Mobile Orders

Mobile Orders — Fast, Accurate Order Entry in the Field

Create orders on tablets in seconds. Customer-specific pricing loads automatically. Stock availability checked in real-time. Orders transmit instantly to the warehouse.

<2min
Avg Order Time
0
Entry Errors
Instant
Transmission

Intuitive Order Entry

Sales reps create orders quickly with an interface designed for field use. Large touch targets, fast product search, and automatic pricing.

New Order
Draft
Supermarket La Fortuna

Costa del Este • Gold Customer

Premium Cola 2L (6-pack)
SKU: BEV-001 • In Stock: 450
$48.00
Sparkling Water 500ml (24-pack)
SKU: BEV-015 • In Stock: 280
$35.00
Energy Drink 250ml (12-pack)
SKU: BEV-022 • In Stock: 156
$72.00
Order Total $155.00

Order Entry Features

  • Quick Product Search: Find products by name, SKU, or barcode scan
  • Customer Pricing: Correct price list loads automatically for each customer
  • Stock Visibility: See available quantity before adding to order
  • Order Templates: Quick reorder from customer's previous orders
  • Instant Totals: Running total updates as items are added

Mobile Order Capabilities

Everything sales reps need to create orders efficiently at customer locations.

Barcode Scanning

Scan product barcodes with device camera. Product details and pricing load instantly. Faster than manual lookup.

Order Templates

Create orders from customer's typical order or previous orders. One tap to reorder common items. Adjust quantities as needed.

Promotions & Discounts

Active promotions apply automatically. Sales rep can apply manual discounts within authorized limits. All discounts tracked.

Credit Check

Customer credit status checked before order. Alerts for customers over credit limit. Can still place order with manager approval.

Digital Signature

Customer signs on tablet to confirm order. Signature stored with order. Eliminates paper order forms.

Instant Transmission

Orders transmit to HQ immediately. Warehouse sees new order in seconds. No end-of-day batch upload needed.

Order Entry Flow

From customer visit to confirmed order in under 2 minutes.

1

Select Customer

Choose customer from today's route or search by name. Customer profile loads with pricing, credit status, and order history.

2

Add Products

Search catalog, scan barcodes, or use previous order template. Add items with quantities. Stock and pricing shown live.

3

Apply Promotions

Eligible promotions apply automatically. Sales rep can add authorized discounts. Review order total.

4

Customer Confirms

Review order with customer. Customer signs on tablet. Order submitted and confirmation displayed.

5

Instant Processing

Order appears in ERP immediately. Inventory allocated. Warehouse notified. Invoice generation triggered.

Connected to Full ERP

Mobile orders flow directly into P4 Books for seamless processing.

Sales Orders
Inventory
Invoicing
Accounts Receivable
Customer Credit
Commissions

Works Offline

No internet? No problem. Mobile orders work offline:

  • Product catalog cached locally
  • Customer data available offline
  • Orders saved and queued
  • Auto-sync when back online

Faster Orders, Happier Customers

Mobile order entry cuts order time in half while eliminating errors. Give your sales team the tools they need to succeed.