Sales Order Tab
The Sales Order tab allows the user to record a list of items and quantities to create a sales order.
This tab contains two screens. One is known as the Sales Order Item List screen, and the other as the Add/Edit/Delete Sales Order Item screen.
Once the user has added 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 will be saved to the cloud. Also, once the data has been saved to the cloud the prices for each item will be shown on the Sales Order Item List screen.
Even after the data has been saved to the cloud the data is still editable and updated data may be saved over existing data.
Sales Order Item List screen in detail
This screen allows the user to view all of the sales orders that have been added for the selected task.
|
Section |
Task |
Effect |
Availability |
Errors/Alerts Shown |
Highlighted in Screenshot |
|---|---|---|---|---|---|
|
Toggle Selected Task Details Screen Visibility button |
To allow the user access to functions on the Selected Task Details screen. |
Shows the Selected Task Details screen. |
Always |
None |
1 |
|
Delete All Sales Order Items button |
To allow the user to delete all sales order items that have been entered for the selected task. |
Displays alert below. If the user presses OK on the alert, then Field Service Mobile deletes all of the sales order items saved for this task. If the user presses Cancel on alert, then the alert is hidden, and no changes are made. |
Once 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 |
To inform the user that the sales order items are being saved to the cloud. |
None |
After the Save button has been pressed until the data has been saved to the cloud. |
None |
3 |
|
Discard Changes button |
To allow the user to 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 the user presses 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 the user presses 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 |
To allow the user to 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 |
To allow the user to navigate to the Add/Edit/Delete Sales Order Item screen. |
Displays the Add/ |
Always |
None |
6 |
|
Sales Order Items list |
To display all sales order items for the selected task, both saved and unsaved. |
If the user presses any of the entries within the list the Add/ |
Always |
None |
7 |
|
Total Of Sales Order Items display field |
To display the total of all saved sales order items including any tax. Sales order items created but not yet saved are not added to the total. Sales order items previously saved and since updated but not yet saved again will have the 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 show the sum of the prices in the Sales Order Item list with GST added. However, once the sales order data has been saved to the cloud again the Total Of Sales Order Items text display field will be updated with the correct information. |
None |
Always |
None |
9 |
Add/Edit/Delete Sales Order Item screen in detail
This screen allows the user to add, edit or delete sales order items.
|
S |
Task |
Effect |
Availability |
Errors/Alerts Shown |
H |
|---|---|---|---|---|---|
|
Back button |
To allow the user to navigate to the Sales Order Item List screen. |
Displays the Sales Order Item List screen. |
Always |
None |
1 |
|
View P |
To allow the user to 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 showing the first sales order item. |
None |
2 |
|
View Next Sales Order Item button |
To allow the user to 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 showing the last sales order item. |
None |
3 |
|
Toggle S |
To allow the user access to functions on the Selected Task Details screen. |
Shows the Selected Task Details screen. |
Always |
None |
4 |
|
Add New Sales Order button |
To allow the user to 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 C |
To allow the user to delete the currently displayed sales order item for the selected task. |
Deletes the current sales order item and shows the Sales Order Item List screen. |
Always |
None |
6 |
|
Item Search button |
To show the normally hidden Item Search text box to allow the user to type in a search query. |
If the user presses on the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button allowing the user to type in a search query. |
Always |
None |
7 |
|
Item Search text box |
To allow the user to enter a search query which will be used to show only matching items in the Item dropdown list making it easier and quicker to find the desired item. |
As the user types the search query text in the Item Search text box the Item dropdown list changes to show the user how many items match the search query. Once the user has typed the query, they should press on the Item dropdown list to show the matching items. |
After the Item Search button has been pressed but the user has not pressed anywhere on the screen except for the Item Search button or Item Search text box. |
None |
8 |
|
Item d |
To allow for the user to select from a list of items. The list will be either the full list of all items in the system if the user has not entered a search query using the Item Search text box or, or a subset of all items in the system matching the search query if they have entered a search query. |
None |
Always |
None |
9 |
|
B |
To allow the user to use the camera on their mobile device to scan a supported barcode. If the barcode scanned matches the information for a particular item, then that item is 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 the mobile device’s camera in a window that covers part of the device’s screen. If the user places the mobile device such that a valid barcode can be read by the system then the barcode is scanned, the live feed window is hidden, and the number read is placed in the Item Search text box. If the user presses either inside or outside the live feed window before a valid barcode is read the window is closed. |
If the mobile device being used is running the iOS operating system from Apple and Field Service Mobile is being run as a home screen shortcut, rather than within a tab in 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 |
|
Q |
To allow the user to add a quantity for the current sales order item for the selected task. |
None |
Always |
None
Note:
This field only allows the user to type numerals, decimal points or the letter “e”. To be considered valid the value entered must not have a decimal point preceding another character or contain the letter “e”. |
11 |
