Welcome to the bMobile Tutorial Video Series.
In this video, we will go over how to create invoices and presales on the desktop bMobile Route application. Let’s jump right in.
Select ‘Order Management’.
Select ‘Add Invoices’.
Enter the customer number or click the green magnifying glass to look up the customer.
Select a delivery route.
Select a sales rep.
Add an item number to the first row in the invoice detail.
Enter a quantity into the appropriate field.
A price will generate automatically, or you can manually change the price.
Once you have completed a row of item detail you can tab down to the second row. Alternately, you can use the arrow keys or left click the mouse into the field you wish to enter data for.
Once all invoice detail has been entered, click the ‘Save’ button in the top left of the screen.
Your invoice has been created!
You can find your invoice by viewing it in the invoice list by navigating to ‘Order Management’ > ‘Invoices/Payment’ > ‘View Invoices’.
Creating a presale follows the same entry steps.
To create a presale, navigate to ‘Order Management’ > ‘Presales/Preloads’ > ‘Add Presales’.
You will need to specify a delivery date for the created presale before saving.
If you have any questions about specifics regarding navigating through this process, make sure to touch base with your Implementation Consultant!
Thanks and have a good day!