Visit the customer, build the order on device, get a signature. The warehouse fulfills it by the delivery date.
Steps
MultiRoutePre-Sales
1
Find your customer
ROUTE tab — your customer list for today
What you see
All customers on your route with their account numbers
Customers with overdue accounts show Credit Hold in red — you can still visit but collections should be a priority
What to do
Scroll or tap the search icon to find your customer, then tap their row.
Route preferencesTap the filter icon ⚙ in the top right to customize the list:
Sort Route Customer List — sort by Customer Name, Customer Account, Account open balance, or Year to date sales
Sort order — Ascending or Descending
Group by Region — organizes customers by their assigned region
Show account balance — displays the open receivable balance next to each customer
Filter completed transactions — hides finished transactions, showing only open or pending ones
Re transmit — allows you to re-send an individual transaction to the office
Show Route Setting — filter the customer list by day: All Clients, Today, Sunday through Saturday
2
Open the customer and start an order
Customer screen → tap + → Order
What you see
Customer name and account number in the title bar
Empty screen body — no open transactions yet
A Check In button bottom-right records your GPS visit stamp
Tap + top-right to see available actions
What to do
Tap + → Order to start a new order.
Other + menu options
Payment — collect money against open invoices
Merchandise — record shelf or product placement activity
Non Service — mark the stop as skipped (no activity)
3
Search the product catalog
Find and tap a product to add it
What you see
Full product list with ID, name, and unit price
Products already on this order show Sale X in green with the running line total
What to do
Type in the Search field to filter by product ID or name
Or scroll the list and tap a product row to open the quantity entry screen
Tap → when you have added all products
4
Enter the quantity
Item entry screen
What you see
Product ID in the title bar, full name below
Unit of measure (EACH, CASE, etc.) and unit price
Blank quantity input · optional Comment field
INFO tab — price, product line, tax status
INVENTORY tab — current warehouse stock levels
What to do
Tap the quantity field and enter the amount
Add a comment if the customer has a special note
Tap the save icon to add the line and return to the catalog
Repeat for each product, then tap → to review the order
5
Review the order
DETAILS · PROMOTIONS
What you see
All added lines with qty, unit price, and line total in green
LINES (count) in the blue column header updates as products are added
PROMOTIONS tab shows any automatically applied discounts
What to do
Tap + in the column header to go back to the catalog and add more products
Tap a line to adjust its quantity
When all products are added, tap → in the title bar to confirm order details
🏷️Promotion not auto-applied?›
What to do
Tap the PROMOTIONS tab at the top of the screen
A list of promotions available for this customer will appear
Tap Apply next to the promotion you want to add
Go back to the DETAILS tab to confirm the discount is reflected on the order
6
Confirm order information
Pay terms, delivery date, warehouse
What you see
Order number assigned automatically in the title bar
Pay Terms and Delivery Mode pre-filled from the customer account
Delivery Date defaults to tomorrow — adjust if needed
Warehouse shows which location will fulfill this order
What to do
Add a Purchase Order number if the customer requires one
Adjust the delivery date if needed
Tap → in the title bar to proceed to the signature screen
7
Get the customer signature
Confirm and save the order
What you see
Order number in the title bar
Signed By text field + large signature pad + Clear Sign button
Receipt preview below — all items, taxes, and net total
What to do
Type the buyer's name in Signed By
Hand the device to the customer to draw their signature
Tap the save icon to save the order
What happens nextThe order is saved on the device with status "Open". It uploads to the office on your next Sync and the warehouse fulfills it by the delivery date.
✅
Order saved!
Syncs to the office on your next upload. The warehouse fulfills it by the delivery date.