Minimum Version Required: 21.01
Pre-Conditions
The Product must be included in the customer's Product Group and the handheld user's Stop Product Group if applicable.
Steps
Add Product To Invoice Mobile Invoice Edit
1. Tap the three lines to expand the Navigation Menu.
2. Tap 'Add Product'
3. Search for product:
a. Enter keywords to the search bar and tap Search
b. Use available filters to view a list of products that meet the filtered criteria
c. Tap the barcode icon to scan a product barcode
4. Select the product to be added to the invoice.
a. Available Inventory at the warehouse can be reviewed to ensure there is enough product to fulfill the customer's order.
5. Enter the number of cases to add to the invoice in the Order field.
6. Tap add to invoice
Best Practices
Products are removed from the list on Mobile Invoice Edit when manually inactivated by a user or after a set amount of days with no purchase based on System Setting 131.