EzOrder User Guide

How do I place my first order? #

1. Sign in and wait for Home to finish loading (Sign in, Wait for Home to load).
2. Open the customer: Home → Client, then search by name, state, or postal code (Search for a client).
3. On Client Details, tap Add order, type the PO number, and tap Create Order (Create an order).
4. Add products with search, scan, categories, or the binoculars icon (Add products (all ways)).
5. Check Terms, Order Type, Placed By, Written For, and both addresses. Not ready to submit? Tap Save. The order stays saved so you can add more items or make changes later (Edit an order).
6. Tap Submit and confirm (Submit an order).
7. On Order Summary, check the totals, discount, upcharge, and shipping. Enter shipping manually for now (Discount, upcharge and shipping).
8. Tap Checkout, choose one payment method, and tap Place Order (Make a payment).

What do you need to do? #

Which terms should I know? #

How do I install EzOrder? #

On iPhone or iPad

EzOrder is installed from the App Store. You need an Apple ID and internet.

1. Open the App Store.
2. Tap Search and type EzOrder.
3. Open the listing that matches your company (check the name and icon).
4. Tap Get (or the cloud icon if you had it before).
5. Confirm with Face ID, Touch ID, or your Apple ID password.
6. When it finishes, tap Open, or find EzOrder on your Home Screen.

On Android

Go to the Google Play Store and search for EzOrders App (Coming Soon).

How do I update EzOrder? #

On iPhone or iPad

1. Open the App Store.
2. Tap your profile picture in the top right.
3. Scroll to Updates.
4. Find EzOrder and tap Update. If there is no Update button, you already have the latest version.

On Android

The Android app is coming soon in the Google Play Store. Update steps will be added when it is available.

How do I register a new rep from the app? #

After you receive your email and password, use Sign in (Sign in).

How do I sign in? #

Do not have a login yet? See Register a new rep.

1. Open EzOrder.
2. Check that the switch in the lower right of the Sign in screen says Production (Production vs Sandbox).
3. Enter the email and password you were given, then tap Sign in.
4. Enter the 6-digit code sent to your email (Email verification code).
5. Home opens after the code is accepted.

How does the email verification code work? #

After a successful sign in, EzOrder emails you a 6-digit code. Type it into the six boxes. When you enter the last digit, the app checks it automatically. A wrong code is cleared so you can try again.

How do I resend the verification code? #

1. Wait until the countdown on the code screen finishes.
2. Tap Resend Code? and confirm.
3. Check your email for the new 6-digit code.

How do I reset a forgotten password? #

1. On the Sign in screen, tap Forgot Password?
2. Enter your email and tap Submit.
3. Open the email you receive and set a new password.
4. Sign in with the new password.

How do I show or hide my password? #

On the password field, tap the eye icon to show or hide what you typed.

Which should I use, Production or Sandbox? #

The Sign in screen has a switch in the lower right. Its label shows Production or Sandbox. Check that it says Production before you sign in.

What if I cannot sign in? #

1. Check that you have internet.
2. Make sure the switch in the lower right of the Sign in screen says Production, not Sandbox (Production vs Sandbox).
3. Confirm your email and password. Tap the eye icon to make sure it is not hiding a typing mistake (Show or hide password).
4. Enter the latest email code, or resend it (Resend the verification code).
5. Still stuck? Use Forgot Password? (Reset my password), or ask an administrator to check your account.

How do I know when Home is ready to use? #

After you sign in, EzOrder may show a loading screen while it brings in your clients, products, and orders. Wait until that screen goes away, then tap Browse, Client, or any other option to start working.

What can I open from Home? #

Where can I see new notifications? #

Look at the bell in the top right of Home. A small number on the bell means you have unread messages.

How do I open and read a notification? #

1. On Home, tap the bell in the top right. The notification list opens.
2. Tap a message to open the full text.
3. Close it when you are done to go back to the list.

How do I mark all notifications as read? #

On the Notifications page, tap the mark-as-read icon in the top right. All messages in the list are marked as read, and the number on the Home bell goes down.

Can I send or reply to a notification? #

Need to reach the office? See Contact support.

How do I sync data? #

1. On Home, tap the four-dot menu.
2. Tap Sync Data.
3. Stay on Home until the loading screen goes away, so your clients and products are current.

Do I need to sync every time I sign in? #

The app often loads data when you first reach Home. Sync again during the day if clients, products, or prices may have changed, or if a list looks old.

How do I confirm my data is up to date? #

After sync finishes, open Client or Browse and check that names and products look current. System Status also shows the last successful run (System Status).

