Editing Product Details During Mobile Transactions
When processing transactions through the mobile CRM app, you have full flexibility to modify product details on the fly. Whether you're working with items from your catalog or creating custom entries, you can adjust every aspect of the product information to match your current transaction needs.
Editing Custom Items
When adding a custom amount using the keypad in the Point of Sale, Invoice, or Estimate sections, you can customize the item details by tapping the highlighted "Item Details" button located below the amount field. This opens an editor where you can:
- Change the item name from the default "Custom Item" to any description you prefer
- Add a detailed description that will appear on invoices and receipts
- Apply relevant taxes to the custom item
- Adjust the quantity and price as needed
- Save the custom item to your catalog for future use by toggling the "Save for later use" option
Editing Catalog Items
For products already in your catalog, you can modify their details during the transaction process. Simply tap on the item tile in the review screen to access the same editing options available for custom items. This allows you to update:
- Product name
- Description
- Quantity
- Price
- Tax settings
Working with Product Variants
If your products have multiple variants, you can select different combinations during the transaction. On the catalog page, tap the "+" button on the quantity counter and select "new customization" to choose alternative variant combinations of the same product.
Transaction Workflow
The editing features are available at two key points in the transaction process:
- On the keypad page when initially adding items
- On the review payment screen before finalizing the transaction
After reviewing and adjusting all product details, tap "Charge" to proceed to payment method selection, where you can complete the transaction or convert it to an invoice or estimate.