Under Sales orders you control the whole flow on an order – from creation through line items and time logging to invoicing and payment. It is one of the most used areas in the app.
Search and filter (for example on status, type and readiness) via the list preferences, and change organizational unit at the top. Your filters can be saved as a view.
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 work log.
View and edit the order's fields and notes, and handle attachments.
View and create linked tasks and any child orders.
Complete the task on the order when the work has been carried out.
Sales and cost prices on the line items can be hidden from employees who should not see them. This is controlled by the permission Show sales and cost prices on sales orders, which is turned on by default. If you cannot see the prices on the lines or in the line editor, you are missing the permission – contact support.
Start/stop at the top starts and stops your time on the order. The active task is highlighted in the task list so you can see where time is running.
In the work log table you can add a line manually with +, edit an existing line or remove it.
If you have chosen it in the setup, start and end time are hidden so you only enter the duration.
Time can also be logged on cancelled sales orders, so follow-up work is not lost.
You can also log time on the order from My day without opening it.
With Collect items you pick the items 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 Financial).
Ready / Work done marks the readiness of the order. With "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 stating that the work has been done.
You can add an attachment to the order by taking a photo, picking an image from the phone or recording a video. You are asked for a title. Tap an attachment to open it, or remove it again.
Automatically ready on save, support for the description field and time logging are controlled by the sales order settings in Financial.
Card payment requires a valid Softpay setup on the organizational unit.
If you cannot see the menu item, you probably do not have permission for it – contact support.
Want to know more?
Read more in these related articles:
Invoices
View invoices, book them, send them by email with the right report, and receive card payment in Sapera Mobile.
My day
Get an overview of today's tasks and sales orders, see logged time versus planned time, and request approval of your time.
Tasks
View, create and handle tasks in Sapera Mobile: assign to yourself, edit fields, log work and complete the task.
List preferences and saved views
Filter and sort lists in Sapera Mobile, save your preferences as a view, share it with colleagues, and set it as the default.
