In Comarch Mobile application, it is possible to register the following documents:
- Sales order (SO)
- Sales quote (SQ)
Documents may be added in the following places:
- Customer form details:
- Documents screen:
- Customer list:
A new document screen is opened after the user selects a relevant document type.
Note
If the sales representative can issue only one document type, the document type selection screen is not displayed. In turn, the application immediately opens the document registration screen.
To register a document, it is necessary to complete the following stages:
- Selection of relevant items on the item list. More information may be found in the article Adding an item to the cart.
- Confirmation
