Individual Order Entry
This guide explains how to use the dedicated screen (sidebar name: Individual Order Entry) that allows you to create orders received in person, by phone, or by email in three simple steps. It covers everything from selecting customer cards and reusing previous orders to smartphone compatibility.
Related Articles There are multiple ways to input orders. This screen is dedicated to manually entering orders placed via in-person, telephone, or email.
- Orders from e-commerce sites: Order Hub (E-commerce Order Workbench)
- Importing from EDI files (CSV/Excel): EDI import
- Order form received by fax: FAX Order
- The overall difference in usage is Sales workflow See
What you can do on this screen
Order processing is the process of formally recording an order received from a customer within the company. This process smoothly leads to subsequent stages such as shipping, invoicing, and manufacturing.
How to import orders
Orders can be registered in four ways.
| Method | Main Uses | Supported Screens |
|---|---|---|
| API / EC Integration | Automatic integration from EC sites and external systems | Order Hub (/app/ec-order-workbench ) |
| CSV / EDI | Bulk import of order data received from business partners | EDI import |
| FAX-OCR | Reading and converting order forms received by fax | FAX Order |
| Individual Input (This Article) | Manual entry of orders received by phone, email, or in person | /app/simple-order |
This article explains the procedure for using "Individual Input". Quotation While it's possible to convert this to an order, here we'll explain the process of creating it directly from the order screen.
Screen URL:/app/simple-order
Are you experiencing any of these problems?
Do any of these situations sound familiar to you when you're entering orders on a daily basis?
- There are too many fields on the input screen, and I get confused about where to put what.
- We receive similar orders from the same customers every time, yet we have to search for and enter each item individually.
- I have trouble with the operation while taking phone calls, which causes customers to wait.
- I received an order from a new customer, but I'm stuck because customer registration is required first.
"Easy Order Entry" is a dedicated screen created based on feedback from the field. You can create an order in just three steps: Select a customer → Add products → Confirm and finalize.
Overall view of the screen
The stepper at the top of the screen lets you see at a glance which step you're currently on.
| Steps | Content | Main Operations |
|---|---|---|
| ① Customer | Select the customer who placed the order | Tap the card / Search by name / Register a new account |
| ② Product Input | Enter the order items and quantities | Filter by category / Adjust quantities using the + and - buttons |
| ③ Confirmation | Review the contents and confirm the order | Print/Continuously input the shipping label |
Operating Procedure
Step 1: Choose your clients
When you open the screen, your regular customers are listed in card format.
- Tap the customer's card that placed the order.
- Check and change the "📅 Delivery Date" at the bottom of the screen (default is the next day).
- Press Next ▶
When you can't find the customer:
- Enter part of a name or address in the "Search by Name..." field, and suggestions will appear in real time.
- First-time customers can register immediately by clicking the "+ Register a New Customer" button and entering their name, address, and phone number. After registration, you can proceed directly to placing your order.
Step 2: Enter the product
The name of the selected customer will be displayed at the top of the screen. Enter the order items and quantities here.
Reuse of previous order
If you have a past order history, a "🔄 The usual (reuse previous order)" banner will appear at the top of the screen. Clicking "Add All" will add the same items and quantities as your previous order to your cart.
Product Selection
- Filter products using the category buttons at the top of the screen (e.g., "All," "Frozen Products," "Processed Products").
- Use the + button on the product card to increase the quantity (and - to decrease it).
- Items added to the cart will turn green, and the subtotal will be displayed.
A sticky bar at the bottom of the screen constantly displays the number of items and total amount, allowing you to check the overall picture while you enter information.
Enter notes and delivery conditions
If you have any delivery-related information, please use the "Notes/Shipping Conditions" section at the bottom of the screen.
- You can add frequently used conditions by simply tapping the tag button (❄️ Cool delivery, 🎁 Gift wrapping, ⏰ Morning delivery, etc.).
- You can also enter free text. What you write here will be printed on the cover letter.
Once you have finished entering the information, press "Go to Confirmation Screen ▶".
Step 3: Review and confirm
Your order details will be displayed. Please check your name, delivery date, items, quantity, and total amount.
- If everything looks correct, press "✅ Confirm Order"
- The order is created and the order slip number is displayed.
Confirmed orders are saved and submitted as orders. From here on, you can proceed with creating shipping documents and invoices just like with any other order.
Printing the cover letter
Before or after confirming your order, you can preview and print the shipping label using the "🖨️ Print Shipping Label" button. The shipping label, including the recipient's address, item list, and notes, will be printed as is.
Continuous input
If you wish to enter multiple orders consecutively, please press "Continue Entering" on the confirmation screen. Your entries will be reset, and you will return to Step 1.
Post-order processing
You can create the following documents with a single click from a confirmed order. Open the order and use the "Create ▾" menu.
| Operation | Documents Created | Description |
|---|---|---|
| Create → Shipping Slip | Shipping slip | Shipping Records |
| Create → Invoice | invoice | Invoice Issuance |
| Create → Manufacturing Order | Manufacturing Order | When manufacturing is required |
| Create → Purchase Requisition | Purchase Requisition | If inventory is insufficient |
Tips for Use
- Customers simply choose from their cards: Businesses are distinguished by the 🏢 icon, and individuals by the 👤 icon. Frequently used customers have a ⭐ badge.
- Convenient reuse of previous orders: For customers who regularly place the same order, the "usual order" function allows for quick and error-free entry.
- Operable on smartphones: You can enter orders on the same screen from your smartphone's browser, even when you're out or in the warehouse.
- Standardize shipping conditions with tags: By entering conditions such as "refrigerated delivery" and "with gift wrapping" as tags, you can prevent inconsistencies in terminology within the company.
- No need to switch screens for new customer registration: Registration can be done directly on the order screen, ensuring a seamless input process.
Next Steps
- Create a shipping record → Shipping slip
- Issue a sales invoice → invoice
- Get an overview of the progress from order placement to production and shipment → Order progress board
- Review the overall picture of sales operations → Sales workflow