Take orders across devices
Use supported desktop and mobile devices to access your order workflow.
Keep orders moving, wherever work happens.
Access order processing from desktop or mobile. Help your team manage orders while at the desk, on the shop floor, or on the move.
Use supported desktop and mobile devices to access your order workflow.
Review and process orders without relying on one workstation.
Bring order information together so the team can follow up and keep work moving.
An order can move between sales, accounts, the store and dispatch. A shared record should make the customer, items, quantities, commercial terms and next action clear. Staff need to know whether the order is a draft, approved or ready for the next operational step.
Access from a different device should not remove approval or visibility rules. Confirm the supported interfaces and permissions for each role that will use the order workflow.
A salesperson records a customer requirement while away from the office. The back-office team reviews terms and available stock before committing the order to fulfilment. The intended benefit is a clearer handover, not permission for every user to bypass credit, stock or management checks.
List the browsers and devices your staff use, along with connectivity conditions at the factory and in the field. Agree who creates, edits and approves orders. Test the complete workflow with realistic order sizes before rolling it out to the whole team.
No. Mobile browser access, a native app and offline operation are different capabilities. The document includes mobile application workstreams, but offline support is not established. Confirm the exact access model available today.
That handover is part of the CRM and sales roadmap. Ask for a demonstration of the fields carried forward, approval steps and editing rules in the current release.
Review the wider solution and confirm the capabilities available for your rollout.
Tell us about your current workflow, locations, and team. We can walk you through the relevant features and confirm plan availability, setup requirements, and any integrations you need.