What if sync does not work? #

How do I check my system status? #

Open the side menu on Home and tap System Status. You will see each download, whether it succeeded, and when it last ran.

How do I use Run Again if sync fails? #

1. On System Status, tap Run Again.
2. Wait until it finishes.
3. Return to Home, Client, or Browse.

How do I update my profile? #

1. Open the side menu and tap the pencil on your photo.
2. Change your first name, last name, or phone.
3. Tap Update.

How do I contact support? #

1. Open the side menu and tap Contact Us.
2. You will see the office address, email, and phone.
3. You can also fill in the Get In Touch form and send it.

Where are About us, Terms, and Privacy Policy? #

Open the side menu and tap About us, Terms & Conditions, or Privacy Policy. Each one opens the matching information page.

How do I search for a client by name, state, or postal code? #

1. Go to Home → Client.
2. In Search by Name, State or Postal code, type the customer name, the state, or the postal / ZIP code.
3. The list shows only matching customers. Tap one to open their page.

How do I open a client from Recent Clients? #

Go to Home → Recent → Recent Clients, then tap the customer. Their page opens.

How do I browse all my clients? #

Go to Home → Client, then scroll the list. Use search to find a particular customer (Search for a client). Tap a name to open that customer.

What do I see when Showroom Mode is on or off? #

How do I know if a client belongs to my territory? #

1. Open the client.
2. Tap the profile icon.
3. Look at Territory Rep in Client Information.

That name is the territory sales rep. On a new order, Written For uses this person (Edit an order).

In some versions the app spells the label “Territoty Rep”. It is the same field.

How do I create a client? #

Option A: From Home → Add Client

1. Tap Add Client on Home.
2. Enter company, contact, email, phone, pricing level, customer type, terms, and addresses.
3. Choose whether shipping is the same as billing.
4. Set automatic or manual approval (Customer approval switch), then submit.

Option B: From My Cart → New Client

Use this after you have already added products (Assign the cart to a new client).

1. Add products from Browse into My Cart.
2. Tap New Client.
3. Complete Add Client. The cart items are assigned to that new customer.

How do I turn automatic or manual customer approval on? #

On Add Client or Update Client, use the approval switch.

How do I update or edit a client? #

1. Open the client and tap the profile icon.
2. Tap the pencil.
3. Update company, contacts, email, phone, type, terms, and similar fields.
4. Save.

You need internet.

How do I add or change a billing or shipping address? #

How do I change an extra shipping address? #

1. On the Client Profile, tap Additional Shipping Address.
2. Add a new ship-to, or open an existing one to change it.

How do I add a FEIN / GST number? #

On Client Details, type the FEIN / GST number and tap Add or Update.

How do I add a remark to a client? #

On Client Details, type your note in Remarks and save.

How do I view a client's order stats? #

On Client Details, tap Order stats. You need internet. This is view-only.

How do I browse products? #

Go to Home → Browse. Tap a category (and a sub-category if you see one) to open the product list.

How do categories work? #

Browse shows product groups as tiles. If a group has more groups inside it, you open those first. If it does not, you go straight to products.

How do I open a sub-category?

Tap a category that has children (for example, Artists), then tap the sub-category you need. Products for that group open.

How do I switch between list view and flex view? #

On the product list, tap Listing View or Flex View. This only changes how products are laid out, not prices or the cart.

How do I open product details? #

Tap the product image on the list. You will see the picture, name, item number, price, and description. From here you can add it to the cart (Add a product to the cart) or bookmark it (Bookmark a product).

How do I search for products? #

How do I add a product to the cart? #

On the product list or product details, set the quantity and tap Add to Cart. From Browse, items go to the general cart until you choose a client (Assign the cart to an existing client).

How do I bookmark a product? #

On product details, tap the bookmark control. To view saved items later, see Section 7.

How do I add products? #

Choose the path that matches where you are. From Browse, items go to the general cart. From a client or an order, items go to that client's active order.

How do I open my bookmarks? #

How do I bookmark a product? #

How do I remove a bookmark? #

Tap the bookmark icon again on the bookmarked product. The bookmark is removed.

How do I email a presentation sheet of bookmarked items? #

1. From Bookmarks or the product list, tap Email Sheet.
2. Enter the email address.
3. Send.

How do I add products to the cart? #

You can add products to the cart if you started from Browse. See Add products (all ways) for every way to add products.

How do I change the quantity of an item? #

In the cart or on the product, use + and −. Quantity cannot go below 1. Delete the line if you do not want the item.

How do I remove an item from the cart? #

Open My Cart and tap the trash icon on that product. It is removed from the cart and the total updates right away.

