Designing a Mobile Sales App - Create a Sales Order App

Canvas can be found at http://www.gocanvas.com

Most businesses need to sell things to make money, and sales typically require some record of a contract to make them work. Well use Canvas to publish a simple sales order app for our business. There are several sales order apps already in the Canvas Library, but were going to create our own from scratch by clicking the Create New Form button on the My Forms page.

Well need a title and a brief description for our app. Well call our app Sales Order.




The app also needs a description that tells people about the screens in the app and the data that is collected.




Heres our description. This is a simple sales order form. You start by filling in your customers billing and shipping information. Then you create a list of order items, with each line item amount calculated as price * quantity. When you complete the list, a summary screen calculates the subtotal, tax and total amount due. You can select the payment method and terms, then capture a signature from the customer to acknowledge acceptance of the order. When you submit this form, you can export the data to a warehouse for fulfillment or to an accounting system for revenue booking. You can also use Canvas charts and graphs to track your sales performance.

When you have finished writing your description, click the Save and launch Designer button to start adding screens to your Sales Order app.

The Mobile App Designer will open. Youll see a confirmation message Form was successfully created. This indicates that Canvas has created version 1 of the Sales Order form, and it is in a New status.

The Mobile App Designer is a rich internet application that lets you drag and drop screens and fields into your app. Take a look at the primary elements of Designers user interface. It has four primary areas in which youll work.

The Toolbar is a row of buttons at the top of the page that lets you save or cancel any changes you have made to the form. You add screens by clicking the Add Screen button, and you can get help at any time by clicking the Help button.

The panel on the left side of the page is a Form Outline that shows all the screens and fields currently in the app. The outline has a folder icon with the name Sales Order indicating that the app has been created.

The panel in the center of the page represents the Screen that is currently selected from the Outline. Since we just created the app, no screen is selected. Canvas has been kind enough, however, to automatically click the Add Screen button from the Toolbar so that we can add our first screen.

The Add Screen window has popped up in front of the Selected Screen panel.

The Palette is a panel on the right side of the page. When you have added a screen to the app, youll drag fields from the Palette to the screen in the middle of the page.

Category:

Science & Technology

Tags:

• Mobile Apps
• Mobile Business Apps
• Android Business Apps
• BlackBerry Apps
• Windows Mobile Apps
• iPhone Business Apps
• Barcode Scanning Apps
• Mobile Business Applications
• Wireless Business Applications
• Data Collection Forms
• Mobile Business Forms
• Wireless Business Forms