As already explained in the Shopping basket chapter, there are several ways to create a shopping basket. In this exercise, we assume that no customer has yet been selected/activated

ADD ITEMS TO THE SHOPPING BASKET VIA THE APPLICATION

1. Expand the hamburger menu at the top left and open the ARTICLE application.

 All articles are now displayed in tile form.

2. Now tap on the shopping basket icon for any item.

 A new dialogue appears with a customer selection. As you know, a shopping basket cannot be created without an active customer. If a customer is already active, this dialogue is no longer displayed.

You can see whether a customer is already active at the top left of the header.

3. Now select any customer from the dialogue offered.

 Another dialogue appears. Not only is a customer assigned to a shopping basket, but also the order type. Which order types are offered depends on your company-specific configuration.

4. Wählen Sie eine beliebige Auftragsart.

 You will now see the original item screen again. The shopping basket that you tapped on at the beginning is no longer empty but is displayed full. You will also see the shopping trolley with a quantity at the top left.

5. You can now continue shopping. Tap on any other shopping trolley within the item view. You can see how the shopping basket at the top right increases the number of items.

Now it’s time to take a look directly at the shopping basket.

6. Tap on the shopping basket at the top right, which now shows the quantities.

ADD ITEMS TO THE SHOPPING BASKET USING THE QUICK ITEM ENTRY FUNCTION

7. Tap on the ‘Quick article entry icon’ in the top right-hand corner of the shopping basket. Now enter the article number you know in the first field of the new fast entry screen.

All corresponding articles are now displayed in a list. The more characters you restrict in the ‘Item number’ field, the more targeted the item list will be.

8. Now tap on a desired article. The cursor jumps to the next field ‘Quantity’. Enter any quantity and click on the ‘Shopping basket icon’ on the right.

After you have clicked on the shopping basket icon, this item is automatically added to the shopping basket.

 To return to the ARTICLES application, click on the ARTICLES application in the menu again. Here you can then add more items to the shopping basket as described in step 1. As a customer is now active, you will no longer be asked for a customer. To return to the shopping basket, simply tap on the shopping basket again in the top right-hand corner.

Another option for adding items to the shopping basket is to use the app’s scan function. Tap on the barcode icon   and scan the desired items. The prerequisite is that you allow the app to access the camera and that the barcodes are also entered in the system.

CREATE ANOTHER SHOPPING BASKET FOR THE ACTIVE CUSTOMER

9. Confirm the following dialogue for selecting an order type by selecting any order type.

CREATE ANOTHER SHOPPING BASKET FOR A NEW CUSTOMER

10. To create a shopping basket for another customer, tap on the icon for creating a new shopping basket for a new customer . You will now see that the selection dialogue for entering a customer appears again. Select any customer here and any order type in the next dialogue.

Please note in this context that the active customer – you can see the active customer at the top – has now changed. This means that everything you add to the shopping basket now counts for this customer.

  You will now see an empty shopping basket again. Here you can proceed in the same way as with the previously created shopping basket.

You have now created several shopping baskets. Now let’s take a look at how many shopping baskets are currently active.

11. To do this, tap on the minimise icon at the top left..

Depending on the configuration, it is possible that you have already opened the left-hand window with all shopping baskets. In this case, point 11) is not relevant.

You will now see all active shopping baskets in the list on the left. You can now switch back and forth between the individual shopping baskets as required. Each time you switch, the active customer is also changed accordingly at the top. To return to the shopping basket view, simply tap on the maximise icon 

EDIT ORDER HEADER DATA AND SIGN SHOPPING BASKET

12. Now switch back to the shopping basket view. You will see four areas on the left:

• Customer
• Delivery address
• Delivery information
• Check shopping basket

 In the Delivery address area, you can enter your own address that differs from the delivery address currently entered. In the Information area, you have the option of changing various order-related fields. Which fields are displayed here depends on your company-specific settings. You can also decide whether or not the shopping basket should be signed before release. In our exercise, we want the shopping basket to be signed by the customer before release.

13. Click on the ‘Edit icon’ within the Information area  and then click on the ‘Sign by’ field. A window opens in which you can enter a name. Below the name is a field in which the customer can sign using a finger or a suitable pen. After signing, tap the ‘Done’ button to close the information area.

You will now see a lock icon at the top left. This icon means that the shopping basket is locked and can no longer be changed. If you still need to make changes, tap on the lock icon. This will open the shopping basket again and you can make changes. Please note that you will need a signature again after opening a shopping basket that has already been locked.

ISSUE ORDER CONFIRMATION AND RELEASE SHOPPING BASKET

Before you release the shopping basket, you can have an order confirmation issued.

The issue of an order confirmation is not yet a release of the shopping basket.

14. Tap on ‘PDF icon’  at the top right for the purpose of issuing an order/order confirmation .

 The order confirmation appears.

You have the following options here:

• Display full page of the order confirmation
• Change the zoom level
• Display multiple pages
• Export as PDF
• Send as e-mail
• Print

You can see all these functions in the bottom right-hand corner of the screen

At the end of the process, the shopping basket is released.

at the top right to release the shopping basket. You will be asked whether you have checked the shopping basket and whether you wish to approve it. Click on ‘Release’.

The shopping basket is now released and is no longer available on the screen.

Attention: a released shopping basket can no longer be called up in polumana. The shopping basket is transferred to the connected cloud and then deleted (fire and forget). You can see which and how many shopping baskets you have placed in the transfer log.

If you have several shopping baskets in stock, the next shopping basket will automatically be loaded in your view after one shopping basket has been released.