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On this page
  • The Complete Ordering Process
  • What Is Order Reviewing
  • How To Review Your Order
  • Grouping The Order
  • Analyzing The Order
  • Order Analytics
  • Historical Order Data
  • Adding Discounts
  • Modifying Delivery Dates Per Item
  • Modifying Delivery Dates In Bulk
  • Saving Order As Draft
  • How To Save An Order As Draft
  • How To Access Drafts
  • Finalizing Your Order

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  1. Sales App

Order Reviewing

PreviousMulti PromotionsNextOrder Sharing

Last updated 1 month ago

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The Complete Ordering Process

Once a selection of desired items is made, usually by making use of the feature, the ordering process can start.It includes three main phases:

  1. ​

  2. ​

Each of these phases is explained in a separate chapter. We will get into Order Reviewing here.

What Is Order Reviewing

After making sure all the items you wish to order are in the right quantities, variations and delivery windows during , this next phase is about reviewing the contents of your cart and making changes where and if needed.

How To Review Your Order

There are six actions typically taken during this phase, not necessarily in this order, that all have to do with order reviewing:

  • ​

  • ​

  • ​

Grouping The Order

Grouping the order in different selection fields such as delivery window, gender or product category, allows you to assess whether your order is well-balanced.


Start from the Order Overview Page:​

Tap the gray round icon next to ‘ORDER DETAILS’ to group the order.

A balloon menu will appear where you can choose different selection fields to group your order.

The selected grouping criteria will be shown directly in the order overview.​

Analyzing The Order

Analyzing your order helps to put it in perspective, backed by relevant data readily available in the app. By using analytics and data, you can double check whether the order is balanced enough in terms of selected items, and in relation to previous orders.

Order Analytics

These analytics will show you the breakdown of your order by season, drop, type of item, gender etc. They can give you insight into the representation of items included in your order.

When you scroll down on the Order Overview Page, you will see the Order Analytics automatically appear in a bar chart under 'ORDER STATISTICS'.

Historical Order Data

Historical Order Data will give you insight into what a client ordered previously. It gives you the statistic details of any order ever made by your selected client.

This feature is great to use as preparation prior to your sales meeting, or as an upsell opportunity during your sales meeting with your client present.

If you press ‘Enable Historical Data’ the historical order data will appear in a bar chart.

Adding Discounts

If you wish, you can add a discount to items in your active order.

Start from your cart by tapping it.

In the cart, go to the item for which you wish to add a discount and tap the blue 'Add discount' button.

A menu will appear where you can set the discount to your desired percentage by tapping the '+' and '-' buttons.

Once you've reached the discount you wish to apply, tap 'Apply' to only apply the discount to the one item you have selected in your order, or tap 'Apply to All' to activate the same discount for all items in your cart. The prices will be adjusted accordingly.

Modifying Delivery Dates Per Item

In your active cart you can modify delivery dates per item. Simply tap 'Delivery'.

A calendar will pop up where you can tap the desired delivery date for this item.

Modifying Delivery Dates In Bulk

In your active cart, you can modify delivery dates in bulk, by tapping on "Modify Orderline Dates"

Once the button is pressed, you will be provided with a selection to choose from:

  • All

  • By Group

  • By Category

For All it will immediately show you a date picker, but if you select By Group or By Category it will show you a dropdown of all the categories you have in your cart.

Once you have made your selection, the selected the date that you want to apply to this category/group and the dates will change.

Saving Order As Draft

Drafts are orders in progress. If you are working on an order and wish to continue later on, you can save it to Drafts. In the Drafts section you can access the order and review it any time, reactivate it to continue building it, share it, or send it as an order directly.

How To Save An Order As Draft

If you are working in an active order, simply tap the 'share' icon in the top bar of the order pop up menu. Then tap the first line 'Save as draft'.

How To Access Drafts

This will take you to your shopping cart with your active order. To access your previously saved draft order(s), tap 'Drafts' in the top bar on the right.

Now you will be able to view and open all your previously saved draft orders.

Simply tap the order you would like to (re)view.

Finalizing Your Order

As soon as all the items you wish to include in your order are quantified, grouped, analyzed, added to the shopping cart, potential discounts have been added and the delivery dates are modified if needed, it’s time to finalize the order by validating it.

In your active order, tap 'Place Order' at the bottom left of the pop up screen.

A new pop up will appear to double check whether you want to place your order, tap 'YES'.

Congratulations, you have successfully placed your order.

As soon as you've tapped 'YES', another pop up window appears stating that the order was successfully sent, asking you whether you would like to receive the order confirmation via email.

If you tap 'YES', you will receive the confirmation email on the address attached to your Sales App account.

Make sure you are either on a or a . Tap the cart icon in the bottom right corner of your screen.

Favorites
Order Building​
Order Reviewing​
Order Sharing
Order Building
Grouping
Analyzing
Adding Discounts
Modifying Delivery Dates ​
​Saving As Draft​
Finalizing
Product List Page
Product Detail Page
Order Overview Page
Order Overview page with grouped order
Order Overview Page with Order Analytics
Historical Order Data
Add discount by tapping the button
Tap plus or minus to set the right discount followed by apply to one or apply to all
10% discount applied to all items in cart
Tap 'Delivery' to adjust delivery dates per item
Delivery date calender per item
Modify Orderline Dates
Batch Modify
Select Groups
Select delivery date to modify all lines
Saving an active order as draft
The cart icon on the Product List Page
Draft menu
Draft order overview
Order Validation
Order placing pop up
Order confirmation