Deliver orders

Orders you take on a visit are delivered later, often by you on another round. My Orders lists every order booked to you, so you can move each one along: confirm it, take it out for delivery, hand the goods over and invoice them.

Find your orders

On the Home tab, tap My Orders. The In progress tab lists the orders still open, and Finished the ones with nothing left to do. Tap an order to see its lines, its totals and the customer’s address, with buttons to Call, WhatsApp or get Directions.

Move an order along

The buttons at the bottom of the order change with its status:

Status	What you can do
Draft	Confirm it, or Cancel it.
Confirmed	Mark it Out for delivery, or Ship it.
On the way	Ship it.
Partially shipped	Ship the rest, or Invoice what was delivered.
Shipped	Invoice it.

For every button but Ship, the app asks Change Status to confirm. Tap Confirm.

Deliver an order

1. Open the order and tap Ship.
2. What are you delivering? lists each line with what is Left to deliver. Lower a quantity when the customer takes only part, or leave them all to deliver everything.
3. Tap Ship.

The goods leave your van and the order shows Shipped, or Partially shipped when something is still owed. Then tap Invoice: the delivered goods are invoiced to the customer, and the invoice opens on screen to print or share.

Note

Confirming an order reserves its goods in your van. An order you cannot deliver should be cancelled, so the stock is free for your other customers.

Pick up online-store orders

When your company sells online, orders from customers in the areas you cover appear in the Marketplace until a rep takes them.

1. On the Home tab, tap Marketplace. The number on the button is how many orders are waiting.
2. Check the customer, the items and the Total.
3. Tap Confirm Order, then confirm.

The order is yours: it is confirmed, booked to you and served from your van, and it moves to My Orders for delivery. Marketplace needs your van to be loadable and your day to be started.

Messages you may meet

Message	What to do
Set at least one quantity to deliver.	Enter what the customer takes, or close the sheet.
No orders available	No online-store order is waiting in your areas. Tap Refresh later.

When the server refuses a step, for example because the order was already shipped or another rep took it first, the app shows the server’s reason with a reference code in square brackets. Refresh the order, and give the code to your office if the refusal is unclear.