Blue Alligator Support Forums

Yes, you can choose to create either an order, quote or invoice at the start of order entry.

Our youtube video at http://www.youtube.com/watch?v=uGZ1_7raDrU gives an overview of what you can do in Sales Presenter.

Whoops! The ability to select an order type is a configurable option but, after taking a quick look, the option has been omitted from the configuration pages in the cloud account.

We have enabled this option on your account (simply perform a download from the cloud to get the latest configuration onto the iPad) and we'll add the option to the configuration screens shortly.

At present, the order type is primarily used when importing orders from the cloud into a back-office system. The import interface can make decisions based on whether it's importing an order, quote, invoice or credit note. In this scenario, Sales Presenter hasn't needed to worry about the calculation/handling of taxes as this is managed by the back-office system.

However, we are aware that there are a number of SP users that don't use a back-office system and therefore want to handle things like customer management and invoicing on the iPad itself. This is something we're looking into.