Manually create or edit a single order line without importing an Excel file — handy for a last-minute add or a small correction.
Steps
- Fill in the required fields
Request date, customer name, product name, and quantity are required; you can't save without all four. - Fill optional fields based on your plan
Whether order number, customer code, product code, and unit are editable depends on your subscription plan; tapping a locked field prompts an upgrade. Spec is available on every plan. - Choose how to finish
Done saves and closes the dialog; Complete and Continue saves and clears the form so you can add several orders in a row.
Notes
- Copying an order pre-fills the new form with the original order's field values, making it easy to create similar orders.
- Storage location is optional and sits above the product name. It only appears and is read aloud once filled in.
Limitations
- The Free plan has fewer editable fields; Complete and Continue isn't available when editing an existing order.