Order Capture and Processing Guide

This guide outlines the entire order process from creating an order in the mobile app to capturing and finalizing it in the web app.

Part 1: Creating an Order in the Mobile App

Open the Orders Page

• Launch the app and go to the homepage. Tap on the Orders button located in the bottom right corner to access the Orders page.

Initiate a New Order

• Tap the New Order button to start creating a new order.

Enter Order Details

1. Select Principal: Choose the supplier or distributor responsible for the order.
2. Select Store: Pick the store that the order will be delivered to.
3. Select Product Class: Select between Ambient (room temperature) or Cold (refrigerated) products, depending on the type of goods.
4. Add Customer Order Number: Enter the unique order number provided by the customer.
5. Add Total Value (Including VAT): Input the total value of the order, including any applicable VAT.
6. Upload Order Document Photo: Take or upload a photo of the customer’s order document as a reference for telemarketers.
7. Submit the Order: Once all details are entered, tap Submit to finalize the order. This action will automatically send an email to the telemarketers, notifying them of the new order for processing.

Part 2: Capturing and Processing the Order in the Web App

After the order is submitted through the mobile app, telemarketers can capture and review it in the web app for further processing. Here’s how they proceed:

1. Access the Orders Section

   • Log in to the web app and navigate to the “Sales” section and then click on “Orders”. All recently submitted orders from the mobile app are listed here, along with their details.

   

   

2. Review Order Details

   • For each new order, the telemarketer will see the following information:
     • Principal: The supplier or distributor for the order.
     • Store: The designated store for the order.
     • Product Class: Whether the order is Ambient or Cold.
     • Customer Order Number: The customer-provided unique order number.
     • Total Value (Including VAT): The total cost, inclusive of VAT.
     • Order Document Photo: The uploaded photo of the customer’s order document for verification.

3. Process the Order

   • Review each detail carefully to confirm accuracy. Begin the necessary processing steps based on the company’s order fulfilment procedure.

Part 3: Finalizing the Order

Once the telemarketer has completed all processing steps:

1. Mark as Done

   • In the web app, locate the order that has been processed and click Mark as Done to indicate the order is complete. This action updates the order’s status and finalizes it within the system.