Selecting Pocket Order Entry Views

Pocket Order Entry (Pocket OE) offers the following screens to create or edit orders:

• Item Entry – Search for items, select items and quantities, view line item information, offer discounts, or add line item comments.

• Order View – Review and edit items and quantities on an order, and view the approximate total.

• Order Header – Enter order header information such as purchase order number, release order number, shipping information, and discounts applied at the order level. You can also add shipping instructions and a custom address.

• Reorder Pad – If a customer has Reorder Pad information, select products and quantities by last quantity ordered, or by a calculated suggested quantity. You can change Pocket OE preferences to display the Reorder Pad to select items and quantities when creating or editing orders.

To select a Pocket Order Entry (Pocket OE) view:

1. Start the Pocket OE application.

2. From the main Pocket Ordering screen, edit an order or create an order.

3. The Item Entry screen displays when creating orders, unless you changed Pocket OE preferences to display the Reorder Pad.

4. The Order View screen displays when editing orders, unless you changed Pocket OE preferences to display the Reorder Pad.

3. Tap the drop-down () in the upper right corner of the screen and select a view to display:

• Item Entry

• Order View

• Order Header

• Reorder Pad

You can also tap the right or left View arrows () in the bottom left corner of the screen. Tap the right button to cycle forward through the list of views. Tap the left button to cycle backwards through the list.

4. Tap Done from a Pocket OE view to return to the main Pocket Ordering screen.

See Also:

Creating Orders with Pocket Order Entry

Editing Orders with Pocket Order Entry

Pocket Order Entry Overview