• Update Account Information
    1. Tap ‘Arrow’ icon at your profile Arrow Image
    2. Swipe right the Edit button Edit Image
    3. Update your account information- contact person, business name, phone number, shop address or email address
    4. Tap ‘Update’
  • Create Product Category
    1. Tap “Add Categories” box at home screen
    2. Tap ‘+’ button at the bottom of your screen Add Product Category Image
    3. Tap ‘Category’ box and fill in the name
    4. Tap ‘SubCategory’ box and enter the name
    5. Tap ‘+’ button to the right of the box Add Sub Category Image
    6. Tap ‘+’ if you wish to add another subcategory
    7. Tap ‘Add’ at the top of your screen
  • Add Multiple Subcategories to a Product Category
    1. Tap the product category
    2. Tap ‘SubCategory’ box and enter the name

    3. Tap ‘+’ button to the right of the box Add Sub Multiple Category Image
    4. Tap ‘+’ if you wish to add another subcategory
    5. Tap ‘Add’ at the top of your screen

    You can add as many sub categories as you want. Sub categories will be listed in the order they are added.

  • Edit Product Category
    1. Tap ‘Add Category’ at your home screen
    2. Long press the category you wish you edit
    3. Edit the category
    4. Tap ‘Update’

    Note- prebuilt product categories are uneditable. You can only edit categories you’ve added to the application.

  • Create Product List

    You can create a product list using any of the following methods-

    Method 1

    1. Tap “Writing Pad" icon at the top of home screen Writting Pad Image
    2. Tap ‘+’ button at the bottom of your screen Add Product List Image
    3. Enter product information- name, product code, description
    4. Choose a relevant category from drop-down menu
    5. Choose a relevant sub-category from drop-down menu
    6. Enter brand name, size, and units
    7. Fill in packing details- no. of units/case
    8. Choose the vendor
    9. Enter product SKU
    10. Scan barcode if any
    11. Tap ‘Save’ at the top of your screen

    Method 2

    1. Tap ‘Order Form’ box at the home screen Writting Pad Image
    2. Tap ‘+’ button at the bottom of your screen Add Order Image
    3. Choose ‘Add Product’ option
    4. Enter product information- name, product code, description
    5. Choose a relevant category from drop-down menu
    6. Choose a relevant sub-category from drop-down menu
    7. Enter brand name, size, and units
    8. Fill in packing details- no. of units/case
    9. Choose the vendor
    10. Enter product SKU
    11. Scan barcode if any
    12. Tap ‘Save’ at the top of your screen

    You can add as many products as you want. Products will be listed in the order they are added.

  • Deactivate Product
    1. Tap “Writing Pad" icon at the top of home screen Writting Pad Image
    2. Left swipe the product you wish to deactivate Deactivate Product Image
    3. Tap ‘Eye’ icon
    4. Choose ‘Yes’ option from the notification message

    Method 1

    1. Tap “Writing Pad’ icon at the top of home screen Writting Pad Image
    2. Tap ‘Eye’ icon at the top of Products screen Eye Icon
    3. Left swipe the product you wish to activate
    4. Tap ‘Eye’ icon

    Method 2

    1. Tap ‘Current Order List’ box at the home screen Writting Pad Image
    2. Tap ‘+’ button at the bottom of your screen Add Product List Image
    3. Choose ‘Deactivate Product’ option
    4. Left swipe the product you wish to activate
    5. Tap ‘Eye’ icon
  • Delete Product

    You need to deactivate the product first to delete it


    1. Tap “Writing Pad" icon at the top of home screen Writting Pad Image
    2. Left swipe the product you wish to delete Deactivate Product Image
    3. Tap ‘Eye’ icon
    4. Choose ‘Yes’ option from notification message
    5. Tap ‘Eye’ icon at the top of Products screen Eye Icon
    6. Left swipe the product you wish to delete Eye Icon
    7. Tap ‘Delete’ icon
  • Edit Product Information
    1. Tap “Writing Pad’ icon at the top of home screen Writting Pad Image
    2. Left swipe the product you wish to delete Deactivate Product Image
    3. Tap ‘Pencil’ icon
    4. Edit the product information
    5. Tap ‘Update’ at the top of your screen
  • Add Vendor
    1. Tap ‘Vendors’ box at the home screen Purchasing Manager Vendors Image
    2. Tap ‘+’ button at the bottom of your screen Add Vendor Image
    3. Fill in supplier information- name, email address, physical address, and phone number
    4. Tap ‘Save’ at the bottom of your screen

    You can add as many suppliers as you want. Suppliers will be listed in the order they are added.

  • Update Vendors’s Contact Information
    1. Tap ‘Vendors’ box at the home screen Purchasing Manager Vendors Image
    2. Tap the Vendor which you wish to update Update Vendor Image
    3. Tap ‘Pencil’ icon
    4. Change any contact information
    5. Tap ‘Update’ at the bottom of your screen
  • Add Order List to the Purchase Cart
    1. Tap ‘Order Form’ at the home screen Order List Image
    2. Tap Products you wish to order to the purchase cart
    3. Adjust the case/unit value if required Order Cart Image
    4. Tap ‘Cart’ icon at the top of your screen to verify product list
  • Remove Product from the Purchase Cart
    1. Tap ‘Cart’ icon at the top of your screen Order Cart Image
    2. Left swipe the product entry you wish to remove
    3. Tap ‘Delete’ Button
  • Share Order List with Vendor/s
    1. Tap ‘Cart’ icon at the top of your screen Order Cart Image
    2. Tap ‘Tap here to proceed’ option
    3. If purchase cart holds multiple products with different vendors, choose a primary vendor or multiple vendors for each product
    4. Tap ‘Proceed’ option at the bottom of your screen
    5. Review order summary
    6. Tap ‘Done’ at the top of your screen
  • Review Order History
    1. Tap ‘Orders’ box at the home screen Vendor Image
    2. Sort order history By Product list or By Suppliers based on your requirement
    3. Tap individual entry to get detailed information
  • Update Order Status
    1. Tap ‘Orders’ box at the home screen Vendor Image
    2. Tap ‘Pencil’ icon of the order list you wish to update Update Order Image
    3. Tap the preferred order status to update Order Status Image
    4. Add Notes for future reference if any
    5. Tap ‘Save’ at the bottom of your screen
  • Account Backup & Recovery
    1. Tap ‘Cloud’ icon at the top of your home screen Account Backup & Recovery Image
    2. Choose ‘Proceed’ Option

    Your account will be synced. You can retrieve the product list history when re-install the application onto your smartphone.

  • Order by Scan
    1. Tap ‘Order by Scan’ Option at home screen Order By Scan Image
    2. Scan the barcode of the product you wish to add to the current order list
    3. Tap ‘Add’ option to add scanned product Account Backup & Recovery Image
    4. In case, you want to adjust the quantity of any product added in product list, scan the product, and tap ‘Update’ Account Backup & Recovery Image
    All scanned products will be added to Current Order List. Tap ‘Cart’ symbol at the top to review. Account Backup & Recovery Image

    Note- Order by Scan feature adds product directly to the current order list. It saves time that you would otherwise invest in taping the products added to product list in order to add them to current order list. Make sure that these products are already listed on your Product List.