Web orders on the phone

Browse web orders on the phone and open one to read its status, customer, items, totals and notes. This is read-only.

Where: mobile · Who can use it: The Web Orders card on the home screen and the side-menu entry show for the roles sales, senior sales, manager, director and owner.

Screens may differ slightly from what you see.

What it is for

A quick view of web orders when you are away from a desk, for example to check an order's status or call a customer. The two screens only read information. You cannot change an order from the phone.

Who can use it

The Web Orders card (and the side-menu entry) is shown for sales, senior sales, manager, director and owner. Other roles do not see it.

How to use it

Browse the list

On the home screen tap Web Orders.
The list shows the newest orders first. It loads 30 at a time and loads more as you scroll down.
Each row shows the order, the customer and a status badge. Small tags warn you: Status conflict, Customer not linked and Has notes.
Pull down to refresh. If loading fails you see "Could not load web orders" with a Retry button. An empty list says "No web orders yet".

Open an order

Tap an order. The detail screen shows:

The order reference and "Placed" date, with status badges. A conflict shows "Status conflict" with the IBIOS status and the website status.
The customer. Tap the email to start an email, the phone number to call, or the address to open it in Maps.
Line Items, with quantity and SKU. An item the system cannot match shows Unresolved. Tap an item that has a product link to open it.
Subtotal, Shipping and Total.
Notes & Timeline, with each note and where it came from. With none it says "No notes yet".

Tips

Tap the phone number on the detail screen to ring the customer straight from the order.
If a status looks wrong, note it and resolve it on the web (see Work on a web order).

Things to know

Sorting is fixed to newest first. There are no filters on the phone.
Currency is shown with the order's own currency.

Common questions

Can I change a web order from the phone?

No. The two phone screens only read information, so you cannot change an order from the phone. If a status looks wrong, note it and resolve it on the web.

Who sees Web Orders on the phone?

The Web Orders card on the home screen and the side-menu entry show for sales, senior sales, manager, director and owner. Other roles do not see it.