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 (see the Template elements article for more details).

Comarch Mobile allows you to select the following document types for a Document Registration appointment template element:

  • Sales order
  • Sales quote

After you select an element of the Document Registration type, the application displays a document type selection window:

Appointment element: Document Registration: Selecting document type
Example

Appointment: Document registration

 

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