'Add a new sales order'

Select the module "Sale orders" in the Main screen.

Select "Pickup" or "Delivery".

 Here you can look up the customer or add a new customer with the "+" icon.

Add a new customer

This is not recommended for delivery orders, because you cannot add a delivery adress via RetailVista Mobile. This will cause an error. For delivery orders it is better to add the customer via RetailVista Backoffice. See also guide: Adding Customers to Backoffice

Fill in the ZipCode and Street number.

Select "Next step".

When the customer is a company, check the box "Company" and enter the company name. Otherwise you can fill in the name of the customer. 

Select "Next step".

Enter the complete address and select "Next step".

Enter the phonenumber, description and default email adress.

You can select "Add another phonenumber" to add another phonenumber.

Select "Save".

Sale order

Select "Proceed".

When you have selected "Delivery" and there is no address in the customer in RetailVista backoffice, at this point an error will be displayed. You can add an address to the customer in the backoffice and set the basket to a salesorder afterwards.

Select "Continue to rows".

Select "Add row".

Product: Scan the barcode, fill in the barcode digits or search the product by typing a part of the name of the specific product
Gross price: It is possible to change the gross price
Amount: Fill in the amount
Discount: You can fill in a discount amount or a discount rate
Net price: It is possible to change the net price

Select "Save".

You can continue adding products to the sale order at the same way.

Change product row

When you want to change the product row, you need to select the "arrow" icon of the specific product.

Change the amount and select "Save".

Delete

When you want to delete the product row, you need to select the "arrow" icon of the specific product.

You need to delete the products per row.

Select "Delete".

Select "Yes".

Finish the sale order

When you are finished adding products to the sale order, select "Next".

Discount (%): Enter a discount percentage, if applicable, for the whole order
Discount: Enter a discount amount, if applicable, for the whole order
Prepayment: Enter a prepayment amount, if applicable

Select "Proceed".

You can enter a reference, description and extra info.

Select "Confirm order".

This order can also be found in RetailVista Backoffice. See also guide Working with Sale Orders.