The Sales Order screen is used to manage the sale of Parts within Call2Field. These are often used where there has been a sale of goods but no Engineer attendance required, or for a walk-in sale etc.

The List view of Sales Orders will show all records within your system, and can be filtered to find the record(s) you're looking for.

You can click the 'Add Sales Order' button at the top to create a new record, or double click a line to load an existing record.

To Add a Sales Order, click the Add button on the top left of the list view, or click the '+' icon on the Nav-Bar next to the Sales Order option. Once the Add screen opens, you can start to populate it.

You can either add lines on this screen, or once you've saved your record you can add lines under the Sales Order Lines tab.

After saving or loading a Sales Order, you can view or make changes on screen.

There is a strip across the top of this page which will give you some financial figures, generated by the Sales Order Lines. These can be edited and adjusted under their respective tab.

The Sales order Line Tab is where you view, add and edit the parts on your Sales Order. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.

Click 'Add New Line' to add extra parts, or click the pencil icon on a line to edit it. Adding a new line will open a pop-up window.

The Sales Order Shipping tab will show each line, and whether or not it has been dispatched to the customer. Click the pencil icon to edit a line and update the quantity that have been dispatched.

Clicking the pencil icon will open a pop-up window for your chosen line

Update your Quantity to Ship and then click the tick icon. Once a line has been completed, the icon on the right of the line will reflect this.

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to using the eye and download buttons on the record.

To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.

Public and Private attachments are visible or invisible to Mobile users respectively.