Take a customer order on a smartphone

What it is for

New order from customer is designed for people who visit customers or work at the counter with a phone or tablet: no header to fill in, just customer, products and quantities. The price is the one reserved for that customer and the order lands in Orders ready for the office to fulfil.

How to do it

1. Open New order from customer: from Orders → More, from the phone’s Create button or, for agents, from the Home.
2. In Choose the customer search by name, code or town and tap the customer.
3. In the Item or barcode field type part of the code or description and tap the suggested product, or scan the barcode with a reader (just press Enter). With Camera you point the camera at the code, where the browser allows it.
4. Scanning the same product again adds one to the quantity; adjust it with − and + or type it. Tapping − on a quantity of 1 removes the line.
5. Check the Price: it is calculated for that customer (reserved price, price list and discounts). Below you see Last price … on … and Use applies that price.
6. If needed, write the Notes for the office; at the bottom you see the Order total, calculated as on an invoice.
7. Tap Send order. The order number appears, with Open the order and New order to start again with another customer.

What happens to the order

• The order is dated today, with the payment terms from the customer record and the customer’s agent, who earns commission on the invoices that fulfil it.
• In the office you find it in Orders among those To fulfil: delivery notes or the invoice are issued from there.
• As long as there are no delivery notes or invoices, the order can still be corrected from its record.

The agent role

Create the agent in Customers & suppliers → Agents and set them in their customers’ records; then in Settings → Users and sign-in invite the person with the Agent role and choose their record. Nanus shows them only Home, Orders, Quotes, Customers & suppliers and Help, with just the assigned customers and the products with their prices (not costs). Their Home shows Your customers, the new order button and the Latest orders.

• Agents see and create only orders and quotes for their own customers; on the orders they write they are always the agent.
• Email, delivery notes, invoices and online shops stay with the office.
• If they see no customers, the message asks them to have the office set them as agent in those records.

Common problems

• No item with this code.: the scanned code does not match the code, barcode or variant code of an active product. Check the product in Products.
• Camera not available: type the code.: the browser does not allow camera scanning or you did not grant permission; type the code or use a scanner.

See also

• Record a customer order
• Manage sales agents and commissions
• Invite team members and assign roles
• Use Nanus on a smartphone or tablet
• Price lists and customer prices