Under Sales orders you manage the whole flow of an order – from creation through line items and time logging to invoicing and payment. It is one of the most used areas of the app.
Search and filter (for example by status, type and readiness) via the list settings, and switch organizational unit at the top.
Scan a barcode to open the matching sales order directly.
Tap New sales order to create a new one.
Choose a customer (or create a new one directly from the search), an organizational unit, a sales order type and optionally a task type. Save, and the order opens.
On the sales order you can, among other things:
Add line items – manually or by scanning the product's barcode. Edit quantity, price and stock location on the individual line, or remove the line.
See totals for quantity and amount.
Log time with start/stop, if time logging is enabled.
View and edit the order's fields and notes, and manage attachments.
View and create linked tasks and any sub-orders.
With Collect items you pick the goods for the order. You can scan or count up/down per line and mark each line as collected. When everything is collected, the order can be invoiced.
Invoice creates the invoice from the order's lines.
Pay starts a card payment (requires Softpay to be set up on the unit in the web version of Sapera).
Ready / Work done marks the order's readiness. On "work done" you can send a message to the customer.
From the order you can send an SMS to the customer and see previously sent messages in the SMS log. When finishing the work you can send an SMS or email message that the work is done.
Auto ready on save, description field support and time logging are controlled by the sales order settings in Sapera.
Card payment requires a valid Softpay setup on the organizational unit.
