Ad-hoc order entry
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
To start an ad hoc order
Section titled “To start an ad hoc order”- Open a visit.
- Tap Actions.
- Tap Create Order.
- Complete any prompts, then Start Order.
To resume an order
Section titled “To resume an order”In progress:
- Open the Visit.
- Find the Order task (resumable tasks may show a [Resume Order] suffix).
- Continue capture and tap Complete Order when finished.
Completed (pre-sync):
- Open the Visit.
- Open the completed Order task.
- If prompted, confirm recalculation, edit as needed, then Complete Order.
Tablet order grid
Section titled “Tablet order grid”On tablets, a configurable grid layout can speed up quantity and discount entry; column sets mirror your mobile configuration.