This article will walk users through the steps to place an order using the Manager’s Toolbox mobile app.

Overview

The mobile app can help operators quickly place orders up to 7 days in advance.  Operators need to be connected to Wi-Fi on the mobile device to begin ordering.  Users will be unable to post an order if the Wi-Fi is not connected or is unstable.

Orders can start on Decision Logic’s web application and continue on a mobile device.

Video - Mobile Ordering

Check out this short video on how to place an order using the Manager’s Toolbox mobile app. Prefer to skip the video? No worries. You can find the step-by-step instructions below.

Order on Mobile App

First, users will download and configure the mobile app.  Once logged into the mobile app, follow these steps:

  1. Select the Store placing the order.

  2. Tap Ordering.

  3. Select the Distributor.

  4. Select the Delivery Date.

  5. Tap ‘Start new order from server.’

  6. Tap an item and input the quantity to order.  Some items may be configured to select the Order By measurements, such as Case or Each (EA).

  7. Tap OK to move to the next item on the list.

  8. Swipe left or right to move to the next Category.  Your progress automatically saves when swiping between categories.

  9. Tap Review when all items are entered.

    1. "No Items” signifies that you did not order items from that Category.

    2. To add an item, select the location where the item is held. This will revert to the enter order page for value entry.

    3. To edit a value, select the item. This will revert to the enter order page for value entry.

  10. Tap Post.  A popup box will appear to confirm submission.

  11. Tap Yes.

  12. Tap OK or acknowledge that the order is complete.


Orders will stay saved on a mobile device until a user taps Post.  Once an order Posts, it will appear in the Order History.

If you attempt to leave an order during the process, you will see the following message:


Order Status

Orders may have multiple statuses dependent upon the process. One order may be saved locally on a mobile device.  Once an order has started, the saved order is labeled “Continue locally saved order.”

An order may be started on the Decision Logic Website and continued on a mobile device. This order is labeled “Continue Order from server.”

If an order is labeled “Latest,” this means it is the latest (most recent) order that was edited or opened.

Check out some helpful links below.

What are the features of the Ordering Home page (overview)?

How do I enter or post an electronic order?

How do I receive electronically placed orders?

How do I receive electronically placed orders with ‘Exceptions’ & what does that mean?

How do I manually receive orders?

How do I enter (receive) paid-outs?

How do I manually receive electronic credits (e-credits)?

How do I view, edit, or delete a posted order (Order History)?

How do I sort my Order Guide from sheet to shelf & set PARs?

How do I transfer to & receive products from another store (IUT)?

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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.