MyOrders App
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      3. MyOrders App

      Edit or View Existing Orders in MyOrders

      Launch MyOrders by selecting MyOrders from the MyEBMS menu.


      Orders can be located using one of the following options:

      1. Search for an order by entering order information such as the Order Number, Customer ID, or Customer Name.

      2. List orders by Status. Options include: All, Unprocessed, Paid, and Outstanding.

        Select Unprocessed to list only sales orders rather than sales invoices.

      3. Sort orders by Invoice date, Invoice number, or Ship to setting.

      4. Enable the Descending option to list the most current orders on the top of the list when the list is ordered by Invoice date or Invoice number.

      Tap order to open:

      Tap individual summary panes or touch the pencil icon to edit an order.

      1. View or edit order information as shown below:
      2. Product can be added or changed by scanning product.  The Quantities that are increased or decreased by this scanning action are determined by the setting with EBMS at Sales > Options > Invoices and S.O.s as shown below. Look for the "Set ordered and shipped quantities when scanning or entering item from programmable button" option.

      3. Scan a barcode or tap the plus sign icon to add new products to the order. The device camera may also be used to scan barcodes.   

      4. Enter Product IDs or scan the product's barcode as well as adjust the Shipped and Ordered quantities.  Tap the save icon  to add these items and return to the sales order list.  Review Scanning Barcodes for mode instructions, settings, and processes for both the sales order and MyOrders.  

      5. Tap the Description option to edit order Description, Memo, Internal notes, or Auto Send settings.  

      6. Tap Shipping tab to edit shipping settings within an order. Review MyOrders Shipment for more details.

      7. Tap Payments tab view payment information.  Review MyOrders Payments for payment instructions in MyOrders or processing sales order payments within EBMS.

      Review Enter a New Order into MyOrders for examples of MyOrder pages within a larger device.  

      Tap the pin icon to pin an order or the unpin icon to unpin.