iPad: Write an Order

Start Order

Open a Presentation to see the Products in the main panel.

Add Products to Order

Click the Order button under each product to add them to the first Order tab.

 

When clicking Order on the first Product, a new Order Tab will open up behind the Presentation Tab and all ordered Products will continue to be added to it.

Drag and Drop

 

Alternatively, you can drag and drop a Product Tile into an Order tab by holding and dragging on the Product thumbnail and releasing over the appropriate Order tab.

Edit Order

Click on the Order Tab to add the Customer's information and enter QTY units.

Auto-save for Open Orders

Changes to Open Orders are Auto-saved. You can close the Order and come back to it later. 

Save Order offline

If working offline, simply close the Order draft and it will be saved to your Orders List. When your iPad reconnects to the internet, the draft will automatically be synced to the server. 

When your device is connected again, you can finish the Order in the app online as shown in the next section. Or you can access your Account on the web and process the drafts from your Orders Page.

Finish Order in-app when online

Close the Order as shown above to save it as a draft if you plan to continue editing later. Your draft should sync to the server automatically.

Or click "Send to Buyer" or "Place Order" at the bottom of the Order Form.

Please keep in mind that the iPad app does not include the ability to create invoices from the orders you place. Creating invoices and processing payments will have to be done on your desktop/laptop computer once you're done taking orders on the iPad.