Sales appointment element – Document registration

The appointment element Document Registration is handled by issuing a trade document for a customer according to a template element created in Comarch Mobile Management (more information may be found in the Template elements article).

In the mobile application, it is possible to select the following document types to register a document:

  • Sales order
  • Sales quote

Selecting an element of the Document Registration type displays the following window enabling the user to select a document type:

Document registration: Selecting document type
Example

Appointment: Document registration

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