Orders

Invoice/Order Transaction

The orders (or invoices) transactions transmitted by the workforce with the multiroute android app will be shown on this screen. Users will be able to export to an html or excel file by using the Options button.

To view the transaction information, click any id in the Order column. A modal window will appear with the information.

To see more complete information, press View More Information. This will open the order detail screen. Also if the PDF or the receipt of the transaction is available, the Actions button will appear. The user can select to view the Print Out or View PDF.

Transaction Detail

The transaction detail screen will show more information of the selected transaction in the transaction screen. There are two sections in the detail screen. The upper section contains information about the customer, order status and transaction dates and some additional order information.

Some important information about the transaction on this section such as:

• Status: Multiroute android order status. This status should indicate if the transaction was completed or void on the mobile device.
• ERP Status: This status indicate if the transaction was sent to the erp by the multiroute connector.
  • Ready To Process: Transaction is ready to be sent to the erp.
  • Completed: Transaction was successfully sent to the erp.
  • Void: Transaction was void and will not be sent to the erp.
• Transaction Date: Date the transaction was finished on the multiroute android.
• Transmitted: Date the transaction was synchronized.
• Comment: Comment enter by the salesperson on the multiroute android.

• Email: Email button that shows customer email. Email that are shown here come from the customer information. Also the user can enter a custom email if necessary to sent the pdf report.

  

Actions

By pressing the Actions button on the top right of the screen, the user has several additional options.

• Void Order: When this option is selected, the currently chosen order/invoice will be voided, which will make it null or invalid.

• Print PDF: When this option is selected, the user will be able to print a PDF document of the transaction transcript.

• View PDF: When this option is selected, the user will be able to view a PDF document containing the transaction transcript.

• Send PDF To Client Email: When this option is selected, the user will be able to send an email to a client by selecting an already registered email or by adding the desired email.

• Send delivery report to client email: When this option is selected, the user will be able to send a delivery report to a client by selecting an already registered email or by adding the desired email.

• Back To Orders: When this option is selected, the user will be taken back to the order/invoice table screen.

Table

On the lower section, the user will see the following information.

The user will see three tabs depending on the available information:

• Detail: Contains the products of the transaction.

• Photos: Images of the transaction.
• Hold Status: If the transaction is on hold, the hold reasons will appear here.

To approve or deny the transaction press the Go to Hold Approved.