REP / Orders and returns
Create an order in the REP app
Choose a customer, add products and review quantities, prices and stock before posting a REP order.
Use Orders to create a sale, or open the current customer’s order during a route run. You need permission to write sales orders.
Prepare the order
- Open New Order using the add action.
- Choose the customer before adding products.
- Review their due amounts, pending cheques and any risk notice. Acknowledge the risk notice when required.
- Select Add Item → Product and choose stock from the active vehicle.
- Review the selling unit, quantity, price and permitted discounts. Edit or remove incorrect lines.
- Add useful notes, then select Payment to review checkout.
Normal REP product loading requires an active vehicle assignment. Do not assume Products catalogue availability means the item is on your van.
Before posting
Check each item and the customer again, including serials or accessories where requested. Address the highlighted validation issues. Promotions are refreshed before checkout, so review the final total.
The order becomes a saved transaction after posting succeeds. Existing REP orders cannot be edited through this editor; use the documented cancellation or return workflow when appropriate.