Mobile Application Interface

Mobile Application Interface

Main Screen

The Main window is opened after a successful login. The location (site) the device is assigned to and current user name are displayed:

Main Screen. The orange rectangle displays the location and user

• Inventory button

Tap it to open the Inventory screen from where Item List, Inventory Counting, P.O. Center and Bin Locations screens are available.

• Sales button

Tap it to open the Customer Center screen.

• Transfer button

Tap it to open Transfer Center screen

• Admin button

Tap it to open the Admin menu from which Reports, Synchronize, Settings and About screens are available.

• Fulfillment button

Tap it to open either the Open Orders screen or the Open Invoices screen.

Customer Center Screen

Customer Center screen

To open the Customer Center Screen, tap on Sales in the Main menu.

• Look for customer field allows looking for the customer you want to work with.
• View drop-down menu allows watching active or all the transactions.
• Filter checkbox allows creating filters to look for customers according to specific features.

Look for field allows entering the information which helps to find the customer.

In drop-down menu allows choosing the field to which the filter would be applied.

Back button allows leaving the Filter screen without saving changes.

Apply button allows applying filters.

• New button allows creating a new customer.
• Edit button allows editing created customers.
• Scan button allows looking for transactions with the help of a scanner.

Customer Center Buttons

Customer Orders	Invoice	Payment
The Customer Orders button opens the Customer Orders screen which allows performing different actions with sales orders like creating new, editing, picking, or invoicing. Look for Order field allows entering the number of sales order which helps to find it Status drop-down menu allows looking for sales orders according to their status New button allows creating a new sales order. Edit button allows editing existing sales orders. Pick button allows picking sales orders. Invoice button allows invoicing sales orders.	The Invoice button opens the New Invoice screen which allows creating invoices. See Invoicing for more details.	The Payment button opens the Payment Screen which allows applying payments to open invoices.
Open Orders	Sales Receipts	Open Invoices
The Open Orders button opens the Open Orders Screen which allows performing different actions with open sales orders, such as editing and picking. Look for Order field allows entering the number of the sales order to find it. Status drop-down menu allows looking for sales orders according to their status Look for customer field allows entering the name of the customer to find them. Filter checkbox allows creating filters to look for customers according to specific features. Look for field allows entering the information which helps to find a customer. In drop-down box allows choosing a section to which the filter would be applied. Back button allows leaving Filter screen without saving changes. Apply button allows applying filters. Scan button allows looking for transactions with the help of a scanner. Edit button allows editing existing sales orders. Pick button allows picking sales orders.	The Sales Receipts button opens the Sales Receipts screen which allows performing different actions with sales receipts, such as creating new ones and picking. See Sales Receipts for more details.	The Open Invoices button opens the Open Invoices screen which allows viewing, editing and picking\packing open invoices.

Admin Screen

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