> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Place an Order

> Build a cart from the account's price book, capture the customer's signature, and submit an order, even when you're offline.

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](/sync/how-sync-works).

## 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**.

<Note>
  **Place Order** appears on a visit only while the visit is **In Progress**. Check in first. See [Check In and Complete a Visit](/visits/visit-details).
</Note>

## 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.

| What the App Finds | What Happens |
| - | - |
| 1 price book | The app selects it automatically. |
| Several price books | Choose one in **Select Pricebook**. To switch later, tap the price book name at the top. |
| No price books | You see **No Pricebooks**: "No active pricebooks found for this account". Ask your admin to check the account's contracts. |

<Warning>
  Switching the price book empties your cart. You can't change the price book when you edit an existing order.
</Warning>

## 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

<Tip>
  You can change discounts and bonus quantities only in grid view. To switch views, tap the grid/list toggle.
</Tip>

To remove a product from the cart, set its quantity (and bonus) to 0.

## Check Out

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

<Steps>
  <Step title="Review the Cart">
    Check quantities and totals. You can still change quantities here.
  </Step>

  <Step title="Choose a Contact">
    Optional: Tap **Select Contact (Optional)**, and then choose one of the account's contacts.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add Remarks">
    Optional: Enter remarks of up to 254 characters.
  </Step>

  <Step title="Capture the Customer's Signature">
    Ask the customer to sign under **Sign here to confirm order**. A signature is required.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

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.

## Messages You Might See

| Message | What to Do |
| - | - |
| Please do signature to complete the order. | Ask the customer to sign. |
| Please select a PO date. | Choose a PO date. |
| Remarks cannot exceed 254 characters. | Shorten your remarks. |
| A pricebook must be selected. | Go back and choose a price book. |
| Some Items Are No Longer Available | Some products on the order you're editing are no longer active, and saving removes them. Tap **Continue** to accept, or tap **Cancel**. |
| Pricebook Not Found | The order's price book isn't on your device. Sync until **Pending Changes** shows 0, and then [reset sync](/sync/reset-sync). Or contact your admin. |
| Failed to create order. Please try again. | Try again. If it keeps happening, [send your data to FieldKo support](/troubleshooting/send-data-to-support). |

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

## See Also

* [Work with Accounts and Records](/field-work/accounts-and-records)
* [Check In and Complete a Visit](/visits/visit-details)
* [Record Core Ranging](/field-work/core-ranging)
* [Sync Your Data](/sync/sync-screen)


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