How do I clean up the shopping cart? #

• Remove items one at a time with the trash icon (Remove an item from the cart).
• When EzOrder asks whether to start a new session, choose Yes to clear the previous cart (Cart cleanup message).

Why do I see the shopping cart cleanup message? #

EzOrder asks if you want to start a new session and clear the previous cart. Choose Yes to start fresh, or No to keep the items you already added.

How do I assign the cart to a new client? #

1. In My Cart, tap New Client. You need internet and at least one item.
2. Complete Add Client (Create a client).
3. The cart items are assigned to that new customer.

How do I assign the cart to an existing client? #

1. In My Cart, tap Existing Client.
2. Tap the customer.
3. The items go to that customer's active order.

What does the order journey look like? #

Every order moves through the same stages. Select a step to jump to its instructions. The colored tag next to an order on Client Details shows where it is (see Order tag colors).

Which terms should I know first? #

More terms are in the Key terms (glossary).

How do I create an order? #

Option A: Start from the client (recommended)

1. Tap Home → Client, then tap the customer. Work from the client's page so products go to their order.
2. On Client Details, tap Add order.
3. Type the customer's PO number and tap Create Order.
4. The new order is usually marked Active. Any product you add from this client now goes onto it.

Option B: Shop first, choose the client later

1. Add products from Browse to My Cart (Add products (all ways)).
2. In My Cart, tap Existing Client and pick the customer, or tap New Client and complete Add Client (Assign the cart to an existing client).
3. The cart items move onto that customer's order.

New Client needs internet and at least one item in the cart.

How do I find an order? #

Where you look depends on what you want to do.

How do I edit an order? #

1. Open the Unsubmitted order (Find an order).
2. If the fields are locked, tap the pencil icon.
3. Make your changes (see the table below).
4. Tap Save.

What do you want to change?

Tap Save after any change.

How do I submit an order? #

You need an internet connection to submit. Check that these are filled in: Terms, Order Type, Placed By, Written For, billing address, and shipping address.

1. Open the unsubmitted order.
2. Tap Submit.
3. Confirm the message that items cannot be changed after this.
4. EzOrder opens Order Summary. Check the totals, then check out.

How do I change the total before I check out? #

These options are on Order Summary, which opens after you submit.

Discount or upcharge

Choose an allowed discount or upcharge. The total updates before you check out.

Shipping cost

When the totals look right, tap Checkout.

How do I cancel or delete an order? #

Which one you use depends on whether the order was ever saved. You will be asked to confirm either way.

How do I view, send, or resend an order? #

View a completed order

Open it on the Order Review page. It looks like Order Summary, but it is for viewing and resending a completed order, not for making changes or checking out.

Send a quote or resend an order

1. On the order, Order Summary, or Order Review screen, tap the email icon.
2. Enter the email address.
3. Tap Send.

You need internet. If the app asks you to save the order first, do that. Resend is for completed orders.

Something is not working. What should I check? #

How do I check out? #

On Order Summary, review products, discount, upcharge, and shipping, then tap Checkout. You need internet.

How do I make a payment? #

On Checkout, choose one payment method, then tap Place Order. Complete the next screen if one appears.

How do I send files to a client? #

How do I choose which files to send? #

Check one or more files, then tap Send Files. You must select at least one file. Add a valid email, a subject, and a message, then Send.

How do I download a file to view it? #

Tap the download icon, then tap the file name. If you skip the download, the app asks you to download it first.

What if Send Files does not work? #

1. Check your internet.
2. Make sure at least one file is selected.
3. Make sure To, Subject, and Message are filled in. Type the email if it is missing.

How do I view my reports? #

Go to Home → Reports.

Reports show your sales information, such as clients, sales, and product trends. This screen is for viewing only. You cannot place or change an order from here.

Reports need internet (Section 13).

What can I do offline? #

• Browse previously synchronized categories and products (Section 6).
• View previously synchronized customers (Section 5).
• Create and save unsubmitted orders (Edit an order).
• Offline orders are saved on your device and will be synchronized when an internet connection becomes available.

What can't I do offline? #

Reconnect and try again if you need to do any of these:

• Sign in or reset your password (Sign in, Reset my password)
• Add a new client (Create a client)
• Submit an order (Submit an order)
• Check out or take payment (Check out, Make a payment)
• Send files (Send files to a client)
• View reports (View my reports)
• Send a quote (View, send or resend an order)
• Sync data (Sync data)

What do the order tag colors mean? #

On Client Details, the tag beside each order uses color so you can see its status at a glance. The word Active on a tag means new products will attach to that order.