to let you type in a search query.	If you press the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button letting you type in a search query.	Always	None	7
Item Search text box	Lets you enter a search to display only matching items in the Item dropdown list making it easier and quicker to find your desired item.	As you type in the Item Search text box the Item dropdown list changes to display matching items. After typing, press on the Item dropdown list to display the matching items.	After you press the Item Search button and you haven't pressed anywhere on the screen except for the Item Search button or Item Search text box.	None	8
Item dropdown list	Lets you select from a list of items. The list will be either the full list of all items in the system if you haven't entered a search query using the Item Search text box, or a subset of all items in the system matching the search query you entered.	None	Always	None	9
Barcode Scanner button	Lets you use the camera on your mobile device to scan a supported barcode. If the barcode matches the information of a particular item, then that item will be selected in the Item Search text box. Note: The supported types of barcodes are EAN, EAN 8, Code 128 and UPC.	Displays a live feed from your mobile device’s camera in a window that covers part of your device’s screen. If you place your mobile device and the system scanned a valid barcode, then the live feed window is hidden, and the number read is placed in the Item Search text box. If you press either inside or outside the live feed window before a valid barcode is read, then the window is closed.	If the mobile device you're using is running the iOS operating system from Apple and Field Service Mobile is opened using a home screen shortcut rather than a web browser app, then the Barcode Scanner button will not be available. The Barcode Scanner button will be visible in all other circumstances.	None	10
Quantity text field	Lets you add a quantity for the current sales order item in the selected task.	None	Always	None Note: This field only lets you type numerals, decimal points or the letter “e”. To be considered valid, you should not enter a value with more than one decimal point preceding another character or the letter “e”.	11

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

Lets you go to the Sales Order Item List screen.

Displays the Sales Order Item List screen.

Always

None

View Previous Sales Order Item button

Lets you view the previous sales order item.

Populates the Item dropdown list and Quantity text field with the values from the previous sales order item.

When there are two or more sales order items entered and Field Service Mobile is not displaying the first sales order item.

None

View Next Sales Order Item button

Lets you view the next sales order item.

Populates the Item dropdown list and Quantity text field with the values from the next sales order item.

When there are two or more sales order item entered and Field Service Mobile is not displaying the last sales order item.

None

Toggle Selected Task Details Screen Visibility button

Lets you access functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Add New Sales Order button

Lets you add a new sales order item for the selected task.

Adds a new sales order item for the selected task and populates the Item and Quantity fields with the default values.

Always

None

Delete Current Sales Order Item button

Lets you delete the currently displayed sales order item for the selected task.

Deletes the current sales order item and displays the Sales Order Item List screen.

Always

None

Item Search button

Shows the normally hidden Item Search text box to let you type in a search query.

If you press the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button letting you type in a search query.

Always

None

Item Search text box

Lets you enter a search to display only matching items in the Item dropdown list making it easier and quicker to find your desired item.

As you type in the Item Search text box the Item dropdown list changes to display matching items. After typing, press on the Item dropdown list to display the matching items.

After you press the Item Search button and you haven't pressed anywhere on the screen except for the Item Search button or Item Search text box.

None

Item dropdown list

Lets you select from a list of items.

The list will be either the full list of all items in the system if you haven't entered a search query using the Item Search text box, or a subset of all items in the system matching the search query you entered.

None

Always

None

Barcode Scanner button

Lets you use the camera on your mobile device to scan a supported barcode. If the barcode matches the information of a particular item, then that item will be selected in the Item Search text box.

Note:

The supported types of barcodes are EAN, EAN 8, Code 128 and UPC.

Displays a live feed from your mobile device’s camera in a window that covers part of your device’s screen.

If you place your mobile device and the system scanned a valid barcode, then the live feed window is hidden, and the number read is placed in the Item Search text box.

If you press either inside or outside the live feed window before a valid barcode is read, then the window is closed.

If the mobile device you're using is running the iOS operating system from Apple and Field Service Mobile is opened using a home screen shortcut rather than a web browser app, then the Barcode Scanner button will not be available.

The Barcode Scanner button will be visible in all other circumstances.

None

Quantity text field

Lets you add a quantity for the current sales order item in the selected task.

None

Always

None

Note:

This field only lets you type numerals, decimal points or the letter “e”.

To be considered valid, you should not enter a value with more than one decimal point preceding another character or the letter “e”.

General Notices