Sales Orders
Sales Orders can be scanned to verify the physical items match the ordered items. Items verified in Sales Orders are Archived.
Sales Orders must first be created in the web portal, and moved to Shipping status, to appear on the mobile app
To verify a Sales Order click the Ship icon
If you have access to more than one physical location, confirm the Selected Location is correct. It will appear below 'Ship'
From the Ship tab you will see the Sales Orders. Locate the order you are verifying
Click on it to open it.
Sales Orders contain two tabs: Info & Products
The Info tab provides order details including status, origin, customer name, created & modified date, and a progress indicator at the bottom
The second tab, Products displays the ordered item(s)
To initiate the verification process, click Verify
The ordered items are now ready to be scanned to confirm accuracy, & capture the tag(s) serial number, and Archive these items
At the bottom of the screen are the Scan Settings and Auto-Scan button
A "remove" switch allows the scanner to remove scanned items
Finish terminates the session
Scanning Incorrect Items
If an incorrect items is scanned, the word 'remove' appears at the top, and the item to be removed appears in red. Incorrect items must be removed before the scan session can be terminated
To remove incorrect items you can either:
- Slide the incorrect item to the left, then click on the trash can icon
- Click 'Ok' to the pop-up prompt
OR
- Enable the Remove scan option
- Scan the incorrect item(s)
Scanning Extra Items
If more items are scanned than are ordered, the 'remove' message appears, and the item with extra items will appear in red, and the number of extra items is displayed on the left
- Slide the item to the left, then tap the broom icon to clear the scans for that item
- Click 'Ok' to the pop-up prompt
OR
- Enable the Remove scan option
- Scan only the items being removed
Complete Order
Once all items are scanned correctly & complete, click Finish
- Click 'Ok' to the pop-up prompt
You will be returned back to the Ship orders list, and a toast pop-up will confirm the order is completed
