You can create, edit and export Quotes and Sales Orders in the mobile app and keep track of the Products they include. In this article we will show you how to manage them in the app:
Quote/Sales Order list view
The Quote/Sales Order list view can be accessed from anywhere in the mobile app by tapping the menu (the three lines icon in the top left corner) » Quotes or Sales Orders.
Both Quotes and Sales Orders in the list are sorted by creation date. To search up a specific record – Quote or Sales Order – use the full-text search or tap the My records button to view only those records in which you are listed as the Owner. You can find the Filter in the top right corner (three lines/funnel icon). Use the filter to view only those records that meet the criteria you set.
In the list, basic information is visible in the individual Quote/Sales Order rows, such as the Name, Account, Price, Owner, and the Status of the Quote/Sales Order. This status can be an open status e.g., Sales Order Preparation or a closed status i.e., Accepted, Declined or Canceled.
On the bottom right, you will find a blue plus button which lets you create a new Quote or Sales Order. Also located at the bottom are icons that let you easily move on to the Dashboard, Calendar, Full-text Search, or Notifications.
Quote/Sales Order detailed card
Tapping a Quote/Sales Order in the list view will take you to the detail, where you can move between tabs just like you are used to from the desktop version.
On the Basic Information tab, you can use the pencil to edit the data in each panel. Tap the blue plus button to schedule an Activity or add a Sales Order to a Quote. The Price and Costs panel is only editable if the Quote or Sales Order has an open status. You can also add (or remove) Tags at the bottom of the tab.
On the second tab, you can add Products by tapping the blue plus button. To edit the Products already added to the Quote/Sales Order, use the blue pencil button. Tapping a specific Product will take you straight to the detail.
To view the note, go to the Description tab. The other tabs, Note, History, Attachments and Discussion, work just like the tabs in the desktop version of Raynet. In all tabs, you can add data using the blue plus button in the bottom right corner.
Tapping the three dots icon in the top right corner will take you to a menu where you can:
- Add ... (Activity or Create a Sales Order for a Quote and vice versa)
- Export to PDF
- Set up Security
- Delete the Quote/Sales Order