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How do I create an order?

Create Order on Orders Screen

  1. Open and Sign in to Wayroo Application
  2. Select the navigation menu in the top left of the screen
  3. Select ‘Orders’ from the navigation menu to access the Orders List
  4. Select the add sign in the top right of the screen to start a New Order
  5. Select a customer from the customer list
    • If the customer is not present, select ‘Add Customer’ in the bottom right of the screen, this will take you through the Add Customer workflow
    • Once a customer is selected or added, the ‘New Order’ screen will display
  6. Order Navigation
    • Select the exit icon in the top right of the screen to return the customer details without placing an order
    • Select the back arrow in the top left of the screen to return the previous screen without completing an action on the current screen
    • Select the ‘Cancel’ at the bottom of the screen to return the previous screen without completing an action on the current screen
  7. Select the ‘Add Item’ icon and label to see the available inventory
    • Select inventory items to add to the order
    • Once all items are added to the order, select ‘Add Items’
    • Items will be added to the item list on the New Order screen
      • If items are incorrect, select the :cross_mark: icon on the right side of the item in the item list to delete the item from the list
  8. Select ‘Scan’ to open the camera and scan the item’s UPC
    • Select the left-facing chevron and label ‘back’ to navigate back to the New Orders screen
    • Select the flashlight icon in the top right of the photo frame to activate the flashlight and provide more light for the camera
    • Scanned items will be added to the item list on the New Order screen
  9. Select the toggle next to ‘Ship Order’ to add the shipping cost to the order.
  10. Select ‘Send Invoice’ to send the customer an invoice to pay at a later date
  11. Select ‘Pay’ to enter the customer’s payment method now

Create Order on Customers Screen

  1. Open and Sign in to Wayroo Application
  2. Select the navigation menu in the top left of the screen
  3. Select ‘Customers’ from the navigation menu to access the Customer List
  4. Select the customer from the customer list to create a new order
  5. Select the ‘New Order’ button under the customer name to start a New Order for the customer
  6. Order Navigation
    • Select the exit icon in the top right of the screen to return the customer details without placing an order
    • Select the back arrow in the top left of the screen to return the previous screen without completing an action on the current screen
    • Select the ‘Cancel’ at the bottom of the screen to return the previous screen without completing an action on the current screen
  7. Select the ‘Add Item’ icon and label to see the available inventory
    • Select inventory items to add to the order
    • Once all items are added to the order, select ‘Add Items’
    • Items will be added to the item list on the New Order screen
      • If items are incorrect, select the :cross_mark: icon on the right side of the item in the item list to delete the item from the list
  8. Select ‘Scan’ to open the camera and scan the item’s UPC
    • Select the left-facing chevron and label ‘back’ to navigate back to the New Orders screen
    • Select the flashlight icon in the top right of the photo frame to activate the flashlight and provide more light for the camera
    • Scanned items will be added to the item list on the New Order screen
  9. Select the toggle next to ‘Ship Order’ to add the shipping cost to the order.
  10. Select ‘Send Invoice’ to send the customer an invoice to pay at a later date
  11. Select ‘Pay’ to enter the customer’s payment method now
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