Steps to place an order and take payment

  1. Tap the ‘Customer’ icon at the top of the screen
  2. Search for and select a customer
  3. Tap the ‘Add’ icon at the top of the screen to create a sales document
  4. Choose your type of sales document
  5. Search and add items to your order
  6. Click the ‘Basket’ icon at the bottom of the screen
  7. To Change Shipping Address
    1. Tap on the ‘Delivery’ tab
    2. Tap on the ‘Choose Location’ button
    3. Choose from the list of available shipping locations
  8. Tap the ‘Action’ button at the bottom of the screen
  9. Choose ‘Place Order’ from the menu
  10. To place the order and take payment
    1. Choose ‘Pay by Card
    2. Choose a saved card or enter new details
  11. Once payment is complete you will be taken to the order list page