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Insider Series | MyOrders

3/11/2022 - 1:08:26 PM


An order management app to empower your salespeople

This episode is part of an ongoing video series demonstrating tips, tricks, and features to help you get the most out of Eagle Business Management Software. In today's video, Nathaniel highlights the order management EBMS companion app, MyOrders, which is part of the MyEBMS suite of apps designed for the first-line worker.

This video covers - 

  • Searching for and editing existing orders
  • Creating new orders
  • Entering products
  • Shipping methods & estimating
  • Recording payment
  • Signature capture
  • and more!

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Episode Transcript

Hello and welcome to another episode of our EBMS Insider series. This is a regular video series we do to demonstrate tips, tricks, highlight features, and provide other information to help you get the most out of your software. My name is Nathaniel Gingrich. I'm the Chief Product Officer of Eagle Business Software and in this episode we'll be looking at the MyOrders app, how it works, and some of the hidden options that can make your experience better. The features we'll be looking at are available in EBMS 8.4. MyOrders is an app designed to help you create, edit, and fulfill sales orders from anywhere. It's an app available for iOS, Android, and Windows phones and tablets. It provides a live connection back to the EBMS data. Who may benefit? It's a sales person visiting a customer and creating a sales order, or that sales person might be out on the showroom floor assisting a customer in a decision they're making and creating a sales order at the same time, or it could be a direct store delivery driver who's dropping off products and needs to get a signature. And of course it's any person who wishes to have a full sales history and status available for any given order. To get started with MyOrders you'll first have to configure MyEBMS. Check out this video to learn how to configure your server, your workers, and so much more so that you can start using this app. To get started with MyOrders you'll go to the worker record in EBMS for the worker for whom you wish to allow access to MyOrders. On the app settings tab you'll go and choose the allow switch. And also if you have a license subscription for MyOrders you'll choose the license switch as well. Expect that all the security permissions that are set for them in EBMS will also apply to MyEBMS. Once you've logged into the app you can go to the menu and choose MyOrders. This will bring you to the search list and you can search for any order based on the customer's name, either in the bill to or ship to. You can search by their customer ID, you can search by invoice number, and you can even search by the description of the invoice itself. And of course you can filter it and choose to only see the orders or maybe those that are outstanding, processed invoice, or all as well. Once you've selected the order you'll be brought to the summary page. Here you'll have quick access to all the parts of the sales order as well as see a summary of key info. The tab you'll work in the most is the details tab. Here you'll find the list of all the products on the sales order. You can edit that list, you can add, delete, you can create a materials list. It's very full-featured. If you wish to access header or footer information that you normally see in EBMS, there's a document drawer at the bottom and you can slide up and have access to the bill to, the ship, to the salesperson, and so much more. It's easy to create a brand new sales order in MyOrders by going back to that search list. At the top right you'll see the plus sign; select it and then populate the bill to with the flexible search that again searches by ID or name and allows you to quickly select your customer. Now that you have the sales order created it's easy to start adding products. First of all you can do so by scanning over the top right, we have a scan button that will activate the camera of your device so you can scan using the camera or you could scan using any one of our supported scanning devices. And finally you can add it manually by searching the entire product catalog by choosing the little plus symbol down in the bottom right. It's easy to personalize the columns on the details tab by tapping and holding the header. This will bring up a dialog that allows you to turn columns on and off and even reorder them by dragging them within that list. These changes will be saved across all your devices no matter where you log in to MyEBMS. If you're taking the order and going to ship it later you can go to the shipment tab and from there select your shipping method, enter the shipping contact info, and set the ship date. If you're using our ship engine integration and connected to UPS or FedEx or some other parcel carrier, you're able to estimate the shipping charges from MyOrders as well. And while MyOrders does not have a integration with a payment gateway, you are able to record whether payment has been received via cash, check, or credit card. And with credit card you can enter in the last four digits and choose what type of card it is for reconciliation later. If you have a community pack with our signature capture module, you'll find at the bottom of the document drawer a sign button. If you tap it it'll bring you to this dialog where you can request a signature from your customer as you're delivering it. And if you have a community pack with our CRM module you'll find the option to mark this sales order to be sent through autosend. If a combination of MyInventory and MyOrders are allowed on the workers app, they'll have access to both processing and printing. They'll be able to change this sales order into an invoice or they can print to any printer connected to the EBMS server. And finally a tip on how to quickly navigate through MyEBMS. The history page will give you a complete record of where you've been and allow you to jump back and forth between documents and customers and so on. Access it by swiping in from the side to pull up the menu and then from there going to history. If you're ready to learn more about MyOrders, click here to access the resources on our website. Sales Orders are a fundamental component of any business and now you can create and access them from anywhere. Hey, thank you for watching! Visit info.EagleBusinessSoftware.com/support/insider to access all the EBMS Insider episodes. If you have any questions please feel free to reach out to us and be sure to check back next month for another EBMS Insider episode.

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