- From the Operations page click/tap on the three line menu button at the top left of the screen
- Select the Accounts page
- Locate the POS you wish to create a planogram for then click/tap on the image
- This will navigate you to the individual POS page
- Click/Tap on the red circle with three dots at the top left corner of the screen and select Next Order
- From the Order Builder page, you will click/tap on the red + button
- In the pop-up window, tap/click on the button with the red + next to Product:
- Select product
- Click/Tap on Each or Case
- Update price and quantity
- If your customer does not have a standard delivery quantity, you can leave the quantity as zero and update at each delivery
- In the pop-up window, tap/click on the button with the red + next to Product:
- From the Order Builder page, you will click/tap on the red + button
- Click/Tap on the red circle with three dots at the top left corner of the screen and select Next Order
- This will navigate you to the individual POS page