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Add Orders (Modify, Pick, Quote, Invoice)

Overview

The Orders module in Root Mobile is designed to help you manage your day-to-day fulfillment process. From creating new orders and assigning schedules to quoting, picking, and invoicing, each order flows through a simple, trackable lifecycle. Whether you're servicing retail stores, distributors, or internal teams, the order workflow supports flexibility, visibility, and speed.

In this guide, we’ll walk through how to:

  • Create and schedule new orders
  • Add and update product line items
  • Assign team members and enable recurring schedules
  • Print order quotes, mark them as picked, or invoice them directly
  • Modify existing orders as needed

📦 Step 1: Create a New Order

  1. Navigate to the Orders tab from the sidebar.
  2. Click the "New Order" button in the top right corner.
  3. A new draft order will be created with a unique Order ID.

New Order Button

👥 Step 2: Choose Customer

  1. In the new order modal, choose a customer from the list.
  2. Search or scroll through the list to find the correct customer.
  3. Select the customer to link their billing and delivery info to the order.

📊 Step 3: Add Order Line Items (Products)

  1. After selecting a customer, you'll find yourself on the Products tab. Here, the lefthand list displays available products.
  2. Search for a product by name or SKU, and click to add it to the order. You'll see it move to the righthand list once selected.
  3. Enter the desired quantity and price.
  4. Repeat for each item required in the order.

📅 Step 4: Schedule and Assign (incl. Recursion)

  1. Click on the Schedule tab or section.
  2. Select the desired delivery or fulfillment date.
  3. Assign the order to a team member or driver.
  4. Enable Recurrence if this is a repeating order.
  5. Choose frequency (e.g., Weekly, Monthly)
  6. Define end date or number of occurrences

⏳ Recurring orders will auto-generate based on this schedule and appear in the Orders list with future dates.

🔄 Step 5: Review

  1. Double-check all entered details: customer, products, quantities, and assignments.
  2. Add internal notes or tags if your workflow uses them.
  3. Click "Save" or "Continue" to move forward.

✏️ Step 6: Modify or Update an Order

  1. Navigate to any existing order from the Orders list.
  2. Click on the order to open it.
  3. Use the Edit buttons to update products, customer, schedule, or status.
  4. Changes are saved automatically, or you can click "Save Changes" manually.

📄 Step 7: Generate a Quote

  1. Within the order view, click the "Quote" button.
  2. A quote PDF will be generated based on current order data.
  3. Review and email or download as needed.

📅 Quotes are timestamped and saved under the order record.

📦 Step 8: Mark an Order as Picked

  1. Once products are packed and ready, return to the Orders list.
  2. Click the "Pick" button in-line with the order being picked.
  3. Confirm the picking date and assigned picker if prompted.

🚚 This prepares the order for dispatch, allowing it to be picked up by the mobile app.

📃 Step 9: Convert an Order to Invoice

  1. Find the order in the Orders list.
  2. Click the "Invoice" button in line with the order being invoiced.
  3. An invoice record will be created and linked to this order.
  4. You can now track payment status, due dates, and send to the customer.

💳 Invoices are found in the Invoices tab and contain full financial details linked to the order.

✉️ Common Issues & Troubleshooting

Problem: "Can't find the product I need." - Solution: Check product list for spelling or add the missing product manually.

Problem: "Order won’t save." - Solution: Ensure all required fields (e.g., customer, at least one product) are completed.

📈 Best Practices

  • Use recurring orders to automate regular deliveries.
  • Assign orders promptly to a route to avoid last-minute fulfillment.
  • Review open drafts weekly to ensure nothing is missed.
  • Convert to quotes for approval workflows before invoicing.

By following these steps, you can manage orders efficiently and reduce operational delays across your business.