The Stock Order Dashboard on the Mobile App is like the calendar view of the Stock Order Dashboard found on a web browser. This is where you will go on the mobile app to view existing stock orders and draft new stock orders. For a brief introductory video on mobile stock ordering, Click Here.
In this article, we will discuss the Stock Order Dashboard, viewing existing stock orders, drafting new stock orders, and searching stock orders on the mobile app.
For complete details on the stock order process, Click Here.
Stock Order Dashboard on the Mobile App
The Stock Order Dashboard will be displayed in a calendar view on the mobile app. This view organizes the stock orders on a calendar by specific dates (e.g., Start Ship Date, End Ship Date, Early Cancel Date, etc.). The dates can be changed on the dashboard using the dropdown selector (as shown below).
Filtering Stock Orders
You can further narrow down stock orders that are displayed to specific categories. For example, if you wish only to see stock orders that have items in the "Men's - Shirt" category, click "+Show All Categories" and select that category. If you wish to see multiple categories, select the additional category and click "Apply" (as shown below).
Viewing Existing Stock Orders
To view an existing stock order, click a date on the calendar with a color bubble. If multiple orders fall on the date, select the specific order you wish to view. When viewing a stock order, additional details will be displayed, including the vendor name, categories, order number, vendor confirmation number, order date, cancellation date, expected delivery/shipping date, and more (as shown below).
Entering Draft Stock Orders
Draft stock orders are a great way to enter a stock order while on the go. Quickly create draft orders in a consolidated form that allows you to scan files, upload files, and take photos of your merchandise.
To enter a draft stock order on the mobile app, click the "+" button in the lower right-hand corner. When entering a draft order, you will be able to quickly write down the following for the stock order:
Vendor: Select the vendor from your vendor list.
Order Notes: Add detailed notes about the order.
Add Files: Upload files, scan documents and take photos to include with the draft (as shown below).
Once the order is entered, click "Save" to ensure all the details are captured for your draft stock order and saved to "Order to Place" stage on the Stock Order Dashboard. At this point, you will be able to edit the draft stock order and add additional details, item details, shipping dates, and change between quick entry and detailed entry.
Searching Stock Orders
The Stock Order Dashboard features a search function that enables you to locate stock orders by matching the search term with the order number, vendor, order nickname, and other details. The search field will be available at the top of the page (as shown below). To clear an entered search term, click the eraser button, which will remove it.
