Published at: 2026-10-12
Van Sales Mode Quick Start
For drivers, run a complete Van Sales loop in a single visit.
Learning objectives and final outcome
After you complete this tutorial, you use Van Sales mode to finish an in-store sale: load the vehicle and prepare stock, place the order on site, and ship and collect payment automatically.
Finally, you see the remaining inventory after this van sale in the vehicle inventory.
Preparation
- Account: you are assigned the Driver role and have the required van sales field action permissions.
- Pre-configuration: the admin has enabled Inventory Management and the Van Sales Ordering action.
- Device: you install and sign in to the Mobile Client app and can connect to the network to scan QR codes.
Step-by-step instructions
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On the Workstation home page, go to the Loading page.
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Select a loading method: Add from Category List, Add by Delivery Order, Add by Recommended Loading, Add by Searching Product.
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Confirm the loaded products and quantities, submit a Stock Requisition Request, and wait for the warehouse keeper to approve it.
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After approval, the products are transferred to your personal vehicle inventory.
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When you visit an account, go to Van Sales.
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Select the account, and enter sold, returned, or exchanged products based on the store’s on-site needs.
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Submit the order; the system automatically ships it and collects payment.
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In Inventory View, check the current remaining quantity in the vehicle inventory.
Run and verify
- The van sales order appears in the Sales Order list with the status Shipped.
- The vehicle inventory quantity is automatically deducted on outbound.
- If Online Collection is enabled, the funds enter the enterprise account balance after the store scans the QR code.