Sales Order Tab in FSM Mobile
The sales order tab lets technicians create sales orders and use inventory from their van or location in real time. When a sales order is saved on mobile, it gets created and fulfilled in NetSuite right away. The sales order is then returned and shown on the mobile. If the user is offline, it is cached until they're online.
The sales order tab works differently from the consumables or inventory tab, which adds items to a custom record and creates the sales order in NetSuite after the task is done. With that tab, mobile users never see the sales order. For more information, see Deciding Between the Consumables and Sales Order Tabs
The sales order tab has a set of body fields and a table of items, similar to the NetSuite UI.
Since the sales order is created and fulfilled in real time on mobile, only one technician should create and manage it.
The sales order tab can show a pre-existing sales order on mobile, but those lines are read-only by default. Mobile users can only add new lines and fulfill them from their van or location.
To learn more about the sales order tab, see the following: