Creating Orders on Your Phone
The mobile app includes a guided order creation wizard designed for on-the-go sales — whether you're at a trade show, visiting a customer, or in the warehouse.
The Order Wizard
The wizard walks you through order creation in three simple steps:
Step 1: Select Customer
Search your customer list or skip for a walk-in sale. The search matches by name, email, or company. You can also create a new customer on the spot.
Step 2: Add Items
Add products to the order:
- Search by name or SKU
- Scan barcode using your phone's camera for instant product lookup
- Set quantities — prices auto-fill from the applicable price tier
- Swipe to remove items
Step 3: Review and Submit
Review the complete order:
- Verify line items, quantities, and pricing
- See the order total
- Add optional notes
- Tap Submit Order to create
Editing Existing Orders
Open a draft order from the Orders list and tap Edit to load it back into the wizard for modifications.
Offline Support
Orders created without connectivity are queued locally and automatically synced when your connection returns. A "Pending Sync" badge indicates orders waiting to upload.
Tip: The mobile order wizard is perfect for trade shows. Combined with Barcode Scanning, you can create orders in seconds.
See also: Creating Orders, Mobile App Setup, Trade Show Mode on Mobile