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Version: 8.5

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.

New features in version 8.5​

New features are now available in version 8.5.

  1. Partner relationships: management of partner relationships on orders (i.e., the third party delivered/invoiced will be displayed on quotes and orders). When creating a new quote, you will be able to define a partner who has been delivered.

  2. Payment methods: addition of payment methods on the detailed view and on the quote.

  3. Scan: scan added to products.

  4. Line availability: availability added to order lines (card view and detailed view).

  5. Shortcut: a shortcut has been added to create a customer before confirming the shopping cart.

  6. Action upgrade: upgrade of actions available from a customer with the CRM module (create an event/create a quote, etc.).

  7. Shortcut to create a customer: addition of a shortcut to create a customer before confirming the cart so that a quote can then be created.