Employee Mobile App - Add Items to an Order

1. Open the app

   To add items to an order in the Employee Mobile App, start by opening the app.

   

2. Select the "Menu" icon

   Select the "Menu" icon.

   

3. Select "Quick Order"

   Select "Quick Order" from the menu items. In order to access and use the Quick Order feature, you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: “orderEdit”, “companyView”, “productView”, and “companyAddressView”. If a user only needs to view orders that have been placed previously, “orderView” or “orderEdit” is only needed.

   

4. Select an order

   From the Quick Order screen, you can either start a new order or select a previously drafted order from the "My orders" section. For this example, we will select an order that was previously started.

   

5. Tap on the "Add item" search bar

   To search for an item to add to your order, tap on the "Add item" search bar.

   

6. Search for a product

   Use your device's keyboard to search for the product you want to add to your order. Type to search by product name or SKU.

   

7. Select a product

   Once you locate the product you want to add to your order, tap to select it.

   

8. View inventory information

   On this screen, you can view inventory information about the product.

   

9. Adjust the quantity

   On this screen, you can also adjust the quantity of the product you are ordering. To lower the quantity, tap on the down arrow.

   

10. Adjust the quantity

    To increase the quantity, tap the up arrow.

    

11. Select "Add"

    When you are finished adjusting the quantity, select "Add" to add the item to your order.

    

12. View your updated order

    Once you select "Add", your product will be automatically added to your order.