Factory Mobile App
Factory Mobile features
Factory Mobile app lets you access
Sales Orders
and their features i.e.Details
,Collaborate
,Checklists
,Tracking
,Linked Orders
, and theTimeline
.Timesheets
are also available in Factory Mobile, allowing you to add, edit, or delete time entries, as well as approve or unapprove them.
Sales Order
ποΈ Note: Sales Orders page displays a list of Orders, with the primary details shown for each Sales Order, including the Order #, Customer, and the Status of the Order.
Search
Sales Orders can be search by Customer, Order #, Status and Created By.
Details
Selecting a Sales Order will display the Details tab, where you can view information such as
Created By
,Created Date
,Required Date
,Assigned To
,Invoice Status
,Order Status
,Contact, Bill To
,PO
,Deliver To
,Labels
, a list of ordered Products, and pricing.
ποΈ Notes:
Sales Orders details cannot be modified in Factory Mobile
If changes have been made to the website, please refresh the app by swiping down on the screen to see the updates.
Collaborate
All the Collaborate features available in Factory on the website are also accessible in Factory Mobile, including sharing and viewing photos and files, using the camera, signing for proof of delivery, and receiving app notifications on your mobile device if someone mentions you in Collaborate.
Checklists
Existing Checklists features are also accessible in Factory Mobile except saving Checklists as templates.
Tracking
Team Members can Clock on/Clock off for each line item, add manual time entries to the selected order, and update the status of each line item in the Tracking tab.
Linked Order
ποΈ Note: linked Purchase Orders will be displayed though accessing the Order details is unavailable.
Timeline
The Timeline summary and chronological history of changes made to the Sales Order are available in this tab.
Timesheets
Handy records the amount of time a Team Member has worked, on specific Orders and Line Items.
Tapping on the plus (+) icon will provide more details on the Timesheet entries, such as the
Order #
,Customer
, andTime Worked
.The option to
Update Status
,Duplicate
,Edit
,Delete
, andCancel
action will be available after tapping on the time entries.
ποΈ Notes:
Review user roles/user types, as some options to manage time entries may not be available to other user types, except Admin.
Add time entry
option can also be found by tapping on the hamburger menu and the Tracking tab in Sales Orders.
Profile
Tapping your avatar icon opens the Profile settings
The options are similar on to those on the website, where you can edit/set the
First name
,Last name
,Email address
,PIN
,Password
, andTimezone
except for personalising the avatar colourMake sure to select
Save
to retain changes orCancel
to exit out of the Profile
ποΈ Note: Profile can also be accessed by selecting the hamburger menu, which is always located at the top left corner of the Factory Mobile screen, then locating Profile.
Sign out
Easily sign out by selecting the hamburger menu and locating
Sign out
button.