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Version: 8.2

Sales

Introduction

With the Sales Module, available on the mobile app, you can:

  • View products;

  • Track sale quotations and orders;

  • Track customers;

  • Manage your shopping cart.

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Access: Application config → Apps management → Axelor mobile settings → Sales tab

Remember to configure the settings beforehand so that you can display product types / generic products / configurator products.

  • Types of products to display: configure the product types to be displayed on the mobile app (items or services). By default, everything is displayed.

  • Show generic product: configure variant management (by generic product or by variant products).

  • Show configurator products: here, enable the display of products from the configurator on the mobile application.

Active cart

caution

In order to use an Active Cart on the mobile app, it must be created in the web app.

Access: Sales → Active cart

On the active cart page, several actions are available:

  1. Empty cart: at the top right, click on the three dots to access the “Empty cart” action.

  2. Customer: select the customer in the dedicated bar.

  3. Add a product: click here to add a product.

  4. Create order: click on the button to create the order.

For each product in the cart, select one of the following actions, if necessary:

  • Modify product variant: click on the palette icon to modify the product variants.

  • Remove line from cart: click on the corresponding icon to remove the product.

  • Increase quantity: click on the plus icon to increase the quantity (by one additional item).

  • Decrease quantity: click on the minus icon to decrease the quantity.

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There are multiple quick actions related to the shopping cart:

  1. Add product: add a product from the product detail views or from the sale quotation/order lines.

  2. Access shopping cart: access the shopping cart from the application by clicking on the corresponding icon.

Shopping cart catalog

Access: Sales → Catalog

Open the Catalog menu. Here, click the + button to add the product to the user's cart OR select a variant before adding (depending on the configuration).

Items and services

Access: Sales → Products and services

Open the “Products and services” menu. Click on a product. On the product sheet, you can select one of the following actions:

  1. View complementary products: click on this button to view complementary products.

  2. View price lists: click on this button to view price lists.

  3. View variants: click on this button to view variants.

Tracking sale quotations / sale orders

Access: Sales → Sale quotations

Open the sale quotation menu. Click on a sale quotation to open it. On the sale quotation page:

  1. View the list of lines. The list of lines may contain:
  • “Standard” line (contains product information);

  • “Title” line;

  • “Start of pack” line;

  • “End of pack” line.

Click on a line to access the details of that line.