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Place an order for an account right from the FieldKo Atlas app. You choose products from the account’s price book, capture the customer’s signature, and the app uploads the order at your next sync.

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Open the Order Screen

You can start an order in any of these ways:
  • From a visit: On a visit you’ve checked in to, tap Place Order in the visit’s actions.
  • From a visit task: Open a task that asks you to place an order. FieldKo marks the task complete when the order saves.
  • From an account: In the account’s Orders related list, tap New. To change an existing order, open it and tap Edit.
Place Order appears on a visit only while the visit is In Progress. Check in first. See Check In and Complete a Visit.

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Choose a Price Book

The price book sets which products and prices you can order. The app uses the account’s active price books that are valid today.
Switching the price book empties your cart. You can’t change the price book when you edit an existing order.

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Add Products

Find each product in the price book, and add it to your cart:
  1. Browse the list, or enter at least 3 characters in Search products… to search by product name or product code.
  2. Optional: To filter by category, tap All Categories. To show only what’s in your cart, tap Cart (N).
  3. Optional: To sort by Name, Price, or Qty, tap the sort button. Tap it again to reverse the order.
  4. Tap the add-to-cart icon, or use the Quantity stepper. Quantities can include decimals.
Depending on your company’s setup, product cards can also show:
  • Bonus/Free Qty
  • Discount (0% to 25%), with the Gross Amount and the discount
You can change discounts and bonus quantities only in grid view. To switch views, tap the grid/list toggle.
To remove a product from the cart, set its quantity (and bonus) to 0.

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Check Out

When your cart is ready, tap Checkout to open the Cart, and then complete the order:
1

Review the Cart

Check quantities and totals. You can still change quantities here.
2

Choose a Contact

Optional: Tap Select Contact (Optional), and then choose one of the account’s contacts.
3

Set the PO Date and Status

PO Date defaults to today. Change it if needed.
  • If Status appears, choose a status. It appears only when there’s more than 1 status to choose from.
4

Add Remarks

Optional: Enter remarks of up to 254 characters.
5

Capture the Customer's Signature

Ask the customer to sign under Sign here to confirm order. A signature is required.
6

Tap CHECK OUT

You see Order Created: “Order has been created successfully with N items.” When you edit an existing order, the button is Update Order.
The app saves the order on your device and uploads it at your next sync. Until then, the order is named “Order” plus the date and time. The signature uploads as an image, so make sure Sync Images is turned on.

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Messages You Might See

Barcode scanning isn’t available on the order screen. Search by product name or product code instead.

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See Also

Last modified on October 19, 2026