Editing Orders with Pocket Order Entry

After creating an order with Pocket Order Entry (Pocket OE) 's Order View or Reorder Pad, you can edit it on the Palm device from the main Pocket Ordering screen.

The main Pocket Ordering screen displays the orders you create on the Palm device, arranged by Customer ID. When more than one order exists for a single customer, the application numbers them by create date and time. That is, the first order created for the customer is "1" and the second is "2" and so forth. When there are more orders than can display on one screen, a vertical scroll bar displays on the right side of the screen.

You can safely edit any order that you have not uploaded to the host system. These orders do not have a check mark in the Sent check box (). If you attempt to edit an uploaded order, the application reminds you to clear the Sent check box () before you can upload it to the host. If you change the Sent status, the system warns of possible consequences.

If you want to remove orders from the main Pocketing Ordering screen after uploading them to the host system, set the Send Orders option to "Clear Sent Orders on Sync" on the Pocket Order Sync Setup screen.

To edit an order with Pocket Order Entry:

Start the Pocket OE application.
From the main Pocket Ordering screen, select an order to edit.

Note: If you attempt to edit an order that was uploaded to the host system, the application reminds you to clear the Sent select box before uploading it to the host.

The Order View displays the quantities, line items, and the approximate total cost of the order. The order total is approximate as the Palm device uses static pricing data, unlike the host system which uses dynamic, real-time pricing data. For more information, see Reviewing Line Item Details in Pocket Order Entry.

Note: If you changed Pocket OE preferences to display the Reorder Pad view when creating new orders, use the Reorder Pad screen to select products and quantities.

Tap a line item to select it. For a line item, you can do the following:

change the order quantity by entering a new value in the Qty field.
review pricing and other details by tapping the line item detail icon ().
review a line item comment by tapping the comment icon ().

Change to the following views, as needed:

Use Item Entry view to do the following:
Search for products
Enter items and quantities
Review pricing and other line item information
Use Order Header view to enter shipping information.
Use Reorder Pad view to add items and quantities using the Reorder Pad.

Tap Done to return to the main Pocket Ordering screen.

More Options for Editing Orders in Pocket Order Entry

The following are additional options you might use when editing orders using Pocket OE's Order View:

To...	Tap the Menu screen button and select...
move the order to another customer	Orders > Move Order The New Company for Order screen displays.
delete the order	Orders > Delete Order The application prompts for confirmation.
set Pocket Order Entry preferences	Orders > Preferences The Pocket Ordering Prefs screen displays.
add a new line item	Line Item > New The Item Entry screen displays.
delete a line item from the order	Line Item > Delete The application prompts for confirmation.
add a line item comment	Line Item > Add Line Item Comment The Line Item Comment screen displays.
delete a comment from a line item	Line Item > Delete Comment The application prompts for confirmation.