Each cleaner needs cleaning materials such as rags, toilet paper, soap, etc. If new material is needed, the cleaner can request it in the app. Another cleaner can then order the missing material. However, all required material types must first be managed or created in the cockpit.

Material orders in the app

Description

Via the app, an order can be placed as well as an order can be executed. Depending on the authorization, the user can use both functions or only one of the two. Email addresses can be stored in the business entity settings, which will be notified when an order is executed.

The function is not implemented to replace a material management. For a material management there are very good tools on the market and on demand soobr can implement an interface. The function covers the simple ordering of material for a cleaner and the distribution of the ordered material, for example by a daily cleaner.

 

Process

To place an order, one has to open the user menu by clicking on the user icon in the upper right corner.

The following view will open:

Order material

If one clicks now on Order material, a new window opens.

Now click on Add material order.

In the list you will find all material types that have been created in the cockpit, including a description and the packaging unit. By clicking on the + and - symbols under the Quantity column, the order quantity can be entered. If you click on the round arrow to the right, the quantity will be reset to 0. If there is a photo symbol at the end of the line, you can view a photo of the material type here by clicking on it. In addition, a comment can be entered at the bottom.

Once you have entered all the necessary materials, click on Save.

Material order overview

If you click on Material order overview in the user menu, a new window will open.

Clicking the eye icon opens the order, which then can be processed.

If the material is in stock and ready for delivery, you can confirm this by checking the last box. In the box with the pencil icon, you can specify how much of the ordered material has been delivered. This allows you to document any discrepancies.

If processing of an order has been paused, you can use the In Progress button to do so. This keeps the order open, saves the settings you've made, and allows you finish processing the order at a later time. This is indicated in the overview with the status In Progress.

Clicking the Delivered button completes the ordering process, meaning the order has been shipped and can no longer be edited.